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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 4 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 URI UNITED RENTALS INC Industrials 1,887.0 $2.1M 0.31% +164.0 +9.5% $1132.89 -3.0%
62 SBUX STARBUCKS CORP Consumer Cyclical 20,863.0 $2.1M 0.30% -2K -7.5% $102.19 +4.8%
63 AAPL APPLE INC Technology 7,350.0 $2.1M 0.30% -97.0 -1.3% $289.35 +6.9%
64 AMAT APPLIED MATLS INC Technology 2,913.0 $2.1M 0.30% -264.0 -8.3% $723.00 -31.9%
65 IBDS ISHARES TR 84,095.0 $2.0M 0.29% -150K -64.1% $24.22 -0.1%
66 LMT LOCKHEED MARTIN CORP Industrials 3,929.0 $2.0M 0.29% -180.0 -4.4% $509.47 +10.6%
67 BMO BANK MONTREAL MEDIUM Financial Services 11,095.0 $2.0M 0.28% -690.0 -5.8% $176.70 -1.3%
68 ISHARES TR 85,596.0 $1.9M 0.27% -155K -64.5% $22.37
69 AEP AMERICAN ELEC PWR CO INC Utilities 13,728.0 $1.9M 0.27% $136.81 -11.6%
70 DE DEERE & CO Industrials 2,876.0 $1.8M 0.26% -59.0 -2.0% $634.33 +2.1%
71 SCHD SCHWAB STRATEGIC TR 57,227.0 $1.8M 0.26% -3K -4.9% $31.71 +10.7%
72 BOKF BOK FINL CORP Financial Services 12,613.0 $1.8M 0.25% -234.0 -1.8% $138.88 +1.1%
73 DFAC DIMENSIONAL ETF TRUST 38,544.0 $1.7M 0.24% -400.0 -1.0% $44.36 +2.8%
74 IBDR ISHARES TR 70,374.0 $1.7M 0.24% -137K -66.0% $24.23 -0.0%
75 ISHARES TR 71,811.0 $1.6M 0.23% -137K -65.7% $22.89
76 PCY INVESCO EXCH TRADED FD TR II 75,913.0 $1.6M 0.23% -6K -7.8% $21.65 -2.6%
77 VEA VANGUARD TAX-MANAGED FDS 22,588.0 $1.6M 0.23% -269.0 -1.2% $71.25 +3.0%
78 WMT WALMART INC Consumer Defensive 14,155.0 $1.6M 0.23% -634.0 -4.3% $113.26 -8.4%
79 PANW PALO ALTO NETWORKS INC Technology 4,643.0 $1.6M 0.23% +2K +62.1% $341.02 +4.9%
80 FORTINET INC 10,132.0 $1.6M 0.22% +2K +30.8% $153.62
Page 4 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%