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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
Page 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISHARES TR 85,596.0 $1.9M 0.27% -155K -64.5% $22.37
42 DE DEERE & CO Industrials 2,876.0 $1.8M 0.26% -59.0 -2.0% $634.33 +2.1%
43 SCHD SCHWAB STRATEGIC TR 57,227.0 $1.8M 0.26% -3K -4.9% $31.71 +10.7%
44 BOKF BOK FINL CORP Financial Services 12,613.0 $1.8M 0.25% -234.0 -1.8% $138.88 +1.1%
45 DFAC DIMENSIONAL ETF TRUST 38,544.0 $1.7M 0.24% -400.0 -1.0% $44.36 +2.8%
46 IBDR ISHARES TR 70,374.0 $1.7M 0.24% -137K -66.0% $24.23 -0.0%
47 ISHARES TR 71,811.0 $1.6M 0.23% -137K -65.7% $22.89
48 PCY INVESCO EXCH TRADED FD TR II 75,913.0 $1.6M 0.23% -6K -7.8% $21.65 -2.6%
49 VEA VANGUARD TAX-MANAGED FDS 22,588.0 $1.6M 0.23% -269.0 -1.2% $71.25 +3.0%
50 WMT WALMART INC Consumer Defensive 14,155.0 $1.6M 0.23% -634.0 -4.3% $113.26 -8.4%
51 GILD GILEAD SCIENCES INC Healthcare 12,128.0 $1.5M 0.22% -312.0 -2.5% $126.34 +15.7%
52 NTR NUTRIEN LTD Basic Materials 24,219.0 $1.5M 0.22% -2K -7.1% $62.95 +19.6%
53 XOM EXXON MOBIL CORP Energy 9,636.0 $1.3M 0.19% -128.0 -1.3% $136.72 +20.8%
54 JPM JPMORGAN CHASE & CO Financial Services 3,952.0 $1.3M 0.18% -119.0 -2.9% $327.33 +7.4%
55 GSK GSK PLC Healthcare 24,377.0 $1.3M 0.18% -398.0 -1.6% $52.42 -0.0%
56 VB VANGUARD INDEX FDS 4,096.0 $1.2M 0.18% -502.0 -10.9% $303.09 +0.6%
57 GWX SPDR INDEX SHS FDS 27,973.0 $1.2M 0.17% -1K -4.7% $43.76 +5.5%
58 FLEX FLEX LTD Technology 7,540.0 $1.2M 0.17% -1K -15.9% $162.07 -31.9%
59 IJR ISHARES TR 7,726.0 $1.1M 0.16% -188.0 -2.4% $148.31 -0.7%
60 NSC NORFOLK SOUTHN CORP Industrials 3,371.0 $1.1M 0.15% -221.0 -6.2% $314.59 +11.5%
Page 3 of 7  ·  127 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 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%