Arkolith/Funds/Nabity-Jensen Investment Management Inc

Nabity-Jensen Investment Management Inc

CIK 2044851
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Nabity-Jensen Investment Management Inc holds a focused book of 70 stocks worth $163.1M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened CVS Health Corp and trimmed Vanguard Value ETF. Their largest long position is Vanguard Value ETF at 15% of the equity book.

Opened
22
bought for the first time
Added to
14
already held, bought more
Trimmed
25
sold some, still holds it
Sold out
3
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
61%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

32% mapped to company sectors

ETF / fund or unclassified
68%
Information Technology
14%
Financials
5%
Industrials
5%
Consumer Discretionary
3%
Health Care
3%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Nabity-Jensen Investment Management Inc

Manager / fundShared namesTheir $ in those
Morgan Stanley80 / 70$621.6B
JPMorgan Chase & Co80 / 70$538.4B
Bank Of America Corp80 / 70$478.6B
Wells Fargo & Company80 / 70$190.5B
Royal Bank Of Canada80 / 70$167.5B
UBS Group AG80 / 70$158.4B
Ameriprise Financial Inc80 / 70$144.9B
Raymond James Financial Inc80 / 70$120.3B

Ranked by the share of each fund's own book sitting in the names it shares with Nabity-Jensen Investment Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

70 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$23.8M109.2K
14.6%
−1.3%
Reduced · −1K sh
2Goldman Sachs ETF TR
ACTIVEBETA US LG
$16.7M117.9K
10.3%
−1.6%
Reduced · −2K sh
3Vanguard Index FDS
GROWTH ETF
$12.2M141.4K
7.5%
+490%
Added · +117K sh
4Invesco QQQ TR
UNIT SER 1
$10.3M14.0K
6.3%
−1.3%
Reduced · −188 sh
5Vanguard Index FDS
SM CP VAL ETF
$8.5M34.8K
5.2%
−0.5%
Reduced · −158 sh
6Nvidia Corporation
COM
$7.2M35.8K
4.4%
−6.0%
Reduced · −2K sh
7Schwab Strategic TR
US LCAP GR ETF
$5.5M161.3K
3.3%
~0%
Reduced · −32 sh
8Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.1M72.2K
3.2%
−0.3%
Reduced · −221 sh
9Vanguard Index FDS
SML CP GRW ETF
$5.1M14.0K
3.1%
−0.5%
Reduced · −77 sh
10Apple Inc
COM
$5.1M17.5K
3.1%
−0.3%
Reduced · −45 sh
11Berkshire Hathaway Inc Del
CL B NEW
$4.1M8.1K
2.5%
+1.1%
Added · +85 sh
12Caterpillar Inc
COM
$3.1M2.9K
1.9%
−0.1%
Reduced · −2 sh
13Valmont Inds Inc
COM
$2.9M4.9K
1.7%
Held
14Vanguard BD Index FDS
INTERMED TERM
$2.9M37.2K
1.7%
+0.4%
Added · +135 sh
15Microsoft Corp
COM
$2.8M7.5K
1.7%
−0.1%
Reduced · −10 sh
16Vanguard Index FDS
TOTAL STK MKT
$2.7M7.4K
1.7%
−4.4%
Reduced · −337 sh
17Alphabet Inc
CAP STK CL A
$2.5M6.9K
1.5%
−0.3%
Reduced · −22 sh
18JPMorgan Chase & Co
COM
$2.4M7.2K
1.4%
Held
19Amazon Com Inc
COM
$2.2M9.3K
1.4%
+1.9%
Added · +171 sh
20Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.1M34.5K
1.3%
+2.5%
Added · +832 sh
21Schwab Strategic TR
FUNDAMENTAL US L
$2.0M64.6K
1.2%
+2.7%
Added · +2K sh
22Eli Lilly & Co
COM
$2.0M1.7K
1.2%
Held
23Ishares TR
RUS 1000 VAL ETF
$1.9M7.8K
1.2%
Held
24Vanguard Index FDS
SMALL CP ETF
$1.6M5.1K
1.0%
−1.2%
Reduced · −61 sh
25Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.4M17.1K
0.8%
+1.3%
Added · +218 sh
26SPDR Series Trust
ST STR CONV ETF
$1.3M12.5K
0.8%
Held
27Vanguard Star FDS
VG TL INTL STK F
$1.3M15.3K
0.8%
~0%
Reduced · −4 sh
28Schwab Strategic TR
US DIVIDEND EQ
$1.2M38.5K
0.7%
Held
29Johnson & Johnson
COM
$1.2M4.6K
0.7%
−0.1%
Reduced · −5 sh
30Costco Wholesale Corporation
COM
$1.2M1.2K
0.7%
Held
31Schwab Charles Corp
COM
$1.0M11.1K
0.6%
Held
32Ishares TR
RUS 1000 GRW ETF
$925K7.4K
0.6%
+286%
Added · +6K sh
33Ishares TR
CORE S&P TTL STK
$914K5.6K
0.6%
Held
34Meta Platforms Inc
CL A
$857K1.5K
0.5%
+2.6%
Added · +39 sh
35Broadcom Inc
COM
$840K2.2K
0.5%
+15%
Added · +291 sh
36Exxon Mobil Corp
COM
$840K6.1K
0.5%
−0.2%
Reduced · −10 sh
37Visa Inc
COM CL A
$756K2.2K
0.5%
−0.2%
Reduced · −5 sh
38Union Pac Corp
COM
$740K2.7K
0.5%
+0.1%
Added · +4 sh
39Unitedhealth Group Inc
COM
$728K1.8K
0.4%
−0.6%
Reduced · −10 sh
40Advanced Micro Devices Inc
COM
$712K1.2K
0.4%
Held
41J P Morgan Exchange Traded F
BETABUILDRS US
$691K5.1K
0.4%
Held
42Alphabet Inc
CAP STK CL C
$688K1.9K
0.4%
−0.1%
Reduced · −1 sh
43Ge Aerospace
COM NEW
$672K1.8K
0.4%
+38%
Added · +500 sh
44Vertex Pharmaceuticals Inc
COM
$670K1.3K
0.4%
Held
45Linde PLC
SHS
$656K1.3K
0.4%
Held
46Ishares TR
CORE S&P SCP ETF
$650K4.4K
0.4%
Held
47Cisco Sys Inc
COM
$583K5.0K
0.4%
Held
48Starbucks Corp
COM
$527K5.2K
0.3%
Held
49General Dynamics Corp
COM
$505K1.4K
0.3%
Held
50Disney Walt Co
COM
$500K5.2K
0.3%
Held
Showing 50 of 70 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202670$163.1M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202670$144.2M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202670$147.7M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202569$144.3M13F-HR
Q2 2025Jun 30, 2025Jul 18, 202568$135.6M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202566$125.9M13F-HR
Q1 2024Mar 31, 2024Jan 14, 202583$121.5M13F-HR
Q4 2023Dec 31, 2023Jan 14, 202580$111.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.