Nabity-Jensen Investment Management Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Nabity-Jensen Investment Management Inc reported 69 stock positions worth $144.3 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 14.2% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 10.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 7.9%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 18 and reduced 32. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Salesforce (CRM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002044851
- Portfolio Value
- $144.3M (Q3 2025)
- SEC Filing
- 0002044851-25-000009 ↗ filed Oct 22, 2025
Holdings Value
Holdings 69 stocks · $144.3M
| VTV Vanguard Mrngstr Val ETF-Aui | 14.15% | 109,480 | $20.4M | Add +0.6% |
| GSLC Goldman Activebeta US LC ETF | 10.89% | 120,537 | $15.7M | Reduce -1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.93% | 23,850 | $11.4M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 5.72% | 13,734 | $8.2M | Reduce -0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 5.01% | 34,646 | $7.2M | Reduce -1.5% |
| NVDA Nvidia Corp. | 4.68% | 36,157 | $6.7M | Add +1.0% |
| SCHG Schwab US Large-Cap Growth | 3.56% | 161,006 | $5.1M | Reduce -0.5% |
| AAPL Apple Inc. | 2.92% | 16,545 | $4.2M | Reduce -0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.87% | 13,915 | $4.1M | Reduce -2.5% |
| VEA Vanguard Ftse Developed ETF | 2.86% | 68,788 | $4.1M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.74% | 7,871 | $4.0M | Add +0.4% |
| MSFT Microsoft Corp. | 2.43% | 6,769 | $3.5M | No change |
| SCHD Schwab US DVD Equity ETF | 2.29% | 121,223 | $3.3M | Reduce -2.9% |
| BIV Vanguard Intermediate-Term B | 1.93% | 35,652 | $2.8M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.79% | 7,866 | $2.6M | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 1.59% | 7,250 | $2.3M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 1.46% | 8,681 | $2.1M | Add +0.9% |
| VMI Valmont Industries | 1.41% | 5,251 | $2.0M | No change |
| AMZN Amazon.com Inc. | 1.35% | 8,853 | $1.9M | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 1.28% | 34,051 | $1.8M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 1.10% | 7,818 | $1.6M | No change |
| CAT Caterpillar Inc. | 0.98% | 2,967 | $1.4M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.89% | 16,053 | $1.3M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.84% | 1,316 | $1.2M | Reduce -1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.83% | 4,694 | $1.2M | Reduce -4.2% |
| CWB SS SPDR BB Conv Sec ETF | 0.78% | 12,488 | $1.1M | No change |
| LLY Eli Lilly & Co. | 0.75% | 1,413 | $1.1M | Add +1.3% |
| SCHW Schwab (charles) Corp. | 0.73% | 11,039 | $1.1M | No change |
| META Meta Platforms Inc. Class A | 0.72% | 1,421 | $1.0M | Add +3.1% |
| CRM Salesforce Inc. | 0.72% | 4,357 | $1.0M | Reduce -2.3% |
| VXUS Vanguard Total Intl Stock | 0.68% | 13,427 | $986K | Reduce -8.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.66% | 36,025 | $947K | Add +1.5% |
| IWF iShares Russell 1000 Growth | 0.63% | 1,931 | $905K | No change |
| ITOT iShares Core S&P Total U.S. | 0.62% | 6,092 | $887K | No change |
| JNJ Johnson & Johnson | 0.58% | 4,528 | $840K | Add +1.5% |
| V Visa Inc. Class A | 0.50% | 2,126 | $726K | Add +2.1% |
| UNH Unitedhealth Group Inc. | 0.50% | 2,085 | $720K | Reduce -14.8% |
| SPG Simon Property Group Inc. | 0.47% | 3,590 | $674K | Reduce -11.7% |
| XOM Exxon Mobil Corp. | 0.45% | 5,769 | $650K | Reduce -0.2% |
| BBUS JPMorgan Betabuilders US Equ | 0.43% | 5,132 | $619K | Reduce -12.4% |
| UNP Union Pacific Corp. | 0.41% | 2,533 | $599K | Reduce -11.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 4,924 | $564K | Reduce -7.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.37% | 1,348 | $528K | No change |
| IJR iShares Core S&P Small-Cap E | 0.36% | 4,380 | $520K | No change |
| GD General Dynamics Corp. | 0.34% | 1,426 | $486K | Reduce -6.5% |
| GOOG Alphabet Inc. Class C | 0.33% | 1,945 | $474K | No change |
| SBUX Starbucks Corp. | 0.33% | 5,567 | $471K | Reduce -19.5% |
| AVGO Broadcom Inc. | 0.32% | 1,384 | $457K | Add +6.4% |
| VOO Vanguard S&P 500 ETF | 0.30% | 704 | $431K | Add +0.1% |
| ADBE Adobe Inc. | 0.30% | 1,209 | $426K | Reduce -17.1% |
| BA The Boeing Co. | 0.28% | 1,860 | $401K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.27% | 7,654 | $383K | Reduce -1.4% |
| LIN Linde PLC | 0.25% | 769 | $365K | No change |
| HD Home Depot Inc. | 0.25% | 894 | $362K | Add +0.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.24% | 4,053 | $344K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 4,238 | $334K | No change |
| PG The Procter & Gamble Co. | 0.22% | 2,112 | $325K | Add +4.9% |
