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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 8 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MTG MGIC INVT CORP WIS Financial Services 25,000.0 $709K 0.07% NEW $28.37 -8.1%
142 TRP TC ENERGY CORP Energy 12,181.0 $663K 0.06% NEW $54.41 +24.4%
143 SHY ISHARES TR 6,850.0 $568K 0.05% NEW $82.96 -1.2%
144 VTS VITESSE ENERGY INC Energy 24,084.0 $559K 0.05% NEW $23.23 -31.1%
145 AXP AMERICAN EXPRESS CO Financial Services 1,672.0 $555K 0.05% NEW $332.20 +1.7%
146 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 35,204.0 $553K 0.05% NEW $15.70 +33.8%
147 RSG REPUBLIC SVCS INC Industrials 2,381.0 $546K 0.05% NEW $229.48 -10.7%
148 VTES VANGUARD WELLINGTON FD 5,357.0 $546K 0.05% NEW $101.92 -0.7%
149 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 43,535.0 $535K 0.05% NEW $12.29 +3.2%
150 BAC BANK AMERICA CORP Financial Services 10,369.0 $535K 0.05% NEW $51.59 +8.9%
151 SUN SUNOCO LP/SUNOCO FIN CORP Energy 10,595.0 $530K 0.05% NEW $50.01 +27.0%
152 AG FIRST MAJESTIC SILVER CORP Basic Materials 42,720.0 $525K 0.05% NEW $12.29 +46.5%
153 CEF SPROTT ASSET MANAGEMENT LP Financial Services 14,306.0 $525K 0.05% NEW $36.69 +18.0%
154 CSCO CISCO SYS INC Technology 7,666.0 $525K 0.05% NEW $68.42 +74.7%
155 VUG VANGUARD INDEX FDS 1,055.0 $506K 0.05% NEW $479.61 -81.9%
156 ABRDN ASIA PACIFIC INCOME FU 30,509.0 $497K 0.05% NEW $16.29
157 KGC KINROSS GOLD CORP Basic Materials 19,315.0 $480K 0.04% NEW $24.85 +7.3%
158 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 91,750.0 $473K 0.04% NEW $5.15 -3.4%
159 GWW GRAINGER W W INC Industrials 490.0 $467K 0.04% NEW $952.96 +43.3%
160 CLX CLOROX CO DEL Consumer Defensive 3,759.0 $463K 0.04% NEW $123.30 -22.3%
Page 8 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%