Skip to main content

Probity Advisors, Inc.

SEC CIK
0001676603
Latest filing
Jul 31, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 10, 2023. Long positions only.

Institution overview
Positions
188
No filing for Q1 2023
Portfolio value
$458.0M
No filing for Q1 2023
Filed
Aug 10, 2023
SEC

Probity Advisors, Inc. did not file a 13F for Q1 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Probity Advisors, Inc. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares S&P 500 Value ETF464287408ETF290,916$46.9M10.2%–––
iShares S&P 500 Growth ETF464287309ETF543,866$38.3M8.4%–––
iShares Tr46434V1000-5YR INVT GR CP597,951$28.8M6.3%–––
iShares S&P Small-Cap 600 Value ETF464287879ETF278,202$26.5M5.8%–––
iShares Core MSCI Eafe ETF46432F842ETF348,321$23.5M5.1%–––
iShares Tr46434V4070-5YR HI YL CP457,475$19.0M4.1%–––
iShares Tr464288281JPMORGAN USD EMG186,347$16.1M3.5%–––
iShares Tr46429B655FLTG RATE NT ETF291,274$14.8M3.2%–––
iShares S&P Small-Cap 600 Growth ETF464287887ETF109,067$12.5M2.7%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF197,047$9.71M2.1%–––
MSFTMicrosoft CorpStock23,654$8.06M1.8%––History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF271,543$7.99M1.7%–––
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF173,585$7.50M1.6%–––
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF213,838$6.96M1.5%–––
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG333,532$6.50M1.4%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF105,902$6.46M1.4%–––
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF74,230$5.73M1.3%–––
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF168,430$5.41M1.2%–––
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF49,572$5.36M1.2%–––
iShares Tr4642874571 3 YR TREAS BD57,325$4.65M1.0%–––
MCHPMicrochip Technology IncStock49,441$4.43M1.0%––History
iShares Tr464288513IBOXX HI YD ETF57,636$4.33M0.9%–––
iShares Tr464288646ISHS 1-5YR INVS79,565$3.99M0.9%–––
SPDR Index Shs FDS78463X509ST PORT MARK ETF111,284$3.83M0.8%–––
iShares Tr464288158SHRT NAT MUN ETF35,375$3.68M0.8%–––
iShares Tr46435G326CORE MSCI INTL53,356$3.26M0.7%–––
LRCXLam Research CorpCOM5,016$3.22M0.7%––History
Vanguard Morningstar Small-Cap Growth ETF922908595ETF13,372$3.07M0.7%–––
Vanguard Morningstar Growth ETF922908736ETF10,201$2.89M0.6%–––
iShares Tr464288273EAFE SML CP ETF46,653$2.75M0.6%–––
iShares MSCI Eafe ETF464287465ETF35,890$2.60M0.6%–––
SPDR Series Trust78464A201ST STR SP600GRWO33,698$2.59M0.6%–––
LLYEli Lilly & CoStock5,250$2.46M0.5%––History
TXNTexas Instruments IncStock13,236$2.38M0.5%––History
SBUXStarbucks CorpStock23,500$2.33M0.5%––History
ABBVAbbVie Inc.Stock15,482$2.09M0.5%––History
AVGOBroadcom Inc.Stock2,332$2.02M0.4%––History
MRKMerck & Co., Inc.Stock17,223$1.99M0.4%––History
Vanguard Morningstar Value ETF922908744ETF13,517$1.92M0.4%–––
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF17,026$1.88M0.4%–––
DEDeere & CoStock4,506$1.83M0.4%––History
MCDMcDonalds CorpStock6,105$1.82M0.4%––History
JNJJohnson & JohnsonStock10,672$1.77M0.4%––History
