Probity Advisors
Latest statistics and disclosures from Probity Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVE, IVW, IEFA, IJS, SPYV, and represent 31.72% of Probity Advisors's stock portfolio.
- Added to shares of these 10 stocks: IBCA, SPYV, SPYG, IBTQ, IBDR, IBDW, IBTG, IBTL, NOW, IBDU.
- Started 9 new stock positions in HSY, ALB, SPGI, KO, OWL, UL, AXP, GEHC, CLX.
- Reduced shares in these 10 stocks: IBDQ, IBTF, IVW, IBTI, IBTK, AVGO, ALE, LRCX, LLY, AAPL.
- Sold out of its positions in ALE, ASPN, BDX, D, IBDQ, IBTF, KMB, MOS, NI, TSCO. Unilever, UNH.
- Probity Advisors was a net seller of stock by $-3.2M.
- Probity Advisors has $624M in assets under management (AUM), dropping by 1.22%.
- Central Index Key (CIK): 0001676603
Tip: Access up to 7 years of quarterly data
Positions held by Probity Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Probity Advisors
Probity Advisors holds 232 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Val Etf (IVE) | 9.9 | $62M | 293k | 212.07 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 9.6 | $60M | -2% | 486k | 123.26 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.5 | $41M | 453k | 89.46 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 3.2 | $20M | 173k | 113.72 |
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| Spdr Series Trust State Street Spd (SPYV) | 2.5 | $16M | +8% | 278k | 56.81 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 2.5 | $16M | 110k | 141.16 |
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| Spdr Series Trust State Street Spd (SPYG) | 2.5 | $15M | +8% | 145k | 106.70 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.4 | $15M | +3% | 332k | 44.41 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.3 | $14M | +2% | 178k | 80.63 |
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| Ishares Core Msci Emkt (IEMG) | 2.0 | $12M | 182k | 67.22 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.7 | $11M | +6% | 453k | 23.41 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.7 | $11M | +4% | 413k | 25.45 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.6 | $10M | +4% | 466k | 22.07 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.6 | $10M | +11% | 477k | 21.15 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 1.5 | $9.7M | -9% | 487k | 19.84 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.5 | $9.6M | +6% | 437k | 21.95 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 1.5 | $9.4M | -11% | 422k | 22.36 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 1.5 | $9.3M | +11% | 452k | 20.52 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.5 | $9.2M | 96k | 96.28 |
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| Microsoft Corporation (MSFT) | 1.5 | $9.1M | 19k | 483.62 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $6.9M | +2% | 137k | 50.86 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.9 | $5.7M | +8% | 234k | 24.28 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $5.6M | -8% | 32k | 171.18 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.9 | $5.5M | +2% | 118k | 46.81 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.9 | $5.4M | +9% | 241k | 22.47 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.8 | $5.2M | +4% | 57k | 90.97 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.8 | $5.0M | +28% | 207k | 24.23 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.8 | $4.8M | +25% | 209k | 22.88 |
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| Broadcom (AVGO) | 0.7 | $4.5M | -12% | 13k | 346.11 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.7 | $4.3M | +7% | 46k | 94.19 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $4.3M | -4% | 8.7k | 487.88 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.7 | $4.1M | 49k | 82.48 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $4.0M | 13k | 302.10 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.6 | $3.8M | 143k | 26.37 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.6 | $3.7M | 144k | 25.53 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.6 | $3.7M | 140k | 26.14 |
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| Goldman Sachs (GS) | 0.6 | $3.5M | -7% | 4.0k | 879.03 |
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| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.6 | $3.5M | -2% | 152k | 23.08 |
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| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.6 | $3.5M | -2% | 142k | 24.55 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $3.2M | 33k | 96.03 |
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| Eli Lilly & Co. (LLY) | 0.5 | $3.0M | -12% | 2.8k | 1074.68 |
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| Abbvie (ABBV) | 0.5 | $2.9M | -4% | 13k | 228.49 |
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| Arista Networks Com Shs (ANET) | 0.5 | $2.9M | -9% | 22k | 131.03 |
