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Portfolio (Quarterly) Guide ↗

Oxbow Advisors, LLC

· CIK 0001564770
13F Portfolio $1.1B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 223 New
Page 10 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LQD ISHARES TR 3,225.0 $359K 0.03% NEW $111.46 -2.1%
182 TJX TJX COS INC NEW Consumer Cyclical 2,424.0 $350K 0.03% NEW $144.54 +13.3%
183 VONE VANGUARD SCOTTSDALE FDS 1,129.0 $341K 0.03% NEW $302.35 +11.6%
184 EQT EQT CORP Energy 6,258.0 $341K 0.03% NEW $54.43 -6.8%
185 OXY OCCIDENTAL PETE CORP Energy 7,045.0 $333K 0.03% NEW $47.25 +9.7%
186 LNT ALLIANT ENERGY CORP Utilities 4,916.0 $331K 0.03% NEW $67.41 +8.3%
187 DUK DUKE ENERGY CORP NEW Utilities 2,649.0 $328K 0.03% NEW $123.75 +0.1%
188 SBR SABINE RTY TR Energy 4,078.0 $324K 0.03% NEW $79.45 -9.0%
189 NEM NEWMONT CORP Basic Materials 3,629.0 $306K 0.03% NEW $84.31 +23.1%
190 HON HONEYWELL INTL INC Industrials 1,421.0 $299K 0.03% NEW $210.52 +8.8%
191 WEC WEC ENERGY GROUP INC Utilities 2,553.0 $293K 0.03% NEW $114.59 -2.1%
192 IVV ISHARES TR 421.0 $282K 0.03% NEW $669.30 +12.1%
193 COKE COCA COLA CONS INC Consumer Defensive 2,380.0 $279K 0.03% NEW $117.16 +55.0%
194 PM PHILIP MORRIS INTL INC Consumer Defensive 1,697.0 $275K 0.03% NEW $162.20 +10.0%
195 GE GE AEROSPACE Industrials 914.0 $275K 0.03% NEW $300.82 +18.9%
196 GNT GAMCO NAT RES GOLD & INCOME Financial Services 38,450.0 $270K 0.03% NEW $7.03 +17.2%
197 SH PROSHARES TR 7,047.0 $260K 0.02% NEW $36.96 -10.0%
198 IWF ISHARES TR 549.0 $257K 0.02% NEW $468.24 -73.7%
199 TLT ISHARES TR 2,860.0 $256K 0.02% NEW $89.37 -2.9%
200 PSA PUBLIC STORAGE OPER CO Real Estate 883.0 $255K 0.02% NEW $288.85 +10.1%
Page 10 of 12  ·  223 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 21.1%
Financial Services 20.5%
Technology 14.2%
Basic Materials 13.8%
Healthcare 8.8%
Consumer Cyclical 6.6%
Consumer Defensive 5.1%
Communication Services 4.5%
Industrials 2.7%
Utilities 2.0%