Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nabity-Jensen Investment Management Inc (CIK 2044851) reported $144.2M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($21.7M, 15.06%), GSLC ($15.0M, 10.40%), VUG ($10.5M, 7.27%), QQQ ($8.2M, 5.67%), VBR ($7.6M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $21.7M | 15.06% | 110,704 | Trimmed |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $15.0M | 10.40% | 119,824 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $10.5M | 7.27% | 23,986 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $8.2M | 5.67% | 14,155 | Added |
| 5 | VBR | VANGUARD INDEX FDS | $7.6M | 5.27% | 34,977 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $6.7M | 4.61% | 38,142 | Added |
| 7 | SCHG | SCHWAB STRATEGIC TR | $4.7M | 3.26% | 161,371 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $4.6M | 3.22% | 72,413 | Added |
| 9 | AAPL | APPLE INC | $4.5M | 3.09% | 17,576 | Added |
| 10 | VBK | VANGUARD INDEX FDS | $4.3M | 2.96% | 14,116 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.9M | 2.68% | 8,053 | Added |
| 12 | BIV | VANGUARD BD INDEX FDS | $2.9M | 1.98% | 37,032 | Added |
| 13 | MSFT | MICROSOFT CORP | $2.8M | 1.92% | 7,475 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $2.5M | 1.72% | 7,724 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $2.1M | 1.47% | 7,210 | Added |
| 16 | CAT | CATERPILLAR INC | $2.0M | 1.42% | 2,886 | Added |
| 17 | GOOGL | ALPHABET INC | $2.0M | 1.38% | 6,943 | Added |
| 18 | VMI | VALMONT INDS INC | $2.0M | 1.37% | 4,939 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $1.9M | 1.32% | 9,119 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.26% | 33,624 | Trimmed |
| 21 | FNDX | SCHWAB STRATEGIC TR | $1.8M | 1.22% | 62,929 | Added |
| 22 | IWD | ISHARES TR | $1.7M | 1.16% | 7,818 | Hold |
| 23 | LLY | ELI LILLY & CO | $1.5M | 1.06% | 1,660 | Added |
| 24 | VB | VANGUARD INDEX FDS | $1.4M | 0.94% | 5,181 | Trimmed |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | $1.3M | 0.93% | 16,904 | Added |
Source: SEC Form 13F filings · as of 2026-03-31