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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 6 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HD HOME DEPOT INC Consumer Cyclical 2,345.0 $950K 0.15% NEW $405.19 -22.6%
102 T AT&T INC Communication Services 33,373.0 $942K 0.15% NEW $28.24 -11.7%
103 DTE DTE ENERGY CO Utilities 6,651.0 $941K 0.15% NEW $141.43 +1.6%
104 ORCL ORACLE CORP Technology 3,324.0 $935K 0.15% NEW $281.24 -32.5%
105 CRM SALESFORCE INC Technology 3,890.0 $922K 0.15% NEW $237.00 -25.6%
106 NKE NIKE INC Consumer Cyclical 13,047.0 $910K 0.15% NEW $69.73 -36.3%
107 BLK BLACKROCK INC Financial Services 780.0 $909K 0.15% NEW $1165.87 -8.8%
108 VEU VANGUARD INTL EQUITY INDEX F 12,711.0 $907K 0.15% NEW $71.37 +15.7%
109 GIS GENERAL MLS INC Consumer Defensive 17,583.0 $887K 0.14% NEW $50.42 -33.6%
110 RPM RPM INTL INC Basic Materials 7,504.0 $885K 0.14% NEW $117.88 -16.4%
111 PSX PHILLIPS 66 Energy 6,488.0 $882K 0.14% NEW $136.02 +31.8%
112 DLR DIGITAL RLTY TR INC Real Estate 5,011.0 $866K 0.14% NEW $172.87 +12.4%
113 COP CONOCOPHILLIPS Energy 9,065.0 $857K 0.14% NEW $94.59 +27.4%
114 GPC GENUINE PARTS CO Consumer Cyclical 6,173.0 $856K 0.14% NEW $138.61 -29.6%
115 UBER UBER TECHNOLOGIES INC Technology 8,417.0 $825K 0.13% NEW $97.97 -23.9%
116 ADBE ADOBE INC Technology 2,320.0 $818K 0.13% NEW $352.75 -30.8%
117 KHC KRAFT HEINZ CO Consumer Defensive 30,571.0 $796K 0.13% NEW $26.04 -9.6%
118 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13,045.0 $779K 0.13% NEW $59.74 +29.1%
119 PM PHILIP MORRIS INTL INC Consumer Defensive 4,775.0 $774K 0.13% NEW $162.19 +16.3%
120 AMAT APPLIED MATLS INC Technology 3,576.0 $732K 0.12% NEW $204.74 +108.7%
Page 6 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%