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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 3 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 2,773.0 $3.0M 0.48% -383.0 -12.1% $1074.68 -3.1%
42 ABBV ABBVIE INC Healthcare 12,512.0 $2.9M 0.46% -567.0 -4.3% $228.49 -6.1%
43 ANET ARISTA NETWORKS INC Technology 21,774.0 $2.9M 0.46% -2K -9.1% $131.03 +13.4%
44 IBTP ISHARES TR 110,486.0 $2.9M 0.46% +9K +8.5% $25.81 -2.4%
45 TXN TEXAS INSTRS INC Technology 16,167.0 $2.8M 0.45% -242.0 -1.5% $173.49 +75.7%
46 AMZN AMAZON COM INC Consumer Cyclical 12,039.0 $2.8M 0.45% -102.0 -0.8% $230.82 +16.3%
47 BAC BANK AMERICA CORP Financial Services 49,193.0 $2.7M 0.43% -2K -3.3% $55.00 -6.4%
48 SCZ ISHARES TR 33,886.0 $2.6M 0.42% -497.0 -1.4% $77.53 +9.8%
49 USB US BANCORP DEL Financial Services 49,022.0 $2.6M 0.42% -978.0 -2.0% $53.36 +2.1%
50 GOOGL ALPHABET INC Communication Services 8,281.0 $2.6M 0.41% -442.0 -5.1% $313.00 +23.9%
51 GOOG ALPHABET INC Communication Services 8,012.0 $2.5M 0.40% -502.0 -5.9% $313.80 +22.2%
52 CSCO CISCO SYS INC Technology 31,441.0 $2.4M 0.39% -1K -3.9% $77.03 +53.4%
53 DGRO ISHARES TR 34,683.0 $2.4M 0.39% -2K -5.7% $69.42 +6.8%
54 VTV VANGUARD INDEX FDS 12,423.0 $2.4M 0.38% -523.0 -4.0% $190.99 +9.4%
55 MCHP MICROCHIP TECHNOLOGY INC. Technology 35,433.0 $2.3M 0.36% +3K +8.6% $63.72 +43.0%
56 IBCA ISHARES TR 85,056.0 $2.2M 0.35% +48K +129.9% $25.94 -2.0%
57 MRK MERCK & CO INC Healthcare 20,822.0 $2.2M 0.35% +688.0 +3.4% $105.26 +10.1%
58 VBR VANGUARD INDEX FDS 10,219.0 $2.2M 0.35% -308.0 -2.9% $211.80 +9.0%
59 IBTQ ISHARES TR 81,560.0 $2.1M 0.33% +44K +118.0% $25.48 -2.5%
60 JNJ JOHNSON & JOHNSON Healthcare 9,854.0 $2.0M 0.33% -229.0 -2.3% $206.95 +12.0%
Page 3 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%