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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 11 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EVRG EVERGY INC Utilities 4,158.0 $301K 0.05% -108.0 -2.5% $72.49 +15.4%
202 ILMN ILLUMINA INC Healthcare 2,298.0 $301K 0.05% +25.0 +1.1% $131.16 +10.4%
203 TMO THERMO FISHER SCIENTIFIC INC Healthcare 508.0 $294K 0.05% -74.0 -12.7% $579.45 -22.0%
204 COF CAPITAL ONE FINL CORP Financial Services 1,211.0 $293K 0.05% -380.0 -23.9% $242.36 -23.0%
205 ALB ALBEMARLE CORP Basic Materials 2,049.0 $290K 0.05% NEW $141.46 +20.1%
206 PINS PINTEREST INC Communication Services 11,088.0 $287K 0.05% -2K -17.9% $25.89 -27.3%
207 MRNA MODERNA INC Healthcare 9,679.0 $285K 0.05% -3K -25.2% $29.49 +60.3%
208 ET ENERGY TRANSFER L P Energy 16,846.0 $278K 0.04% -528.0 -3.0% $16.49 +21.3%
209 QCOM QUALCOMM INC Technology 1,615.0 $276K 0.04% -118.0 -6.8% $171.05 +18.4%
210 BNTX BIONTECH SE Healthcare 2,863.0 $273K 0.04% +357.0 +14.2% $95.20 -4.5%
211 EW EDWARDS LIFESCIENCES CORP Healthcare 3,181.0 $271K 0.04% -2K -37.5% $85.25 -2.4%
212 IVV ISHARES TR 392.0 $268K 0.04% -50.0 -11.3% $684.94 +8.9%
213 EPD ENTERPRISE PRODS PARTNERS L Energy 8,345.0 $268K 0.04% -504.0 -5.7% $32.06 +23.1%
214 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,975.0 $268K 0.04% +207.0 +7.5% $89.92 -5.1%
215 CGNX COGNEX CORP Technology 7,256.0 $261K 0.04% +738.0 +11.3% $35.98 +78.6%
216 NVDA NVIDIA CORPORATION Technology 1,386.0 $258K 0.04% -182.0 -11.6% $186.47 +17.7%
217 S SENTINELONE INC Technology 16,951.0 $254K 0.04% +197.0 +1.2% $15.00 +19.8%
218 MDLZ MONDELEZ INTL INC Consumer Defensive 4,678.0 $252K 0.04% -147.0 -3.0% $53.83 +14.2%
219 EBAY EBAY INC. Consumer Cyclical 2,790.0 $243K 0.04% $87.10 +34.5%
220 RTX RTX CORPORATION Industrials 1,299.0 $238K 0.04% -379.0 -22.6% $183.41 -4.7%
Page 11 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%