Probity Advisors, Inc.

CIK: 0001676603Latest portfolio: $624.4M · Q4 2025

Holdings

232

Total Value

$624.4M

New Positions

230

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
IVEISHARES TR
292,640$62.1M9.94%NEW
2
IVWISHARES TR
486,359$59.9M9.60%NEW
3
AQLTISHARES TR
453,369$40.6M6.50%NEW
4
IJSISHARES TR
173,140$19.7M3.15%NEW
5
SPYVSPDR SERIES TRUST
278,079$15.8M2.53%NEW
6
IJTISHARES TR
110,007$15.5M2.49%NEW
7
SPYGSPDR SERIES TRUST
144,776$15.4M2.47%NEW
8
SPDWSPDR INDEX SHS FDS
331,650$14.7M2.36%NEW
9
HYGISHARES TR
178,197$14.4M2.30%NEW
10
IEMGISHARES INC
181,946$12.2M1.96%NEW
11
IBDUISHARES TR
452,594$10.6M1.70%NEW
12
IBDTISHARES TR
412,676$10.5M1.68%NEW
13
IBDVISHARES TR
465,937$10.3M1.65%NEW
14
IBDWISHARES TR
476,552$10.1M1.61%NEW
15
IBTKISHARES TR
486,938$9.7M1.55%NEW
16
IBMSISHARES TR
437,386$9.6M1.54%NEW
17
IBTIISHARES TR
421,498$9.4M1.51%NEW
18
IBTLISHARES TR
451,864$9.3M1.49%NEW
19
EMBISHARES TR
95,865$9.2M1.48%NEW
20
MSFTMICROSOFT CORP
18,841$9.1M1.46%NEW
21
FLOTISHARES TR
136,615$6.9M1.11%NEW
22
IBDSISHARES TR
234,269$5.7M0.91%NEW
23
LRCXLAM RESEARCH CORP
32,431$5.6M0.89%NEW
24
SPEMSPDR INDEX SHS FDS
118,286$5.5M0.89%NEW
25
IBTHISHARES TR
240,754$5.4M0.87%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($6.206059948196892e+293T)
Technology0.0% ($9.111555144972854e+103T)
Healthcare0.0% ($2.98028582191204e+70T)
Consumer Cyclical0.0% ($2.7781898127785772e+41T)
Industrials0.0% ($1.9871690139413802e+38T)
Consumer Defensive0.0% ($1.6479218397165856e+36T)
Unknown0.0% ($4.05589598350411e+26T)
Communication Services0.0% ($259125141150815649792.0T)
Energy0.0% ($1174908795794594560.0T)
Utilities0.0% ($1590883703685585.3T)
Basic Materials0.0% ($1609769595443.4T)
Real Estate0.0% ($664526518460.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$624.4M232
Q3 2025Oct 30, 2025$616.9B0
Q2 2025Jul 30, 2025$569.4B230
Q1 2025May 9, 2025$520.8B227
Q4 2024Mar 5, 2025$519.5B231

Fund Information

CIK0001676603
Most Recent FilingJan 27, 2026
Number of Filings5

Probity Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $624.4M across 232 holdings. The largest position is ISHARES TR (IVE), representing 9.9% of the portfolio. Compared to the previous quarter, the fund opened 232 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.