Nabity-Jensen Investment Management Inc

Q4 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$147,653
Net value change ($000)
+3,393 (2.4%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 762 3.7%
FNDX 650 68.6%
LLY 497 46.1%
VUG 358 3.1%
VEA 331 8.0%
AAPL 293 7.0%
AMD 262 NEW
QQQ 261 3.2%
VXUS 164 16.6%
VB 148 12.4%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -446 -13.5%
JPM -227 -9.9%
MSFT -210 -6.0%
COST -156 -12.8%
GOOGL -145 -6.9%
META -87 -8.3%
NVDA -55 -0.8%
VOO -50 -11.6%
SBUX -49 -10.4%
HD -44 -12.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type