GSGoldman Sachs Group IncStock5,445$1.76M0.4%––History
CATCaterpillar IncStock7,059$1.74M0.4%––History
AAPLApple Inc.Stock8,944$1.73M0.4%––History
iShares Core S&P Small Cap ETF464287804ETF16,354$1.63M0.4%–––
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD21,452$1.62M0.4%–––
AMZNAmazon Com IncStock12,187$1.59M0.3%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF9,106$1.51M0.3%–––
ANETArista Networks, Inc.COM9,243$1.50M0.3%––History
BACBank of America CorpStock48,045$1.38M0.3%––History
CSCOCisco Systems, Inc.Stock25,349$1.31M0.3%––History
SJMJ M SMUCKER CoStock8,740$1.29M0.3%––History
LMTLockheed Martin CorpStock2,735$1.26M0.3%––History
UPSUnited Parcel Service IncStock6,911$1.24M0.3%––History
PFEPfizer IncStock33,766$1.24M0.3%––History
ALBAlbemarle CorpStock5,392$1.20M0.3%––History
NSCNorfolk Southern CorpStock5,294$1.20M0.3%––History
INTCIntel CorpStock33,728$1.13M0.2%––History
PEGPublic Service Enterprise Group IncCOM17,437$1.09M0.2%––History
GOOGAlphabet Inc.Stock9,017$1.09M0.2%––History
TGTTarget CorpStock8,252$1.09M0.2%––History
SPDR Index Shs FDS78463X871ST INTL CAP ETF35,099$1.07M0.2%–––
URIUnited Rentals, Inc.COM2,314$1.03M0.2%––History
NTRNutrien Ltd.COM17,421$1.03M0.2%––History
Vanguard Morningstar Small-Cap ETF922908751ETF5,037$1.00M0.2%–––
JPMJPMorgan Chase & CoStock6,876$1.00M0.2%––History
HDHome Depot, Inc.Stock3,200$994.0K0.2%––History
BOKFBok Financial CorpCOM NEW12,295$993.2K0.2%––History
COPConocoPhillipsStock9,393$973.2K0.2%––History
BCEBce IncCOM NEW21,342$973.0K0.2%––History
VZVerizon Communications IncStock26,048$968.7K0.2%––History
GOOGLAlphabet Inc.Stock8,091$968.5K0.2%––History
AEPAmerican Electric Power Co IncStock11,476$966.3K0.2%––History
Vanguard Ftse Developed Markets ETF921943858ETF20,764$958.9K0.2%–––
ADMArcher-Daniels-Midland CoStock11,824$893.4K0.2%––History
SPDR Series Trust78468R622ST BLOO HIGH ETF9,522$876.3K0.2%–––
CFRCullen/Frost Bankers, Inc.COM8,133$874.5K0.2%––History
AMEAmetek IncCOM5,400$874.2K0.2%––History
KKellanovaStock12,898$869.3K0.2%––History
RPMRPM International IncCOM9,654$866.3K0.2%––History
BMOBank of MontrealCOM9,553$862.7K0.2%––History
USBUS Bancorp DECOM NEW25,616$846.4K0.2%––History
TDToronto Dominion BankStock13,475$835.6K0.2%––History
PGProcter & Gamble CoStock5,403$819.9K0.2%––History
GPCGenuine Parts CoStock4,836$818.4K0.2%––History
AMDAdvanced Micro Devices IncStock7,010$798.5K0.2%––History
KHCKraft Heinz CoStock22,453$797.1K0.2%––History
DEODiageo PLCSPON ADR NEW4,515$783.3K0.2%––History
WMTWalmart Inc.Stock4,717$741.4K0.2%––History
DTEDte Energy CoCOM6,681$735.0K0.2%––History
GILDGilead Sciences, Inc.Stock9,493$731.6K0.2%––History
NKENIKE, Inc.Stock6,523$719.9K0.2%––History
PMPhilip Morris International Inc.Stock7,249$707.6K0.2%––History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF13,002$707.4K0.2%–––
SPYSPDR S&P 500 ETF TrustETF1,547$685.8K0.1%––History
BRK.BBerkshire Hathaway IncStock1,971$672.1K0.1%––History
QSRRestaurant Brands International Inc.COM8,603$666.9K0.1%––History
NOWServiceNow, Inc.Stock1,185$665.9K0.1%––History