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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
VXUSVanguard Star Fds
Recent Activity
Decreased -0.15%
0.66%
$869,630
14,757 shares@ $58.93 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -0.84%
0.62%
$814,702
11,008 shares@ $74.01 avg price
ITOTIshares Tr
Recent Activity
Decreased -1.38%
0.6%
$789,341
6,137 shares@ $128.63 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -0.5%
0.54%
$707,370
7,752 shares@ $91.25 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -0.59%
0.38%
$499,445
9,963 shares@ $50.13 avg price
BABoeing Co
Recent Activity
Decreased -13.94%
0.3%
$392,232
2,216 shares@ $177.0 avg price