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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
CRMSalesforce Inc
Recent Activity
1.13%
$1.484M
4,440 shares@ $334.33 avg price
IWDIshares Tr
Recent Activity
1.1%
$1.447M
7,818 shares@ $185.13 avg price
COSTCostco Whsl Corp New
Recent Activity
1.07%
$1.409M
1,538 shares@ $916.27 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.87%
1.05%
$1.384M
2,736 shares@ $505.87 avg price
VBVanguard Index Fds
Recent Activity
Increased 3.63%
1%
$1.311M
5,457 shares@ $240.3 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 0.21%
0.95%
$1.253M
16,067 shares@ $78.02 avg price
CATCaterpillar Inc
Recent Activity
Increased 2.07%
0.8%
$1.059M
2,918 shares@ $362.77 avg price
LLYEli Lilly & Co
Recent Activity
Increased 13.61%
0.8%
$1.057M
1,369 shares@ $772.0 avg price
CWBSpdr Ser Tr
Recent Activity
Increased 11.42%
0.74%
$972,690
12,488 shares@ $77.89 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -0.15%
0.66%
$869,630
14,757 shares@ $58.93 avg price