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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KO COCA COLA CO Consumer Defensive 2,897.0 $235K 0.03% -120.0 -4.0% $81.27 +12.1%
122 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,725.0 $235K 0.03% -250.0 -8.4% $86.09 +17.3%
123 NVDA NVIDIA CORPORATION Technology 1,165.0 $233K 0.03% -221.0 -15.9% $200.11 +7.3%
124 TMO THERMO FISHER SCIENTIFIC INC Healthcare 453.0 $227K 0.03% -55.0 -10.8% $501.36 +25.5%
125 QCOM QUALCOMM INC Technology 1,174.0 $217K 0.03% -441.0 -27.3% $184.72 -13.0%
126 RTX RTX CORPORATION Industrials 1,100.0 $209K 0.03% -199.0 -15.3% $189.74 +10.6%
127 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,177.0 $203K 0.03% -681.0 -17.6% $64.01 +16.9%
Page 7 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%