§ 13F · FUND PROFILE
Nabity-Jensen Investment Management Inc.
AUM · $163M (13F)Positions · 70Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$644K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 109K | $24M | 14.6% | −1% |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 118K | $17M | 10.3% | −2% |
| 3 | VUG | VANGUARD INDEX FDS | 141K | $12M | 7.5% | +490% |
| 4 | QQQ | INVESCO QQQ TR | 14K | $10M | 6.3% | −1% |
| 5 | VBR | VANGUARD INDEX FDS | 35K | $8M | 5.2% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 36K | $7M | 4.4% | −6% |
| 7 | SCHG | SCHWAB STRATEGIC TR | 161K | $5M | 3.3% | ±0% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 72K | $5M | 3.2% | ±0% |
| 9 | VBK | VANGUARD INDEX FDS | 14K | $5M | 3.1% | −1% |
| 10 | AAPL | APPLE INC | 18K | $5M | 3.1% | ±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 $163 million in assets. The fund runs a portfolio of 70 positions.
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