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Portfolio (Quarterly) Guide ↗

Probity Advisors, Inc.

· CIK 0001676603
13F Portfolio $624M AUM 232 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 72 Added 134 Reduced 12 Exited
Page 6 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PYPL PAYPAL HLDGS INC Financial Services 15,378.0 $898K 0.14% -523.0 -3.3% $58.38 -24.0%
102 DTE DTE ENERGY CO Utilities 6,853.0 $884K 0.14% +202.0 +3.0% $128.98 +11.5%
103 NOW SERVICENOW INC Technology 5,653.0 $866K 0.14% +5K +420.5% $153.19 -34.9%
104 MU MICRON TECHNOLOGY INC Technology 3,032.0 $865K 0.14% -346.0 -10.2% $285.41 +167.0%
105 NKE NIKE INC Consumer Cyclical 13,453.0 $857K 0.14% +406.0 +3.1% $63.71 -30.3%
106 PEP PEPSICO INC Consumer Defensive 5,846.0 $839K 0.13% +3K +96.5% $143.52 +3.7%
107 ADBE ADOBE INC Technology 2,392.0 $837K 0.13% +72.0 +3.1% $349.99 -30.3%
108 AMAT APPLIED MATLS INC Technology 3,177.0 $816K 0.13% -399.0 -11.2% $256.99 +66.3%
109 T AT&T INC Communication Services 32,846.0 $816K 0.13% -527.0 -1.6% $24.84 +0.4%
110 DLR DIGITAL RLTY TR INC Real Estate 5,185.0 $802K 0.13% +174.0 +3.5% $154.70 +25.6%
111 PSX PHILLIPS 66 Energy 6,166.0 $796K 0.13% -322.0 -5.0% $129.04 +39.0%
112 COP CONOCOPHILLIPS Energy 8,482.0 $794K 0.13% -583.0 -6.4% $93.61 +28.8%
113 RPM RPM INTL INC Basic Materials 7,396.0 $769K 0.12% -108.0 -1.4% $104.00 -5.3%
114 BLK BLACKROCK INC Financial Services 716.0 $766K 0.12% -64.0 -8.2% $1070.34 -0.6%
115 ORCL ORACLE CORP Technology 3,737.0 $728K 0.12% +413.0 +12.4% $194.91 -2.6%
116 GPC GENUINE PARTS CO Consumer Cyclical 5,857.0 $720K 0.12% -316.0 -5.1% $122.97 -20.6%
117 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 12,469.0 $717K 0.12% -576.0 -4.4% $57.49 +34.1%
118 HD HOME DEPOT INC Consumer Cyclical 2,076.0 $714K 0.11% -269.0 -11.5% $344.10 -8.8%
119 PNW PINNACLE WEST CAP CORP Utilities 7,928.0 $703K 0.11% +922.0 +13.2% $88.70 +14.9%
120 PM PHILIP MORRIS INTL INC Consumer Defensive 4,347.0 $697K 0.11% -428.0 -9.0% $160.39 +17.6%
Page 6 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 30.7%
Healthcare 13.9%
Financial Services 13.0%
Consumer Cyclical 8.2%
Industrials 7.7%
Consumer Defensive 6.7%
Communication Services 6.5%
Utilities 3.7%
Energy 3.7%
Real Estate 3.0%