Probity Advisors, Inc. — 13F Holdings & Portfolio

CIK 1676603 · latest 13F-HR filed 2026-07-31

Probity Advisors, Inc. manages $699.2M in 13F-reported U.S. long-equity assets across 232 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVE (9.67%), IVW (9.63%), IEFA (6.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 6, added to 127, and trimmed 50.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
10000 N. CENTRAL EXPRESSWAY, #1326
DALLAS, TX 75231
Phone
(214) 891-8131
Filing Manager
Probity Advisors, Inc.
DALLAS, TX
Signatory
Christopher Sorrow
Chief Compliance Officer
Loading holdings…
AUM

$699.2M

Long-equity book

Holdings

232

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+8 / −6 / ↑127 / ↓50

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$10.7M +18.8%
  • ISHARES TR$4.9M +7.8%
  • LAM RESEARCH CORP$4.2M +66.4%
  • ISHARES TR$3.6M +22.1%
  • ISHARES TR$3.3M +8.0%
Show all 127

Top Trims

  • ISHARES TR-$2.9M -46.4%
  • ISHARES TR-$2.7M -46.7%
  • ISHARES TR-$1.6M -43.4%
  • ISHARES TR-$1.5M -43.7%
  • ISHARES TR-$1.3M -44.0%
Show all 50

New Positions

  • CHIPOTLE MEXICAN GRILL INC$358.3K
  • UNITEDHEALTH GROUP INC$246.5K
  • SONIC AUTOMOTIVE INC$240.7K
  • NVIDIA CORPORATION$233.1K
  • KEURIG DR PEPPER INC$229.9K
Show all 8

Exited Positions

  • COGNIZANT TECHNOLOGY SOLUTIO$274.4K
  • ISHARES TR$266.5K
  • NORTHROP GRUMMAN CORP$242.2K
  • AMERICAN WTR WKS CO INC NEW$213.8K
  • COSTCO WHOLESALE CORPORATION$208.3K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVE 464287408 $67.6M 9.67% 297,845 SH
2 ISHARES TR IVW 464287309 $67.3M 9.63% 489,655 SH
3 ISHARES TR IEFA 46432F842 $45.0M 6.44% 466,357 SH
4 ISHARES TR IJS 464287879 $23.1M 3.31% 169,228 SH
5 ISHARES TR IJT 464287887 $19.8M 2.83% 110,713 SH
6 SPDR SERIES TRUST SPYG 78464A409 $16.9M 2.42% 142,395 SH
7 SPDR SERIES TRUST SPYV 78464A508 $16.7M 2.39% 275,176 SH
8 SPDR INDEX SHS FDS SPDW 78463X889 $16.2M 2.31% 320,953 SH
9 ISHARES TR HYG 464288513 $15.1M 2.16% 189,043 SH
10 ISHARES INC IEMG 46434G103 $14.7M 2.11% 177,878 SH
11 ISHARES TR IBDU 46436E205 $12.5M 1.79% 540,849 SH
12 ISHARES TR IBDV 46436E726 $12.4M 1.78% 569,582 SH
13 ISHARES TR IBDW 46436E486 $11.9M 1.71% 573,243 SH
14 ISHARES TR IBTK 46436E593 $11.7M 1.68% 601,267 SH
15 ISHARES TR IBTJ 46436E825 $11.5M 1.64% 530,491 SH
16 ISHARES TR IBTL 46436E460 $11.3M 1.61% 558,788 SH
17 LAM RESEARCH CORP LRCX 512807306 $10.5M 1.51% 24,296 SH
18 ISHARES TR IBDX 46436E312 $10.5M 1.50% 415,729 SH
19 ISHARES TR EMB 464288281 $9.9M 1.41% 102,476 SH
20 ISHARES TR IBTM 46436E296 $9.9M 1.41% 434,420 SH
21 ISHARES TR FLOT 46429B655 $7.2M 1.04% 142,005 SH
22 MICROSOFT CORP MSFT 594918104 $6.7M 0.97% 18,095 SH
23 ISHARES TR IBDZ 46438G653 $6.0M 0.87% 232,182 SH
24 ISHARES TR IBDY 46436E130 $6.0M 0.85% 231,197 SH
25 SPDR SERIES TRUST SLYV 78464A300 $5.9M 0.84% 53,973 SH
26 ISHARES TR IBTO 46436E148 $5.9M 0.84% 243,911 SH
27 SPDR INDEX SHS FDS SPEM 78463X509 $5.9M 0.84% 113,514 SH
28 SPDR SERIES TRUST SLYG 78464A201 $5.3M 0.76% 44,748 SH
29 BROADCOM INC AVGO 11135F101 $4.6M 0.66% 12,155 SH
30 ISHARES TR IBCA 46438G372 $4.6M 0.66% 179,280 SH
31 ISHARES TR IBTQ 46438G422 $4.5M 0.64% 177,711 SH
32 ISHARES TR IBTP 46438G646 $4.4M 0.63% 174,395 SH
33 VANGUARD INDEX FDS VBK 922908595 $4.4M 0.63% 12,040 SH
34 VANGUARD INDEX FDS VUG 922908736 $4.3M 0.62% 49,945 SH
35 ISHARES TR IDEV 46435G326 $4.3M 0.61% 48,002 SH
36 TEXAS INSTRS INC TXN 882508104 $4.1M 0.59% 13,763 SH
37 GOLDMAN SACHS GROUP INC GS 38141G104 $3.7M 0.54% 3,706 SH
38 ADVANCED MICRO DEVICES INC AMD 007903107 $3.6M 0.51% 6,141 SH
39 ISHARES TR IBDT 46435U515 $3.4M 0.48% 134,177 SH
40 ARISTA NETWORKS INC ANET 040413205 $3.4M 0.48% 19,764 SH
41 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $3.3M 0.47% 35,971 SH
42 CISCO SYS INC CSCO 17275R102 $3.3M 0.47% 27,871 SH
43 ISHARES TR EFA 464287465 $3.3M 0.47% 31,376 SH
44 ELI LILLY & CO LLY 532457108 $3.3M 0.47% 2,714 SH
45 AMAZON COM INC AMZN 023135106 $3.1M 0.45% 13,121 SH
46 ABBVIE INC ABBV 00287Y109 $3.1M 0.44% 12,209 SH
47 ISHARES TR IBTI 46436E833 $3.1M 0.44% 138,205 SH
48 CATERPILLAR INC CAT 149123101 $3.0M 0.43% 2,826 SH
49 ISHARES TR SCZ 464288273 $2.9M 0.41% 35,087 SH
50 ALPHABET INC GOOGL 02079K305 $2.8M 0.39% 7,717 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $699.2M 232 0001676603-26-000004
2026-03-31 2026-04-28 $631.2M 230 0001676603-26-000002
2025-12-31 2026-01-27 $624.4M 232 0001676603-26-000001