Probity Advisors
Latest statistics and disclosures from Probity Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVE, IVW, IEFA, IJS, IJT, and represent 31.31% of Probity Advisors's stock portfolio.
- Added to shares of these 10 stocks: IBDX, IBTM, IVW, IBTQ, IBCA, IBTO, IBDZ, IBDY, IBTK, IBDV.
- Started 7 new stock positions in AWK, SGOV, D, COST, BIIB, NI, DHR.
- Reduced shares in these 10 stocks: IBDT, IBTI, IBDS, IBTH, IBDR, IBTG, LRCX, LULU, SPDW, .
- Sold out of its positions in AXP, OWL, COF, FNF, F, SHY, LULU, NVDA, QCOM.
- Probity Advisors was a net buyer of stock by $9.6M.
- Probity Advisors has $631M in assets under management (AUM), dropping by 1.09%.
- 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 230 positions in its portfolio as reported in the March 2026 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 | $63M | 297k | 211.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 9.0 | $57M | +3% | 501k | 113.11 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.6 | $42M | 461k | 90.53 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 3.2 | $20M | 171k | 118.45 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 2.6 | $16M | 112k | 144.71 |
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| Spdr Series Trust State Street Spd (SPYV) | 2.5 | $16M | 280k | 56.58 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 2.4 | $15M | 325k | 45.65 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.3 | $15M | +2% | 183k | 79.56 |
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| Spdr Series Trust State Street Spd (SPYG) | 2.3 | $15M | +2% | 148k | 97.91 |
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| Ishares Core Msci Emkt (IEMG) | 2.0 | $13M | 182k | 69.75 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.8 | $12M | +10% | 500k | 23.26 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.8 | $11M | +11% | 519k | 21.89 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.7 | $11M | +10% | 525k | 20.93 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 1.7 | $11M | +12% | 549k | 19.72 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.7 | $11M | +11% | 486k | 21.84 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 1.6 | $10M | +11% | 503k | 20.40 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.5 | $9.3M | +3% | 100k | 93.93 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.2 | $7.7M | +111% | 304k | 25.27 |
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| Ishares Tr Ibonds Dec 2032 (IBTM) | 1.2 | $7.3M | +109% | 319k | 22.93 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $7.2M | +3% | 141k | 50.95 |
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| Microsoft Corporation (MSFT) | 1.1 | $6.7M | -3% | 18k | 370.17 |
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| Lam Research Corp Com New (LRCX) | 1.0 | $6.3M | -8% | 30k | 213.66 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.0 | $6.3M | -39% | 250k | 25.33 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.9 | $5.7M | -38% | 258k | 22.28 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.9 | $5.5M | 117k | 46.91 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.8 | $5.3M | 56k | 94.58 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.8 | $5.0M | +34% | 192k | 26.06 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.8 | $4.9M | +35% | 189k | 25.85 |
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| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.8 | $4.8M | +38% | 197k | 24.39 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.7 | $4.5M | 46k | 96.62 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.6 | $4.1M | 49k | 83.57 |
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| Broadcom (AVGO) | 0.6 | $3.9M | -3% | 13k | 309.52 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $3.8M | -4% | 13k | 302.24 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $3.8M | 8.6k | 436.81 |
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| Ishares Tr Ibonds Dec 2034 (IBTP) | 0.6 | $3.8M | +32% | 147k | 25.63 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.6 | $3.6M | -36% | 149k | 24.24 |
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| Ishares Tr Ibonds Dec 2035 (IBCA) | 0.6 | $3.6M | +64% | 140k | 25.64 |
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| Ishares Tr Ibonds Dec 2035 (IBTQ) | 0.6 | $3.5M | +69% | 138k | 25.30 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.5 | $3.4M | -37% | 152k | 22.43 |
