Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Nabity-Jensen Investment Management Inc

•CIK: 2044851•Filing: Q4 2025

**Nabity-Jensen Investment Management Inc.** manages $148M across a diversified portfolio of 70 positions. The fund exhibits a significant tilt toward large-cap growth and technology, evidenced by top holdings including VTV at $21.2M and VUG at $11.8M. Notable allocations also include GSLC ($15.7M) and NDQ ($8.5M), suggesting a focus on sector-specific momentum plays. This structure indicates a concentrated, growth-oriented mandate within the equity markets.

Total AUM

$147.7M

QoQ Performance

+2.4%

Positions

54

Top 10 Concentration

60.7%

Latest Filing

Q4 2025

Top Holdings Allocation

VTV

GSLC

VUG

NDQ

VTV14.3%

GSLC10.6%

VUG8.0%

NDQ5.8%

VBR5.0%

NVDA4.5%

SCHG3.5%

AAPL3.1%

📈 Biggest Buys

SCHWAB STRATEGIC TR

+62.9%

1.1% of portfolio

VANGUARD INDEX FDS

+1.3%

14.3% of portfolio

ADVANCED MICRO DEVICES INC

NEW

0.2% of portfolio

VANGUARD INDEX FDS

+1.4%

8.0% of portfolio

VANGUARD TAX-MANAGED FDS

+3.6%

3.0% of portfolio

📉 Biggest Sells

ALPHABET INC

-27.7%

1.3% of portfolio

SCHWAB STRATEGIC TR

-13.9%

1.9% of portfolio

JPMORGAN CHASE & CO.

-11.8%

1.4% of portfolio

GOLDMAN SACHS ETF TR

-1.7%

10.6% of portfolio

CATERPILLAR INC

-10.5%

1.0% of portfolio

Sector Breakdown

Other71.4%

Technology14.0%

Financial5.3%

Consumer2.8%

Healthcare2.3%

Industrial1.7%

Real Estate0.6%

Communication0.6%

Changes from Q3 2025

NEW1 new position

↑36 increased

↓15 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

VANGUARD INDEX FDS

GOLDMAN SACHS ETF TR

VANGUARD INDEX FDS

VANGUARD INDEX FDS

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