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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 12 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IEI ISHARES TR 2,146.0 $256K 0.02% +101.0 +4.9% $119.34 -1.8%
222 SH PROSHARES TR 7,047.0 $254K 0.02% $36.03 -7.6%
223 WFC WELLS FARGO CO NEW Financial Services 2,707.0 $252K 0.02% NEW $93.21 -11.8%
224 TLT ISHARES TR 2,860.0 $249K 0.02% $87.16 -0.5%
225 SILJ AMPLIFY ETF TR 8,695.0 $241K 0.02% $27.67 +0.9%
226 COPX GLOBAL X FDS 3,350.0 $240K 0.02% NEW $71.79 +19.1%
227 EGP EASTGROUP PPTYS INC Real Estate 1,350.0 $240K 0.02% $178.14 +12.3%
228 RING ISHARES INC 3,227.0 $238K 0.02% NEW $73.64 -3.1%
229 BANX ARROWMARK FINANCIAL CORP Financial Services 10,890.0 $238K 0.02% $21.82 -10.1%
230 NOBL PROSHARES TR 2,283.0 $238K 0.02% -66.0 -2.8% $104.08 -47.2%
231 SA SEABRIDGE GOLD INC Basic Materials 7,935.0 $235K 0.02% NEW $29.59 +0.2%
232 PSA PUBLIC STORAGE OPER CO Real Estate 883.0 $229K 0.02% $259.50 +22.6%
233 NEM NEWMONT CORP Basic Materials 2,284.0 $228K 0.02% -1K -37.1% $99.86 +3.9%
234 IVV ISHARES TR 321.0 $220K 0.02% -100.0 -23.8% $684.94 +9.5%
235 TRGP TARGA RES CORP Energy 1,162.0 $214K 0.02% NEW $184.50 +40.2%
236 SHW SHERWIN WILLIAMS CO Basic Materials 660.0 $214K 0.02% $324.03 -1.0%
237 PFF ISHARES TR 6,855.0 $212K 0.02% $30.96 +0.9%
238 IUSV ISHARES TR 2,061.0 $211K 0.02% $102.54 +7.0%
239 PGX INVESCO EXCH TRADED FD TR II 18,302.0 $206K 0.02% -455.0 -2.4% $11.24 -2.2%
240 AMAT APPLIED MATLS INC Technology 800.0 $206K 0.02% NEW $256.99 +140.1%
Page 12 of 13  ·  250 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%