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| Goldman Sachs (GS) | 0.5 | $3.3M | -4% | 3.9k | 846.02 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $3.1M | -4% | 32k | 97.13 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.5 | $3.0M | -39% | 126k | 24.24 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $2.9M | -8% | 15k | 194.14 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.5 | $2.9M | -40% | 125k | 22.91 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $2.7M | +3% | 35k | 78.41 |
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| Amazon (AMZN) | 0.4 | $2.7M | +7% | 13k | 208.27 |
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| Abbvie (ABBV) | 0.4 | $2.7M | 12k | 217.49 |
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| Arista Networks Com Shs (ANET) | 0.4 | $2.6M | -2% | 21k | 122.78 |
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| Us Bancorp Com New (USB) | 0.4 | $2.5M | 48k | 52.01 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.5M | -3% | 2.7k | 919.77 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.5M | 13k | 196.20 |
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| Merck & Co (MRK) | 0.4 | $2.4M | -2% | 20k | 120.29 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $2.4M | 35k | 70.18 |
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| Bank of America Corporation (BAC) | 0.4 | $2.4M | 49k | 48.75 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $2.4M | -5% | 3.9k | 604.39 |
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| Microchip Technology (MCHP) | 0.4 | $2.4M | +2% | 37k | 64.61 |
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| Cisco Systems (CSCO) | 0.4 | $2.3M | -4% | 30k | 77.59 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.3M | -4% | 9.4k | 244.45 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.3M | -3% | 8.0k | 287.56 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.2M | 10k | 217.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.1M | -7% | 7.4k | 286.86 |
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| Caterpillar (CAT) | 0.3 | $2.0M | -2% | 2.9k | 708.46 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $2.0M | -2% | 21k | 93.31 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.9M | -3% | 22k | 89.59 |
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| Nutrien (NTR) | 0.3 | $1.9M | -3% | 25k | 75.46 |
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| Apple (AAPL) | 0.3 | $1.9M | 7.4k | 253.78 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.8M | 60k | 30.68 |
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| American Electric Power Company (AEP) | 0.3 | $1.8M | 14k | 131.08 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.8M | -3% | 14k | 124.28 |
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| Gilead Sciences (GILD) | 0.3 | $1.7M | -3% | 12k | 139.38 |
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| Deere & Company (DE) | 0.3 | $1.7M | 2.9k | 563.30 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.6M | 9.7k | 169.66 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.3 | $1.6M | -5% | 78k | 20.90 |
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| Bok Finl Corp Com New (BOKF) | 0.3 | $1.6M | 13k | 128.06 |
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| Bank Of Montreal Cadcom (BMO) | 0.2 | $1.6M | -2% | 12k | 135.34 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.5M | 39k | 38.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | 23k | 64.08 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.4M | +3% | 9.7k | 146.28 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $1.4M | +2% | 14k | 98.38 |
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| Target Corporation (TGT) | 0.2 | $1.4M | +2% | 12k | 121.20 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.4M | -5% | 6.8k | 203.43 |
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| Pfizer (PFE) | 0.2 | $1.4M | +9% | 49k | 28.08 |
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| United Rentals (URI) | 0.2 | $1.4M | +7% | 1.9k | 728.56 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.3M | 25k | 55.19 |
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| McDonald's Corporation (MCD) | 0.2 | $1.2M | -6% | 3.9k | 310.79 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.2M | 4.6k | 261.90 |
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| Spdr Index Shs Fds State Street Spd (GWX) | 0.2 | $1.2M | -3% | 28k | 42.23 |
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| Chevron Corporation (CVX) | 0.2 | $1.2M | -4% | 5.7k | 206.90 |
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| ConocoPhillips (COP) | 0.2 | $1.2M | +4% | 8.9k | 132.00 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | -2% | 4.0k | 294.16 |
