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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 9 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TSN TYSON FOODS INC Consumer Defensive 9,107.0 $521K 0.07% +925.0 +11.3% $57.25 +2.1%
162 ELAN ELANCO ANIMAL HEALTH INC Healthcare 20,688.0 $509K 0.07% -392.0 -1.9% $24.61 -2.6%
163 PG PROCTER & GAMBLE CO Consumer Defensive 3,432.0 $503K 0.07% -299.0 -8.0% $146.64 -1.3%
164 IWF ISHARES TR 3,988.0 $495K 0.07% +3K +294.5% $124.17 -1.4%
165 V VISA INC Financial Services 1,430.0 $491K 0.07% $343.09 +8.1%
166 CCI CROWN CASTLE INC Real Estate 6,279.0 $476K 0.07% +909.0 +16.9% $75.73 -0.3%
167 AVB AVALONBAY CMNTYS INC Real Estate 2,508.0 $473K 0.07% +132.0 +5.6% $188.69 -2.5%
168 CAG CONAGRA BRANDS INC Consumer Defensive 35,023.0 $471K 0.07% +7K +25.6% $13.46 +22.1%
169 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 6,463.0 $469K 0.07% -74.0 -1.1% $72.51 +11.5%
170 NKE NIKE INC Consumer Cyclical 11,032.0 $453K 0.07% -2K -18.0% $41.05 -0.7%
171 DOC HEALTHPEAK PROPERTIES INC Real Estate 21,152.0 $453K 0.07% +269.0 +1.3% $21.40 -0.0%
172 BCE BCE INC Communication Services 21,026.0 $452K 0.07% $21.51 +10.2%
173 CFR CULLEN FROST BANKERS INC Financial Services 2,925.0 $452K 0.07% -124.0 -4.1% $154.52 +6.3%
174 BXP BXP INC Real Estate 6,784.0 $450K 0.06% -903.0 -11.8% $66.31 +2.1%
175 SPGI S&P GLOBAL INC Financial Services 1,081.0 $440K 0.06% +482.0 +80.5% $407.26 +5.9%
176 ILMN ILLUMINA INC Healthcare 2,481.0 $436K 0.06% +183.0 +8.0% $175.83 +24.8%
177 HAS HASBRO INC Consumer Cyclical 5,280.0 $436K 0.06% +53.0 +1.0% $82.59 +13.3%
178 AMT AMERICAN TOWER CORP Real Estate 2,648.0 $433K 0.06% +293.0 +12.4% $163.57 +7.5%
179 VLO VALERO ENERGY CORP Energy 1,642.0 $428K 0.06% -215.0 -11.6% $260.48 +33.9%
180 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,236.0 $425K 0.06% -425.0 -7.5% $81.16 -10.5%
Page 9 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%