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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 3 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCHP MICROCHIP TECHNOLOGY INC. Technology 35,971.0 $3.3M 0.47% +538.0 +1.5% $91.20 -17.1%
42 CSCO CISCO SYS INC Technology 27,871.0 $3.3M 0.47% -4K -11.3% $117.46 -5.4%
43 EFA ISHARES TR 31,376.0 $3.3M 0.47% -2K -5.0% $103.88 +4.1%
44 LLY ELI LILLY & CO Healthcare 2,714.0 $3.3M 0.47% -59.0 -2.1% $1199.43 +4.8%
45 AMZN AMAZON COM INC Consumer Cyclical 13,121.0 $3.1M 0.45% +1K +9.0% $238.34 +8.9%
46 ABBV ABBVIE INC Healthcare 12,209.0 $3.1M 0.44% -303.0 -2.4% $251.65 +5.4%
47 ISHARES TR 138,205.0 $3.1M 0.44% -283K -67.2% $22.14
48 CAT CATERPILLAR INC Industrials 2,826.0 $3.0M 0.43% -125.0 -4.2% $1064.90 -23.3%
49 SCZ ISHARES TR 35,087.0 $2.9M 0.41% +1K +3.5% $82.27 +5.3%
50 GOOGL ALPHABET INC Communication Services 7,717.0 $2.8M 0.39% -564.0 -6.8% $357.36 -4.3%
51 USB US BANCORP Financial Services 45,533.0 $2.8M 0.39% -3K -7.1% $60.40 +2.7%
52 BAC BANK OF AMER CORP Financial Services 48,161.0 $2.7M 0.39% -1K -2.1% $56.98 +9.4%
53 VTV VANGUARD INDEX FDS 12,426.0 $2.7M 0.39% $217.93 +4.0%
54 MU MICRON TECHNOLOGY INC Technology 2,285.0 $2.6M 0.38% -747.0 -24.6% $1154.29 -16.5%
55 DGRO ISHARES TR 33,959.0 $2.6M 0.37% -724.0 -2.1% $75.79 +5.2%
56 GOOG ALPHABET INC Communication Services 7,280.0 $2.6M 0.37% -732.0 -9.1% $353.33 -3.9%
57 MRK MERCK & CO INC Healthcare 19,934.0 $2.6M 0.37% -888.0 -4.3% $128.50 +20.1%
58 TD TORONTO DOMINION BK ONT Financial Services 20,067.0 $2.4M 0.35% -2K -7.0% $121.43 -3.1%
59 VBR VANGUARD INDEX FDS 9,793.0 $2.4M 0.34% -426.0 -4.2% $243.00 +2.4%
60 JNJ JOHNSON & JOHNSON Healthcare 9,274.0 $2.4M 0.34% -580.0 -5.9% $253.98 +6.7%
Page 3 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 34.1%
Healthcare 13.5%
Financial Services 11.3%
Industrials 8.2%
Consumer Cyclical 7.3%
Consumer Defensive 6.4%
Communication Services 5.9%
Utilities 4.1%
Energy 3.6%
Real Estate 2.9%