Arkolith/Funds/Probity Advisors, Inc.

Probity Advisors, Inc.

CIK 1676603
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Probity Advisors, Inc. holds a focused book of 232 stocks worth $699.2M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Chipotle Mexican Grill Inc and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares S&P 500 Value ETF at 10% of the equity book.

Opened
52
bought for the first time
Added to
82
already held, bought more
Trimmed
135
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
43%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

26% mapped to company sectors

ETF / fund or unclassified
74%
Information Technology
8%
Industrials
4%
Health Care
3%
Financials
3%
Consumer Discretionary
2%
Utilities
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Probity Advisors, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$398.3B
BANK OF AMERICA CORP /DE/80 / 80$316.4B
ROYAL BANK OF CANADA80 / 80$125.7B
WELLS FARGO & COMPANY/MN80 / 80$119.7B
AMERIPRISE FINANCIAL INC80 / 80$102.2B
ENVESTNET ASSET MANAGEMENT INC80 / 80$69.3B
LPL Financial LLC80 / 80$65.4B
RAYMOND JAMES FINANCIAL INC80 / 80$62.4B

Ranked by the share of each fund's own book sitting in the names it shares with Probity Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

232 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
S&P 500 VAL ETF
$67.6M297.8K
9.7%
+0.2%
Added · +694 sh
2Ishares TR
S&P 500 GRWT ETF
$67.3M489.7K
9.6%
−2.3%
Reduced · −11K sh
3Ishares TR
CORE MSCI EAFE
$45.0M466.4K
6.4%
+1.2%
Added · +6K sh
4Ishares TR
SP SMCP600VL ETF
$23.1M169.2K
3.3%
−1.3%
Reduced · −2K sh
5Ishares TR
S&P SML 600 GWT
$19.8M110.7K
2.8%
−1.0%
Reduced · −1K sh
6SPDR Series Trust
ST STR P500GRW
$16.9M142.4K
2.4%
−3.9%
Reduced · −6K sh
7SPDR Series Trust
ST STR P500VAL
$16.7M275.2K
2.4%
−1.8%
Reduced · −5K sh
8SPDR Index SHS FDS
ST STR PO EX ETF
$16.2M321.0K
2.3%
−1.3%
Reduced · −4K sh
9Ishares TR
IBOXX HI YD ETF
$15.1M189.0K
2.2%
+3.4%
Added · +6K sh
10Ishares Inc
CORE MSCI EMKT
$14.7M177.9K
2.1%
−2.3%
Reduced · −4K sh
11Ishares TR
IBONDS DEC 29
$12.5M540.8K
1.8%
+8.1%
Added · +40K sh
12Ishares TR
IBONDS DEC 2030
$12.4M569.6K
1.8%
+9.7%
Added · +51K sh
13Ishares TR
IBONDS DEC 2031
$11.9M573.2K
1.7%
+9.3%
Added · +49K sh
14Ishares TR
IBOND DEC 2030
$11.7M601.3K
1.7%
+9.6%
Added · +53K sh
15Ishares TR
IBONDS 29 TRM TS
$11.5M530.5K
1.6%
+9.3%
Added · +45K sh
16Ishares TR
IBONDS DEC 2031
$11.3M558.8K
1.6%
+11%
Added · +56K sh
17Lam Research Corp
COM NEW
$10.5M24.3K
1.5%
−18%
Reduced · −5K sh
18Ishares TR
IBONDS DEC 2032
$10.5M415.7K
1.5%
+37%
Added · +112K sh
19Ishares TR
JPMORGAN USD EMG
$9.9M102.5K
1.4%
+3.0%
