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Portfolio (Quarterly) Guide ↗

Probity Advisors, Inc.

· CIK 0001676603
13F Portfolio $699M AUM 232 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 10 New 82 Added 127 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DHR DANAHER CORP DEL Healthcare 5,078.0 $967K 0.14% NEW $190.48 +14.9%
2 SGOV ISHARES TR 5,530.0 $557K 0.08% NEW $100.67 -0.0%
3 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,539.0 $358K 0.05% NEW $34.00 +8.5%
4 BIIB BIOGEN INC Healthcare 1,142.0 $247K 0.04% NEW $216.06 +0.3%
5 UNH UNITEDHEALTH GROUP INC Healthcare 593.0 $246K 0.04% NEW $415.63 -6.1%
6 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 2,839.0 $241K 0.03% NEW $84.79 -8.7%
7 D DOMINION ENERGY INC Utilities 3,412.0 $233K 0.03% NEW $68.29 -2.5%
8 KDP KEURIG DR PEPPER INC Consumer Defensive 7,023.0 $230K 0.03% NEW $32.73 -2.1%
9 TKR TIMKEN CO Industrials 1,547.0 $225K 0.03% NEW $145.32 -13.9%
10 NI NISOURCE INC Utilities 4,724.0 $225K 0.03% NEW $47.55 -14.6%

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 34.8%
Healthcare 13.8%
Financial Services 11.6%
Industrials 8.3%
Consumer Cyclical 7.5%
Consumer Defensive 6.6%
Communication Services 4.6%
Utilities 4.1%
Energy 3.5%
Basic Materials 2.7%