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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
DISDisney Walt Co
Recent Activity
0.49%
$636,143
5,713 shares@ $111.36 avg price
VVisa Inc
Recent Activity
0.48%
$625,759
1,980 shares@ $316.04 avg price
BBUSJ P Morgan Exchange Traded F
Recent Activity
0.47%
$620,373
5,857 shares@ $105.92 avg price
XOMExxon Mobil Corp
Recent Activity
0.47%
$611,966
5,689 shares@ $107.58 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
0.41%
$542,840
1,348 shares@ $402.71 avg price
IJRIshares Tr
Recent Activity
0.39%
$504,664
4,380 shares@ $115.23 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -0.59%
0.38%
$499,445
9,963 shares@ $50.13 avg price
CMCSAComcast Corp New
Recent Activity
0.31%
$408,702
10,890 shares@ $37.54 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 7.9%
0.31%
$406,829
1,544 shares@ $263.5 avg price
BSVVanguard Bd Index Fds
Recent Activity
0.31%
$404,895
5,240 shares@ $77.28 avg price