Nabity-Jensen Investment Management Inc Q2 2026 Portfolio Activity: Significant Buys in Tech & Growth ETFs
Nabity-Jensen Investment Management Inc's portfolio saw notable changes during the second quarter of 2026, with significant additions to holdings like VUG and IWF.
Recent Portfolio Changes
Nabity-Jensen Investment Management Inc has made several noteworthy adjustments to its portfolio in Q2 2026. The firm significantly increased its position in the Vanguard Information Technology Index UCITS ETF (Acc) (VUG), adding over 117,451 shares during this quarter.
Other substantial purchases include a new position in the iShares Core MSCI USA Small Cap Index Fund (IWF). The firm also initiated significant holdings in specific stocks, notably adding 5025 shares of Reaves Utility Income Fund (Dist) (UTG) and acquiring a substantial stake in the individual stock CVS Health Corp (CVS).
In contrast, Nabity-Jensen sold shares of several ETFs during Q2. The firm reduced its position in the Goldman Sachs Trust for Active Investment Strategies (GSLC) by 1955 shares (-1.63%). Similarly, it decreased holdings of the Vanguard Tax-Vantaged Target Date Retirement Income Fund ETF (VTV) by 1465 shares (-1.32%), and sold some positions in other funds like Vanguard FTSE Emerging Markets Index Accumulation ETF (BSV).
The overall portfolio allocation shows a significant shift towards Technology, which now accounts for 10.82% of the total value through direct holdings like NVIDIA Corp (NVDA) and Apple Inc (AAPL), as well as indirectly via ETFs such as VUG.
The firm also maintains a presence in Financial Services, holding both the individual stock GE Aerospace (GE) and several funds including UTG, SCHG, and MAIN. Healthcare is represented through direct holdings of CVS.
In terms of fund diversification, Nabity-Jensen holds 70 different securities across various Vanguard and iShares ETFs, highlighting a broad-based approach to investing despite the focus on specific sectors like Technology and Financial Services.
Overall portfolio indicators suggest that Nabity-Jensen has been active in this quarter. The top five holdings account for approximately 43.8% of the total portfolio value as of June 30, 2026. This filing shows a moderate number of position changes (42) during the period.
For more detailed information about Nabity-Jensen Investment Management Inc's investment activities and performance, please visit their profile. You can also explore specific holdings like VUG or IWF by visiting their respective pages on the platform.