Nabity-Jensen Investment Management Inc

CIK

2044851

Location

OMAHA, NE

Portfolio Value

Micro $2,007,330

Diversification

Diversified

Filing Date

Global Rank

#6,391 / 8,232 ▲ 239

Top Industry

Semiconductors 16.6%

3Y Alpha vs SPY

-2.1%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.8%

SPY

+52.9%

Annualised alpha

-2.1%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.3%

−0.6 pts

Top 5

48.5%

−2.0 pts

Top 10

67.2%

−1.4 pts

HHI

653

Diversified−32

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.9%	$16,005,862	8
Unclassified	15.3%	$8,169,982	1
Financial Services	14.8%	$7,920,789	5
Industrials	11.0%	$5,905,047	6
Healthcare	7.4%	$3,952,199	5
Communication Services	6.3%	$3,345,022	3
Consumer Cyclical	5.9%	$3,166,549	4
Consumer Defensive	3.8%	$2,007,330	3
Energy	2.0%	$1,044,087	1
Real Estate	1.8%	$977,274	3
Basic Materials	1.2%	$627,136	1
Utilities	0.6%	$334,739	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+2,266	38,142	$6,651,964
CSCO	Cisco Systems, Inc.	+1,470	4,965	$385,234
AAPL	Apple Inc.	+1,000	17,576	$4,460,613
JPM	Jpmorgan Chase & Co	+818	7,210	$2,120,893
NEE	Nextera Energy Inc	+694	3,604	$334,739
GOOGL	Alphabet Inc.	+664	6,943	$1,996,529
MSFT	Microsoft Corp	+660	7,475	$2,767,020
AVGO	Broadcom Inc.	+524	1,934	$598,592
LIN	Linde PLC	+463	1,265	$627,136
TSLA	Tesla, Inc.	+433	1,141	$424,166
PG	PROCTER & GAMBLE Co	+379	2,521	$364,133
QQQ	Invesco Qqq Trust, Series 1	+309	14,155	$8,169,982
XOM	Exxon Mobil Corp	+285	6,154	$1,044,087
AMZN	Amazon Com Inc	+248	9,119	$1,899,214
DIS	Walt Disney Co	+246	5,194	$500,597
HD	Home Depot, Inc.	+236	1,160	$381,512
CAT	Caterpillar Inc	+231	2,886	$2,044,615
LLY	ELI LILLY & Co	+194	1,660	$1,526,818
BRK-B	Berkshire Hathaway Inc	+181	8,053	$3,858,997
UNP	Union Pacific Corp	+161	2,715	$658,713
SBUX	Starbucks Corp	+145	5,153	$461,657
MAIN	Main Street Capital CORP	+132	4,350	$230,376
O	Realty Income Corp	+61	4,280	$261,850
V	Visa Inc.	+56	2,208	$667,345
META	Meta Platforms, Inc.	+32	1,482	$847,896
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
SPG	Simon Property Group Inc.	−1,434	2,156	$402,158
CRM	Salesforce, Inc.	−1,086	3,285	$613,210
UNH	Unitedhealth Group Inc	−337	1,762	$476,779
VMI	Valmont Industries Inc	−157	4,939	$1,973,476
ADBE	Adobe Inc.	−63	1,152	$280,028
SCHW	Schwab Charles Corp	−9	11,100	$1,043,178
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
WMT	Walmart Inc.	3,328	$413,603
GE	General Electric Co	1,299	$368,617
PLD	Prologis, Inc.	2,370	$313,266
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CMCSA	Comcast Corp	9,425	$264,023
D	Dominion Energy, Inc	3,766	$220,649
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $2,007,330 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,234	+3	$1,229,594	+15.8%	61.26%
WMT	Walmart Inc. Consumer Defensive	NEW	3,328	NEW	$413,603	NEW	20.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,521	+379	$364,133	+18.6%	18.14%