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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
Page 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HAS HASBRO INC Consumer Cyclical 5,227.0 $429K 0.07% -65.0 -1.2% $82.00 +9.9%
102 SO SOUTHERN CO Utilities 4,680.0 $408K 0.07% -222.0 -4.5% $87.20 +7.4%
103 ADSK AUTODESK INC Technology 1,356.0 $401K 0.06% -11.0 -0.8% $296.01 -18.9%
104 MMM 3M CO Industrials 2,469.0 $395K 0.06% -51.0 -2.0% $160.10 -5.3%
105 SPY SPDR S&P 500 ETF TR Financial Services 577.0 $393K 0.06% -188.0 -24.6% $681.92 +8.9%
106 CFR CULLEN FROST BANKERS INC Financial Services 3,049.0 $386K 0.06% -112.0 -3.5% $126.63 +9.8%
107 ABT ABBOTT LABS Healthcare 2,970.0 $372K 0.06% -81.0 -2.6% $125.29 -29.9%
108 SUB ISHARES TR 3,345.0 $357K 0.06% -430.0 -11.4% $106.70 -0.4%
109 KLAC KLA CORP Technology 280.0 $340K 0.05% -31.0 -10.0% $1215.08 +51.6%
110 DOC HEALTHPEAK PROPERTIES INC Real Estate 20,883.0 $336K 0.05% -2K -10.1% $16.08 +22.1%
111 VZ VERIZON COMMUNICATIONS INC Communication Services 7,808.0 $318K 0.05% -462.0 -5.6% $40.73 +17.4%
112 GLOBUS MED INC 3,528.0 $308K 0.05% -264.0 -7.0% $87.31
113 ETN EATON CORP PLC Industrials 960.0 $306K 0.05% -22.0 -2.2% $318.51 +19.8%
114 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,038.0 $305K 0.05% -326.0 -23.9% $293.57 +4.3%
115 EVRG EVERGY INC Utilities 4,158.0 $301K 0.05% -108.0 -2.5% $72.49 +15.4%
116 TMO THERMO FISHER SCIENTIFIC INC Healthcare 508.0 $294K 0.05% -74.0 -12.7% $579.45 -22.0%
117 COF CAPITAL ONE FINL CORP Financial Services 1,211.0 $293K 0.05% -380.0 -23.9% $242.36 -23.0%
118 PINS PINTEREST INC Communication Services 11,088.0 $287K 0.05% -2K -17.9% $25.89 -27.3%
119 MRNA MODERNA INC Healthcare 9,679.0 $285K 0.05% -3K -25.2% $29.49 +60.3%
120 ET ENERGY TRANSFER L P Energy 16,846.0 $278K 0.04% -528.0 -3.0% $16.49 +21.3%
Page 6 of 7  ·  134 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 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%