Oxbow Advisors, LLC
Annual return '25
-12.7%
SPY '25
+17.7%
Alpha
-30.4ptsvs SPY
Invested
$1.2B
Holdings
245
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VBIL
VANGUARD INSTL INDEX FD
Q1 2026: Exited (was 1.74M shares)
14.7%
02
$IAU
ISHARES GOLD TR
Q1 2026: Sold 99.5% (802.4k → 3.6k shares)
5.1%
03
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Sold 88.3% (1.33M → 154.9k shares)
4.4%
04
$AAPL
APPLE INC
Q1 2026: Sold 92.1% (127.9k → 10.1k shares)
2.2%
05
$GOOG
ALPHABET INC
Q1 2026: Sold 98.8% (129.6k → 1.6k shares)
2.2%
06
$MPLX
MPLX LP
Q1 2026: Exited (was 405.2k shares)
2.1%
07
$AMLP
ALPS ETF TR
Q1 2026: Sold 94.4% (226.3k → 12.6k shares)
2.0%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 92.5% (78.2k → 5.8k shares)
1.9%
09
$PB
PROSPERITY BANCSHARES INC
Held since at least Q1 2024
1.7%
10
$AEM
AGNICO EAGLE MINES LTD
Q1 2026: Sold 95.1% (86.4k → 4.3k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:46 UTC.