Probity Advisors as of June 30, 2026
Portfolio Holdings for Probity Advisors
Probity Advisors holds 232 positions in its portfolio as reported in the June 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) | 9.7 | $68M | 298k | 227.06 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 9.6 | $67M | 490k | 137.53 | |
| Ishares Tr Core Msci Eafe (IEFA) | 6.4 | $45M | 466k | 96.58 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 3.3 | $23M | 169k | 136.68 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 2.8 | $20M | 111k | 178.60 | |
| Spdr Series Trust ST STR P500GRW (SPYG) | 2.4 | $17M | 142k | 118.99 | |
| Spdr Series Trust St Str P500val (SPYV) | 2.4 | $17M | 275k | 60.79 | |
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 2.3 | $16M | 321k | 50.39 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.2 | $15M | 189k | 79.97 | |
| Ishares Core Msci Emkt (IEMG) | 2.1 | $15M | 178k | 82.84 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.8 | $13M | 541k | 23.16 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.8 | $12M | 570k | 21.80 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.7 | $12M | 573k | 20.84 | |
| Ishares Tr Ibond Dec 2030 (IBTK) | 1.7 | $12M | 601k | 19.54 | |
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 1.6 | $12M | 531k | 21.65 | |
| Ishares Tr Ibonds Dec 2031 (IBTL) | 1.6 | $11M | 559k | 20.19 | |
| Lam Research Corp Com New (LRCX) | 1.5 | $11M | 24k | 433.34 | |
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.5 | $11M | 416k | 25.19 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.4 | $9.9M | 103k | 96.44 | |
| Ishares Tr Ibonds Dec 2032 (IBTM) | 1.4 | $9.9M | 434k | 22.70 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.0 | $7.2M | 142k | 51.05 | |
| Microsoft Corporation (MSFT) | 1.0 | $6.7M | 18k | 373.01 | |
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.9 | $6.0M | 232k | 26.05 | |
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.9 | $6.0M | 231k | 25.75 | |
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.8 | $5.9M | 54k | 109.11 | |
| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.8 | $5.9M | 244k | 24.13 | |
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.8 | $5.9M | 114k | 51.78 | |
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.8 | $5.3M | 45k | 119.13 | |
| Broadcom (AVGO) | 0.7 | $4.6M | 12k | 377.76 | |
| Ishares Tr Ibonds Dec 2035 (IBCA) | 0.7 | $4.6M | 179k | 25.61 | |
| Ishares Tr Ibonds Dec 2035 (IBTQ) | 0.6 | $4.5M | 178k | 25.09 | |
| Ishares Tr Ibonds Dec 2034 (IBTP) | 0.6 | $4.4M | 174k | 25.38 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $4.4M | 12k | 365.69 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $4.3M | 50k | 86.14 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.6 | $4.3M | 48k | 89.01 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $4.1M | 14k | 298.07 | |
| Goldman Sachs (GS) | 0.5 | $3.7M | 3.7k | 1011.40 | |
| Advanced Micro Devices (AMD) | 0.5 | $3.6M | 6.1k | 580.91 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $3.4M | 134k | 25.25 | |
| Arista Networks Com Shs (ANET) | 0.5 | $3.4M | 20k | 169.88 | |
| Microchip Technology (MCHP) | 0.5 | $3.3M | 36k | 91.20 | |
| Cisco Systems (CSCO) | 0.5 | $3.3M | 28k | 117.46 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $3.3M | 31k | 103.88 | |
| Eli Lilly & Co. (LLY) | 0.5 | $3.3M | 2.7k | 1199.43 | |
| Amazon (AMZN) | 0.4 | $3.1M | 13k | 238.34 | |
| Abbvie (ABBV) | 0.4 | $3.1M | 12k | 251.65 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.4 | $3.1M | 138k | 22.14 | |
| Caterpillar (CAT) | 0.4 | $3.0M | 2.8k | 1064.90 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $2.9M | 35k | 82.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.8M | 7.7k | 357.36 | |
| Us Bancorp Com New (USB) | 0.4 | $2.8M | 46k | 60.40 | |
