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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 10 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TGT TARGET CORP Consumer Defensive 3,942.0 $515K 0.04% -290.0 -6.8% $130.61 +22.0%
182 IWV ISHARES TR 1,145.0 $488K 0.04% -690.0 -37.6% $426.40 +2.2%
183 ORCL ORACLE CORP Technology 3,313.0 $486K 0.04% +616.0 +22.8% $146.55 -3.3%
184 TJX TJX COS INC NEW Consumer Cyclical 3,174.0 $481K 0.04% +812.0 +34.4% $151.50 -7.1%
185 VNOM VIPER ENERGY INC Energy 11,306.0 $479K 0.04% $42.40 +6.3%
186 DFAC DIMENSIONAL ETF TRUST 10,453.0 $464K 0.04% -454.0 -4.2% $44.36 +2.7%
187 SIL GLOBAL X FDS 5,955.0 $461K 0.04% $77.46 +25.8%
188 MRK MERCK & CO INC Healthcare 3,575.0 $459K 0.04% +292.0 +8.9% $128.50 +18.2%
189 IEI ISHARES TR 3,908.0 $459K 0.04% +2K +82.1% $117.45 -0.8%
190 KGC KINROSS GOLD CORP Basic Materials 19,315.0 $456K 0.04% $23.62 +30.6%
191 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 10,000.0 $455K 0.04% $45.52 +22.8%
192 ABRDN ASIA PACIFIC INCOME FU 30,509.0 $449K 0.04% $14.71
193 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 91,750.0 $444K 0.04% $4.84 +14.8%
194 IJH ISHARES TR 5,725.0 $441K 0.04% NEW $77.11 -0.7%
195 XME SPDR SERIES TRUST 4,075.0 $436K 0.04% $106.93 +7.1%
196 VV VANGUARD INDEX FDS 1,249.0 $430K 0.04% $343.91 +2.5%
197 MMM 3M CO Industrials 2,638.0 $427K 0.04% -190.0 -6.7% $161.91 +11.7%
198 PAAS PAN AMERN SILVER CORP Basic Materials 9,343.0 $418K 0.03% -1K -12.4% $44.79 +14.4%
199 RSG REPUBLIC SVCS INC Industrials 1,892.0 $403K 0.03% -635.0 -25.1% $213.08 +3.9%
200 VLO VALERO ENERGY CORP Energy 1,526.0 $397K 0.03% -805.0 -34.5% $260.48 +33.4%
Page 10 of 14  ·  265 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%