Nabity-Jensen Investment Management Inc

CIK 0002044851 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Nabity-Jensen Investment Management Inc reported 70 positions worth $163.1M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VTV (14.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$163.1M
2026 Q2
Positions
70
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.0%
Est. Net Flow (Q)
2026 Q2
10 / 70 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTVVANGUARD INDEX FDSSH$23.8M14.59%109,239
2GSLCGOLDMAN SACHS ETF TRSH$16.7M10.25%117,869
3VUGVANGUARD INDEX FDSSH$12.2M7.47%141,437
4QQQINVESCO QQQ TRSH$10.3M6.30%13,967
5VBRVANGUARD INDEX FDSSH$8.5M5.19%34,819
6NVDANVIDIA CORPORATIONSH$7.2M4.39%35,836
7SCHGSCHWAB STRATEGIC TRSH$5.5M3.35%161,339
8VEAVANGUARD TAX-MANAGED FDSSH$5.1M3.15%72,192
9VBKVANGUARD INDEX FDSSH$5.1M3.15%14,039
10AAPLAPPLE INCSH$5.1M3.11%17,531

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Nabity-Jensen Investment Management Inc hold as of Q2 2026?

Nabity-Jensen Investment Management Inc reported 70 positions worth $163.1M in its Q2 2026 13F filing. Largest positions: VTV (14.6%), GSLC (10.3%), VUG (7.5%), QQQ (6.3%) and VBR (5.2%).

What did Nabity-Jensen Investment Management Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Nabity-Jensen Investment Management Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.