Probity Advisors, Inc.
Annual return '25
+12.9%
SPY '25
+17.7%
Alpha
-4.8ptsvs SPY
Invested
$1.3B
Holdings
229
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$IVE
ISHARES TR
Q4 2025: Exited (was 293.9k shares)
10.0%
02
$IVW
ISHARES TR
Q4 2025: Exited (was 501.3k shares)
9.0%
03
$IEFA
ISHARES TR
Q4 2025: Sold 93.5% (451.4k → 29.3k shares)
6.6%
04
$IJS
ISHARES TR
Q4 2025: Exited (was 175.6k shares)
3.2%
05
$IJT
ISHARES TR
Q4 2025: Exited (was 109.1k shares)
2.6%
06
$SPYV
SPDR SERIES TRUST
Q4 2025: Sold 95.7% (256.6k → 11.0k shares)
2.5%
07
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Exited (was 321.8k shares)
2.4%
08
$HYG
ISHARES TR
Q1 2026: Sold 1.9% (13.2k → 12.9k shares)
2.3%
09
$SPYG
SPDR SERIES TRUST
Q4 2025: Sold 95.6% (133.8k → 5.9k shares)
2.3%
10
$IEMG
ISHARES INC
Q1 2026: Increased +0.8% (24.4k → 24.6k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:05 UTC.