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:
54.58%
Gain +0.17%
Monthly
1.31%
Yearly
16.9%
Drawdown
18.11%
$166.19M
Equity
Holdings
$166.19M
Investment
$109.39M
$59.64M
Profit +$272,674.21
Realized
$2.83M
Unrealized
$56.8M
Dividends
$5.28M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$272,674.21
Win %
78%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$1.26M
Win %
78%
This Month
Compared to last month
Gain
0.98%
Profit
$1.61M
Win %
78%
This Year
Compared to last year
Gain
1.71%
Profit
$2.81M
Win %
78%
LLY Eli Lilly and Company
+4.48%
+$89,938.8 
UNH UnitedHealth Group Incorporated
+3.59%
+$24,860.88 
CRM Salesforce Inc
+3.47%
+$25,773.28 
HD The Home Depot, Inc.
+3.35%
+$11,434.5 
SBUX Starbucks Corporation
+3.01%
+$14,454.17 
VRTX Vertex Pharmaceuticals Incorporated
+2.35%
+$15,771.6 
V Visa Inc. Class A
+2.29%
+$19,738.88 
SPG Simon Property Group, Inc.
+2.27%
+$9,655.91 
DIS The Walt Disney Company
+2.22%
+$12,569.48 
WMT Walmart Inc.
+2.13%
+$8,224.15 
CVS CVS Health Corporation
+1.85%
+$3,562.72 
MAIN Main Street Capital Corporation
+1.81%
+$4,874.25 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.48%
+$5,532.35 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$18,083.72 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.26%
+$102,367.86 
BA Boeing Company
+1.15%
+$4,066.16 
MSFT Microsoft Corp.
+0.99%
+$39,639.15 
VB Vanguard Small-Cap ETF
+0.88%
+$12,748.8 
IJR iShares Core S&P Small-Cap ETF
+0.86%
+$5,080.8 
PG Procter & Gamble Co
+0.85%
+$3,352.93 
VIG Vanguard Dividend Appreciation ETF
+0.83%
+$1,854 
VTV Vanguard Value ETF
+0.71%
+$171,505.23 
VTEB Vanguard Tax-Exempt Bond ETF
+0.7%
+$2,337.3 
IWD iShares Russell 1000 Value ETF
+0.7%
+$13,916.04 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.68%
+$14,217.28 
NEE NextEra Energy, Inc.
+0.67%
+$1,892.1 
GE General Electric Company
+0.65%
+$3,597.98 
UNP Union Pacific Corporation
+0.64%
+$5,002.93 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.64%
+$17,282.65 
META Meta Platforms Inc Class A
+0.59%
+$6,646.77 
IJH iShares Core S&P Mid-Cap ETF
+0.59%
+$1,923.12 
JNJ Johnson & Johnson
+0.55%
+$6,419.44 
COST Costco Wholesale Corporation
+0.52%
+$6,247.62 
LIN Linde plc
+0.44%
+$2,770.34 
VBK Vanguard Small-Cap Growth ETF
+0.43%
+$20,145.97 
GOOGL Alphabet Inc
+0.41%
+$9,947.55 
AAPL Apple Inc.
+0.41%
+$24,543.58 
GOOG Alphabet Inc
+0.4%
+$2,668.95 
GD General Dynamics Corporation
+0.39%
+$1,882.32 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$12,776.5 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$2,996.35 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$516.46 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.19%
+$33,003.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$9,024 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$5,023.16 
CWB SPDR Bloomberg Convertible Securities ETF
+0.15%
+$1,748.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.14%
+$1,335.84 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.1%
+$718.48 
VOO Vanguard S&P 500 ETF
+0.1%
+$408.63 
AMZN Amazon.com Inc
+0.03%
+$743.2 
CSCO Cisco Systems, Inc.
-3.84%
-$21,661.8 
AMD Advanced Micro Devices, Inc.
-3.77%
-$26,325.25 
SCHW Charles Schwab Corporation
-3.42%
-$36,741 
CAT Caterpillar Inc.
-3%
-$64,832.32 
VMI Valmont Industries, Inc.
-2.67%
-$61,342.33 
TSLA Tesla, Inc.
-1.9%
-$7,952.76 
AVGO Broadcom Inc.
-1.89%
-$14,551.5 
PLD Prologis Inc.
