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Portfolio (Quarterly) Guide ↗

Probity Advisors, Inc.

· CIK 0001676603
13F Portfolio $624M AUM 232 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 72 Added 134 Reduced 12 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDZ ISHARES TR 143,370.0 $3.8M 0.60% +1K +0.9% $26.37 -1.9%
22 IBTP ISHARES TR 110,486.0 $2.9M 0.46% +9K +8.5% $25.81 -2.4%
23 MCHP MICROCHIP TECHNOLOGY INC. Technology 35,433.0 $2.3M 0.36% +3K +8.6% $63.72 +43.0%
24 IBCA ISHARES TR 85,056.0 $2.2M 0.35% +48K +129.9% $25.94 -2.0%
25 MRK MERCK & CO INC Healthcare 20,822.0 $2.2M 0.35% +688.0 +3.4% $105.26 +10.1%
26 IBTQ ISHARES TR 81,560.0 $2.1M 0.33% +44K +118.0% $25.48 -2.5%
27 CAT CATERPILLAR INC Industrials 2,951.0 $1.7M 0.27% +102.0 +3.6% $572.87 +51.2%
28 SCHD SCHWAB STRATEGIC TR 60,203.0 $1.7M 0.26% +3K +4.6% $27.43 +17.6%
29 BOKF BOK FINL CORP Financial Services 12,847.0 $1.5M 0.24% +424.0 +3.4% $118.46 +9.5%
30 DE DEERE & CO Industrials 2,935.0 $1.4M 0.22% +274.0 +10.3% $465.57 +14.1%
31 GWX SPDR INDEX SHS FDS 29,359.0 $1.2M 0.19% +692.0 +2.4% $40.86 +12.3%
32 META META PLATFORMS INC Communication Services 1,743.0 $1.2M 0.18% +34.0 +2.0% $660.17 -8.0%
33 BERKSHIRE HATHAWAY INC DEL 2,199.0 $1.1M 0.18% +108.0 +5.2% $502.65
34 CRM SALESFORCE INC Technology 4,131.0 $1.1M 0.17% +241.0 +6.2% $264.91 -33.4%
35 SNY SANOFI SA Healthcare 22,524.0 $1.1M 0.17% +896.0 +4.1% $48.46 -7.8%
36 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,404.0 $939K 0.15% +10K +147.8% $53.94 +10.4%
37 CVX CHEVRON CORP NEW Energy 5,961.0 $909K 0.14% +2K +42.7% $152.41 +25.3%
38 DTE DTE ENERGY CO Utilities 6,853.0 $884K 0.14% +202.0 +3.0% $128.98 +11.5%
39 NOW SERVICENOW INC Technology 5,653.0 $866K 0.14% +5K +420.5% $153.19 -34.9%
40 NKE NIKE INC Consumer Cyclical 13,453.0 $857K 0.14% +406.0 +3.1% $63.71 -30.3%
Page 2 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.7%
Healthcare 13.9%
Financial Services 13.0%
Consumer Cyclical 8.2%
Industrials 7.7%
Consumer Defensive 6.7%
Communication Services 6.5%
Utilities 3.7%
Energy 3.7%
Real Estate 3.0%