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| Ishares Tr Ibonds Dec 2034 (IBTP) | 0.5 | $2.9M | +8% | 111k | 25.81 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $2.8M | 16k | 173.49 |
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| Amazon (AMZN) | 0.4 | $2.8M | 12k | 230.82 |
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| Bank of America Corporation (BAC) | 0.4 | $2.7M | -3% | 49k | 55.00 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $2.6M | 34k | 77.53 |
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| Us Bancorp Del Com New (USB) | 0.4 | $2.6M | 49k | 53.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.6M | -5% | 8.3k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.5M | -5% | 8.0k | 313.80 |
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| Cisco Systems (CSCO) | 0.4 | $2.4M | -3% | 31k | 77.03 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $2.4M | -5% | 35k | 69.42 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.4M | -4% | 12k | 190.99 |
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| Microchip Technology (MCHP) | 0.4 | $2.3M | +8% | 35k | 63.72 |
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| Ishares Tr Ibonds Dec 2035 (IBCA) | 0.4 | $2.2M | +129% | 85k | 25.94 |
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| Merck & Co (MRK) | 0.4 | $2.2M | +3% | 21k | 105.26 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.2M | -2% | 10k | 211.80 |
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| Ishares Tr Ibonds Dec 2035 (IBTQ) | 0.3 | $2.1M | +118% | 82k | 25.48 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.0M | -2% | 9.9k | 206.95 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $2.0M | -10% | 22k | 94.20 |
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| Apple (AAPL) | 0.3 | $2.0M | -15% | 7.4k | 271.88 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $2.0M | -4% | 4.1k | 483.67 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.9M | -2% | 23k | 84.21 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.3 | $1.8M | 82k | 21.66 |
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| Caterpillar (CAT) | 0.3 | $1.7M | +3% | 3.0k | 572.87 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.7M | -6% | 9.4k | 177.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.7M | +4% | 60k | 27.43 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.6M | -2% | 15k | 111.41 |
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| Nutrien (NTR) | 0.3 | $1.6M | -12% | 26k | 61.72 |
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| American Electric Power Company (AEP) | 0.3 | $1.6M | -2% | 14k | 115.31 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.5M | 39k | 39.59 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.5M | -9% | 7.2k | 214.16 |
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| Bank Of Montreal Cadcom (BMO) | 0.2 | $1.5M | -4% | 12k | 129.79 |
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| Gilead Sciences (GILD) | 0.2 | $1.5M | -4% | 12k | 122.74 |
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| Bok Finl Corp Com New (BOKF) | 0.2 | $1.5M | +3% | 13k | 118.46 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | 23k | 62.47 |
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| United Rentals (URI) | 0.2 | $1.4M | 1.7k | 809.32 |
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| United Parcel Service CL B (UPS) | 0.2 | $1.4M | -3% | 14k | 99.19 |
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| Deere & Company (DE) | 0.2 | $1.4M | +10% | 2.9k | 465.57 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | 4.1k | 322.22 |
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| Medtronic SHS (MDT) | 0.2 | $1.3M | -5% | 13k | 96.06 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | -2% | 4.2k | 305.63 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.2M | -2% | 25k | 49.04 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $1.2M | +2% | 29k | 40.86 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.2M | 4.6k | 257.93 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | 9.8k | 120.34 |
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| Meta Platforms Cl A (META) | 0.2 | $1.2M | 1.7k | 660.17 |
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| Pfizer (PFE) | 0.2 | $1.1M | -8% | 45k | 24.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | +5% | 2.2k | 502.65 |
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| salesforce (CRM) | 0.2 | $1.1M | +6% | 4.1k | 264.91 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $1.1M | +4% | 23k | 48.46 |
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| Target Corporation (TGT) | 0.2 | $1.1M | -5% | 11k | 97.75 |