-1.85%
-$5,711.7 
NVDA NVIDIA Corporation
-1.75%
-$138,685.32 
XLE Energy Select Sector SPDR Fund
-1.54%
-$3,977.27 
XOM Exxon Mobil Corporation
-1.35%
-$14,684.16 
UTG Reaves Utility Income Fund
-1.09%
-$1,934.62 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$60,058.1 
VWO Vanguard FTSE Emerging Markets ETF
-0.53%
-$10,681.36 
IWF iShares Russell 1000 Growth ETF
-0.44%
-$4,095.85 
VUG Vanguard Growth ETF
-0.34%
-$43,845.47 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.25%
-$14,520.51 
JPM JPMorgan Chase & Co.
-0.25%
-$5,948.32 
XLU Utilities Select Sector SPDR Fund
-0.06%
-$150 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$382.73 Events
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Dividends
Dividend Analysis
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| Trades 557 | Longs Won 423/557 75% | Profit Factor 27.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $593,400.47 |
| Average Win $146,376.97 | Best Trade (Oct 15) $7.81M | Sharpe Ratio -12.03 |
| Average Loss -$17,021.26 | Worst Trade (Jun 29) -$403,720.3 | Z-Score 14.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 2d | Expectancy $107,067.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,531 | $3.51M | $6.04M | - | $2.53M | 72.19% | +0.408% |
| AMD Advanced Micro Devices, Inc. | 1,225 | $262,346 | $672,929.25 | - | $410,583.25 | 156.5% | -3.765% |
| AMZN Amazon.com Inc | 9,290 | $1.46M | $2.36M | - | $903,718.64 | 62.01% | +0.031% |
| AVGO Broadcom Inc. | 2,225 | $534,902.74 | $755,854.75 | - | $220,952.01 | 41.31% | -1.889% |
| BA Boeing Company | 1,918 | $495,691.15 | $358,244.04 | - | -$137,447.11 | -27.73% | +1.148% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 5,132 | $503,551.98 | $713,194.04 | - | $209,642.06 | 41.63% | +0.101% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 37,167 | $2.84M | $2.73M | - | -$105,732.21 | -3.72% | +0.636% |
| BRK-B Berkshire Hathaway Inc. | 8,138 | $2.98M | $4.3M | - | $1.32M | 44.15% | +0.298% |
| BSV Vanguard Short-Term Bond ETF | 3,332 | $257,406.61 | $255,114.58 | - | -$2,292.03 | -0.89% | +0.203% |
| CAT Caterpillar Inc. | 2,884 | $973,561.63 | $2.1M | - | $1.12M | 115.21% | -3.001% |
| COST Costco Wholesale Corporation | 1,234 | $822,435.5 | $1.22M | - | $395,600.12 | 48.1% | +0.516% |
| CRM Salesforce Inc | 3,145 | $827,725.61 | $767,836.02 | - | -$59,889.59 | -7.24% | +3.473% |
| CSCO Cisco Systems, Inc. | 4,965 | $357,487.33 | $542,560.8 | - | $185,073.47 | 51.77% | -3.839% |
| CVS CVS Health Corporation | 2,127 | $220,038 | $195,822.25 | - | -$24,215.75 | -11.01% | +1.853% |
| CWB SPDR Bloomberg Convertible Securities ETF | 12,488 | $908,350.28 | $1.2M | - | $294,868.52 | 32.46% | +0.146% |
| DIS The Walt Disney Company | 5,194 | $473,446.05 | $578,663.54 | - | $105,217.49 | 22.22% | +2.22% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 4,053 | $281,035 | $380,313.25 | - | $99,278.25 | 35.33% | +1.476% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 64,624 | $1.65M | $2.1M | - | $456,684.12 | 27.71% | +0.68% |
| GD General Dynamics Corporation | 1,426 | $370,720.68 | $479,107.48 | - | $108,386.8 | 29.24% | +0.394% |
| GE General Electric Company | 1,799 | $555,481.92 | $555,926.96 | - | $445.04 | 0.08% | +0.651% |
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FAQ
Which stocks have generated the highest profits for Randall L. Jensen?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $1.39M, NVIDIA Corporation - $851,540.79, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $784,847.87, Schwab U.S. Dividend Equity ETF - $749,933.85, and Alphabet Inc - $438,099.62. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $499,374.11, UnitedHealth Group Incorporated - $164,272.37, Comcast Corp - $151,734.7, Tesla, Inc - $123,811.37, and Boeing Company - $98,101.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Randall L. Jensen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.28M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.21M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $451,695.61, VANGUARD SMALL-CAP VALUE ETF - $400,222.17, VANGUARD FTSE DEVELOPED MARKETS ETF - $333,282.18, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $262,990.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Randall L. Jensen's monthly returns?
Randall L. Jensen's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Randall L. Jensen's strategy be considered aggressive or moderate?
Randall L. Jensen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Randall L. Jensen's strategy?
Randall L. Jensen's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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