| TSLA Tesla Inc. | 0.21% | 677 | $301K | No change |
| CMCSA Comcast Corp. Class A | 0.21% | 9,425 | $296K | Reduce -13.4% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 4,525 | $295K | No change |
| BND Vanguard Total Bond Market | 0.20% | 3,968 | $295K | Reduce -1.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 3,000 | $262K | Reduce -14.1% |
| MAIN Main Street Capital Corp. | 0.18% | 4,073 | $259K | Add +1.6% |
| O Realty Income Corp. | 0.17% | 4,076 | $248K | Add +1.8% |
| D Dominion Energy Inc. | 0.16% | 3,766 | $230K | Reduce -13.3% |
| CSCO Cisco Systems Inc. | 0.16% | 3,334 | $228K | Add +9.7% |
| NEE Nextera Energy Inc. | 0.15% | 2,822 | $213K | New |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 960 | $207K | New |
| PFE Pfizer Inc. | 0.14% | 8,024 | $204K | Reduce -24.2% |
Portfolio Sells Q2 2025 → Q3 2025
| CRM Salesforce Inc. | Reduce -2.3% | 0.72% | −0.18 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.16 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.9% | 2.29% | −0.15 |
| SBUX Starbucks Corp. | Reduce -19.5% | 0.33% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 0.84% | −0.14 |
| ADBE Adobe Inc. | Reduce -17.1% | 0.30% | −0.12 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.9% | 10.89% | −0.12 |
| DIS The Walt Disney Co. | Reduce -7.5% | 0.39% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 1.35% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -13.4% | 0.21% | −0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.5% | 0.89% | −0.08 |
| UNP Union Pacific Corp. | Reduce -11.3% | 0.41% | −0.07 |
| VXUS Vanguard Total Intl Stock | Reduce -8.8% | 0.68% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -14.8% | 0.50% | −0.06 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -12.4% | 0.43% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 2.86% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.5% | 5.01% | −0.05 |
| PFE Pfizer Inc. | Reduce -24.2% | 0.14% | −0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.5% | 2.87% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.2% | 1.79% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.2% | 0.83% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -14.1% | 0.18% | −0.03 |
| D Dominion Energy Inc. | Reduce -13.3% | 0.16% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.4% | 0.27% | −0.02 |
| SPG Simon Property Group Inc. | Reduce -11.7% | 0.47% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -1.8% | 0.20% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.45% | −0.01 |
| GD General Dynamics Corp. | Reduce -6.5% | 0.34% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.2% | 1.28% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.5% | 3.56% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.8% | 7.93% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 5.72% | +0.08 |
| AAPL Apple Inc. | Reduce -0.3% | 2.92% | +0.41 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +1.0% | 4.68% | +0.50 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 1.46% | +0.34 |
| NEE Nextera Energy Inc. | New | 0.15% | +0.15 |
| VIG Vanguard Dividend Apprec ETF | New | 0.14% | +0.14 |
| JNJ Johnson & Johnson | Add +1.5% | 0.58% | +0.08 |
| AVGO Broadcom Inc. | Add +6.4% | 0.32% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 1.59% | +0.05 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.5% | 0.66% | +0.01 |
| HD Home Depot Inc. | Add +0.6% | 0.25% | +0.01 |
| MAIN Main Street Capital Corp. | Add +1.6% | 0.18% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.30% | +0.00 |
| CSCO Cisco Systems Inc. | Add +9.7% | 0.16% | +0.00 |
| O Realty Income Corp. | Add +1.8% | 0.17% | +0.00 |
| PG The Procter & Gamble Co. | Add +4.9% | 0.22% | −0.01 |
| META Meta Platforms Inc. Class A | Add +3.1% | 0.72% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 14.15% | −0.04 |
| V Visa Inc. Class A | Add +2.1% | 0.50% | −0.04 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.75% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 2.74% | −0.07 |
| BIV Vanguard Intermediate-Term B | Add +0.7% | 1.93% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $163.1M | VTV, GSLC, VUG, QQQ, VBR |
| Q1 2026 | 70 | $144.2M | VTV, GSLC, VUG, QQQ, VBR |
| Q4 2025 | 70 | $147.7M | VTV, GSLC, VUG, QQQ, VBR |
| Q3 2025 | 69 | $144.3M | VTV, GSLC, VUG, QQQ, VBR |
| Q2 2025 | 68 | $135.6M | VTV, GSLC, VUG, QQQ, VBR |
| Q1 2025 | 66 | $125.9M | VTV, GSLC, VUG, QQQ, VBR |
| Q4 2024 | 66 | $132.4M | VTV, GSLC, VUG, QQQ, VBR |
| Q3 2024 | 69 | $130.6M | VTV, GSLC, VUG, VBR, QQQ |
| Q2 2024 | 65 | $122.3M | VTV, GSLC, VUG, QQQ, VBR |
| Q1 2024 | 82 | $121.5M | VTV, GSLC, VUG, VBR, QQQ |