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 $163.1M across 70 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($23.8M, 14.59%), GSLC ($16.7M, 10.25%), VUG ($12.2M, 7.47%), QQQ ($10.3M, 6.30%), VBR ($8.5M, 5.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $23.8M | 14.59% | 109,239 | Trimmed |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $16.7M | 10.25% | 117,869 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $12.2M | 7.47% | 141,437 | Added |
| 4 | QQQ | INVESCO QQQ TR | $10.3M | 6.30% | 13,967 | Trimmed |
| 5 | VBR | VANGUARD INDEX FDS | $8.5M | 5.19% | 34,819 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $7.2M | 4.40% | 35,836 | Trimmed |
| 7 | SCHG | SCHWAB STRATEGIC TR | $5.5M | 3.35% | 161,339 | Trimmed |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $5.1M | 3.15% | 72,192 | Trimmed |
| 9 | VBK | VANGUARD INDEX FDS | $5.1M | 3.15% | 14,039 | Trimmed |
| 10 | AAPL | APPLE INC | $5.1M | 3.11% | 17,531 | Trimmed |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.1M | 2.50% | 8,138 | Added |
| 12 | CAT | CATERPILLAR INC | $3.1M | 1.88% | 2,884 | Trimmed |
| 13 | BIV | VANGUARD BD INDEX FDS | $2.9M | 1.75% | 37,167 | Added |
| 14 | VMI | VALMONT INDS INC | $2.9M | 1.75% | 4,939 | Hold |
| 15 | MSFT | MICROSOFT CORP | $2.8M | 1.71% | 7,465 | Trimmed |
| 16 | VTI | VANGUARD INDEX FDS | $2.7M | 1.68% | 7,387 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $2.5M | 1.52% | 6,921 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.45% | 7,210 | Hold |
| 19 | AMZN | AMAZON COM INC | $2.2M | 1.36% | 9,290 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $2.1M | 1.26% | 34,456 | Added |
| 21 | FNDX | SCHWAB STRATEGIC TR | $2.0M | 1.23% | 64,624 | Added |
| 22 | LLY | ELI LILLY & CO | $2.0M | 1.22% | 1,660 | Hold |
| 23 | IWD | ISHARES TR | $1.9M | 1.16% | 7,818 | Hold |
| 24 | VB | VANGUARD INDEX FDS | $1.6M | 0.95% | 5,120 | Trimmed |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | $1.4M | 0.83% | 17,122 | Added |
Source: SEC Form 13F filings · as of 2026-06-30