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| Medtronic SHS (MDT) | 0.2 | $1.1M | 13k | 86.65 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $1.1M | +5% | 24k | 48.18 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.1M | +6% | 19k | 60.65 |
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| Phillips 66 (PSX) | 0.2 | $1.1M | -5% | 5.8k | 182.18 |
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| Meta Platforms Cl A (META) | 0.2 | $1.0M | +3% | 1.8k | 572.19 |
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| Applied Materials (AMAT) | 0.2 | $1.0M | -4% | 3.0k | 341.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.0M | -2% | 2.1k | 479.20 |
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| DTE Energy Company (DTE) | 0.2 | $990k | 6.8k | 146.22 |
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| Digital Realty Trust (DLR) | 0.2 | $983k | +5% | 5.5k | 180.20 |
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| Norfolk Southern (NSC) | 0.2 | $983k | -4% | 3.4k | 287.00 |
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| Pepsi (PEP) | 0.2 | $971k | +7% | 6.3k | 155.28 |
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| Smucker J M Com New (SJM) | 0.2 | $970k | +6% | 10k | 96.44 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $961k | -2% | 7.7k | 124.31 |
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| Danaher Corporation (DHR) | 0.1 | $941k | NEW | 5.0k | 189.60 |
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| At&t (T) | 0.1 | $939k | 32k | 28.99 |
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| Micron Technology (MU) | 0.1 | $912k | -10% | 2.7k | 337.84 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $901k | -2% | 2.8k | 320.78 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $883k | -2% | 12k | 72.69 |
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| Fortinet (FTNT) | 0.1 | $869k | +37% | 11k | 81.72 |
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| Edison International (EIX) | 0.1 | $861k | +3% | 12k | 73.18 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $854k | 29k | 29.29 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $837k | -9% | 11k | 75.10 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $823k | +8% | 10k | 80.56 |
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| Southern Company (SO) | 0.1 | $820k | +81% | 8.5k | 96.52 |
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| Dow (DOW) | 0.1 | $818k | +3% | 20k | 41.65 |
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| Genuine Parts Company (GPC) | 0.1 | $816k | +31% | 7.7k | 105.75 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $806k | 44k | 18.52 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $805k | 8.0k | 100.75 |
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| salesforce (CRM) | 0.1 | $787k | +2% | 4.2k | 186.67 |
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| Walt Disney Company (DIS) | 0.1 | $747k | +37% | 7.8k | 96.38 |
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| Servicenow (NOW) | 0.1 | $725k | +22% | 6.9k | 104.55 |
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| RPM International (RPM) | 0.1 | $723k | 7.3k | 99.40 |
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| Shell Spon Ads (SHEL) | 0.1 | $722k | 7.8k | 93.00 |
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| Kinder Morgan (KMI) | 0.1 | $718k | 21k | 33.53 |
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| Corteva (CTVA) | 0.1 | $707k | -4% | 8.4k | 83.71 |
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| Palo Alto Networks (PANW) | 0.1 | $702k | +52% | 4.4k | 160.32 |
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| Philip Morris International (PM) | 0.1 | $697k | -3% | 4.2k | 165.33 |
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| Analog Devices (ADI) | 0.1 | $689k | -2% | 2.2k | 318.14 |
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| Regency Centers Corporation (REG) | 0.1 | $688k | -5% | 9.1k | 75.66 |
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| Paypal Holdings (PYPL) | 0.1 | $681k | -2% | 15k | 45.23 |
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| Spdr Series Trust State Street Spd (JNK) | 0.1 | $667k | 7.0k | 95.72 |
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| Blackrock (BLK) | 0.1 | $657k | -4% | 683.00 | 961.74 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $638k | 13k | 50.49 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $626k | -4% | 4.8k | 130.94 |
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| Home Depot (HD) | 0.1 | $623k | -8% | 1.9k | 328.90 |
