Nabity-Jensen Investment Management

Nabity-Jensen Investment Management as of March 31, 2026

Portfolio Holdings for Nabity-Jensen Investment Management

Nabity-Jensen Investment Management holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 15.1 $22M 111k 196.20
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 10.4 $15M 120k 125.13
Vanguard Index Fds Growth Etf (VUG) 7.3 $11M 24k 436.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.7 $8.2M 14k 577.18
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.3 $7.6M 35k 217.25
NVIDIA Corporation (NVDA) 4.6 $6.7M 38k 174.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.3 $4.7M 161k 29.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $4.6M 72k 64.08
Apple (AAPL) 3.1 $4.5M 18k 253.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.0 $4.3M 14k 302.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $3.9M 8.1k 479.20
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $2.9M 37k 77.18
Microsoft Corporation (MSFT) 1.9 $2.8M 7.5k 370.17
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.5M 7.7k 320.83
JPMorgan Chase & Co. (JPM) 1.5 $2.1M 7.2k 294.16
Caterpillar (CAT) 1.4 $2.0M 2.9k 708.46
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.0M 6.9k 287.56
Valmont Industries (VMI) 1.4 $2.0M 4.9k 399.57
Amazon (AMZN) 1.3 $1.9M 9.1k 208.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.8M 34k 54.05
Schwab Strategic Tr Fundamental Us L (FNDX) 1.2 $1.8M 63k 27.85
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $1.7M 7.8k 213.67
Eli Lilly & Co. (LLY) 1.1 $1.5M 1.7k 919.77
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.4M 5.2k 261.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $1.3M 17k 79.27
Costco Wholesale Corporation (COST) 0.9 $1.2M 1.2k 996.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.2M 15k 77.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $1.2M 39k 30.68
Spdr Series Trust State Street Spd (CWB) 0.8 $1.1M 13k 91.52
Johnson & Johnson (JNJ) 0.8 $1.1M 4.6k 244.44
Exxon Mobil Corporation (XOM) 0.7 $1.0M 6.2k 169.66
Charles Schwab Corporation (SCHW) 0.7 $1.0M 11k 93.98
Meta Platforms Cl A (META) 0.6 $848k 1.5k 572.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $823k 1.9k 426.40
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $793k 5.6k 142.43
Visa Com Cl A (V) 0.5 $667k 2.2k 302.24
Union Pacific Corporation (UNP) 0.5 $659k 2.7k 242.62
Linde SHS (LIN) 0.4 $627k 1.3k 495.76
salesforce (CRM) 0.4 $613k 3.3k 186.67
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $602k 1.3k 446.54
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.4 $601k 5.1k 117.18
Broadcom (AVGO) 0.4 $599k 1.9k 309.51
Alphabet Cap Stk Cl C (GOOG) 0.4 $559k 1.9k 286.86
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $545k 4.4k 124.31
Walt Disney Company (DIS) 0.3 $501k 5.2k 96.38
General Dynamics Corporation (GD) 0.3 $489k 1.4k 343.22
UnitedHealth (UNH) 0.3 $477k 1.8k 270.59
Starbucks Corporation (SBUX) 0.3 $462k 5.2k 89.59
Tesla Motors (TSLA) 0.3 $424k 1.1k 371.75
Wal-Mart Stores (WMT) 0.3 $414k 3.3k 124.28
Simon Property (SPG) 0.3 $402k 2.2k 186.53
Cisco Systems (CSCO) 0.3 $385k 5.0k 77.59
Home Depot (HD) 0.3 $382k 1.2k 328.89
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $370k 4.1k 91.37
Boeing Company (BA) 0.3 $370k 1.9k 199.03
Ge Aerospace Com New (GE) 0.3 $369k 1.3k 283.77
Procter & Gamble Company (PG) 0.3 $364k 2.5k 144.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $361k 604.00 597.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $348k 7.0k 49.89
Nextera Energy (NEE) 0.2 $335k 3.6k 92.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $332k 4.2k 78.41
Prologis (PLD) 0.2 $313k 2.4k 132.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $306k 4.5k 67.53
Adobe Systems Incorporated (ADBE) 0.2 $280k 1.2k 243.08
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $275k 6.0k 45.89
Realty Income (O) 0.2 $262k 4.3k 61.18
Advanced Micro Devices (AMD) 0.2 $249k 1.2k 203.43
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $233k 3.8k 61.26
Main Street Capital Corporation (MAIN) 0.2 $230k 4.4k 52.97
Pfizer (PFE) 0.2 $229k 8.1k 28.08