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| Norfolk Southern (NSC) | 0.2 | $1.0M | -7% | 3.6k | 288.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $963k | -8% | 2.9k | 335.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $951k | 7.9k | 120.18 |
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| Bristol Myers Squibb (BMY) | 0.2 | $939k | +147% | 17k | 53.94 |
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| Smucker J M Com New (SJM) | 0.1 | $921k | -4% | 9.4k | 97.81 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $909k | -2% | 12k | 73.56 |
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| Chevron Corporation (CVX) | 0.1 | $909k | +42% | 6.0k | 152.41 |
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| Paypal Holdings (PYPL) | 0.1 | $898k | -3% | 15k | 58.38 |
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| DTE Energy Company (DTE) | 0.1 | $884k | +3% | 6.9k | 128.98 |
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| Servicenow (NOW) | 0.1 | $866k | +420% | 5.7k | 153.19 |
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| Micron Technology (MU) | 0.1 | $865k | -10% | 3.0k | 285.41 |
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| Nike CL B (NKE) | 0.1 | $857k | +3% | 14k | 63.71 |
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| Pepsi (PEP) | 0.1 | $839k | +96% | 5.8k | 143.53 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $837k | +3% | 2.4k | 349.99 |
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| Applied Materials (AMAT) | 0.1 | $817k | -11% | 3.2k | 256.99 |
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| At&t (T) | 0.1 | $816k | 33k | 24.84 |
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| Digital Realty Trust (DLR) | 0.1 | $802k | +3% | 5.2k | 154.70 |
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| Phillips 66 (PSX) | 0.1 | $796k | -4% | 6.2k | 129.04 |
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| ConocoPhillips (COP) | 0.1 | $794k | -6% | 8.5k | 93.61 |
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| RPM International (RPM) | 0.1 | $769k | 7.4k | 104.00 |
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| Blackrock (BLK) | 0.1 | $766k | -8% | 716.00 | 1070.34 |
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| Oracle Corporation (ORCL) | 0.1 | $728k | +12% | 3.7k | 194.91 |
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| Genuine Parts Company (GPC) | 0.1 | $720k | -5% | 5.9k | 122.97 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $717k | -4% | 13k | 57.49 |
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| Home Depot (HD) | 0.1 | $714k | -11% | 2.1k | 344.10 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $703k | +13% | 7.9k | 88.70 |
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| Philip Morris International (PM) | 0.1 | $697k | -8% | 4.3k | 160.39 |
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| Edison International (EIX) | 0.1 | $685k | +12% | 11k | 60.02 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $677k | 43k | 15.59 |
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| Spdr Series Trust State Street Spd (JNK) | 0.1 | $672k | 6.9k | 97.21 |
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| Regency Centers Corporation (REG) | 0.1 | $664k | +7% | 9.6k | 69.03 |
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| Uber Technologies (UBER) | 0.1 | $657k | -4% | 8.0k | 81.71 |
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| Polaris Industries (PII) | 0.1 | $652k | +4% | 10k | 63.25 |
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| Booking Holdings (BKNG) | 0.1 | $643k | -11% | 120.00 | 5355.33 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $642k | 13k | 50.70 |
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| Walt Disney Company (DIS) | 0.1 | $641k | +3% | 5.6k | 113.77 |
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| Fortinet (FTNT) | 0.1 | $615k | +136% | 7.7k | 79.41 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $609k | 30k | 20.53 |
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| Analog Devices (ADI) | 0.1 | $600k | 2.2k | 271.20 |
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| Corteva (CTVA) | 0.1 | $595k | 8.9k | 67.03 |
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| Kinder Morgan (KMI) | 0.1 | $595k | 22k | 27.49 |
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| General Mills (GIS) | 0.1 | $586k | -28% | 13k | 46.50 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $586k | -2% | 5.0k | 117.21 |
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| Dollar General (DG) | 0.1 | $575k | -32% | 4.3k | 132.77 |
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| Shell Spon Ads (SHEL) | 0.1 | $569k | -2% | 7.7k | 73.48 |
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| Twilio Cl A (TWLO) | 0.1 | $549k | -7% | 3.9k | 142.24 |
