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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 5 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC Healthcare 12,128.0 $1.5M 0.22% -312.0 -2.5% $126.34 +15.7%
82 NTR NUTRIEN LTD Basic Materials 24,219.0 $1.5M 0.22% -2K -7.1% $62.95 +19.6%
83 UPS UNITED PARCEL SVCS INC Industrials 13,957.0 $1.5M 0.21% $107.50 -5.1%
84 TGT TARGET CORP Consumer Defensive 11,126.0 $1.5M 0.21% $130.61 +26.7%
85 XOM EXXON MOBIL CORP Energy 9,636.0 $1.3M 0.19% -128.0 -1.3% $136.72 +20.8%
86 JPM JPMORGAN CHASE & CO Financial Services 3,952.0 $1.3M 0.18% -119.0 -2.9% $327.33 +7.4%
87 GSK GSK PLC Healthcare 24,377.0 $1.3M 0.18% -398.0 -1.6% $52.42 -0.0%
88 VB VANGUARD INDEX FDS 4,096.0 $1.2M 0.18% -502.0 -10.9% $303.09 +0.6%
89 PFE PFIZER INC Healthcare 50,988.0 $1.2M 0.18% +6K +13.8% $24.08 +16.6%
90 GWX SPDR INDEX SHS FDS 27,973.0 $1.2M 0.17% -1K -4.7% $43.76 +5.5%
91 FLEX FLEX LTD Technology 7,540.0 $1.2M 0.17% -1K -15.9% $162.07 -31.9%
92 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,006.0 $1.2M 0.17% +3K +14.9% $57.62 +16.3%
93 PLTR PALANTIR TECHNOLOGIES INC Technology 9,860.0 $1.2M 0.17% +487.0 +5.2% $116.67 +54.2%
94 IJR ISHARES TR 7,726.0 $1.1M 0.16% -188.0 -2.4% $148.31 -0.7%
95 SJM SMUCKER J M CO Consumer Defensive 9,675.0 $1.1M 0.16% +256.0 +2.7% $112.50 +10.5%
96 DDOG DATADOG INC Technology 4,100.0 $1.1M 0.15% +1K +44.4% $260.36 -9.5%
97 NSC NORFOLK SOUTHN CORP Industrials 3,371.0 $1.1M 0.15% -221.0 -6.2% $314.59 +11.5%
98 META META PLATFORMS INC Communication Services 1,879.0 $1.1M 0.15% +136.0 +7.8% $563.39 -2.4%
99 GPC GENUINE PARTS CO Consumer Cyclical 8,965.0 $1.1M 0.15% +3K +53.1% $117.98 +13.5%
100 BERKSHIRE HATHAWAY INC DEL 2,093.0 $1.0M 0.15% -106.0 -4.8% $500.39
Page 5 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%