DOSSIER · 13F-HR · Q2 2026

Nabity-Jensen Investment Management Inc

$163M in tracked AUM across 70 positions as of Q2 2026.

NI
CIK 0002044851 · last filed Jun 30, 2026
Total AUM
$163M
as of Q2 2026
Holdings
70
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Nabity-Jensen Investment Management Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$24M109K14.6%
02
GSLC
GOLDMAN SACHS ETF TR
$17M118K10.3%
03
VUG
VANGUARD INDEX FDS
$12M141K7.5%
04
QQQ
INVESCO QQQ TR
$10M14K6.3%
05
VBR
VANGUARD INDEX FDS
$8M35K5.2%
06
NVDA
NVIDIA CORPORATION
$7M36K4.4%
07
SCHG
SCHWAB STRATEGIC TR
$5M161K3.3%
08
VEA
VANGUARD TAX-MANAGED FDS
$5M72K3.2%
09
VBK
VANGUARD INDEX FDS
$5M14K3.1%
10
AAPL
APPLE INC
$5M18K3.1%

Filing history

2026Q2Jun 30
$163M 13.2%
70 positionsView →
2026Q1Mar 31
$144M 2.4%
70 positionsView →
2025Q4Dec 31
$148M 2.4%
70 positionsView →
2025Q3Sep 30
$144M 6.4%
69 positionsView →
2025Q2Jun 30
$136M 7.7%
68 positionsLocked
2025Q1Mar 31
$126M 5.0%
66 positionsLocked
2024Q4Dec 31
$132M 1.4%
66 positionsLocked
2024Q3Sep 30
$131M 6.8%
69 positionsLocked
2024Q2Jun 30
$122M 0.7%
65 positionsLocked
2024Q1Mar 31
$121M 9.3%
83 positionsLocked
2023Q4Dec 31
$111M
80 positionsLocked