Institutional Manager · CIK 0002044851
Nabity-Jensen Investment Management Inc
OMAHA, NE · File #028-24504
Latest AUM
$147.7M
Positions
70
Top-10 Concentration
63.2%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202570 pos · $147.7M
- 13F HOLDINGS REPORTQ/E Sep 202569 pos · $144.3M
- 13F HOLDINGS REPORTQ/E Jun 202568 pos · $135.6M
- 13F HOLDINGS REPORTQ/E Mar 202566 pos · $125.9M
- 13F HOLDINGS REPORTQ/E Dec 202480 pos · $111.2M
- 13F HOLDINGS REPORTQ/E Dec 202466 pos · $132.4M
- 13F HOLDINGS REPORTQ/E Dec 202483 pos · $121.5M
- 13F HOLDINGS REPORTQ/E Dec 202465 pos · $122.3M
- 13F HOLDINGS REPORTQ/E Sep 202469 pos · $130.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908744 | 110,891 | $21.2M | 14.93% |
| 2 | GOLDMAN SACHS ETF TR | NVGLF | 118,513 | $15.7M | 11.06% |
| 3 | VANGUARD INDEX FDS | 922908736 | 24,180 | $11.8M | 8.31% |
| 4 | INVESCO QQQ TR | IVZ | 13,846 | $8.5M | 5.99% |
| 5 | VANGUARD INDEX FDS | 922908611 | 34,833 | $7.4M | 5.20% |
| 6 | NVIDIA CORPORATION | NVDA | 35,876 | $6.7M | 4.72% |
| 7 | SCHWAB STRATEGIC TR | 808524300 | 160,081 | $5.2M | 3.68% |
| 8 | APPLE INC | AAPL | 16,576 | $4.5M | 3.18% |
| 9 | VANGUARD TAX-MANAGED FDS | 921943858 | 71,290 | $4.5M | 3.14% |
| 10 | VANGUARD INDEX FDS | 922908595 | 14,078 | $4.3M | 3.00% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,872 | $4.0M | 2.79% |
| 12 | MICROSOFT CORP | MSFT | 6,815 | $3.3M | 2.32% |
| 13 | SCHWAB STRATEGIC TR | 808524797 | 104,369 | $2.9M | 2.02% |
| 14 | VANGUARD BD INDEX FDS | 921937819 | 35,448 | $2.8M | 1.95% |
| 15 | VANGUARD INDEX FDS | 922908769 | 7,672 | $2.6M | 1.81% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 6,392 | $2.1M | 1.45% |
| 17 | VALMONT INDS INC | 920253101 | 5,096 | $2.1M | 1.44% |
| 18 | AMAZON COM INC | AMZN | 8,871 | $2.0M | 1.44% |
| 19 | ALPHABET INC | GOOG | 6,279 | $2.0M | 1.39% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 33,673 | $1.8M | 1.28% |