| Bank of America Corporation (BAC) | 0.4 | $2.7M | 48k | 56.98 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.7M | 12k | 217.93 | |
| Micron Technology (MU) | 0.4 | $2.6M | 2.3k | 1154.29 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $2.6M | 34k | 75.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.6M | 7.3k | 353.33 | |
| Merck & Co (MRK) | 0.4 | $2.6M | 20k | 128.50 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $2.4M | 20k | 121.43 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.4M | 9.8k | 243.00 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.4M | 9.3k | 253.98 | |
| United Rentals (URI) | 0.3 | $2.1M | 1.9k | 1132.89 | |
| Starbucks Corporation (SBUX) | 0.3 | $2.1M | 21k | 102.19 | |
| Apple (AAPL) | 0.3 | $2.1M | 7.4k | 289.35 | |
| Applied Materials (AMAT) | 0.3 | $2.1M | 2.9k | 723.00 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $2.0M | 84k | 24.22 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $2.0M | 3.9k | 509.47 | |
| Bank Of Montreal Cadcom (BMO) | 0.3 | $2.0M | 11k | 176.70 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.3 | $1.9M | 86k | 22.37 | |
| American Electric Power Company (AEP) | 0.3 | $1.9M | 14k | 136.81 | |
| Deere & Company (DE) | 0.3 | $1.8M | 2.9k | 634.33 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.8M | 57k | 31.71 | |
| Bok Finl Corp Com New (BOKF) | 0.3 | $1.8M | 13k | 138.88 | |
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.2 | $1.7M | 39k | 44.36 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.7M | 70k | 24.23 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.2 | $1.6M | 72k | 22.89 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.2 | $1.6M | 76k | 21.65 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.6M | 23k | 71.25 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.6M | 14k | 113.26 | |
| Palo Alto Networks (PANW) | 0.2 | $1.6M | 4.6k | 341.02 | |
| Fortinet (FTNT) | 0.2 | $1.6M | 10k | 153.62 | |
| Gilead Sciences (GILD) | 0.2 | $1.5M | 12k | 126.34 | |
| Nutrien (NTR) | 0.2 | $1.5M | 24k | 62.95 | |
| United Parcel Svcs CL B (UPS) | 0.2 | $1.5M | 14k | 107.50 | |
| Target Corporation (TGT) | 0.2 | $1.5M | 11k | 130.61 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | 9.6k | 136.72 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | 4.0k | 327.33 | |
| GSK Sponsored Adr (GSK) | 0.2 | $1.3M | 24k | 52.42 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.2M | 4.1k | 303.09 | |
| Pfizer (PFE) | 0.2 | $1.2M | 51k | 24.08 | |
| Spdr Index Shs Fds St Intl Cap Etf (GWX) | 0.2 | $1.2M | 28k | 43.76 | |
| Flex Ord (FLEX) | 0.2 | $1.2M | 7.5k | 162.07 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 20k | 57.62 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.2M | 9.9k | 116.67 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.1M | 7.7k | 148.31 | |
| Smucker J M Com New (SJM) | 0.2 | $1.1M | 9.7k | 112.50 | |
| Datadog Cl A Com (DDOG) | 0.2 | $1.1M | 4.1k | 260.36 | |
| Norfolk Southern (NSC) | 0.2 | $1.1M | 3.4k | 314.59 | |
| Meta Platforms Cl A (META) | 0.2 | $1.1M | 1.9k | 563.39 | |
| Genuine Parts Company (GPC) | 0.2 | $1.1M | 9.0k | 117.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.0M | 2.1k | 500.39 | |
| DTE Energy Company (DTE) | 0.1 | $1.0M | 6.8k | 152.37 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.0M | 2.8k | 370.00 | |
| McDonald's Corporation (MCD) | 0.1 | $984k | 3.6k | 270.31 | |
| Pepsi (PEP) | 0.1 | $975k | 7.2k | 135.40 | |
| Danaher Corporation (DHR) | 0.1 | $967k | 5.1k | 190.48 | |
| Digital Realty Trust (DLR) | 0.1 | $961k | 5.4k | 179.57 | |
| Chevron Corporation (CVX) | 0.1 | $950k | 5.7k | 165.76 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $947k | 22k | 42.66 | |
| Phillips 66 (PSX) | 0.1 | $946k | 5.6k | 169.05 | |
