You're signed outSign in or to get full access.
Nabity-jensen Investment Management Inc.
Nabity-Jensen Investment Management, Inc. is an Omaha-based SEC-registered investment adviser providing portfolio management, financial planning, and investment counsel to individuals, high net worth clients, corporations, and charitable institutions. The firm traces its origins to 1991 (as Stockbridge Associates) and formally registered in February 2020. It is owned by Randall Jensen, CFP, and David Nabity, ChFC, and serves a diverse range of clients through tailored investment and advisory solutions. Employee count appears to be under 10 based on available staff information.
Investment Strategy
Nabity-Jensen emphasizes developing personalized investment models based on client objectives and constraints. The approach includes constructing diversified portfolios primarily of common stocks, government and municipal bonds, mutual funds, and ETFs, held at Schwab Advisor Services. The process is guided by an Investment Policy Statement customized to the client's needs, with ongoing monitoring, management, and quarterly performance reviews. Special investment counsel and financial planning are offered, focusing on long-term goals and continuous adaptation to market conditions and client circumstances.
Latest 13F Filing Activity
Nabity-jensen Investment Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 69 equity positions with a total 13F market value of $144M. The fund increased holdings in Vanguard Index FDS, Nvidia Corporation, Apple Inc. among other positions. Nabity-jensen Investment Management Inc. reduced exposure to Paypal HLDGS Inc., Salesforce Inc., Starbucks Corp. among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 14.15% | $20.4M | 109,480 | $149.81 | $186.49 | +$1.2M |
G GSLC | GOLDMAN SACHS ETF TR | 10.89% | $15.7M | 120,537 | $94.93 | $130.28 | +$785.8K |
V VUG | VANGUARD INDEX FDS | 7.93% | $11.4M | 23,850 | $310.88 | $479.61 | +$794.7K |
Q QQQ | INVESCO QQQ TR | 5.72% | $8.2M | 13,734 | $412.84 | $600.37 | +$611.3K |
V VBR | VANGUARD INDEX FDS | 5.01% | $7.2M | 34,646 | $180.01 | $208.71 | +$371.6K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more