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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BLK BLACKROCK INC Financial Services 678.0 $652K 0.09% -38.0 -5.3% $961.63 +20.3%
82 HD HOME DEPOT INC Consumer Cyclical 1,833.0 $647K 0.09% -243.0 -11.7% $352.71 -4.8%
83 SLQD ISHARES TR 12,475.0 $628K 0.09% -181.0 -1.4% $50.37 -0.4%
84 MRNA MODERNA INC Healthcare 8,947.0 $627K 0.09% -732.0 -7.6% $70.03 +107.2%
85 DUK DUKE ENERGY CORP NEW Utilities 4,869.0 $616K 0.09% -128.0 -2.6% $126.58 -5.3%
86 UNP UNION PAC CORP Industrials 2,215.0 $602K 0.09% -19.0 -0.8% $272.00 +13.3%
87 SHEL SHELL PLC Energy 7,532.0 $584K 0.08% -209.0 -2.7% $77.54 +20.4%
88 PYPL PAYPAL HLDGS INC Financial Services 13,060.0 $564K 0.08% -2K -15.1% $43.18 +42.5%
89 FDX FEDEX CORP Industrials 1,694.0 $530K 0.08% -89.0 -5.0% $313.07 +3.8%
90 DFAX DIMENSIONAL ETF TRUST 14,364.0 $529K 0.08% -100.0 -0.7% $36.84 +3.6%
91 ELAN ELANCO ANIMAL HEALTH INC Healthcare 20,688.0 $509K 0.07% -392.0 -1.9% $24.61 -2.6%
92 PG PROCTER & GAMBLE CO Consumer Defensive 3,432.0 $503K 0.07% -299.0 -8.0% $146.64 -1.3%
93 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 6,463.0 $469K 0.07% -74.0 -1.1% $72.51 +11.5%
94 NKE NIKE INC Consumer Cyclical 11,032.0 $453K 0.07% -2K -18.0% $41.05 -0.7%
95 CFR CULLEN FROST BANKERS INC Financial Services 2,925.0 $452K 0.07% -124.0 -4.1% $154.52 +6.3%
96 BXP BXP INC Real Estate 6,784.0 $450K 0.06% -903.0 -11.8% $66.31 +2.1%
97 VLO VALERO ENERGY CORP Energy 1,642.0 $428K 0.06% -215.0 -11.6% $260.48 +33.9%
98 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,236.0 $425K 0.06% -425.0 -7.5% $81.16 -10.5%
99 SNA SNAP ON INC Industrials 1,053.0 $424K 0.06% -147.0 -12.2% $402.45 -2.3%
100 DG DOLLAR GEN CORP Consumer Defensive 3,520.0 $405K 0.06% -809.0 -18.7% $115.11 +7.2%
Page 5 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%