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Filers›Asset Manager›Probity Advisors, Inc.
DOSSIER · 13F-HR · Q1 2026

Probity Advisors, Inc.

Probity's asset manager based in New York, NY — $631M in tracked AUM across 230 positions as of Q1 2026.

P
Probity·New York, NY·Asset Manager
CIK 0001676603 · last filed Mar 31, 2026
Total AUM
$631M
▲ 1.6%
vs prior
Holdings
230
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
45% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Probity Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVE
ISHARES TR
$63M297K9.9%
02
IVW
ISHARES TR
$57M501K9.0%
03
IEFA
ISHARES TR
$42M461K6.6%
04
IJS
ISHARES TR
$20M171K3.2%
05
IJT
ISHARES TR
$16M112K2.6%
06
SPYV
SPDR SERIES TRUST
$16M280K2.5%
07
SPDW
SPDR INDEX SHS FDS
$15M325K2.4%
08
HYG
ISHARES TR
$15M183K2.3%
09
SPYG
SPDR SERIES TRUST
$15M148K2.3%
10
IEMG
ISHARES INC
$13M182K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Probity
haiku-4-5 · 230 positions indexed
Sector mix
  • Tech45%
  • Financials7%
  • Health Care4%
  • Industrials11%
  • Energy16%
  • Other17%
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