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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 13 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TLT ISHARES TR 2,860.0 $247K 0.02% $86.42 -3.9%
242 LNT ALLIANT ENERGY CORP Utilities 3,200.0 $244K 0.02% -2K -34.9% $76.29 -8.0%
243 PM PHILIP MORRIS INTL INC Consumer Defensive 1,346.0 $244K 0.02% -309.0 -18.7% $180.91 +5.0%
244 CHY CALAMOS CONV & HIGH INCOME F Financial Services 17,500.0 $238K 0.02% $13.62 -3.5%
245 FBT FIRST TR EXCHANGE-TRADED FD 955.0 $237K 0.02% NEW $247.89 +9.7%
246 FCG FIRST TR EXCHANGE-TRADED FD 8,737.0 $232K 0.02% -4K -30.4% $26.61 +16.7%
247 WEC WEC ENERGY GROUP INC Utilities 1,971.0 $230K 0.02% -582.0 -22.8% $116.77 -6.4%
248 SHW SHERWIN WILLIAMS CO Basic Materials 660.0 $227K 0.02% $344.32 +2.7%
249 SILJ AMPLIFY ETF TR 8,695.0 $225K 0.02% $25.92 +21.2%
250 META META PLATFORMS INC Communication Services 396.0 $223K 0.02% -134.0 -25.3% $563.29 -3.1%
251 VONE VANGUARD SCOTTSDALE FDS 656.0 $222K 0.02% -384.0 -36.9% $338.72 +2.9%
252 FANG DIAMONDBACK ENERGY INC Energy 1,233.0 $217K 0.02% NEW $175.79 +18.6%
253 PSA PUBLIC STORAGE Real Estate 659.0 $210K 0.02% -224.0 -25.4% $318.31 +2.1%
254 PFF ISHARES TR 6,855.0 $209K 0.02% $30.49 +0.3%
255 RING ISHARES INC 3,227.0 $208K 0.02% $64.60 +31.7%
256 SH PROSHARES TR 6,250.0 $206K 0.02% -797.0 -11.3% $33.02 -2.2%
257 DSI ISHARES TR 1,444.0 $206K 0.02% NEW $142.39 +2.9%
258 AVK ADVENT CONV & INCOME FD Financial Services 15,540.0 $204K 0.02% +844.0 +5.7% $13.10 -3.7%
259 VEA VANGUARD TAX-MANAGED FDS 2,830.0 $202K 0.02% NEW $71.25 +2.2%
260 SPH SUBURBAN PROPANE PARTNERS L Utilities 11,080.0 $189K 0.01% $17.10 +4.0%
Page 13 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%