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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 200.31%
3.01%
$3.975M
145,509 shares@ $27.33 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.03%
2.67%
$3.532M
7,792 shares@ $453.29 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.62%
2.15%
$2.836M
6,728 shares@ $421.5 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.79%
1.91%
$2.524M
8,709 shares@ $289.82 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 1.31%
1.68%
$2.217M
29,673 shares@ $74.74 avg price
AMZNAmazon Com Inc
Recent Activity
1.46%
$1.924M
8,769 shares@ $219.4 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.36%
1.25%
$1.65M
6,884 shares@ $239.72 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 7.65%
1.22%
$1.611M
8,509 shares@ $189.31 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