Added · +3K sh
20Ishares TR
IBONDS DEC 2032
$9.9M434.4K
1.4%
+36%
Added · +115K sh
21Ishares TR
FLTG RATE NT ETF
$7.2M142.0K
1.0%
+0.8%
Added · +1K sh
22Microsoft Corp
COM
$6.7M18.1K
1.0%
−0.6%
Reduced · −104 sh
23Ishares TR
IBONDS DEC 2034
$6.0M232.2K
0.9%
+21%
Added · +40K sh
24Ishares TR
IBONDS DEC 2033
$6.0M231.2K
0.9%
+22%
Added · +42K sh
25SPDR Series Trust
ST STR SP600SM C
$5.9M54.0K
0.8%
−3.5%
Reduced · −2K sh
26Ishares TR
IBONDS DEC 2033
$5.9M243.9K
0.8%
+24%
Added · +47K sh
27SPDR Index SHS FDS
ST PORT MARK ETF
$5.9M113.5K
0.8%
−3.1%
Reduced · −4K sh
28SPDR Series Trust
ST STR SP600GRWO
$5.3M44.7K
0.8%
−3.3%
Reduced · −2K sh
29Broadcom Inc
COM
$4.6M12.2K
0.7%
−3.2%
Reduced · −408 sh
30Ishares TR
IBONDS DEC 2035
$4.6M179.3K
0.7%
+28%
Added · +39K sh
31Ishares TR
IBONDS DEC 2035
$4.5M177.7K
0.6%
+28%
Added · +39K sh
32Ishares TR
IBONDS DEC 2034
$4.4M174.4K
0.6%
+19%
Added · +28K sh
33Vanguard Index FDS
SML CP GRW ETF
$4.4M12.0K
0.6%
−3.9%
Reduced · −488 sh
34Vanguard Index FDS
GROWTH ETF
$4.3M49.9K
0.6%
+478%
Added · +41K sh
35Ishares TR
CORE MSCI INTL
$4.3M48.0K
0.6%
−1.7%
Reduced · −817 sh
36Texas Instrs Inc
COM
$4.1M13.8K
0.6%
−6.6%
Reduced · −979 sh
37Goldman Sachs Group Inc
COM
$3.7M3.7K
0.5%
−3.9%
Reduced · −149 sh
38Advanced Micro Devices Inc
COM
$3.6M6.1K
0.5%
−9.4%
Reduced · −635 sh
39Ishares TR
IBDS DEC28 ETF
$3.4M134.2K
0.5%
−46%
Reduced · −115K sh
40Arista Networks Inc
COM SHS
$3.4M19.8K
0.5%
−6.9%
Reduced · −1K sh
41Microchip Technology Inc.
COM
$3.3M36.0K
0.5%
−1.4%
Reduced · −494 sh
42Cisco Sys Inc
COM
$3.3M27.9K
0.5%
−7.5%
Reduced · −2K sh
43Ishares TR
MSCI EAFE ETF
$3.3M31.4K
0.5%
−1.0%
Reduced · −309 sh
44Eli Lilly & Co
COM
$3.3M2.7K
0.5%
+1.4%
Added · +39 sh
45Amazon Com Inc
COM
$3.1M13.1K
0.4%
+1.6%
Added · +203 sh
46Abbvie Inc
COM
$3.1M12.2K
0.4%
−0.6%
Reduced · −79 sh
47Ishares TR
IBONDS 28 TRM TS
$3.1M138.2K
0.4%
−46%
Reduced · −120K sh
48Caterpillar Inc
COM
$3.0M2.8K
0.4%
−1.7%
Reduced · −49 sh
49Ishares TR
EAFE SML CP ETF
$2.9M35.1K
0.4%
+0.5%
Added · +182 sh
50Alphabet Inc
CAP STK CL A
$2.8M7.7K
0.4%
−3.1%
Reduced · −245 sh
Showing 50 of 232 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026232$699.2M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026230$631.2M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026232$624.4M13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025235$616.9M13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025230$569.4M13F-HR
Q1 2025Mar 31, 2025May 9, 2025227$520.8M13F-HR
Q4 2024Dec 31, 2024Mar 5, 2025231$519.5M13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024227$522.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.