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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BANK OF AMER CORP 273.0 $343K 0.03% -56.0 -17.0% $1255.19
62 WELLS FARGO & CO 272.0 $315K 0.03% -92.0 -25.3% $1157.00
63 IWP ISHARES TR 1,959.0 $287K 0.02% -1K -34.9% $146.39 -1.8%
64 AMAT APPLIED MATLS INC Technology 385.0 $278K 0.02% -415.0 -51.9% $723.00 -31.4%
65 VOE VANGUARD INDEX FDS 1,364.0 $270K 0.02% -732.0 -34.9% $197.60 +5.8%
66 ADBE ADOBE INC Technology 1,220.0 $250K 0.02% -15K -92.4% $205.02 +32.9%
67 LNT ALLIANT ENERGY CORP Utilities 3,200.0 $244K 0.02% -2K -34.9% $76.29 -8.0%
68 PM PHILIP MORRIS INTL INC Consumer Defensive 1,346.0 $244K 0.02% -309.0 -18.7% $180.91 +5.0%
69 FCG FIRST TR EXCHANGE-TRADED FD 8,737.0 $232K 0.02% -4K -30.4% $26.61 +16.7%
70 WEC WEC ENERGY GROUP INC Utilities 1,971.0 $230K 0.02% -582.0 -22.8% $116.77 -6.4%
71 META META PLATFORMS INC Communication Services 396.0 $223K 0.02% -134.0 -25.3% $563.29 -3.1%
72 VONE VANGUARD SCOTTSDALE FDS 656.0 $222K 0.02% -384.0 -36.9% $338.72 +2.9%
73 PSA PUBLIC STORAGE Real Estate 659.0 $210K 0.02% -224.0 -25.4% $318.31 +2.1%
74 SH PROSHARES TR 6,250.0 $206K 0.02% -797.0 -11.3% $33.02 -2.2%
Page 4 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%