Fund HoldingsNabity-Jensen Investment Management Inc

Total Portfolio Value
$144.18M
Total Bought
$7.23M
Total Sold
$6.00M
Net Transaction
+$1.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INDEX FDS110,891110,704-18721,17921,72015.06%+541
CATERPILLAR INC(CAT)2,6552,886+2311,5212,0451.42%+524
WALMART INC(WMT)03,328+3,32804140.29%+414
GE AEROSPACE(GE)01,299+1,29903690.26%+369
EXXON MOBIL CORP5,8696,154+2857061,0440.72%+338
PROLOGIS INC.(PLD)02,370+2,37003130.22%+313
LINDE PLC(LIN)8021,265+4633426270.43%+285
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,806+3,80602330.16%+233
VANGUARD INDEX FDS34,83334,977+1447,3777,5995.27%+221
VANGUARD TAX-MANAGED FDS71,29072,413+1,1234,4534,6403.22%+187
JOHNSON & JOHNSON(JNJ)4,5614,574+139441,1180.78%+174
COSTCO WHOLESALE CORPORATION(COST)1,2311,234+31,0621,2300.85%+168
SCHWAB STRATEGIC TR58,68562,929+4,2441,5971,7531.22%+156
CISCO SYS INC(CSCO)3,4954,965+1,4702693850.27%+116
BROADCOM INC(AVGO)1,4101,934+5244885990.42%+111
TESLA INC(TSLA)7081,141+4333184240.29%+106
NEXTERA ENERGY INC(NEE)2,9103,604+6942343350.23%+101
VANGUARD BD INDEX FDS35,44837,032+1,5842,7612,8581.98%+97
UNION PAC CORP(UNP)2,5542,715+1615916590.46%+68
HOME DEPOT INC(HD)9241,160+2363183820.26%+64
JPMORGAN CHASE & CO(JPM)6,3927,210+8182,0602,1211.47%+61
PROCTER & GAMBLE CO(PG)2,1422,521+3793073640.25%+57
STARBUCKS CORP(SBUX)5,0085,153+1454224620.32%+40
ALPHABET INC(GOOG)6,2796,943+6641,9651,9971.38%+31
VANGUARD STAR FDS15,24015,313+731,1501,1810.82%+31
SPDR SERIES TRUST
ST STR CONV ETF
12,48812,48801,1141,1430.79%+29
PFIZER INC(PFE)8,1158,141+262022290.16%+27
ISHARES TR7,8187,81801,6441,6701.16%+26
REALTY INCOME CORP(O)4,2194,280+612382620.18%+24
ISHARES TR
MSCI EAFE MIN VL
4,0534,05303503700.26%+21
SELECT SECTOR SPDR TR
ST STR UTIL ETF
6,0006,00002562750.19%+19
ISHARES TR4,3804,38005265440.38%+18
VANGUARD INDEX FDS5,2025,181-211,3421,3570.94%+15
VANGUARD INDEX FDS14,07814,116+384,2534,2672.96%+13
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
16,65916,904+2451,3281,3400.93%+12
GENERAL DYNAMICS CORP(GD)1,4261,42604804890.34%+9
VANGUARD INTL EQUITY INDEX F33,67333,624-491,8101,8171.26%+7
ISHARES TR4,5254,52502993060.21%+7
VANGUARD BD INDEX FDS4,2384,23803343320.23%-2
VERTEX PHARMACEUTICALS INC(VRTX)1,3481,34806116020.42%-9
ADVANCED MICRO DEVICES INC(AMD)1,2251,22502622490.17%-13
VANGUARD INDEX FDS608604-43813610.25%-20
MAIN STR CAP CORP(MAIN)4,2184,350+1322552300.16%-24
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
5,1325,13206336010.42%-31
BOEING CO(BA)1,8601,86004043700.26%-34
VANGUARD MUN BD FDS7,6546,977-6773853480.24%-37
NVIDIA CORPORATION(NVDA)35,87638,142+2,2666,6916,6524.61%-39
APPLE INC(AAPL)16,57617,576+1,0004,5064,4613.09%-46
ELI LILLY & CO(LLY)1,4661,660+1941,5751,5271.06%-49
ALPHABET INC(GOOG)1,9451,949+46105590.39%-51
ISHARES TR5,7505,566-1848557930.55%-62
DISNEY WALT CO(DIS)4,9485,194+2465635010.35%-62
SCHWAB CHARLES CORP(SCHW)11,10911,100-91,1101,0430.72%-67
VALMONT INDS INC(VMI)5,0964,939-1572,0501,9731.37%-77
VISA INC(V)2,1522,208+567556670.46%-87
ISHARES TR1,9311,93109148230.57%-91
VANGUARD INDEX FDS7,6727,724+522,5722,4781.72%-94
BERKSHIRE HATHAWAY INC DEL7,8728,053+1813,9573,8592.68%-98
META PLATFORMS INC(META)1,4501,482+329578480.59%-109
ADOBE INC(ADBE)1,2151,152-634252800.19%-145
AMAZON COM INC(AMZN)8,8719,119+2482,0481,8991.32%-148
VANGUARD SPECIALIZED FUNDS9600-9602110-211
UNITEDHEALTH GROUP INC(UNH)2,0991,762-3376934770.33%-216
DOMINION ENERGY INC(D)3,7660-3,7662210-221
SIMON PPTY GROUP INC NEW(SPG)3,5902,156-1,4346654020.28%-262
COMCAST CORP NEW(CCZ)9,4250-9,4252820-282
VANGUARD BD INDEX FDS3,9680-3,9682940-294
INVESCO QQQ TR13,84614,155+3098,5068,1705.67%-336
SCHWAB STRATEGIC TR160,081161,371+1,2905,2224,7013.26%-521
MICROSOFT CORP(MSFT)6,8157,475+6603,2962,7671.92%-529
SALESFORCE INC(CRM)4,3713,285-1,0861,1586130.43%-545
GOLDMAN SACHS ETF TR118,513119,824+1,31115,68814,99410.40%-694
VANGUARD INDEX FDS24,18023,986-19411,79710,4777.27%-1,320
SCHWAB STRATEGIC TR104,36938,476-65,8932,8631,1800.82%-1,682
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