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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 6 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPY SPDR S&P 500 ETF TR Financial Services 3,474.0 $2.3M 0.21% NEW $666.18 +12.1%
102 VOO VANGUARD INDEX FDS 3,647.0 $2.2M 0.21% NEW $612.34 +12.4%
103 DVY ISHARES TR 14,824.0 $2.1M 0.20% NEW $142.10 +7.9%
104 GOOGL ALPHABET INC Communication Services 8,424.0 $2.0M 0.19% NEW $243.11 +51.4%
105 AGI ALAMOS GOLD INC NEW Basic Materials 58,474.0 $2.0M 0.19% NEW $34.86 +4.2%
106 COST COSTCO WHSL CORP NEW Consumer Defensive 2,188.0 $2.0M 0.19% NEW $925.63 +2.8%
107 PAA PLAINS ALL AMERN PIPELINE L Energy 113,932.0 $1.9M 0.18% NEW $17.06 +25.1%
108 AMZN AMAZON COM INC Consumer Cyclical 8,591.0 $1.9M 0.17% NEW $219.57 +11.3%
109 JXN JACKSON FINANCIAL INC Financial Services 18,054.0 $1.8M 0.17% NEW $101.23 +5.5%
110 WM WASTE MGMT INC DEL Industrials 8,175.0 $1.8M 0.17% NEW $220.83 -2.8%
111 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,105.0 $1.8M 0.17% NEW $293.50 -25.6%
112 GFI GOLD FIELDS LTD Basic Materials 38,675.0 $1.6M 0.15% NEW $41.96 -8.0%
113 MGK VANGUARD WORLD FD 3,920.0 $1.6M 0.15% NEW $402.42 -78.0%
114 PG PROCTER AND GAMBLE CO Consumer Defensive 10,197.0 $1.6M 0.15% NEW $153.65 -2.1%
115 VTR VENTAS INC Real Estate 21,309.0 $1.5M 0.14% NEW $69.99 +16.6%
116 TBIL RBB FD INC 29,629.0 $1.5M 0.14% NEW $50.00 -0.1%
117 BERKSHIRE HATHAWAY INC DEL 2,933.0 $1.5M 0.14% NEW $502.74
118 PEP PEPSICO INC Consumer Defensive 9,875.0 $1.4M 0.13% NEW $140.44 +1.1%
119 IBM INTERNATIONAL BUSINESS MACHS Technology 4,555.0 $1.3M 0.12% NEW $282.16 -11.7%
120 MSI MOTOROLA SOLUTIONS INC Technology 2,805.0 $1.3M 0.12% NEW $457.29 -13.6%
Page 6 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%