Nabity-Jensen Investment Management Inc Top Holdings and 13F Report (2025) About Nabity-Jensen Investment Management IncInvestment ActivityNabity-Jensen Investment Management Inc has $135.55 million in total holdings as of June 30, 2025.Nabity-Jensen Investment Management Inc owns shares of 68 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.18% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, Nabity-Jensen Investment Management Inc has purchased 66 new stocks and bought additional shares in 19 stocks.Nabity-Jensen Investment Management Inc sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Value ETF $19,235,049Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $14,917,723Vanguard Growth ETF $10,643,973Invesco QQQ $7,634,152Vanguard Small-Cap Value ETF $6,859,383 Largest New Holdings this Quarter 56035L104 - Main Street Capital $237,040 Holding756109104 - Realty Income $230,773 Holding88160R101 - Tesla $215,056 Holding17275R102 - Cisco Systems $210,776 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3,442 shares (about $417.79K)Main Street Capital 4,011 shares (about $237.04K)Realty Income 4,006 shares (about $230.77K)Tesla 677 shares (about $215.06K)Cisco Systems 3,038 shares (about $210.78K) Largest Sales this Quarter Vanguard S&P 500 ETF 6,320 shares (about $3.59M)NVIDIA 2,669 shares (about $421.68K)Vanguard Value ETF 1,444 shares (about $255.21K)Schwab US Dividend Equity ETF 7,699 shares (about $204.02K)Costco Wholesale 194 shares (about $192.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNabity-Jensen Investment Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$19,235,049$255,214 ▼-1.3%108,83214.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$14,917,723$417,790 ▲2.9%122,90111.0%ETFVUGVanguard Growth ETF$10,643,973$110,039 ▼-1.0%24,2797.9%ETFQQQInvesco QQQ$7,634,152$81,091 ▼-1.1%13,8395.6%FinanceVBRVanguard Small-Cap Value ETF$6,859,383$6,240 ▲0.1%35,1755.1%ETFNVDANVIDIA$5,658,254$421,675 ▼-6.9%35,8144.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$4,724,951$12,736 ▼-0.3%161,7583.5%ETFVBKVanguard Small-Cap Growth ETF$3,950,555$277 ▼0.0%14,2652.9%ETFVEAVanguard FTSE Developed Markets ETF$3,944,260$102,448 ▲2.7%69,1852.9%ETFBRK.BBerkshire Hathaway$3,806,979$24,288 ▲0.6%7,8372.8%FinanceAAPLApple$3,405,881$2,667 ▼-0.1%16,6002.5%Computer and TechnologyMSFTMicrosoft$3,366,968$3,482 ▲0.1%6,7692.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$3,307,524$204,024 ▼-5.8%124,8122.4%ETFBIVVanguard Intermediate-Term Bond ETF$2,739,115$25,754 ▲0.9%35,4172.0%ETFVTIVanguard Total Stock Market ETF$2,469,707$127,953 ▼-4.9%8,1261.8%ETFJPMJPMorgan Chase & Co.