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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 ISHARES TR 155,252 $3.9M 0.63% SOLD
2 ISHARES TR 161,372 $3.8M 0.61% SOLD
3 ALLETE INC 8,067 $536K 0.09% SOLD
4 UL UNILEVER PLC Consumer Defensive 5,760 $341K 0.06% SOLD
5 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,095 $260K 0.04% SOLD
6 MOS MOSAIC CO NEW Basic Materials 7,181 $249K 0.04% SOLD
7 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,220 $240K 0.04% SOLD
8 BDX BECTON DICKINSON & CO Healthcare 1,116 $209K 0.03% SOLD
9 D DOMINION ENERGY INC Utilities 3,412 $209K 0.03% SOLD
10 NI NISOURCE INC Utilities 4,734 $205K 0.03% SOLD
11 UNH UNITEDHEALTH GROUP INC Healthcare 580 $200K 0.03% SOLD
12 ASPN ASPEN AEROGELS INC Industrials 11,938 $83K 0.01% SOLD
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%