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Portfolio (Quarterly) Guide ↗

Oxbow Advisors, LLC

· CIK 0001564770
13F Portfolio $1.1B AUM 250 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 37 New 73 Added 64 Reduced 10 Exited
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOBL PROSHARES TR 2,283.0 $238K 0.02% -66.0 -2.8% $104.08 -47.2%
62 NEM NEWMONT CORP Basic Materials 2,284.0 $228K 0.02% -1K -37.1% $99.86 +3.9%
63 IVV ISHARES TR 321.0 $220K 0.02% -100.0 -23.8% $684.94 +9.5%
64 PGX INVESCO EXCH TRADED FD TR II 18,302.0 $206K 0.02% -455.0 -2.4% $11.24 -2.2%
Page 4 of 4  ·  64 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
Financial Services 21.7%
Energy 19.9%
Technology 15.3%
Basic Materials 11.4%
Healthcare 8.8%
Consumer Cyclical 8.5%
Communication Services 4.9%
Industrials 3.3%
Utilities 2.6%
Consumer Defensive 2.6%