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CIK: 0002044851
Total reported value
$163.1M
$163.1M
70 檔
39.6%
As reported in its official Q4 2025 Form 13F filing, Nabity-Jensen Investment Management Inc's tracked investment portfolio stood at $163.1M with 70 total positions.
In Q4 2025, Nabity-Jensen Investment Management Inc displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 14.34% | -0.47% | +1.29% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 10.62% | -0.15% | -1.68% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 7.99% | +0.20% | +1.38% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.76% | +0.63% | +0.82% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 5.00% | -0.08% | +0.54% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | -0.21% | -0.78% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.54% | +0.09% | -0.57% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.05% | +0.02% | +0.19% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.02% | -0.07% | +3.64% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.88% | +0.19% | +1.17% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.68% | -0.18% | +0.01% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.21% | +0.68% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.94% | -0.07% | -13.90% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.87% | -0.23% | -0.57% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.74% | -0.04% | -2.47% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.02% | -11.83% | |
| 17 | VMI | Valmont Industries | Stock-Industrials | 1.39% | +0.38% | -2.95% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.04% | +0.20% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.14% | -27.67% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | — | -1.11% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.11% | — | — | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.08% | +0.01% | +62.90% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.16% | +3.75% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.03% | +0.46% | -10.52% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.91% | +0.01% | +10.82% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.90% | -0.10% | +3.77% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.78% | -0.13% | +0.32% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.78% | -0.02% | +13.50% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.75% | +0.04% | — | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.75% | -0.09% | +0.63% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.14% | -6.46% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.06% | +2.04% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.07% | +0.73% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | — | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | +0.01% | -5.61% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | — | +1.22% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.21% | +1.73% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.12% | +0.67% | |
| 39 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.45% | +0.01% | — | |
| 40 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.43% | — | — | |
| 41 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.41% | -0.01% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.03% | — | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | -0.01% | +0.83% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | -0.04% | +0.49% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | +0.02% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.10% | +1.88% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.33% | -0.03% | — | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.29% | -0.19% | EXIT | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.29% | — | -10.04% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.27% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.4% | +62.90% | Add |
| 2 | LLY | Eli Lilly & Co | +0.3% | +3.75% | Add |
| 3 | VTV | Vanguard Value ETF | +0.2% | +1.29% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | +3.64% | Add |
| 5 | AAPL | Apple Inc | +0.1% | +0.19% | Add |
| 6 | VXUS | Vanguard Total Intl Stock | +0.1% | +13.50% | Add |
| 7 | VB | Vanguard Small-cap ETF | +0.1% | +10.82% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 9 | VUG | Vanguard Growth ETF | +0.1% | +1.38% | Add |
| 10 | CRM | Salesforce Inc | +0.1% | +0.32% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +0.73% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | -10.52% | Trim |
| 13 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.82% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +0.20% | Add |
| 15 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 16 | XOM | Exxon Mobil CORP | 0% | +1.73% | Add |
| 17 | SCHW | Schwab (charles) CORP | 0% | +0.63% | Add |
| 18 | CSCO | Cisco Systems Inc | 0% | +4.83% | Add |
| 19 | VBK | Vanguard Small-cap Grwth ETF | 0% | +1.17% | Add |
| 20 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +3.77% | Add |
| 22 | AVGO | Broadcom Inc | 0% | +1.88% | Add |
| 23 | V | Visa Inc-class A Shares | 0% | +1.22% | Add |
| 24 | NEE | Nextera Energy Inc | 0% | +3.12% | Add |
| 25 | TSLA | Tesla Inc | 0% | +4.58% | Add |
| 26 | BBUS | Jpmorgan Betabuilders US Equ | — | — | Unchanged |
| 27 | VBR | Vanguard Small-cap Value ETF | 0% | +0.54% | Add |
| 28 | PG | Procter & Gamble Co/the | 0% | +1.42% | Add |
| 29 | O | Realty Income CORP | 0% | +3.51% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | 0% | -0.57% | Trim |
| 31 | LIN | Linde plc | 0% | +4.29% | Add |
| 32 | CMCSA | Comcast Corp-class A | 0% | — | Unchanged |
| 33 | VMI | Valmont Industries | 0% | -2.95% | Trim |
| 34 | HD | Home Depot Inc | 0% | +3.36% | Add |
| 35 | UNH | Unitedhealth Group Inc | 0% | +0.67% | Add |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | — | Unchanged |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | -13.64% | Trim |
| 38 | SBUX | Starbucks CORP | 0% | -10.04% | Trim |
| 39 | ITOT | Ishares Core S&p Total U.s. | 0% | -5.61% | Trim |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.11% | Trim |
| 41 | BIV | Vanguard Intermediate-term B | -0.1% | -0.57% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.1% | +2.04% | Add |
| 43 | COST | Costco Wholesale CORP | -0.1% | -6.46% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.1% | -27.67% | Trim |
| 45 | NVDA | Nvidia CORP | -0.2% | -0.78% | Trim |
| 46 | JPM | Jpmorgan Chase & Co | -0.2% | -11.83% | Trim |
| 47 | MSFT | Microsoft CORP | -0.2% | +0.68% | Add |
| 48 | GSLC | Goldman Activebeta US Lc ETF | -0.3% | -1.68% | Trim |
| 49 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -13.90% | Trim |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Nabity-Jensen Investment Management Inc reported a total U.S. public equity portfolio value of $163.1M across 70 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, GSLC, VUG) accounted for 39.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMD
市值: $262.3K
Top Position Liquidated / Trimmed
GSLC
前期市值: $15.7M
During Q4 2025, Nabity-Jensen Investment Management Inc's top holdings by market value included VTV (14.3%)、GSLC (10.6%)、VUG (8.0%). The largest single position, VTV, represented 14.3% of total portfolio value.
In Q4 2025, Nabity-Jensen Investment Management Inc made 44 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 14 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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