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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 11 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FCX FREEPORT-MCMORAN INC Basic Materials 6,377.0 $250K 0.02% NEW $39.22 +75.1%
202 MELI MERCADOLIBRE INC Consumer Cyclical 107.0 $250K 0.02% NEW $2336.94 -30.0%
203 IEI ISHARES TR 2,045.0 $244K 0.02% NEW $119.48 -1.9%
204 NOBL PROSHARES TR 2,349.0 $242K 0.02% NEW $103.08 -46.7%
205 MRK MERCK & CO INC Healthcare 2,883.0 $242K 0.02% NEW $83.93 +35.7%
206 BANX ARROWMARK FINANCIAL CORP Financial Services 10,890.0 $239K 0.02% NEW $21.92 -10.5%
207 CVR PARTNERS LP 2,600.0 $234K 0.02% NEW $90.12
208 SHW SHERWIN WILLIAMS CO Basic Materials 660.0 $229K 0.02% NEW $346.26 -7.4%
209 EGP EASTGROUP PPTYS INC Real Estate 1,350.0 $229K 0.02% NEW $169.26 +18.1%
210 EQX EQUINOX GOLD CORP Basic Materials 19,455.0 $218K 0.02% NEW $11.22 -6.3%
211 PGX INVESCO EXCH TRADED FD TR II 18,757.0 $218K 0.02% NEW $11.60 -5.3%
212 PFF ISHARES TR 6,855.0 $217K 0.02% NEW $31.62 -1.2%
213 DELL DELL TECHNOLOGIES INC Technology 1,500.0 $213K 0.02% NEW $141.77 +189.2%
214 SPH SUBURBAN PROPANE PARTNERS L Utilities 11,080.0 $207K 0.02% NEW $18.65 -11.3%
215 IUSV ISHARES TR 2,061.0 $206K 0.02% NEW $99.95 +9.8%
216 SILJ AMPLIFY ETF TR 8,695.0 $201K 0.02% NEW $23.09 +20.9%
217 CHY CALAMOS CONV & HIGH INCOME F Financial Services 17,500.0 $196K 0.02% NEW $11.22 +20.1%
218 AVK ADVENT CONV & INCOME FD Financial Services 14,302.0 $183K 0.02% NEW $12.79 +1.0%
219 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 27,604.0 $160K 0.01% NEW $5.80 -9.1%
220 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 15,115.0 $143K 0.01% NEW $9.46 +10.0%
Page 11 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%