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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 12 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BWA BORGWARNER INC Consumer Cyclical 5,364.0 $236K 0.04% NEW $43.96 +44.6%
222 F FORD MTR CO Consumer Cyclical 19,480.0 $233K 0.04% NEW $11.96 +14.3%
223 BROWN FORMAN CORP 8,195.0 $222K 0.04% NEW $27.08
224 SHY ISHARES TR 2,669.0 $221K 0.04% NEW $82.96 -1.0%
225 ECL ECOLAB INC Basic Materials 800.0 $219K 0.04% NEW $273.86 -8.6%
226 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 4,460.0 $219K 0.04% NEW $49.04 +42.9%
227 GLOBUS MED INC 3,792.0 $217K 0.04% NEW $57.27
228 ILMN ILLUMINA INC Healthcare 2,273.0 $216K 0.04% NEW $94.97 +52.5%
229 BDX BECTON DICKINSON & CO Healthcare 1,116.0 $209K 0.03% NEW $187.17 -21.9%
230 D DOMINION ENERGY INC Utilities 3,412.0 $209K 0.03% NEW $61.17 +11.6%
231 ZTS ZOETIS INC Healthcare 1,421.0 $208K 0.03% NEW $146.34 -45.5%
232 NI NISOURCE INC Utilities 4,734.0 $205K 0.03% NEW $43.30 +10.2%
233 UNH UNITEDHEALTH GROUP INC Healthcare 580.0 $200K 0.03% NEW $345.30 +11.0%
234 HCAT HEALTH CATALYST INC Healthcare 45,161.0 $129K 0.02% NEW $2.85 -54.7%
235 ASPN ASPEN AEROGELS INC Industrials 11,938.0 $83K 0.01% NEW $6.96 -21.4%
Page 12 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%