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Funds / Nabity-Jensen Investment Management Inc
Institutional Fund

Nabity-Jensen Investment Management Inc

Omaha, NECIK 20448515 filings on record

Portfolio Value
$144.18M
Q1 2026
Holdings
70
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.4%
from $147.65M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds15.1%
  • Goldman Sachs ETF Tr10.4%
  • Vanguard Index Fds7.3%
  • Invesco Qqq Tr5.7%
  • Vanguard Index Fds5.3%
  • Nvidia Corporation4.6%
  • Other51.7%

Portfolio Holdings

70 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds110.7K$21.72M15.1%187Reduced
2Goldman Sachs ETF Tr119.8K$14.99M10.4%+1.3KAdded
3Vanguard Index Fds24.0K$10.48M7.3%194Reduced
4Invesco Qqq Tr14.2K$8.17M5.7%+309Added
5Vanguard Index Fds35.0K$7.60M5.3%+144Added
6Nvidia Corporation38.1K$6.65M4.6%+2.3KAdded
7Schwab Strategic Tr161.4K$4.70M3.3%+1.3KAdded
8Vanguard Tax-Managed Fds72.4K$4.64M3.2%+1.1KAdded
9Apple Inc17.6K$4.46M3.1%+1.0KAdded
10Vanguard Index Fds14.1K$4.27M3.0%+38Added

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