SEC 13F Intelligence

Managers / Q4 2023 · view latest →

Bond & Devick Financial Network, Inc.

CIK 0001843495 · 600 HIGHWAY 169 SOUTH, SUITE 675, ST. LOUIS PARK, MN, 55426 · (951) 591-0113

Reported Value
$176M
Q4 2023
Positions
143
Filings on Record
22
2019–present window
Filed
Jan 10, 2024
original filing

Summary

Bond & Devick Financial Network, Inc. reported $176M in U.S.-listed holdings across 143 positions for Q4 2023.

Its largest position, Ishares Tr, represents 7.2% of the portfolio.

Compared with Q3 2023, the fund opened 16 new positions and exited 0.

Portfolio Metrics

Turnover
+0.7%
vs prior filed quarter
Top-10 Concentration
+49.5%
share of reported value
Largest Position
+7.2%
Ishares Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $88MQ4 ’20Q1 ’21: $108MQ2 ’21: $121MQ3 ’21: $120MQ3 ’21Q4 ’21: $133MQ1 ’22: $125MQ2 ’22: $114MQ2 ’22Q3 ’22: $121MQ4 ’22: $140MQ1 ’23: $157MQ1 ’23Q2 ’23: $161MQ3 ’23: $155MQ4 ’23: $176MQ4 ’23Q1 ’24: $184MQ2 ’24: $187MQ3 ’24: $234MQ3 ’24Q4 ’24: $234MQ1 ’25: $276MQ2 ’25: $301MQ2 ’25Q3 ’25: $332MQ4 ’25: $355MQ1 ’26: $358MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 57.8%Common Stock: 34.6%Other: 6.2%ADR: 1.2%REIT: 0.2%
  • ETP · 57.8% · $102M
  • Common Stock · 34.6% · $61M
  • Other · 6.2% · $11M
  • ADR · 1.2% · $2M
  • REIT · 0.2% · $411,180

Quarter-over-Quarter Changes full breakdown →

vs Q3 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CAPITAL GROUP INTL FOCUS EQTNEW+13.1K13.1K+$312,434$312,434
LRCXEURLAM RESEARCH CORPNEW+350350+$274,141$274,141
EVREVERCORE INCNEW+1.4K1.4K+$239,470$239,470
PIMCO ETF TRNEW+4.5K4.5K+$238,498$238,498
T ROWE PRICE ETF INCNEW+6.5K6.5K+$236,422$236,422
GSKGSK PLCNEW+6.2K6.2K+$227,919$227,919
ISHARES TRNEW+5.9K5.9K+$222,130$222,130
NVDANVIDIA CORPORATIONNEW+445445+$220,373$220,373

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

30 positions
#IssuerClass% PortfolioValueShares
1ESGDISHARES TR3 7 YR TREAS BD · ESG AW MSCI EAFE · ESG AWR US AGRGT · RUS 1000 VAL ETF · CORE MSCI TOTAL · MSCI USA ESG SLC · MSCI GBL SUS DEV · NATIONAL MUN ETF · MSCI KLD400 SOC · CORE S&P500 ETF · RUSSELL 2000 ETF · US HLTHCARE ETF · MSCI LW CRB TG19.55%$34M357.9K
2SCHWAB STRATEGIC TRUS AGGREGATE B · US BRD MKT ETF · INTL EQTY ETF · US DIVIDEND EQ · EMRG MKTEQ ETF · US LCAP VA ETF · US SML CAP ETF14.79%$26M557.8K
3NDSNNORDSON CORPhistory →COM6.72%$12M44.7K
4ACCENTURE PLC IRELANDSHS CLASS A5.18%$9M25.9K
5INVESCO EXCHANGE TRADED FD TS&P 100 EQL WIGH · WATER RES ETF4.83%$8M100.9K
6VANGUARD INDEX FDSSMALL CP ETF4.33%$8M35.7K
7J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF3.73%$7M139.1K
8MSFTMICROSOFT CORPhistory →COM3.00%$5M14.0K
9UNHUNITEDHEALTH GROUP INChistory →COM2.80%$5M9.4K
10AAPLAPPLE INChistory →COM1.90%$3M17.4K
11BRK/ABERKSHIRE HATHAWAY INC DELhistory →CL A1.54%$3M5
12GOOGLALPHABET INChistory →CAP STK CL A1.15%$2M14.5K
13PLRXPLIANT THERAPEUTICS INChistory →COM1.03%$2M100.2K
14NUSHARES ETF TRNUVEEN ESG INTL · NUVEEN ESG LRGVL1.03%$2M56.5K
15CMICUMMINS INCCOM0.92%$2M6.7K
16NVONOVO-NORDISK A SADR0.89%$2M15.2K
17XELXCEL ENERGY INCCOM0.59%$1M16.7K
18AMGNAMGEN INCCOM0.58%$1M3.6K
19SPDR INDEX SHS FDSPORTFOLIO EMG MK0.58%$1M29.0K
20FICOFAIR ISAAC CORPCOM0.58%$1M880
21JNJJOHNSON & JOHNSONCOM0.58%$1M6.5K
22PGPROCTER AND GAMBLE COCOM0.57%$1M6.9K
23CRMSALESFORCE INCCOM0.56%$979,1443.7K
24GISGENERAL MLS INCCOM0.49%$869,44113.3K
25NKENIKE INCCL B0.47%$819,3787.5K
26AXPAMERICAN EXPRESS COCOM0.46%$815,6784.4K
27ISHARES INCMSCI GBL MIN VOL0.46%$800,8938.0K
28VANGUARD MUN BD FDSTAX EXEMPT BD0.45%$799,18815.7K
29CVSCVS HEALTH CORPCOM0.45%$793,62710.1K
30KOCOCA COLA COCOM0.44%$780,23313.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$358M188Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$355M184Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$332M186Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$301M174Jul 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$276M161Apr 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$234M157Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$234M157Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$187M147Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$184M142Apr 26, 202413F-HRchanges · EDGAR ↗
Q4 2023$176M143Jan 10, 202413F-HRchanges · EDGAR ↗
Q3 2023$155M127Oct 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$161M127Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$157M127Apr 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$140M123Jan 18, 202313F-HRchanges · EDGAR ↗
Q3 2022$121M111Oct 19, 202213F-HRchanges · EDGAR ↗
Q2 2022$114M106Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$125M106Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$133M112Jan 24, 202213F-HRchanges · EDGAR ↗
Q3 2021$120M104Oct 13, 202113F-HRchanges · EDGAR ↗
Q2 2021$121M107Jul 30, 202113F-HRchanges · EDGAR ↗
Q1 2021$108M97Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$88M91Feb 4, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.