Nabity-Jensen Investment Management Inc
CIK: 0002044851SEC EDGAR →
Portfolio Value
$147.7B
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 110,891 | $21.2B | 14.34% |
| 2 | GOLDMAN SACHS ETF TR | 118,513 | $15.7B | 10.62% |
| 3 | VANGUARD INDEX FDS | 24,180 | $11.8B | 7.99% |
| 4 | INVESCO QQQ TR | 13,846 | $8.5B | 5.76% |
| 5 | VANGUARD INDEX FDS | 34,833 | $7.4B | 5.00% |
| 6 | NVIDIA CORPORATION | 35,876 | $6.7B | 4.53% |
| 7 | SCHWAB STRATEGIC TR | 160,081 | $5.2B | 3.54% |
| 8 | APPLE INC | 16,576 | $4.5B | 3.05% |
| 9 | VANGUARD TAX-MANAGED FDS | 71,290 | $4.5B | 3.02% |
| 10 | VANGUARD INDEX FDS | 14,078 | $4.3B | 2.88% |
Quarterly Changes
New Positions (70)
$21.2B · 111K shares
$15.7B · 119K shares
$11.8B · 24K shares
$8.5B · 14K shares
$7.4B · 35K shares
$6.7B · 36K shares
$5.2B · 160K shares
$4.5B · 17K shares
$4.5B · 71K shares
$4.3B · 14K shares
$4.0B · 8K shares
$3.3B · 7K shares
$2.9B · 104K shares
$2.8B · 35K shares
$2.6B · 8K shares
$2.1B · 6K shares
$2.0B · 5K shares
$2.0B · 9K shares
$2.0B · 6K shares
$1.8B · 34K shares
$1.6B · 8K shares
$1.6B · 59K shares
$1.6B · 1K shares
$1.5B · 3K shares
$1.3B · 5K shares
$1.3B · 17K shares
$1.2B · 4K shares
$1.1B · 15K shares
$1.1B · 12K shares
$1.1B · 11K shares
$1.1B · 1K shares
$957.0M · 1K shares
$943.0M · 5K shares
$913.0M · 2K shares
$854.0M · 6K shares
$754.0M · 2K shares
$706.0M · 6K shares
$692.0M · 2K shares
$664.0M · 4K shares
$632.0M · 5K shares
$611.0M · 1K shares
$610.0M · 2K shares
$590.0M · 3K shares
$562.0M · 5K shares
$526.0M · 4K shares
$488.0M · 1K shares
$480.0M · 1K shares
$425.0M · 1K shares
$421.0M · 5K shares
$403.0M · 2K shares
$384.0M · 8K shares
$381.0M · 608 shares
$349.0M · 4K shares
$341.0M · 802 shares
$333.0M · 4K shares
$318.0M · 708 shares
$317.0M · 924 shares
$306.0M · 2K shares
$298.0M · 5K shares
$293.0M · 4K shares
$281.0M · 9K shares
$269.0M · 3K shares
$262.0M · 1K shares
$256.0M · 6K shares
$254.0M · 4K shares
$237.0M · 4K shares
$233.0M · 3K shares
$220.0M · 4K shares
$210.0M · 960 shares
$202.0M · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $97.7B | 66.2% |
| Technology | 8 | $17.1B | 11.6% |
| Unknown | 2 | $12.5B | 8.4% |
| Industrials | 5 | $5.0B | 3.4% |
| Communication Services | 5 | $4.4B | 3.0% |
| Healthcare | 5 | $4.0B | 2.7% |
| Consumer Cyclical | 4 | $3.1B | 2.1% |
| Consumer Defensive | 2 | $1.4B | 0.9% |
| Real Estate | 2 | $901.0M | 0.6% |
| Energy | 1 | $706.0M | 0.5% |
| Utilities | 2 | $453.0M | 0.3% |
| Basic Materials | 1 | $341.0M | 0.2% |