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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 9 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSCO CISCO SYS INC Technology 7,819.0 $602K 0.05% +153.0 +2.0% $77.03 +55.2%
162 SCHD SCHWAB STRATEGIC TR 21,455.0 $588K 0.05% -7K -24.0% $27.43 +16.2%
163 BAC BANK AMERICA CORP Financial Services 10,371.0 $570K 0.05% $55.00 +2.2%
164 SUN SUNOCO LP/SUNOCO FIN CORP Energy 10,595.0 $555K 0.05% $52.41 +21.2%
165 PAAS PAN AMERN SILVER CORP Basic Materials 10,662.0 $552K 0.05% -434K -97.6% $51.81 -5.4%
166 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 43,535.0 $551K 0.05% $12.66 +0.2%
167 KGC KINROSS GOLD CORP Basic Materials 19,315.0 $544K 0.05% $28.16 -5.3%
168 RSG REPUBLIC SVCS INC Industrials 2,527.0 $536K 0.05% +146.0 +6.1% $211.93 -3.3%
169 ORCL ORACLE CORP Technology 2,697.0 $526K 0.05% +99.0 +3.8% $194.88 -5.4%
170 LUV SOUTHWEST AIRLS CO Industrials 12,706.0 $525K 0.05% NEW $41.33 +16.1%
171 VUG VANGUARD INDEX FDS 1,070.0 $522K 0.05% +15.0 +1.4% $487.86 -82.2%
172 SIL GLOBAL X FDS 5,954.0 $497K 0.04% $83.52 +0.3%
173 LQD ISHARES TR 4,511.0 $497K 0.04% +1K +39.9% $110.20 -1.0%
174 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,815.0 $486K 0.04% -25K -84.0% $100.89 +1.7%
175 VTES VANGUARD WELLINGTON FD 4,667.0 $474K 0.04% -690.0 -12.9% $101.58 -0.4%
176 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 91,750.0 $473K 0.04% $5.16 -3.5%
177 VIZSLA SILVER CORP 86,120.0 $471K 0.04% $5.47
178 ABRDN ASIA PACIFIC INCOME FU 30,509.0 $468K 0.04% $15.34
179 JPM JPMORGAN CHASE & CO. Financial Services 1,417.0 $457K 0.04% -14.0 -1.0% $322.33 +0.9%
180 MMM 3M CO Industrials 2,828.0 $453K 0.04% $160.10 +0.3%
Page 9 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%