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| FedEx Corporation (FDX) | 0.1 | $616k | -2% | 1.7k | 356.11 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $616k | +5% | 2.5k | 243.08 |
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| Uber Technologies (UBER) | 0.1 | $596k | +3% | 8.3k | 71.93 |
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| Polaris Industries (PII) | 0.1 | $595k | +5% | 11k | 54.50 |
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| Tyson Foods Cl A (TSN) | 0.1 | $594k | +13% | 9.3k | 64.07 |
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| ConAgra Foods (CAG) | 0.1 | $588k | +34% | 37k | 15.72 |
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| Nike CL B (NKE) | 0.1 | $582k | -18% | 11k | 52.82 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $557k | NEW | 5.5k | 100.66 |
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| Oracle Corporation (ORCL) | 0.1 | $553k | 3.8k | 147.11 |
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| General Mills (GIS) | 0.1 | $549k | +17% | 15k | 37.22 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $547k | -7% | 414.00 | 1320.83 |
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| Flextronics Intl Ord (FLEX) | 0.1 | $539k | -8% | 8.2k | 65.46 |
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| Union Pacific Corporation (UNP) | 0.1 | $539k | 2.2k | 242.62 |
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| Standard Motor Products (SMP) | 0.1 | $538k | +5% | 16k | 34.74 |
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| Bce Com New (BCE) | 0.1 | $531k | 21k | 25.24 |
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| Datadog Cl A Com (DDOG) | 0.1 | $518k | +54% | 4.4k | 118.05 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $515k | +23% | 20k | 26.44 |
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| Clorox Company (CLX) | 0.1 | $514k | +35% | 5.0k | 103.63 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $510k | +3% | 8.6k | 59.15 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $509k | 1.5k | 337.95 |
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| Kraft Heinz (KHC) | 0.1 | $503k | 22k | 22.49 |
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| Elanco Animal Health (ELAN) | 0.1 | $497k | 21k | 23.93 |
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| Procter & Gamble Company (PG) | 0.1 | $496k | -8% | 3.4k | 144.44 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $491k | 15k | 33.97 |
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| Dollar General (DG) | 0.1 | $490k | -4% | 4.1k | 118.73 |
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| Hasbro (HAS) | 0.1 | $487k | 5.2k | 93.60 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $485k | 6.6k | 73.90 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $482k | 8.9k | 54.05 |
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| Crown Castle Intl (CCI) | 0.1 | $479k | +9% | 5.9k | 81.31 |
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| Twilio Cl A (TWLO) | 0.1 | $477k | 3.8k | 125.82 |
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| Hershey Company (HSY) | 0.1 | $467k | +6% | 2.2k | 207.89 |
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| Moderna (MRNA) | 0.1 | $465k | -5% | 9.1k | 50.80 |
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| Public Service Enterprise (PEG) | 0.1 | $447k | -2% | 5.5k | 80.95 |
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| Visa Com Cl A (V) | 0.1 | $432k | 1.4k | 302.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $431k | 1.0k | 426.40 |
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| Valero Energy Corporation (VLO) | 0.1 | $421k | -8% | 1.7k | 247.10 |
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| Jfrog Ord Shs (FROG) | 0.1 | $411k | 8.8k | 46.93 |
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| Kla Corp Com New (KLAC) | 0.1 | $409k | 278.00 | 1472.41 |
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| Booking Holdings (BKNG) | 0.1 | $408k | -19% | 97.00 | 4210.32 |
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| American Tower Reit (AMT) | 0.1 | $404k | 2.3k | 172.58 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $402k | -3% | 2.9k | 137.08 |
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| Snap-on Incorporated (SNA) | 0.1 | $391k | -10% | 1.1k | 363.24 |
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| Boston Properties (BXP) | 0.1 | $390k | -2% | 7.5k | 51.90 |
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| Sl Green Realty Corp (SLG) | 0.1 | $389k | +4% | 11k | 36.94 |
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| AvalonBay Communities (AVB) | 0.1 | $388k | 2.4k | 163.35 |
