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Portfolio (Quarterly) Guide ↗

Probity Advisors, Inc.

· CIK 0001676603
13F Portfolio $617M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 235 New
Page 10 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MMM 3M CO Industrials 2,520.0 $391K 0.06% NEW $155.18 -2.3%
182 SHV ISHARES TR 3,381.0 $374K 0.06% NEW $110.49 -0.2%
183 ETN EATON CORP PLC Industrials 982.0 $368K 0.06% NEW $374.25 +1.9%
184 VZ VERIZON COMMUNICATIONS INC Communication Services 8,270.0 $363K 0.06% NEW $43.95 +8.8%
185 UL UNILEVER PLC Consumer Defensive 5,760.0 $341K 0.06% NEW $59.28 -2.7%
186 AI C3 AI INC Technology 19,619.0 $340K 0.06% NEW $17.34 -46.2%
187 PANW PALO ALTO NETWORKS INC Technology 1,665.0 $339K 0.06% NEW $203.62 +24.2%
188 COF CAPITAL ONE FINL CORP Financial Services 1,591.0 $338K 0.06% NEW $212.58 -12.2%
189 KLAC KLA CORP Technology 311.0 $335K 0.05% NEW $1078.60 +70.8%
190 MRNA MODERNA INC Healthcare 12,944.0 $334K 0.05% NEW $25.83 +83.0%
191 EVRG EVERGY INC Utilities 4,266.0 $324K 0.05% NEW $76.02 +10.0%
192 IGRO ISHARES TR 4,067.0 $324K 0.05% NEW $79.67 +11.3%
193 VLO VALERO ENERGY CORP Energy 1,863.0 $317K 0.05% NEW $170.26 +49.0%
194 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,023.0 $317K 0.05% NEW $45.10 +32.0%
195 PHR PHREESIA INC Healthcare 13,305.0 $313K 0.05% NEW $23.52 -62.4%
196 IJK ISHARES TR 3,260.0 $313K 0.05% NEW $95.89 +15.6%
197 BBY BEST BUY INC Consumer Cyclical 4,104.0 $310K 0.05% NEW $75.62 -19.1%
198 DOW DOW INC Basic Materials 13,322.0 $305K 0.05% NEW $22.93 +56.6%
199 MDLZ MONDELEZ INTL INC Consumer Defensive 4,825.0 $301K 0.05% NEW $62.47 -1.6%
200 ET ENERGY TRANSFER L P Energy 17,374.0 $298K 0.05% NEW $17.16 +16.6%
Page 10 of 12  ·  235 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 31.2%
Healthcare 12.9%
Financial Services 12.6%
Consumer Cyclical 8.6%
Industrials 7.8%
Consumer Defensive 6.9%
Communication Services 6.1%
Utilities 4.0%
Energy 3.6%
Real Estate 3.4%