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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 2,093.0 $1.0M 0.15% -106.0 -4.8% $500.39
62 DTE DTE ENERGY CO Utilities 6,804.0 $1.0M 0.15% -49.0 -0.7% $152.37 -11.3%
63 VTI VANGUARD INDEX FDS 2,798.0 $1.0M 0.15% -73.0 -2.5% $370.00 +2.2%
64 MCD MCDONALDS CORP Consumer Cyclical 3,640.0 $984K 0.14% -539.0 -12.9% $270.31 +0.2%
65 CVX CHEVRON CORPORATION Energy 5,732.0 $950K 0.14% -229.0 -3.8% $165.76 +23.8%
66 SNY SANOFI SA Healthcare 22,198.0 $947K 0.14% -326.0 -1.4% $42.66 +7.5%
67 PSX PHILLIPS 66 Energy 5,593.0 $945K 0.14% -573.0 -9.3% $169.05 +43.7%
68 MDT MEDTRONIC PLC Healthcare 12,015.0 $940K 0.13% -1K -10.4% $78.23 +19.3%
69 VEU VANGUARD INTL EQUITY INDEX F 11,120.0 $931K 0.13% -1K -10.1% $83.75 +2.3%
70 SKM SK TELECOM CO LTD Communication Services 27,565.0 $886K 0.13% -2K -7.1% $32.16 +25.3%
71 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 11,548.0 $882K 0.13% -921.0 -7.4% $76.40 +5.1%
72 ADI ANALOG DEVICES INC Technology 2,129.0 $846K 0.12% -85.0 -3.8% $397.17 -6.1%
73 RPM RPM INTL INC Basic Materials 7,240.0 $805K 0.12% -156.0 -2.1% $111.15 -2.3%
74 ASML ASML HLDG NV Technology 394.0 $784K 0.11% -52.0 -11.7% $1989.44 -11.3%
75 PM PHILIP MORRIS INTL INC Consumer Defensive 4,155.0 $752K 0.11% -192.0 -4.4% $180.90 +4.1%
76 TWLO TWILIO INC Communication Services 3,593.0 $741K 0.11% -263.0 -6.8% $206.33 +9.2%
77 REGCO REGENCY CTRS CORP 8,956.0 $714K 0.10% -665.0 -6.9% $79.74
78 CTVA CORTEVA INC Basic Materials 8,429.0 $714K 0.10% -450.0 -5.1% $84.69 -3.4%
79 KMI KINDER MORGAN INC DEL Energy 21,412.0 $685K 0.10% -223.0 -1.0% $31.97 -3.1%
80 T AT&T INC Communication Services 32,495.0 $673K 0.10% -351.0 -1.1% $20.70 +22.2%
Page 4 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%