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| Verizon Communications (VZ) | 0.1 | $379k | -3% | 7.5k | 50.20 |
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| S&p Global (SPGI) | 0.1 | $368k | +44% | 864.00 | 425.34 |
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| Albemarle Corporation (ALB) | 0.1 | $366k | 2.0k | 179.56 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $365k | -2% | 3.3k | 110.39 |
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| Cognex Corporation (CGNX) | 0.1 | $362k | 7.4k | 48.99 |
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| 3M Company (MMM) | 0.1 | $358k | 2.5k | 145.23 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $354k | 3.3k | 106.50 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $351k | 4.2k | 83.77 |
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| Peak (DOC) | 0.1 | $343k | 21k | 16.43 |
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| Eaton Corp SHS (ETN) | 0.1 | $341k | 952.00 | 357.67 |
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| Evergy (EVRG) | 0.1 | $337k | 4.1k | 81.92 |
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| Best Buy (BBY) | 0.1 | $335k | 5.2k | 64.20 |
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| Zoetis Cl A (ZTS) | 0.1 | $330k | +12% | 2.8k | 118.22 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $328k | 3.3k | 100.62 |
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| L3harris Technologies (LHX) | 0.1 | $323k | -9% | 937.00 | 345.15 |
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| Enterprise Products Partners (EPD) | 0.0 | $314k | 8.3k | 37.84 |
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| Autodesk (ADSK) | 0.0 | $312k | -3% | 1.3k | 239.40 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $312k | -4% | 16k | 19.30 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $307k | +11% | 4.3k | 71.18 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $304k | -18% | 468.00 | 650.34 |
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| Illumina (ILMN) | 0.0 | $304k | +7% | 2.5k | 123.26 |
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| Abbott Laboratories (ABT) | 0.0 | $304k | 3.0k | 102.67 |
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| Globus Med Cl A (GMED) | 0.0 | $303k | 3.5k | 86.16 |
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| Wendy's/arby's Group (WEN) | 0.0 | $299k | +13% | 43k | 6.95 |
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| Tyler Technologies (TYL) | 0.0 | $294k | -15% | 859.00 | 342.38 |
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| Biontech Se Sponsored Ads (BNTX) | 0.0 | $287k | +12% | 3.2k | 88.88 |
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| Sofi Technologies (SOFI) | 0.0 | $284k | 18k | 15.88 |
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| Edwards Lifesciences (EW) | 0.0 | $282k | +10% | 3.5k | 80.08 |
|
| Unilever Spon Adr New (UL) | 0.0 | $280k | -4% | 4.9k | 56.97 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $274k | -19% | 4.5k | 61.35 |
|
| BorgWarner (BWA) | 0.0 | $274k | -3% | 5.0k | 54.26 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $267k | +4% | 408.00 | 653.21 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $264k | -2% | 4.6k | 57.64 |
|
| Sentinelone Cl A (S) | 0.0 | $258k | +18% | 20k | 12.88 |
|
| eBay (EBAY) | 0.0 | $251k | 2.8k | 91.02 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $245k | -8% | 2.7k | 90.42 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $245k | 499.00 | 491.53 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $242k | -12% | 355.00 | 682.24 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $227k | -9% | 1.2k | 192.91 |
|
| Coca-Cola Company (KO) | 0.0 | $225k | -2% | 3.0k | 76.05 |
|
| NiSource (NI) | 0.0 | $220k | NEW | 4.7k | 46.66 |
|
| American Water Works (AWK) | 0.0 | $214k | NEW | 1.6k | 136.09 |
|
| Ecolab (ECL) | 0.0 | $213k | 800.00 | 266.02 |
|
|
| Dominion Resources (D) | 0.0 | $211k | NEW | 3.4k | 61.82 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $208k | NEW | 209.00 | 996.43 |
|
| Pinterest Cl A (PINS) | 0.0 | $208k | +2% | 11k | 18.34 |
|
| Biogen Idec (BIIB) | 0.0 | $207k | NEW | 1.1k | 183.33 |
|
| C3 Ai Cl A (AI) | 0.0 | $163k | +18% | 19k | 8.42 |
|
| Phreesia (PHR) | 0.0 | $144k | +54% | 17k | 8.38 |
|
| Health Catalyst (HCAT) | 0.0 | $15k | -50% | 12k | 1.27 |
|
Past Filings by Probity Advisors
SEC 13F filings are viewable for Probity Advisors going back to 2016
- Probity Advisors 2026 Q1 filed April 28, 2026
- 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