Nabity-Jensen Investment Management Inc

Q3 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$164,887
Net value change ($000)
+1,741 (1.1%)
New positions
2
Sold out positions
2
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
NVDA 1,277 17.8%
MSFT 1,148 41.2%
EXXONMOBIL HOLDINGS CORP 1,038 NEW
AAPL 918 18.1%
SCHG 337 6.2%
META 303 35.4%
VUG 262 2.2%
AMZN 210 9.5%
PFE 203 NEW
MAIN 173 66.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -840 -100.0%
CAT -739 -24.1%
VMI -566 -19.8%
VBR -484 -5.7%
VBK -423 -8.2%
VTV -383 -1.6%
UTG -205 -100.0%
BIV -177 -6.2%
VB -137 -8.8%
GE -91 -13.5%
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