Nabity-Jensen Investment Management Inc Top Holdings and 13F Report (2026) About Nabity-Jensen Investment Management IncInvestment ActivityNabity-Jensen Investment Management Inc has $164.89 million in total holdings as of September 30, 2026.Nabity-Jensen Investment Management Inc owns shares of 70 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.68% of the portfolio was purchased this quarter.About 1.41% of the portfolio was sold this quarter.This quarter, Nabity-Jensen Investment Management Inc has purchased 70 new stocks and bought additional shares in 21 stocks.Nabity-Jensen Investment Management Inc sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Value ETF $23,423,368Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $16,849,361Vanguard Growth ETF $12,445,207Invesco QQQ $10,297,125NVIDIA $8,446,634 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,038,182 Holding717081103 - Pfizer $203,433 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 6,379 shares (about $1.04M)NVIDIA 1,149 shares (about $262.41K)Pfizer 7,133 shares (about $203.43K)Broadcom 532 shares (about $186.83K)Main Street Capital 2,853 shares (about $157.05K) Largest Sales this Quarter Vanguard Growth ETF 3,326 shares (about $299.71K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1,699 shares (about $246.42K)Vanguard Value ETF 838 shares (about $181.08K)Salesforce 355 shares (about $81.50K)Vanguard Total International Stock ETF 935 shares (about $79.44K) 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$23,423,368$181,076 ▼-0.8%108,40114.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$16,849,361$246,424 ▼-1.4%116,17010.2%ETFVUGVanguard Growth ETF$12,445,207$299,706 ▼-2.4%138,1117.5%ETFQQQInvesco QQQ$10,297,125$35,510 ▼-0.3%13,9196.2%ETFNVDANVIDIA$8,446,634$262,409 ▲3.2%36,9855.1%TechnologyVBRVanguard Small-Cap Value ETF$7,977,141$66,998 ▼-0.8%34,5294.8%ETFAAPLApple$5,991,479$153,192 ▲2.6%17,9913.6%TechnologySCHGSchwab U.S. Large-Cap Growth ETF$5,796,9100.0%161,3393.5%ETFVEAVanguard FTSE Developed Markets ETF$5,077,816$19,629 ▼-0.4%71,9143.1%ETFVBKVanguard Small-Cap Growth ETF$4,711,320$31,418 ▼-0.7%13,9462.9%ETFBRK.BBerkshire Hathaway$4,006,506$45,811 ▼-1.1%8,0462.4%FinanceMSFTMicrosoft$3,933,430$104,632 ▲2.7%7,6692.4%TechnologyVTIVanguard Total Stock Market ETF$2,762,433$2,246 ▼-0.1%7,3811.7%ETFBIVVanguard Intermediate-Term Bond ETF$2,673,576$34,390 ▼-1.3%36,6951.6%ETFGOOGLAlphabet$2,474,279$92,902 ▲3.9%7,1911.5%Communication ServicesJPMJPMorgan Chase & Co.$2,435,570$50,286 ▲2.1%7,3621.5%FinanceAMZNAmazon.com$2,424,479$109,875 ▲4.7%9,7311.5%Consumer DiscretionaryCATCaterpillar$2,331,832$6,486 ▼-0.3%2,8761.4%IndustrialsVMIValmont Industries$2,286,6580.0%4,9391.4%IndustrialsFNDXSchwab Fundamental U.S. Large Company ETF$2,044,637$10,920 ▲0.5%64,9711.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,985,313$58,242 ▼-2.9%33,4741.2%ETFLLYEli Lilly and Company$1,979,764$59,011 ▲3.1%1,7111.2%HealthcareIWDiShares Russell 1000 Value ETF$1,938,3170.0%7,8181.2%ETFVBVanguard Small-Cap ETF$1,414,704$41,818 ▼-2.9%4,9730.