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| Nabity-Jensen Investment Management Inc
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|---|---|
| CRD # | 128455 |
| SEC # | 801-118341 |
| CIK # | 0002044851 |
| AUM | $237.8 M (2025-02-18) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 402-391-1021 |
| Address | 9802 Nicholas Street Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.7 | ||
| Apple Inc | 3.4 | ||
| Microsoft Corp | 3.4 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Amazon Com Inc | 2.0 | ||
| Valmont Industries Inc | 1.7 | ||
| Alphabet Inc | 1.5 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| Salesforce Com Inc | 1.2 | ||
| Caterpillar Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 16.1 |
| (b) Individuals (high net worth individuals) | 36 | 219.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.9 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 217 | 237.8 |
| By Discretionary | ||
| Discretionary | 217 | 237.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 217 | 237.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.8 | |
| Total | 217 | 237.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044851] |
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|---|---|---|
|
Forte Asset Management LLC
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|
0.2 | |
|
Vienna Asset Management LLC
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|
CA | 0.2 |
|
Pring/Turner Capital Group Inc
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CA | 0.2 |
|
Lee Johnson Capital Management LLC
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TX | 0.2 |
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Granite Capital Management LLC
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CA | 0.2 |
|
Washburn Capital Management Inc
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|
R Stewart Eads Investment Counsel Inc
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GA | 0.2 |
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Timberchase Financial LLC
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|
AL | 0.2 |
|
Pathworks Financial Inc
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MI | 0.2 |
|
Riverplace Capital Management Inc
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