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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
CVSCvs Health Corp
Recent Activity
Exited
0%
$262,901
4,181 shares@ $62.88 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$259,334
2,178 shares@ $119.07 avg price
PEPPepsico Inc
Recent Activity
Exited
0%
$215,283
1,266 shares@ $170.05 avg price
VIGVanguard Specialized Funds
Recent Activity
Exited
0%
$205,190
1,036 shares@ $198.06 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$200,998
1,225 shares@ $164.08 avg price