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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ETN EATON CORP PLC Industrials 904.0 $385K 0.06% -56.0 -5.8% $426.12 -1.6%
102 EVRG EVERGY INC Utilities 4,097.0 $354K 0.05% -61.0 -1.5% $86.43 -6.4%
103 IGRO ISHARES TR 4,007.0 $352K 0.05% -185.0 -4.4% $87.93 +5.5%
104 SPY STATE STR SPDR S&P 500 ETF T Financial Services 464.0 $347K 0.05% -113.0 -19.6% $746.77 +2.5%
105 BBY BEST BUY INC Consumer Cyclical 4,508.0 $342K 0.05% -674.0 -13.0% $75.88 +13.2%
106 BWA BORGWARNER INC Consumer Cyclical 4,911.0 $326K 0.05% -318.0 -6.1% $66.40 +2.1%
107 SUB ISHARES TR 3,007.0 $320K 0.05% -338.0 -10.1% $106.47 -0.2%
108 SOFI SOFI TECHNOLOGIES INC Financial Services 17,712.0 $318K 0.04% -369.0 -2.0% $17.93 +5.5%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 7,236.0 $306K 0.04% -572.0 -7.3% $42.34 +16.8%
110 ET ENERGY TRANSFER L P Energy 15,978.0 $305K 0.04% -868.0 -5.2% $19.12 +10.8%
111 EPD ENTERPRISE PRODS PARTNERS L 8,302.0 $305K 0.04% -43.0 -0.5% $36.76
112 EBAY EBAY INC. Consumer Cyclical 2,706.0 $302K 0.04% -84.0 -3.0% $111.75 -6.8%
113 UNILEVER PLC 4,863.0 $292K 0.04% -312.0 -6.0% $60.12
114 GLOBUS MED INC 3,475.0 $275K 0.04% -53.0 -1.5% $79.01
115 ALB ALBEMARLE CORP Basic Materials 2,023.0 $273K 0.04% -26.0 -1.3% $135.05 +6.1%
116 SHV ISHARES TR 2,406.0 $266K 0.04% -975.0 -28.8% $110.35 -0.0%
117 MDLZ MONDELEZ INTL INC Consumer Defensive 4,566.0 $264K 0.04% -112.0 -2.4% $57.84 +11.4%
118 ABT ABBOTT LABORATORIES Healthcare 2,880.0 $261K 0.04% -90.0 -3.0% $90.74 +28.5%
119 TYL TYLER TECHNOLOGIES INC Technology 874.0 $256K 0.04% -147.0 -14.4% $292.46 +19.9%
120 LHX L3HARRIS TECHNOLOGIES INC Industrials 829.0 $241K 0.03% -209.0 -20.1% $290.59 -8.2%
Page 6 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%