$2,087,062$60,301 ▲3.0%7,1991.5%FinanceAMZNAmazon.com$1,951,035$658 ▲0.0%8,8931.4%Retail/WholesaleVMIValmont Industries$1,714,8190.0%5,2511.3%IndustrialsVWOVanguard FTSE Emerging Markets ETF$1,687,498$23,395 ▲1.4%34,1181.2%ETFIWDiShares Russell 1000 Value ETF$1,518,4900.0%7,8181.1%ETFGOOGLAlphabet$1,515,930$3,701 ▼-0.2%8,6021.1%Computer and TechnologyCOSTCostco Wholesale$1,327,510$192,048 ▼-12.6%1,3411.0%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,309,162$2,147 ▲0.2%16,4671.0%ETFCRMSalesforce$1,215,652$1,636 ▼-0.1%4,4580.9%Computer and TechnologyVBVanguard Small-Cap ETF$1,161,585$14,218 ▼-1.2%4,9020.9%ETFCATCaterpillar$1,151,819$3,106 ▲0.3%2,9670.8%IndustrialsLLYEli Lilly and Company$1,087,444$3,118 ▲0.3%1,3950.8%MedicalCWBSPDR Bloomberg Convertible Securities ETF$1,032,2580.0%12,4880.8%ETFMETAMeta Platforms$1,017,088$11,071 ▲1.1%1,3780.8%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,016,659$1,520 ▼-0.1%14,7150.8%ETFSCHWCharles Schwab$1,007,198$639 ▲0.1%11,0390.7%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$871,3420.0%35,5070.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$822,6640.0%6,0920.6%ETFIWFiShares Russell 1000 Growth ETF$819,8640.0%1,9310.6%ETFUNHUnitedHealth Group$763,703$97,335 ▼-11.3%2,4480.6%MedicalVVisa$739,569$20,593 ▲2.9%2,0830.5%Business ServicesJNJJohnson & Johnson$681,265$25,051 ▼-3.5%4,4600.5%MedicalDISWalt Disney$660,353$55,928 ▼-7.8%5,3250.5%Consumer DiscretionaryUNPUnion Pacific$657,339$27,380 ▼-4.0%2,8570.5%TransportationBBUSJPMorgan BetaBuilders U.S. Equity ETF$655,5150.0%5,8570.5%ETFSPGSimon Property Group$653,4890.0%4,0650.5%FinanceSBUXStarbucks$633,805$79,901 ▼-11.2%6,9170.5%Retail/WholesaleXOMExxon Mobil$623,084$1,401 ▲0.2%5,7800.5%EnergyVRTXVertex Pharmaceuticals$600,1300.0%1,3480.4%MedicalADBEAdobe$564,458$18,570 ▼-3.2%1,4590.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$478,6900.0%4,3800.4%ETFGDGeneral Dynamics$445,073$2,917 ▼-0.7%1,5260.3%AerospaceVOOVanguard S&P 500 ETF$399,179$3,588,636 ▼-90.0%7030.3%ETFBABoeing$389,726$74,593 ▼-16.1%1,8600.3%AerospaceCMCSAComcast$388,6640.0%10,8900.3%Consumer DiscretionaryVTEBVanguard Tax-Exempt Bond ETF$380,767$20,004 ▼-5.0%7,7660.3%ETFLINDE PLC$360,799$1,408 ▲0.4%7690.3%SHSAVGOBroadcom$358,621$2,757 ▲0.8%1,3010.3%Computer and TechnologyGOOGAlphabet$345,0240.0%1,9450.3%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$340,6950.0%4,0530.3%ETFBSVVanguard Short-Term Bond ETF$333,5310.0%4,2380.2%ETFHDHome Depot$325,943$11,732 ▼-3.5%8890.2%Retail/WholesalePGProcter & Gamble$320,711$956 ▲0.3%2,0130.2%Consumer StaplesBNDVanguard Total Bond Market ETF$297,465$36,594 ▼-11.0%4,0400.2%ETFXLUUtilities Select Sector SPDR Fund$285,2380.0%3,4930.2%ETFIJHiShares Core S&P Mid-Cap ETF$280,6410.0%4,5250.2%ETFPFEPfizer$256,653$36,287 ▼-12.4%10,5880.2%MedicalDDominion Energy$245,353$56,237 ▼-18.6%4,3410.2%UtilitiesMAINMain Street Capital$237,040$237,040 ▲New Holding4,0110.2%FinanceORealty Income$230,773$230,773 ▲New Holding4,0060.2%FinanceTSLATesla$215,056$215,056 ▲New Holding6770.2%Auto/Tires/TrucksPYPLPayPal$211,961$37,011 ▼-14.9%2,8520.2%Business ServicesCSCOCisco Systems$210,776$210,776 ▲New Holding3,0380.2%Computer and TechnologyCVSCVS Health$0$213,209 ▼-100.0%00.0%MedicalXLEEnergy Select Sector SPDR Fund$0$205,870 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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