Probity Advisors, Inc.
•CIK: 1676603•Filing: Q4 2025
**Probity Advisors, Inc.** manages $624M across a diversified portfolio of 232 holdings. The strategy shows significant overweighting in core indices, notably allocating $62.1M to IVE and $59.9M to IVW. Further concentration is evident in international and sector exposure, with $40.6M in IEFA and $19.7M in IJS. The top ten positions alone account for over $300M, indicating a systematic, index-tilted approach to market exposure.
Total AUM
$624.4M
QoQ Performance
+1.2%
Positions
178
Top 10 Concentration
43.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVE
IVW
IEFA
IVE9.9%
IVW9.6%
IEFA6.5%
IJS3.2%
SPYV2.5%
IJT2.5%
SPYG2.5%
SPDW2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.6%
Technology6.0%
Healthcare2.5%
Consumer1.8%
Financial1.7%
Industrial1.3%
Energy0.4%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$3.8M
+35 more exited positions
Changes from Q3 2025
NEW5 new positions
↑68 increased
↓121 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023