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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 10 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SNA SNAP ON INC Industrials 1,053.0 $424K 0.06% -147.0 -12.2% $402.45 -2.3%
182 HSY HERSHEY CO Consumer Defensive 2,371.0 $416K 0.06% +254.0 +12.0% $175.45 +6.3%
183 DG DOLLAR GEN CORP Consumer Defensive 3,520.0 $405K 0.06% -809.0 -18.7% $115.11 +7.2%
184 MMM 3M CO Industrials 2,468.0 $400K 0.06% $161.91 +10.5%
185 WEN WENDYS CO Consumer Cyclical 47,527.0 $394K 0.06% +10K +26.0% $8.29 +8.7%
186 ETN EATON CORP PLC Industrials 904.0 $385K 0.06% -56.0 -5.8% $426.12 -1.6%
187 IJK ISHARES TR 3,260.0 $383K 0.06% $117.50 -1.7%
188 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,539.0 $358K 0.05% NEW $34.00 +8.5%
189 EVRG EVERGY INC Utilities 4,097.0 $354K 0.05% -61.0 -1.5% $86.43 -6.4%
190 IGRO ISHARES TR 4,007.0 $352K 0.05% -185.0 -4.4% $87.93 +5.5%
191 SPY STATE STR SPDR S&P 500 ETF T Financial Services 464.0 $347K 0.05% -113.0 -19.6% $746.77 +2.5%
192 BBY BEST BUY INC Consumer Cyclical 4,508.0 $342K 0.05% -674.0 -13.0% $75.88 +13.2%
193 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,900.0 $339K 0.05% +2K +1483.3% $178.24 +17.6%
194 ADSK AUTODESK INC Technology 1,697.0 $330K 0.05% +341.0 +25.1% $194.42 +30.6%
195 BWA BORGWARNER INC Consumer Cyclical 4,911.0 $326K 0.05% -318.0 -6.1% $66.40 +2.1%
196 S SENTINELONE INC Technology 19,102.0 $324K 0.05% +2K +12.7% $16.97 +24.9%
197 SUB ISHARES TR 3,007.0 $320K 0.05% -338.0 -10.1% $106.47 -0.2%
198 SOFI SOFI TECHNOLOGIES INC Financial Services 17,712.0 $318K 0.04% -369.0 -2.0% $17.93 +5.4%
199 BNTX BIONTECH SE Healthcare 3,360.0 $313K 0.04% +497.0 +17.4% $93.05 +25.3%
200 VZ VERIZON COMMUNICATIONS INC Communication Services 7,236.0 $306K 0.04% -572.0 -7.3% $42.34 +16.8%
Page 10 of 12  ·  232 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%