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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 10 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHV ISHARES TR 3,381.0 $372K 0.06% $110.15 +0.1%
182 ABT ABBOTT LABS Healthcare 2,970.0 $372K 0.06% -81.0 -2.6% $125.29 -29.9%
183 CLX CLOROX CO DEL Consumer Defensive 3,659.0 $369K 0.06% NEW $100.83 -5.6%
184 SUB ISHARES TR 3,345.0 $357K 0.06% -430.0 -11.4% $106.70 -0.4%
185 IGRO ISHARES TR 4,192.0 $347K 0.06% +125.0 +3.1% $82.77 +7.1%
186 BBY BEST BUY INC Consumer Cyclical 5,182.0 $347K 0.06% +1K +26.3% $66.93 -8.6%
187 KLAC KLA CORP Technology 280.0 $340K 0.05% -31.0 -10.0% $1215.08 +51.6%
188 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,636.0 $340K 0.05% +278.0 +20.5% $207.81 -39.0%
189 UNILEVER PLC 5,175.0 $338K 0.05% NEW $65.40
190 DOC HEALTHPEAK PROPERTIES INC Real Estate 20,883.0 $336K 0.05% -2K -10.1% $16.08 +22.1%
191 VZ VERIZON COMMUNICATIONS INC Communication Services 7,808.0 $318K 0.05% -462.0 -5.6% $40.73 +17.4%
192 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,858.0 $316K 0.05% NEW $82.02 -21.6%
193 IJK ISHARES TR 3,260.0 $316K 0.05% $96.88 +14.4%
194 WEN WENDYS CO Consumer Cyclical 37,727.0 $314K 0.05% +8K +26.6% $8.33 -7.0%
195 ZTS ZOETIS INC Healthcare 2,494.0 $314K 0.05% +1K +75.5% $125.83 -36.7%
196 SPGI S&P GLOBAL INC Financial Services 599.0 $313K 0.05% NEW $522.59 -20.2%
197 GLOBUS MED INC 3,528.0 $308K 0.05% -264.0 -7.0% $87.31
198 ETN EATON CORP PLC Industrials 960.0 $306K 0.05% -22.0 -2.2% $318.51 +19.8%
199 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,038.0 $305K 0.05% -326.0 -23.9% $293.57 +4.3%
200 VLO VALERO ENERGY CORP Energy 1,857.0 $302K 0.05% $162.79 +55.9%
Page 10 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%