Randall L. Jensen Portfolio
Invests via Nabity-Jensen Investment Management Inc. | Managed by Randall L. Jensen, David R. Nabity
Invests via Nabity-Jensen Investment Management Inc.
Managed by Randall L. Jensen, David R. Nabity
Automatically Tracked
Veteran private equity investor Randall L. Jensen brings multi-decade experience sourcing and executing middle-market buyouts and growth equity transactions, with a focus on industrials, business services and software-enabled B2B niches. He has led deal teams, structured leveraged financings, overseen portfolio operations and served on multiple corporate boards, delivering operational improvement and exit planning. Market-facing strengths include origination, sponsor-to-sponsor sales and operational due diligence for scaling companies.
Veteran private equity investor Randall L. Jensen brings multi-decade experience sourcing and executing middle-market buyouts and growth equity transactions, with a focus on industrials, business services and software-enabled B2B niches. He has led deal teams, structured leveraged financings, overseen portfolio operations and served on multiple corporate boards, delivering operational improvement and exit planning. Market-facing strengths include origination, sponsor-to-sponsor sales and operational due diligence for scaling companies.
Investment Philosophy & Strategy
Seasoned private equity investor focused on middle‑market buyouts and growth equity in industrials, business services and software‑enabled B2B niches. Prefers control or significant minority stakes where operational levers can drive EBITDA expansion, using disciplined underwriting, conservative leverage and staged capital to balance growth with downside protection. Investment decisions emphasize sourcing proprietary deal flow, rigorous operational due diligence, board-level value creation plans and clear exit pathways via strategic or sponsor-to-sponsor sales. Time horizon is 3–7 years with active portfolio management.
Seasoned private equity investor focused on middle‑market buyouts and growth equity in industrials, business services and software‑enabled B2B niches. Prefers control or significant minority stakes where operational levers can drive EBITDA expansion, using disciplined underwriting, conservative leverage and staged capital to balance growth with downside protection. Investment decisions emphasize sourcing proprietary deal flow, rigorous operational due diligence, board-level value creation plans and clear exit pathways via strategic or sponsor-to-sponsor sales. Time horizon is 3–7 years with active portfolio management.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.35%
Gain
Monthly
0.08%
Yearly
0.92%
Drawdown
33.1%
$163.49M
Equity
Holdings
$163.49M
Investment
$110.36M
$55.78M
Profit -$1.74M
Realized
$2.65M
Unrealized
$53.13M
Dividends
$4.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.74M
Win %
81%
This Week
Compared To Last Week
Gain
-1.3%
Profit
-$2.16M
Win %
81%
This Month
Compared to last month
Gain
-0.62%
Profit
-$1.01M
Win %
81%
This Year
Compared to last year
Gain
13.39%
Profit
$19.31M
Win %
80%
WMT Walmart Inc.
+2.56%
+$9,784.32 
UNH UnitedHealth Group Incorporated
+2.55%
+$19,011.98 
XOM Exxon Mobil Corporation
+2.23%
+$20,062.04 
JNJ Johnson & Johnson
+2.1%
+$23,944.89 
GE General Electric Company
+2.08%
+$9,339.81 
O Realty Income Corporation
+1.95%
+$5,478.4 
XLE Energy Select Sector SPDR Fund
+1.75%
+$3,806 
COST Costco Wholesale Corporation
+1.75%
+$20,459.7 
PFE Pfizer Inc.
+1.72%
+$3,516.91 
PG Procter & Gamble Co
+1.66%
+$6,327.71 
VRTX Vertex Pharmaceuticals Incorporated
+1.44%
+$9,462.95 
PLD Prologis Inc.
+1.3%
+$4,609.65 
HD The Home Depot, Inc.
+1.28%
+$5,162 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$3,450 
SCHD Schwab U.S. Dividend Equity ETF
+1.23%
+$15,586.63 
GD General Dynamics Corporation
+1.19%
+$6,260.14 
NEE NextEra Energy, Inc.
+1.16%
+$3,730.14 
LIN Linde plc
+1.05%
+$6,906.91 
SPG Simon Property Group, Inc.
+0.92%
+$4,506.04 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.9%
+$3,303.2 
ADBE Adobe Inc.
+0.87%
+$2,361.6 
UNP Union Pacific Corporation
+0.82%
+$6,651.75 
MAIN Main Street Capital Corporation
+0.8%
+$1,935.75 
CRM Salesforce Inc
+0.66%
+$3,744.93 
CSCO Cisco Systems, Inc.
+0.58%
+$3,177.6 
SBUX Starbucks Corporation
+0.58%
+$3,246.39 
VTV Vanguard Value ETF
+0.37%
+$88,563.2 
LLY Eli Lilly and Company
+0.33%
+$6,357.8 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.28%
+$7,961.88 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$9,099.89 
IWD iShares Russell 1000 Value ETF
+0.22%
+$4,221.72 
AAPL Apple Inc.
+0.19%
+$10,896.94 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.13%
+$1,774.92 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$10,842.87 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$402.61 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$69.77 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.02%
+$314.64 
AMD Advanced Micro Devices, Inc.
-7.73%
-$47,444.25 
NVDA NVIDIA Corporation
-4.32%
-$341,523.47 
AVGO Broadcom Inc.
-4.27%
-$30,934.35 
META Meta Platforms Inc Class A
-3.91%
-$38,532.01 
GOOGL Alphabet Inc
-3.67%
-$90,397.86 
GOOG Alphabet Inc
-3.55%
-$24,479.44 
TSLA Tesla, Inc.
-3.42%
-$15,272.28 
CAT Caterpillar Inc.
-3.23%
-$81,789.24 
IWF iShares Russell 1000 Growth ETF
-2.93%
-$27,420.2 
QQQ Invesco QQQ Trust, Series 1
-2.68%
-$267,954.15 
VWO Vanguard FTSE Emerging Markets ETF
-2.65%
-$52,453.44 
VUG Vanguard Growth ETF
-2.58%
-$320,932.68 
VMI Valmont Industries, Inc.
-2.41%
-$64,083.53 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.99%
-$111,329.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.75%
-$22,510.11 
CWB SPDR Bloomberg Convertible Securities ETF
-1.68%
-$21,292.04 
MSFT Microsoft Corp.
-1.49%
-$44,625.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.48%
-$74,947.46 
VBK Vanguard Small-Cap Growth ETF
-1.44%
-$70,156.52 
AMZN Amazon.com Inc
-1.41%
-$32,007.69 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-1.36%
-$9,442.88 
VOO Vanguard S&P 500 ETF
-1.3%
-$5,405.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.28%
-$11,688.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$35,182.82 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.11%
-$189,921.04 
V Visa Inc. Class A
-1.02%
-$8,208.26 
SCHW Charles Schwab Corporation
-1.01%
-$11,544 
JPM JPMorgan Chase & Co.
-0.69%
-$17,138.1 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$2,081.5 
VB Vanguard Small-Cap ETF
-0.58%
-$8,989.03 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$3,328.8 
DIS The Walt Disney Company
-0.39%
-$1,999.69 
BA Boeing Company
-0.28%
-$1,116 Events
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Dividends
Dividend Analysis
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| Trades 515 | Longs Won 396/515 76% | Profit Factor 29.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $580,156.97 |
| Average Win $145,877.85 | Best Trade (Jul 17) $7.59M | Sharpe Ratio -12.52 |
| Average Loss -$16,677.15 | Worst Trade (Jul 15) -$429,186.74 | Z-Score 12.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $108,316.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
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