| Medtronic SHS (MDT) | 0.1 | $940k | 12k | 78.23 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $931k | 11k | 83.75 | |
| ConocoPhillips (COP) | 0.1 | $911k | 8.8k | 103.96 | |
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $887k | 28k | 32.16 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $882k | 12k | 76.40 | |
| Jfrog Ord Shs (FROG) | 0.1 | $864k | 9.5k | 90.88 | |
| Edison International (EIX) | 0.1 | $854k | 12k | 74.45 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $847k | 7.9k | 107.00 | |
| Analog Devices (ADI) | 0.1 | $846k | 2.1k | 397.17 | |
| RPM International (RPM) | 0.1 | $805k | 7.2k | 111.15 | |
| Walt Disney Company (DIS) | 0.1 | $800k | 8.3k | 96.25 | |
| Kla Corp Com New (KLAC) | 0.1 | $799k | 2.6k | 301.71 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $784k | 394.00 | 1989.44 | |
| Polaris Industries (PII) | 0.1 | $763k | 11k | 68.44 | |
| Philip Morris International (PM) | 0.1 | $752k | 4.2k | 180.90 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $749k | 47k | 16.03 | |
| Twilio Cl A (TWLO) | 0.1 | $741k | 3.6k | 206.33 | |
| Southern Company (SO) | 0.1 | $738k | 7.7k | 95.71 | |
| Servicenow (NOW) | 0.1 | $730k | 7.4k | 99.28 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $722k | 1.5k | 477.57 | |
| Regency Centers Corporation (REG) | 0.1 | $714k | 9.0k | 79.74 | |
| Corteva (CTVA) | 0.1 | $714k | 8.4k | 84.69 | |
| Uber Technologies (UBER) | 0.1 | $708k | 9.8k | 72.16 | |
| Kinder Morgan (KMI) | 0.1 | $685k | 21k | 31.97 | |
| salesforce (CRM) | 0.1 | $679k | 4.3k | 156.66 | |
| At&t (T) | 0.1 | $673k | 33k | 20.70 | |
| Spdr Series Trust St Bloo High Etf (JNK) | 0.1 | $671k | 7.0k | 96.37 | |
| Blackrock (BLK) | 0.1 | $652k | 678.00 | 961.63 | |
| Home Depot (HD) | 0.1 | $647k | 1.8k | 352.71 | |
| Standard Motor Products (SMP) | 0.1 | $646k | 17k | 38.97 | |
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $628k | 13k | 50.37 | |
| Moderna (MRNA) | 0.1 | $627k | 8.9k | 70.03 | |
| Oracle Corporation (ORCL) | 0.1 | $621k | 4.2k | 146.56 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $616k | 4.9k | 126.58 | |
| Union Pacific Corporation (UNP) | 0.1 | $603k | 2.2k | 272.00 | |
| Equity Residential Sh Ben Int (EQR) | 0.1 | $586k | 8.6k | 67.93 | |
| Shell Spon Ads (SHEL) | 0.1 | $584k | 7.5k | 77.54 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $576k | 2.8k | 205.03 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $572k | 22k | 26.65 | |
| Paypal Holdings (PYPL) | 0.1 | $564k | 13k | 43.18 | |
| Sl Green Realty Corp (SLG) | 0.1 | $563k | 11k | 51.77 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $560k | 9.4k | 59.69 | |
| Kraft Heinz (KHC) | 0.1 | $558k | 24k | 23.62 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $557k | 5.5k | 100.67 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $555k | 11k | 52.65 | |
| Clorox Company (CLX) | 0.1 | $554k | 5.8k | 95.44 | |
| General Mills (GIS) | 0.1 | $544k | 16k | 34.80 | |
| Dow (DOW) | 0.1 | $532k | 20k | 27.36 | |
| FedEx Corporation (FDX) | 0.1 | $530k | 1.7k | 313.07 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $529k | 14k | 36.84 | |
| Cognex Corporation (CGNX) | 0.1 | $527k | 7.3k | 72.42 | |
| Tyson Foods Cl A (TSN) | 0.1 | $521k | 9.1k | 57.25 | |
| Elanco Animal Health (ELAN) | 0.1 | $509k | 21k | 24.61 | |
| Procter & Gamble Company (PG) | 0.1 | $503k | 3.4k | 146.64 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $495k | 4.0k | 124.17 | |
| Visa Com Cl A (V) | 0.1 | $491k | 1.4k | 343.09 | |
| Crown Castle Intl (CCI) | 0.1 | $476k | 6.3k | 75.73 | |
| AvalonBay Communities (AVB) | 0.1 | $473k | 2.5k | 188.69 | |
| ConAgra Foods (CAG) | 0.1 | $471k | 35k | 13.46 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $469k | 6.5k | 72.51 | |
