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Randall L Jensen

@Nabity-jensen Investment Management Inc

Latest period2024 - Q4ReportedManaged Assets$132.417MTotal holdings66
Assets growth rate1.37%Assets growth rate (2-Q avg)0.69%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Nabity-jensen Investment Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Nabity-jensen Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 132.417M in assets, with a quarterly growth rate of 1.37% and a 2-quarter average growth rate of 0.69%. The portfolio is managed by Randall L Jensen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Index Fds
Recent Activity
Decreased -0.14%
14.14%
$18.713M
110,532 shares@ $169.3 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.14%
7.71%
$10.199M
24,849 shares@ $410.45 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.07%
5.28%
$6.983M
35,236 shares@ $198.18 avg price
NVDANvidia Corporation
Recent Activity
Decreased -3.04%
3.87%
$5.115M
38,092 shares@ $134.3 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.93%
3.17%
$4.185M
87,515 shares@ $47.83 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.03%
2.67%
$3.532M
7,792 shares@ $453.29 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.79%
1.91%
$2.524M
8,709 shares@ $289.82 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.36%
1.25%
$1.65M
6,884 shares@ $239.72 avg price
VMIValmont Inds Inc
Recent Activity
Decreased -5.59%
1.22%
$1.61M
5,251 shares@ $306.67 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.06%
1.14%
$1.508M
34,233 shares@ $44.05 avg price