account_balance

Investment manager · 13F filer · SEC CIK 1676603

Probity Advisors, Inc.

Reported value$700Mas of Sep 30, 2026
Positions226 3 new, 9 sold out
Top 10 weight43.3%IVW alone is 10%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVW iShares Tr 9.8% Held
IVE iShares Tr 9.7% Held
IEFA iShares Tr 6.5% Held
IJS iShares Tr 3.1% Held
SPYG SPDR Series Trust 2.6% Added +3%
IJT iShares Tr 2.5% Held
SPYV SPDR Series Trust 2.5% Added +4%
SPDW SPDR Index SHS FDS 2.4% Added +3%
HYG iShares Tr 2.2% Added +5%
IEMG iShares Inc 2.1% Held
IBDU iShares Tr 1.9% Added +8%
IBDV iShares Tr 1.9% Added +9%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 31, 2026 filing
add_circleNew
arrow_upwardAdded
  • XOM +31%
  • IBDX +18%
  • IBTM +18%
  • IBTQ +15%
arrow_downwardTrimmed
  • IBTI −48%
  • IBDT −47%
  • MU −11%
  • FTNT −8%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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