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| Kraft Heinz (KHC) | 0.1 | $543k | -26% | 22k | 24.25 |
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| Flex Ord (FLEX) | 0.1 | $542k | -4% | 9.0k | 60.42 |
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| Jfrog Ord Shs (FROG) | 0.1 | $540k | -3% | 8.7k | 62.46 |
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| Standard Motor Products (SMP) | 0.1 | $540k | -5% | 15k | 36.85 |
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| Procter & Gamble Company (PG) | 0.1 | $535k | -20% | 3.7k | 143.31 |
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| Palo Alto Networks (PANW) | 0.1 | $528k | +72% | 2.9k | 184.20 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $527k | -8% | 8.4k | 63.04 |
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| Boston Properties (BXP) | 0.1 | $519k | 7.7k | 67.48 |
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| Union Pacific Corporation (UNP) | 0.1 | $517k | 2.2k | 231.32 |
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| FedEx Corporation (FDX) | 0.1 | $515k | -9% | 1.8k | 288.81 |
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| Visa Com Cl A (V) | 0.1 | $503k | -10% | 1.4k | 350.71 |
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| Bce Com New (BCE) | 0.1 | $502k | 21k | 23.82 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $483k | -2% | 9.0k | 53.76 |
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| ConAgra Foods (CAG) | 0.1 | $483k | -4% | 28k | 17.31 |
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| Tyson Foods Cl A (TSN) | 0.1 | $480k | +4% | 8.2k | 58.62 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $479k | 1.0k | 473.30 |
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| Crown Castle Intl (CCI) | 0.1 | $477k | -21% | 5.4k | 88.87 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $477k | -5% | 446.00 | 1069.86 |
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| Elanco Animal Health (ELAN) | 0.1 | $477k | 21k | 22.63 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $473k | 15k | 32.73 |
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| Sofi Technologies (SOFI) | 0.1 | $473k | -7% | 18k | 26.18 |
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| Tyler Technologies (TYL) | 0.1 | $464k | -7% | 1.0k | 453.95 |
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| Sl Green Realty Corp (SLG) | 0.1 | $461k | +2% | 10k | 45.87 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $459k | -18% | 5.5k | 83.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $458k | -3% | 1.5k | 303.89 |
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| Public Service Enterprise (PEG) | 0.1 | $455k | -23% | 5.7k | 80.30 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $446k | -8% | 6.5k | 68.23 |
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| Dow (DOW) | 0.1 | $443k | +42% | 19k | 23.38 |
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| AvalonBay Communities (AVB) | 0.1 | $431k | +6% | 2.4k | 181.31 |
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| Hasbro (HAS) | 0.1 | $429k | 5.2k | 82.00 |
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| Snap-on Incorporated (SNA) | 0.1 | $414k | 1.2k | 344.60 |
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| American Tower Reit (AMT) | 0.1 | $414k | 2.4k | 175.57 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $410k | +112% | 9.5k | 43.30 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $410k | +91% | 16k | 26.06 |
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| Southern Company (SO) | 0.1 | $408k | -4% | 4.7k | 87.20 |
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| Autodesk (ADSK) | 0.1 | $401k | 1.4k | 296.01 |
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| 3M Company (MMM) | 0.1 | $395k | -2% | 2.5k | 160.10 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $394k | -24% | 577.00 | 681.92 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $386k | -3% | 3.0k | 126.63 |
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| Datadog Cl A Com (DDOG) | 0.1 | $386k | +57% | 2.8k | 135.99 |
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| Hershey Company (HSY) | 0.1 | $385k | NEW | 2.1k | 181.98 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $372k | 3.4k | 110.15 |
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| Abbott Laboratories (ABT) | 0.1 | $372k | -2% | 3.0k | 125.29 |
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| Clorox Company (CLX) | 0.1 | $369k | NEW | 3.7k | 100.83 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $357k | -11% | 3.3k | 106.70 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $347k | +3% | 4.2k | 82.77 |
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| Best Buy (BBY) | 0.1 | $347k | +26% | 5.2k | 66.93 |
