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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 12 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HONEYWELL AEROSPACE INC 1,355.0 $299K 0.02% NEW $221.00
222 Q QNITY ELECTRONICS INC Technology 1,825.0 $298K 0.02% NEW $163.31 -22.8%
223 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 623.0 $298K 0.02% NEW $477.57 -13.7%
224 AMD ADVANCED MICRO DEVICES INC Technology 503.0 $292K 0.02% NEW $580.91 -19.7%
225 VEGI ISHARES INC 6,623.0 $292K 0.02% NEW $44.11 +0.5%
226 GEV GE VERNOVA INC Utilities 246.0 $289K 0.02% NEW $1174.86 -16.0%
227 IWP ISHARES TR 1,959.0 $287K 0.02% -1K -34.9% $146.39 -1.8%
228 BTG B2GOLD CORP Basic Materials 76,485.0 $286K 0.02% $3.74 +40.9%
229 VIZSLA SILVER CORP 86,120.0 $284K 0.02% $3.30
230 ARLP ALLIANCE RESOURCE PARTNERS L Energy 11,695.0 $280K 0.02% $23.98 +8.7%
231 AMAT APPLIED MATLS INC Technology 385.0 $278K 0.02% -415.0 -51.9% $723.00 -31.4%
232 VNQ VANGUARD INDEX FDS 2,862.0 $276K 0.02% NEW $96.43 +2.3%
233 SBR SABINE RTY TR Energy 3,768.0 $276K 0.02% $73.20 -1.2%
234 EGP EASTGROUP PPTYS INC Real Estate 1,350.0 $273K 0.02% $202.53 -0.1%
235 VOE VANGUARD INDEX FDS 1,364.0 $270K 0.02% -732.0 -34.9% $197.60 +5.8%
236 ETN EATON CORP PLC Industrials 630.0 $268K 0.02% NEW $426.12 -0.3%
237 TXN TEXAS INSTRS INC Technology 880.0 $262K 0.02% NEW $298.07 -10.3%
238 COPX GLOBAL X FDS 3,350.0 $258K 0.02% $76.97 +14.7%
239 ADBE ADOBE INC Technology 1,220.0 $250K 0.02% -15K -92.4% $205.02 +32.9%
240 ENERGY TRANSFER L P 21,719.0 $249K 0.02% NEW $11.46
Page 12 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%