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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 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRP TC ENERGY CORP Energy 10,698.0 $709K 0.06% -1K -12.2% $66.29 -5.9%
42 HD HOME DEPOT INC Consumer Cyclical 1,939.0 $684K 0.06% -598.0 -23.6% $352.63 -2.4%
43 TBIL RBB FD INC 13,104.0 $653K 0.05% -7K -35.7% $49.86 +0.2%
44 B BARRICK MNG CORP Basic Materials 16,600.0 $610K 0.05% -8K -32.8% $36.73 +22.9%
45 ABT ABBOTT LABORATORIES Healthcare 6,670.0 $605K 0.05% -1K -17.4% $90.75 +26.1%
46 BAC BANK OF AMER CORP Financial Services 9,861.0 $562K 0.05% -510.0 -4.9% $56.98 +10.9%
47 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 43,242.0 $553K 0.04% -293.0 -0.7% $12.80 -3.4%
48 ANGLOGOLD ASHANTI PLC 6,519.0 $527K 0.04% -5K -43.1% $80.89
49 TGT TARGET CORP Consumer Defensive 3,942.0 $515K 0.04% -290.0 -6.8% $130.61 +21.8%
50 IWV ISHARES TR 1,145.0 $488K 0.04% -690.0 -37.6% $426.40 +2.8%
51 DFAC DIMENSIONAL ETF TRUST 10,453.0 $464K 0.04% -454.0 -4.2% $44.36 +3.2%
52 MMM 3M CO Industrials 2,638.0 $427K 0.04% -190.0 -6.7% $161.91 +11.5%
53 PAAS PAN AMERN SILVER CORP Basic Materials 9,343.0 $418K 0.03% -1K -12.4% $44.79 +12.3%
54 RSG REPUBLIC SVCS INC Industrials 1,892.0 $403K 0.03% -635.0 -25.1% $213.08 +3.7%
55 VLO VALERO ENERGY CORP Energy 1,526.0 $397K 0.03% -805.0 -34.5% $260.48 +32.9%
56 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,495.0 $384K 0.03% -1K -27.4% $109.77 +0.1%
57 GE GE AEROSPACE Industrials 1,014.0 $379K 0.03% -50.0 -4.7% $373.73 -4.7%
58 VTES VANGUARD WELLINGTON FD 3,680.0 $373K 0.03% -987.0 -21.1% $101.31 -0.4%
59 EXPAND ENERGY CORPORATION 3,917.0 $357K 0.03% -91.0 -2.3% $91.19
60 COKE COCA COLA CONS INC Consumer Defensive 1,808.0 $345K 0.03% -572.0 -24.0% $190.92 -2.1%
Page 3 of 4  ·  74 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%