§ 13F · FUND PROFILE
Nabity-Jensen Investment Management Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $144M (13F)Positions · 69Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 111K | $22M | 15.1% | ±0% |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 120K | $15M | 10.4% | +1% |
| 3 | VUG | VANGUARD INDEX FDS | 24K | $10M | 7.3% | −1% |
| 4 | QQQ | INVESCO QQQ TR | 14K | $8M | 5.7% | +2% |
| 5 | VBR | VANGUARD INDEX FDS | 35K | $8M | 5.3% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 38K | $7M | 4.6% | +6% |
| 7 | SCHG | SCHWAB STRATEGIC TR | 161K | $5M | 3.3% | +1% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 72K | $5M | 3.2% | +2% |
| 9 | AAPL | APPLE INC | 18K | $4M | 3.1% | +6% |
| 10 | VBK | VANGUARD INDEX FDS | 14K | $4M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NABITY-JENSEN SIGNAL
AC read
Nabity-Jensen Investment Management Inc is a Other fund managing $144 million in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed