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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
PYPLPaypal Hldgs Inc
Recent Activity
Increased 13.87%
0.22%
$285,923
3,350 shares@ $85.36 avg price
IJHIshares Tr
Recent Activity
0.22%
$281,953
4,525 shares@ $62.32 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1.94%
0.22%
$280,758
1,211 shares@ $231.84 avg price
XLUSelect Sector Spdr Tr
Recent Activity
0.2%
$264,385
3,493 shares@ $75.69 avg price
TGTTarget Corp
Recent Activity
0.2%
$253,057
1,872 shares@ $135.19 avg price
TSLATesla Inc
Recent Activity
New Position
0.19%
$239,881
594 shares@ $403.85 avg price