StockDriftsStockDriftsTop 50 Nabity-Jensen Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 14.59% | 109.2K | $23.8M | -1.32%(-1.47K) | $144.60(+56.16%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 10.25% | 117.9K | $16.7M | -1.63%(-1.96K) | $90.59(+63.08%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 7.47% | 141.4K | $12.2M | -1.72%(-2.48K) | $49.04(+81.63%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.3% | 14.0K | $10.3M | -1.33%(-188) | $394.07(+82.92%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 5.19% | 34.8K | $8.5M | -0.45%(-158) | $170.28(+46.91%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.4% | 35.8K | $7.2M | -6.05%(-2.31K) | $56.36(+291.14%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.35% | 161.3K | $5.5M | -0.02%(-32) | $19.60(+82.55%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.15% | 72.2K | $5.1M | -0.31%(-221) | $46.83(+55.84%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 3.15% | 14.0K | $5.1M | -0.55%(-77) | $229.58(+57.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.11% | 17.5K | $5.1M | -0.26%(-45) | $190.08(+61.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +54.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +58.28% |
Nabity-Jensen Investment Management Inc reports $163.15M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are VTV (14.6%), GSLC (10.3%) and VUG (7.5%). The top 20 holdings account for 77.82% of reported assets. Its disclosed equity book has returned +54.88% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nabity-Jensen Investment Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044851). View Nabity-Jensen Investment Management Inc’s 13F filings on SEC