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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 8 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FLEX FLEX LTD Technology 8,962.0 $541K 0.09% -442.0 -4.7% $60.42 +116.9%
142 FROG JFROG LTD Technology 8,652.0 $540K 0.09% -301.0 -3.4% $62.46 +14.4%
143 SMP STANDARD MTR PRODS INC Consumer Cyclical 14,650.0 $540K 0.09% -898.0 -5.8% $36.85 +0.7%
144 PG PROCTER AND GAMBLE CO Consumer Defensive 3,731.0 $535K 0.09% -939.0 -20.1% $143.31 -0.6%
145 PANW PALO ALTO NETWORKS INC Technology 2,864.0 $528K 0.08% +1K +72.0% $184.20 +37.3%
146 EQR EQUITY RESIDENTIAL Real Estate 8,359.0 $527K 0.08% -739.0 -8.1% $63.04 +4.3%
147 BXP BXP INC Real Estate 7,687.0 $519K 0.08% $67.48 -10.9%
148 UNP UNION PAC CORP Industrials 2,234.0 $517K 0.08% -25.0 -1.1% $231.32 +14.9%
149 FDX FEDEX CORP Industrials 1,783.0 $515K 0.08% -198.0 -10.0% $288.81 +34.7%
150 V VISA INC Financial Services 1,435.0 $503K 0.08% -174.0 -10.8% $350.71 -5.7%
151 BCE BCE INC Communication Services 21,082.0 $502K 0.08% +113.0 +0.5% $23.82 +2.4%
152 VWO VANGUARD INTL EQUITY INDEX F 8,984.0 $483K 0.08% -262.0 -2.8% $53.76 +9.2%
153 CAG CONAGRA BRANDS INC Consumer Defensive 27,893.0 $483K 0.08% -1K -4.6% $17.31 -22.7%
154 TSN TYSON FOODS INC Consumer Defensive 8,182.0 $480K 0.08% +375.0 +4.8% $58.62 +13.5%
155 IWF ISHARES TR 1,011.0 $479K 0.08% $473.30 -73.7%
156 CCI CROWN CASTLE INC Real Estate 5,370.0 $477K 0.08% -2K -21.9% $88.87 +3.6%
157 ASML ASML HOLDING N V Technology 446.0 $477K 0.08% -28.0 -5.9% $1069.86 +48.8%
158 ELAN ELANCO ANIMAL HEALTH INC Healthcare 21,080.0 $477K 0.08% -408.0 -1.9% $22.63 -5.8%
159 DFAX DIMENSIONAL ETF TRUST 14,464.0 $473K 0.08% $32.73 +13.2%
160 SOFI SOFI TECHNOLOGIES INC Financial Services 18,081.0 $473K 0.08% -1K -7.4% $26.18 -40.1%
Page 8 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%