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| Kla Corp Com New (KLAC) | 0.1 | $340k | -9% | 280.00 | 1215.08 |
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| Lululemon Athletica (LULU) | 0.1 | $340k | +20% | 1.6k | 207.81 |
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| Unilever Spon Adr New (UL) | 0.1 | $338k | NEW | 5.2k | 65.40 |
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| Peak (DOC) | 0.1 | $336k | -10% | 21k | 16.08 |
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| Verizon Communications (VZ) | 0.1 | $318k | -5% | 7.8k | 40.73 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $316k | NEW | 3.9k | 82.02 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $316k | 3.3k | 96.88 |
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| Wendy's/arby's Group (WEN) | 0.1 | $314k | +26% | 38k | 8.33 |
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| Zoetis Cl A (ZTS) | 0.1 | $314k | +75% | 2.5k | 125.83 |
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| S&p Global (SPGI) | 0.1 | $313k | NEW | 599.00 | 522.59 |
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| Globus Med Cl A (GMED) | 0.0 | $308k | -6% | 3.5k | 87.31 |
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| Eaton Corp SHS (ETN) | 0.0 | $306k | -2% | 960.00 | 318.51 |
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| L3harris Technologies (LHX) | 0.0 | $305k | -23% | 1.0k | 293.57 |
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| Valero Energy Corporation (VLO) | 0.0 | $302k | 1.9k | 162.79 |
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| Evergy (EVRG) | 0.0 | $301k | -2% | 4.2k | 72.49 |
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| Illumina (ILMN) | 0.0 | $301k | 2.3k | 131.16 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $294k | -12% | 508.00 | 579.45 |
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| Capital One Financial (COF) | 0.0 | $294k | -23% | 1.2k | 242.36 |
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| Albemarle Corporation (ALB) | 0.0 | $290k | NEW | 2.0k | 141.46 |
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| Pinterest Cl A (PINS) | 0.0 | $287k | -17% | 11k | 25.89 |
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| Moderna (MRNA) | 0.0 | $285k | -25% | 9.7k | 29.49 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $278k | -3% | 17k | 16.49 |
|
| Qualcomm (QCOM) | 0.0 | $276k | -6% | 1.6k | 171.05 |
|
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $273k | +14% | 2.9k | 95.20 |
|
| Edwards Lifesciences (EW) | 0.0 | $271k | -37% | 3.2k | 85.25 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $269k | -11% | 392.00 | 684.94 |
|
| Enterprise Products Partners (EPD) | 0.0 | $268k | -5% | 8.3k | 32.06 |
|
| Zimmer Holdings (ZBH) | 0.0 | $268k | +7% | 3.0k | 89.92 |
|
| Cognex Corporation (CGNX) | 0.0 | $261k | +11% | 7.3k | 35.98 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $259k | -11% | 1.4k | 186.47 |
|
| Sentinelone Cl A (S) | 0.0 | $254k | 17k | 15.00 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $252k | -3% | 4.7k | 53.83 |
|
| eBay (EBAY) | 0.0 | $243k | 2.8k | 87.10 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $238k | -22% | 1.3k | 183.41 |
|
| BorgWarner (BWA) | 0.0 | $236k | -2% | 5.2k | 45.06 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $235k | NEW | 16k | 14.94 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $232k | -15% | 407.00 | 570.21 |
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $232k | 4.2k | 54.59 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $219k | -17% | 16k | 13.48 |
|
| American Express Company (AXP) | 0.0 | $215k | NEW | 580.00 | 369.95 |
|
| Coca-Cola Company (KO) | 0.0 | $211k | NEW | 3.0k | 69.91 |
|
| Ecolab (ECL) | 0.0 | $210k | 800.00 | 262.52 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $201k | -8% | 2.4k | 82.82 |
|
| Phreesia (PHR) | 0.0 | $188k | -16% | 11k | 16.92 |
|
| Ford Motor Company (F) | 0.0 | $154k | -39% | 12k | 13.12 |
|
| Health Catalyst (HCAT) | 0.0 | $56k | -48% | 23k | 2.39 |
|
Past Filings by Probity Advisors
SEC 13F filings are viewable for Probity Advisors going back to 2016
- Probity Advisors 2025 Q4 filed Jan. 27, 2026
- Probity Advisors 2025 Q3 filed Oct. 30, 2025
- Probity Advisors 2025 Q2 filed July 30, 2025
- Probity Advisors 2025 Q1 filed May 9, 2025
- Probity Advisors 2024 Q4 filed March 5, 2025
- Probity Advisors 2024 Q3 filed Oct. 16, 2024
- Probity Advisors 2024 Q2 filed Aug. 14, 2024
- Probity Advisors 2024 Q1 filed May 3, 2024
- Probity Advisors 2023 Q4 filed Feb. 12, 2024
- Probity Advisors 2023 Q3 filed Nov. 14, 2023
- Probity Advisors 2023 Q2 filed Aug. 10, 2023
- Probity Advisors 2022 Q4 filed Feb. 15, 2023
- Probity Advisors 2022 Q3 filed Nov. 14, 2022
- Probity Advisors 2022 Q2 filed Aug. 12, 2022
- Probity Advisors 2022 Q1 filed May 10, 2022
- Probity Advisors 2021 Q4 filed Feb. 10, 2022