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Portfolio (Quarterly) Guide ↗

Oxbow Advisors, LLC

· CIK 0001564770
13F Portfolio $1.2B AUM 265 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 54 New 87 Added 74 Reduced 39 Exited
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 3,575.0 $459K 0.04% +292.0 +8.9% $128.50 +18.5%
82 IEI ISHARES TR 3,908.0 $459K 0.04% +2K +82.1% $117.45 -0.6%
83 BA BOEING CO Industrials 1,715.0 $371K 0.03% +150.0 +9.6% $216.47 +2.6%
84 OXY OCCIDENTAL PETE CORP Energy 7,120.0 $346K 0.03% +75.0 +1.1% $48.57 +23.7%
85 GIS GENERAL MILLS INC Consumer Defensive 9,184.0 $320K 0.03% +2K +20.8% $34.80 +14.9%
86 VUG VANGUARD INDEX FDS 3,696.0 $318K 0.03% +3K +245.4% $86.14 +2.1%
87 AVK ADVENT CONV & INCOME FD Financial Services 15,540.0 $204K 0.02% +844.0 +5.7% $13.10 -3.7%
Page 5 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 25.8%
Financial Services 19.1%
Basic Materials 13.6%
Technology 9.6%
Healthcare 8.5%
Consumer Cyclical 6.4%
Industrials 4.2%
Communication Services 4.1%
Consumer Defensive 3.3%
Utilities 2.9%