| Nike CL B (NKE) | 0.1 | $453k | 11k | 41.05 | |
| Peak (DOC) | 0.1 | $453k | 21k | 21.40 | |
| Bce Com New (BCE) | 0.1 | $452k | 21k | 21.51 | |
| Cullen/Frost Bankers (CFR) | 0.1 | $452k | 2.9k | 154.52 | |
| Boston Properties (BXP) | 0.1 | $450k | 6.8k | 66.31 | |
| S&p Global (SPGI) | 0.1 | $440k | 1.1k | 407.26 | |
| Illumina (ILMN) | 0.1 | $436k | 2.5k | 175.83 | |
| Hasbro (HAS) | 0.1 | $436k | 5.3k | 82.59 | |
| American Tower Reit (AMT) | 0.1 | $433k | 2.6k | 163.57 | |
| Valero Energy Corporation (VLO) | 0.1 | $428k | 1.6k | 260.48 | |
| Public Service Enterprise (PEG) | 0.1 | $425k | 5.2k | 81.16 | |
| Snap-on Incorporated (SNA) | 0.1 | $424k | 1.1k | 402.45 | |
| Hershey Company (HSY) | 0.1 | $416k | 2.4k | 175.45 | |
| Dollar General (DG) | 0.1 | $405k | 3.5k | 115.11 | |
| 3M Company (MMM) | 0.1 | $400k | 2.5k | 161.91 | |
| Wendy's/arby's Group (WEN) | 0.1 | $394k | 48k | 8.29 | |
| Eaton Corp SHS (ETN) | 0.1 | $385k | 904.00 | 426.12 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $383k | 3.3k | 117.50 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $358k | 11k | 34.00 | |
| Evergy (EVRG) | 0.1 | $354k | 4.1k | 86.43 | |
| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $352k | 4.0k | 87.93 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $347k | 464.00 | 746.77 | |
| Best Buy (BBY) | 0.0 | $342k | 4.5k | 75.88 | |
| Booking Holdings (BKNG) | 0.0 | $339k | 1.9k | 178.24 | |
| Autodesk (ADSK) | 0.0 | $330k | 1.7k | 194.42 | |
| BorgWarner (BWA) | 0.0 | $326k | 4.9k | 66.40 | |
| Sentinelone Cl A (S) | 0.0 | $324k | 19k | 16.97 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $320k | 3.0k | 106.47 | |
| Sofi Technologies (SOFI) | 0.0 | $318k | 18k | 17.93 | |
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $313k | 3.4k | 93.05 | |
| Verizon Communications (VZ) | 0.0 | $306k | 7.2k | 42.34 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $306k | 16k | 19.12 | |
| Enterprise Products Partners (EPD) | 0.0 | $305k | 8.3k | 36.76 | |
| eBay (EBAY) | 0.0 | $302k | 2.7k | 111.75 | |
| Edwards Lifesciences (EW) | 0.0 | $300k | 3.3k | 90.46 | |
| Unilever Spon Adr New (UL) | 0.0 | $292k | 4.9k | 60.12 | |
| Pinterest Cl A (PINS) | 0.0 | $288k | 14k | 21.03 | |
| Globus Med Cl A (GMED) | 0.0 | $275k | 3.5k | 79.01 | |
| Albemarle Corporation (ALB) | 0.0 | $273k | 2.0k | 135.05 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $266k | 2.4k | 110.35 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $264k | 4.6k | 57.84 | |
| Abbott Laboratories (ABT) | 0.0 | $261k | 2.9k | 90.74 | |
| Tyler Technologies (TYL) | 0.0 | $256k | 874.00 | 292.46 | |
| Biogen Idec (BIIB) | 0.0 | $247k | 1.1k | 216.06 | |
| UnitedHealth (UNH) | 0.0 | $247k | 593.00 | 415.63 | |
| L3harris Technologies (LHX) | 0.0 | $241k | 829.00 | 290.59 | |
| Sonic Automotive Cl A (SAH) | 0.0 | $241k | 2.8k | 84.79 | |
| Coca-Cola Company (KO) | 0.0 | $235k | 2.9k | 81.27 | |
| Zimmer Holdings (ZBH) | 0.0 | $235k | 2.7k | 86.09 | |
| NVIDIA Corporation (NVDA) | 0.0 | $233k | 1.2k | 200.11 | |
| Dominion Resources (D) | 0.0 | $233k | 3.4k | 68.29 | |
| Keurig Dr Pepper (KDP) | 0.0 | $230k | 7.0k | 32.73 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $227k | 453.00 | 501.36 | |
| Timken Company (TKR) | 0.0 | $225k | 1.5k | 145.32 | |
| NiSource (NI) | 0.0 | $225k | 4.7k | 47.55 | |
| Ecolab (ECL) | 0.0 | $224k | 805.00 | 278.61 | |
| Qualcomm (QCOM) | 0.0 | $217k | 1.2k | 184.72 | |
| Zoetis Cl A (ZTS) | 0.0 | $215k | 3.0k | 71.86 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $209k | 1.1k | 189.74 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $203k | 3.2k | 64.01 | |
| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $200k | 4.2k | 47.16 | |
| Phreesia (PHR) | 0.0 | $198k | 19k | 10.29 | |
| C3 Ai Cl A (AI) | 0.0 | $174k | 19k | 9.09 |