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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 8 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRNA MODERNA INC Healthcare 8,947.0 $627K 0.09% -732.0 -7.6% $70.03 +107.2%
142 ORCL ORACLE CORP Technology 4,240.0 $621K 0.09% +503.0 +13.5% $146.56 -0.1%
143 DUK DUKE ENERGY CORP NEW Utilities 4,869.0 $616K 0.09% -128.0 -2.6% $126.58 -5.3%
144 UNP UNION PAC CORP Industrials 2,215.0 $602K 0.09% -19.0 -0.8% $272.00 +13.3%
145 EQR EQUITY RESIDENTIAL Real Estate 8,632.0 $586K 0.08% +273.0 +3.3% $67.93 -6.3%
146 SHEL SHELL PLC Energy 7,532.0 $584K 0.08% -209.0 -2.7% $77.54 +20.4%
147 ADBE ADOBE INC Technology 2,809.0 $576K 0.08% +417.0 +17.4% $205.03 +34.3%
148 BROWN FORMAN CORP 21,462.0 $572K 0.08% +6K +36.6% $26.65
149 PYPL PAYPAL HLDGS INC Financial Services 13,060.0 $564K 0.08% -2K -15.1% $43.18 +42.5%
150 SLG SL GREEN RLTY CORP Real Estate 10,881.0 $563K 0.08% +841.0 +8.4% $51.77 +11.0%
151 VWO VANGUARD INTL EQUITY INDEX F 9,386.0 $560K 0.08% +402.0 +4.5% $59.69 +1.3%
152 KHC KRAFT HEINZ CO Consumer Defensive 23,612.0 $558K 0.08% +1K +5.5% $23.62 +8.3%
153 SGOV ISHARES TR 5,530.0 $557K 0.08% NEW $100.67 -0.0%
154 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 10,541.0 $555K 0.08% +1K +11.4% $52.65 +28.3%
155 CLX CLOROX CO DEL Consumer Defensive 5,809.0 $554K 0.08% +2K +58.8% $95.44 +11.8%
156 GIS GENERAL MILLS INC Consumer Defensive 15,635.0 $544K 0.08% +3K +24.1% $34.80 +14.9%
157 DOW DOW HLDGS INC Basic Materials 19,454.0 $532K 0.08% +500.0 +2.6% $27.36 +18.2%
158 FDX FEDEX CORP Industrials 1,694.0 $530K 0.08% -89.0 -5.0% $313.07 +3.8%
159 DFAX DIMENSIONAL ETF TRUST 14,364.0 $529K 0.08% -100.0 -0.7% $36.84 +3.6%
160 CGNX COGNEX CORP Technology 7,280.0 $527K 0.07% $72.42 -16.4%
Page 8 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%