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,302,425$20,239 ▼-1.5%16,8600.8%ETFCWBSPDR Bloomberg Convertible Securities ETF$1,263,5360.0%12,4880.8%ETFSCHDSchwab US Dividend Equity ETF$1,251,6240.0%38,4760.8%ETFVXUSVanguard Total International Stock ETF$1,221,184$79,436 ▼-6.1%14,3740.7%ETFJNJJohnson & Johnson$1,208,803$794 ▼-0.1%4,5660.7%HealthcareMETAMeta Platforms$1,159,563$56,564 ▲5.1%1,5990.7%Communication ServicesCOSTCostco Wholesale$1,150,670$27,310 ▲2.4%1,2640.7%Consumer StaplesSCHWCharles Schwab$1,084,425$489 ▼0.0%11,0950.7%FinanceEXXONMOBIL HOLDINGS CORP$1,038,182$1,038,182 ▲New Holding6,3790.6%COM SHSAVGOBroadcom$968,231$186,833 ▲23.9%2,7570.6%TechnologyIWFiShares Russell 1000 Growth ETF$932,8110.0%7,4470.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$925,5140.0%5,5660.6%ETFVVisa$844,425$52,821 ▲6.7%2,3500.5%FinanceUNPUnion Pacific$749,446$9,525 ▲1.3%2,7540.5%IndustrialsAMDAdvanced Micro Devices$749,4060.0%1,2250.5%TechnologyBBUSJPMorgan BetaBuilders U.S. Equity ETF$706,0610.0%5,1320.4%ETFVRTXVertex Pharmaceuticals$704,7480.0%1,3480.4%HealthcareUNHUnitedHealth Group$686,073$42,948 ▲6.7%1,8690.4%HealthcareGOOGAlphabet$663,7620.0%1,9480.4%Communication ServicesCRMSalesforce$640,500$81,497 ▼-11.3%2,7900.4%TechnologyLINDE PLC$600,4320.0%1,2650.4%SHSIJRiShares Core S&P Small-Cap ETF$595,8550.0%4,3800.4%ETFGEGE Aerospace$581,172$19,362 ▲3.4%1,8610.4%IndustrialsDISWalt Disney$544,8510.0%5,1940.3%Communication ServicesCSCOCisco Systems$534,3830.0%4,9650.3%TechnologySBUXStarbucks$484,1760.0%5,1530.3%Consumer DiscretionaryGDGeneral Dynamics$473,1900.0%1,4260.3%IndustrialsMAINMain Street Capital$433,659$157,049 ▲56.8%7,8780.3%FinanceSPGSimon Property Group$427,217$2,610 ▼-0.6%2,1280.3%Real EstateTSLATesla$421,514$16,676 ▲4.1%1,1880.3%Consumer DiscretionaryWALMART INC$418,798$72,952 ▲21.1%4,0300.3%COMVOOVanguard S&P 500 ETF$399,610$21,733 ▼-5.2%5700.2%ETFPGProcter & Gamble$372,498$6,247 ▲1.7%2,5640.2%Consumer StaplesEFAViShares MSCI EAFE Min Vol Factor ETF$369,3090.0%4,0530.2%ETFBABoeing$347,914$8,930 ▼-2.5%1,8700.2%IndustrialsHDHome Depot$340,250$11,664 ▲3.5%1,1960.2%Consumer DiscretionaryVTEBVanguard Tax-Exempt Bond ETF$330,383$47 ▼0.0%6,9760.2%ETFIJHiShares Core S&P Mid-Cap ETF$325,5740.0%4,5250.2%ETFPLDPrologis$307,7210.0%2,3700.2%Real EstateNEENextEra Energy$272,9670.0%3,6040.2%UtilitiesBSVVanguard Short-Term Bond ETF$254,5650.0%3,3320.2%ETFXLUUtilities Select Sector SPDR Fund$236,6400.0%6,0000.1%ETFXLEEnergy Select Sector SPDR Fund$234,0690.0%3,8060.1%ETFVIGVanguard Dividend Appreciation ETF$213,479$2,800 ▼-1.3%9150.1%ETFCVSCVS Health$203,599$21,337 ▲11.7%2,3760.1%HealthcarePFEPfizer$203,433$203,433 ▲New Holding7,1330.1%HealthcareXOMExxonMobil$0$840,008 ▼-100.0%00.0%EnergyREAVES UTIL INCOME FD$0$204,618 ▼-100.0%00.0%COM SH BEN INTShowing largest 100 holdings. 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