Nabity-Jensen Investment Management Inc
CIK: 0002044851SEC EDGAR →
Portfolio Value
$147.7M
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 110,891 | $21.2M | 14.34% |
| 2 | GOLDMAN SACHS ETF TR | 118,513 | $15.7M | 10.62% |
| 3 | VANGUARD INDEX FDS | 24,180 | $11.8M | 7.99% |
| 4 | INVESCO QQQ TR | 13,846 | $8.5M | 5.76% |
| 5 | VANGUARD INDEX FDS | 34,833 | $7.4M | 5.00% |
| 6 | NVIDIA CORPORATION | 35,876 | $6.7M | 4.53% |
| 7 | SCHWAB STRATEGIC TR | 160,081 | $5.2M | 3.54% |
| 8 | APPLE INC | 16,576 | $4.5M | 3.05% |
| 9 | VANGUARD TAX-MANAGED FDS | 71,290 | $4.5M | 3.02% |
| 10 | VANGUARD INDEX FDS | 14,078 | $4.3M | 2.88% |
Quarterly Changes
New Positions (70)
$21.2M · 111K shares
$15.7M · 119K shares
$11.8M · 24K shares
$8.5M · 14K shares
$7.4M · 35K shares
$6.7M · 36K shares
$5.2M · 160K shares
$4.5M · 17K shares
$4.5M · 71K shares
$4.3M · 14K shares
$4.0M · 8K shares
$3.3M · 7K shares
$2.9M · 104K shares
$2.8M · 35K shares
$2.6M · 8K shares
$2.1M · 6K shares
$2.0M · 5K shares
$2.0M · 9K shares
$2.0M · 6K shares
$1.8M · 34K shares
$1.6M · 8K shares
$1.6M · 59K shares
$1.6M · 1K shares
$1.5M · 3K shares
$1.3M · 5K shares
$1.3M · 17K shares
$1.2M · 4K shares
$1.1M · 15K shares
$1.1M · 12K shares
$1.1M · 11K shares
$1.1M · 1K shares
$957K · 1K shares
$943K · 5K shares
$913K · 2K shares
$854K · 6K shares
$754K · 2K shares
$706K · 6K shares
$692K · 2K shares
$664K · 4K shares
$632K · 5K shares
$611K · 1K shares
$610K · 2K shares
$590K · 3K shares
$562K · 5K shares
$526K · 4K shares
$488K · 1K shares
$480K · 1K shares
$425K · 1K shares
$421K · 5K shares
$403K · 2K shares
$384K · 8K shares
$381K · 608 shares
$349K · 4K shares
$341K · 802 shares
$333K · 4K shares
$318K · 708 shares
$317K · 924 shares
$306K · 2K shares
$298K · 5K shares
$293K · 4K shares
$281K · 9K shares
$269K · 3K shares
$262K · 1K shares
$256K · 6K shares
$254K · 4K shares
$237K · 4K shares
$233K · 3K shares
$220K · 4K shares
$210K · 960 shares
$202K · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $97.7M | 66.2% |
| Technology | 8 | $17.1M | 11.6% |
| Unknown | 2 | $12.5M | 8.4% |
| Industrials | 5 | $5.0M | 3.4% |
| Communication Services | 5 | $4.4M | 3.0% |
| Healthcare | 5 | $4.0M | 2.7% |
| Consumer Cyclical | 4 | $3.1M | 2.1% |
| Consumer Defensive | 2 | $1.4M | 0.9% |
| Real Estate | 2 | $901K | 0.6% |
| Energy | 1 | $706K | 0.5% |
| Utilities | 2 | $453K | 0.3% |
| Basic Materials | 1 | $341K | 0.2% |