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The Analysis of Nabity-Jensen Investment Management Inc's Holdings & P&L

Currently, Nabity-Jensen Investment Management Inc holds 70 types of securities in its portfolio with a total value $144.2M. In the most recent quarter, they have increased their positions in WMT (+3.3K shares, valued at $413.6K), NVDA (+2.3K shares, valued at $395.2K), N/A (+1.3K shares, valued at $368.6K); decreased their positions in SCHD (-65.9K shares, valued at $2.0M), SPG (-1.4K shares, valued at $267.5K), CRM (-1.1K shares, valued at $202.7K); initiated new positions in WMT (+3.3K shares, valued at $413.6K), N/A (+1.3K shares, valued at $368.6K), PLD (+2.4K shares, valued at $313.3K).

1M P&L

+3.0M+2.15%

3M P&L

-50.2M-26.01%

HY P&L

-44.7M-23.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A89.8M

70.6%

2Semiconductors6.9M

5.4%

3Consumer Electronics4.5M

3.5%

Top Industries by Stock Count

1N/A27 stocks

44.3%

2Drug Manufacturers - General3 stocks

4.9%

3Software - Application2 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS110.7K shares-0.17%2026-03-312026-04-21

GSLC GOLDMAN SACHS ETF TR119.8K shares1.11%2026-03-312026-04-21

VUG VANGUARD INDEX FDS24.0K shares-0.80%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR14.2K shares2.23%2026-03-312026-04-21

VBR VANGUARD INDEX FDS35.0K shares0.41%2026-03-312026-04-21

NVDA NVIDIA CORPORATION38.1K shares6.32%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR161.4K shares0.81%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS72.4K shares1.58%2026-03-312026-04-21

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AAPL APPLE INC17.6K shares6.03%2026-03-312026-04-21

VBK VANGUARD INDEX FDS14.1K shares0.27%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.1K shares2.30%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS37.0K shares4.47%2026-03-312026-04-21

MSFT MICROSOFT CORP7.5K shares9.68%2026-03-312026-04-21

VTI VANGUARD INDEX FDS7.7K shares0.68%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO7.2K shares12.80%2026-03-312026-04-21

CAT CATERPILLAR INC2.9K shares8.70%2026-03-312026-04-21

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ALPHABET INC ALPHABET INC6.9K shares10.57%2026-03-312026-04-21

VMI VALMONT INDS INC4.9K shares-3.08%2026-03-312026-04-21

AMZN AMAZON COM INC9.1K shares2.80%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F33.6K shares-0.15%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR62.9K shares7.23%2026-03-312026-04-21

IWD ISHARES TR7.8K shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO1.7K shares13.23%2026-03-312026-04-21

VB VANGUARD INDEX FDS5.2K shares-0.40%2026-03-312026-04-21

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VCSH VANGUARD SCOTTSDALE FDS16.9K shares1.47%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION1.2K shares0.24%2026-03-312026-04-21

VXUS VANGUARD STAR FDS15.3K shares0.48%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR38.5K shares-63.13%2026-03-312026-04-21

CWB SPDR SERIES TRUST12.5K shares0.00%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON4.6K shares0.29%2026-03-312026-04-21

XOM EXXON MOBIL CORP6.2K shares4.86%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP11.1K shares-0.08%2026-03-312026-04-21

Sponsored

META META PLATFORMS INC1.5K shares2.21%2026-03-312026-04-21

IWF ISHARES TR1.9K shares0.00%2026-03-312026-04-21

ITOT ISHARES TR5.6K shares-3.20%2026-03-312026-04-21

V VISA INC2.2K shares2.60%2026-03-312026-04-21

UNP UNION PAC CORP2.7K shares6.30%2026-03-312026-04-21

LINDE PLC LINDE PLC1.3K shares57.73%2026-03-312026-04-21

CRM SALESFORCE INC3.3K shares-24.85%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC1.3K shares0.00%2026-03-312026-04-21

Sponsored

BBUS J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2026-03-312026-04-21

BROADCOM INC BROADCOM INC1.9K shares37.16%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.9K shares0.21%2026-03-312026-04-21

IJR ISHARES TR4.4K shares0.00%2026-03-312026-04-21

DIS DISNEY WALT CO5.2K shares4.97%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.4K shares0.00%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.8K shares-16.06%2026-03-312026-04-21

SBUX STARBUCKS CORP5.2K shares2.90%2026-03-312026-04-21

Sponsored

TSLA TESLA INC1.1K shares61.16%2026-03-312026-04-21

WMT WALMART INC3.3K sharesnew addition2026-03-312026-04-21

SPG SIMON PPTY GROUP INC NEW2.2K shares-39.94%2026-03-312026-04-21

CSCO CISCO SYS INC5.0K shares42.06%2026-03-312026-04-21

HD HOME DEPOT INC1.2K shares25.54%2026-03-312026-04-21

EFAV ISHARES TR4.1K shares0.00%2026-03-312026-04-21

BA BOEING CO1.9K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE1.3K sharesnew addition2026-03-312026-04-21

Sponsored

PG PROCTER & GAMBLE CO2.5K shares17.69%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS604 shares-0.66%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS7.0K shares-8.85%2026-03-312026-04-21

NEE NEXTERA ENERGY INC3.6K shares23.85%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS4.2K shares0.00%2026-03-312026-04-21

PLD PROLOGIS INC.2.4K sharesnew addition2026-03-312026-04-21

IJH ISHARES TR4.5K shares0.00%2026-03-312026-04-21

ADBE ADOBE INC1.2K shares-5.19%2026-03-312026-04-21

Sponsored

XLU SELECT SECTOR SPDR TR6.0K shares0.00%2026-03-312026-04-21

O REALTY INCOME CORP4.3K shares1.45%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.2K shares0.00%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR3.8K sharesnew addition2026-03-312026-04-21

MAIN MAIN STR CAP CORP4.3K shares3.13%2026-03-312026-04-21

PFE PFIZER INC8.1K shares0.32%2026-03-312026-04-21

VTV

VANGUARD INDEX FDS

-0.17%

Shares110.7K

Event2026-03-31

Filed2026-04-21

GSLC

GOLDMAN SACHS ETF TR

1.11%

Shares119.8K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

-0.80%

Shares24.0K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

2.23%

Shares14.2K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

0.41%

Shares35.0K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

6.32%

Shares38.1K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

0.81%

Shares161.4K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

1.58%

Shares72.4K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

6.03%

Shares17.6K

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD INDEX FDS

0.27%

Shares14.1K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

2.30%

Shares8.1K

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

4.47%

Shares37.0K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

9.68%

Shares7.5K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.68%

Shares7.7K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

12.80%

Shares7.2K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

8.70%

Shares2.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

10.57%

Shares6.9K

Event2026-03-31

Filed2026-04-21

VMI

VALMONT INDS INC

-3.08%

Shares4.9K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

2.80%

Shares9.1K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

-0.15%

Shares33.6K

Event2026-03-31

Filed2026-04-21

FNDX

SCHWAB STRATEGIC TR

7.23%

Shares62.9K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

13.23%

Shares1.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.40%

Shares5.2K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

1.47%

Shares16.9K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

0.24%

Shares1.2K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

0.48%

Shares15.3K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-63.13%

Shares38.5K

Event2026-03-31

Filed2026-04-21

CWB

SPDR SERIES TRUST

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.29%

Shares4.6K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

4.86%

Shares6.2K

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP

-0.08%

Shares11.1K

Event2026-03-31

Filed2026-04-21