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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 9 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TYL TYLER TECHNOLOGIES INC Technology 1,021.0 $463K 0.07% -87.0 -7.8% $453.95 -30.1%
162 SLG SL GREEN RLTY CORP Real Estate 10,040.0 $461K 0.07% +269.0 +2.8% $45.87 -9.6%
163 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,533.0 $459K 0.07% -1K -18.8% $83.00 -37.0%
164 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,507.0 $458K 0.07% -49.0 -3.1% $303.89 +32.2%
165 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 5,661.0 $455K 0.07% -2K -23.1% $80.30 -2.3%
166 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 6,537.0 $446K 0.07% -594.0 -8.3% $68.23 +12.2%
167 DOW DOW INC Basic Materials 18,954.0 $443K 0.07% +6K +42.3% $23.38 +53.6%
168 AVB AVALONBAY CMNTYS INC Real Estate 2,376.0 $431K 0.07% +143.0 +6.4% $181.31 +1.5%
169 HAS HASBRO INC Consumer Cyclical 5,227.0 $429K 0.07% -65.0 -1.2% $82.00 +9.9%
170 SNA SNAP ON INC Industrials 1,200.0 $414K 0.07% $344.60 +4.5%
171 AMT AMERICAN TOWER CORP NEW Real Estate 2,355.0 $413K 0.07% +39.0 +1.7% $175.57 +4.7%
172 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 9,461.0 $410K 0.07% +5K +112.1% $43.30 +61.8%
173 BROWN FORMAN CORP 15,713.0 $409K 0.07% +8K +91.7% $26.06
174 SO SOUTHERN CO Utilities 4,680.0 $408K 0.07% -222.0 -4.5% $87.20 +7.4%
175 ADSK AUTODESK INC Technology 1,356.0 $401K 0.06% -11.0 -0.8% $296.01 -18.9%
176 MMM 3M CO Industrials 2,469.0 $395K 0.06% -51.0 -2.0% $160.10 -5.3%
177 SPY SPDR S&P 500 ETF TR Financial Services 577.0 $393K 0.06% -188.0 -24.6% $681.92 +8.9%
178 CFR CULLEN FROST BANKERS INC Financial Services 3,049.0 $386K 0.06% -112.0 -3.5% $126.63 +9.8%
179 DDOG DATADOG INC Technology 2,839.0 $386K 0.06% +1K +57.6% $135.99 +60.3%
180 HSY HERSHEY CO Consumer Defensive 2,117.0 $385K 0.06% NEW $181.98 +4.6%
Page 9 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%