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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 8 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BXP BXP INC Real Estate 7,708.0 $573K 0.09% NEW $74.34 -19.1%
142 PII POLARIS INC Consumer Cyclical 9,828.0 $571K 0.09% NEW $58.13 +8.5%
143 SHEL SHELL PLC Energy 7,954.0 $569K 0.09% NEW $71.53 +21.2%
144 MU MICRON TECHNOLOGY INC Technology 3,378.0 $565K 0.09% NEW $167.32 +355.5%
145 EIX EDISON INTL Utilities 10,109.0 $559K 0.09% NEW $55.28 +27.2%
146 ADI ANALOG DEVICES INC Technology 2,236.0 $549K 0.09% NEW $245.70 +56.4%
147 V VISA INC Financial Services 1,609.0 $549K 0.09% NEW $341.38 -3.1%
148 FLEX FLEX LTD Technology 9,404.0 $545K 0.09% NEW $57.97 +126.1%
149 ALLETE INC 8,067.0 $536K 0.09% NEW $66.40
150 CAG CONAGRA BRANDS INC Consumer Defensive 29,231.0 $535K 0.09% NEW $18.31 -26.9%
151 UNP UNION PAC CORP Industrials 2,259.0 $534K 0.09% NEW $236.37 +12.5%
152 SOFI SOFI TECHNOLOGIES INC Financial Services 19,530.0 $516K 0.08% NEW $26.42 -40.6%
153 SPY SPDR S&P 500 ETF TR Financial Services 765.0 $510K 0.08% NEW $666.18 +11.5%
154 VWO VANGUARD INTL EQUITY INDEX F 9,246.0 $501K 0.08% NEW $54.18 +8.3%
155 BCE BCE INC Communication Services 20,969.0 $490K 0.08% NEW $23.39 +4.3%
156 IWF ISHARES TR 1,011.0 $474K 0.08% NEW $468.41 -73.4%
157 FDX FEDEX CORP Industrials 1,981.0 $467K 0.08% NEW $235.77 +65.0%
158 SO SOUTHERN CO Utilities 4,902.0 $465K 0.07% NEW $94.77 -1.2%
159 ASML ASML HOLDING N V Technology 474.0 $459K 0.07% NEW $968.09 +64.4%
160 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 7,131.0 $457K 0.07% NEW $64.14 +19.3%
Page 8 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%