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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
BABoeing Co
Recent Activity
Decreased -13.94%
0.3%
$392,232
2,216 shares@ $177.0 avg price
VOOVanguard Index Fds
Recent Activity
Increased 3.4%
0.29%
$377,716
701 shares@ $538.83 avg price
GOOGAlphabet Inc
Recent Activity
0.28%
$370,406
1,945 shares@ $190.45 avg price
PGProcter And Gamble Co
Recent Activity
0.25%
$327,923
1,956 shares@ $167.65 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
0.25%
$326,256
4,537 shares@ $71.92 avg price
PFEPfizer Inc
Recent Activity
0.25%
$317,962
11,985 shares@ $26.53 avg price
LINLinde Plc
Recent Activity
0.24%
$312,328
746 shares@ $418.68 avg price
HDHome Depot Inc
Recent Activity
0.23%
$291,743
750 shares@ $389.0 avg price
DDominion Energy Inc
Recent Activity
0.22%
$287,397
5,336 shares@ $53.87 avg price
EFAVIshares Tr
Recent Activity
0.22%
$286,588
4,053 shares@ $70.72 avg price