StockDriftsStockDriftsTop 50 Oxbow Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | 15.21% | 2.47M | $187.2M | +8.21%(+187.76K) | $75.58(+0.04%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 4.75% | 774.4K | $58.5M | +13.80%(+93.92K) | $40.25(+106.16%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 4.09% | 1.37M | $50.3M | +0.26%(+3.54K) | $26.91(+44.57%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.55% | 88.7K | $31.3M | +0.36%(+319) | $66.30(+416.84%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.49% | 106.0K | $30.7M | +2.32%(+2.40K) | $68.27(+347.31%) | 2026-06-30 | |
| AMLP | ALPS ETF TR | 2.15% | 509.7K | $26.4M | +12.42%(+56.32K) | $49.23(+11.65%) | 2026-06-30 | |
| MPLX | MPLX LP | 2.02% | 440.6K | $24.8M | +1.51%(+6.54K) | $38.13(+55.99%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.9% | 62.5K | $23.3M | +1.57%(+968) | $128.82(+277.32%) | 2026-06-30 | |
| BAPRA | BOEING CO | 1.4% | 256.8K | $17.3M | +2.12%(+5.34K) | $61.75(+15.26%) | 2026-06-30 | |
| MCO | MOODYS CORP | 1.29% | 35.1K | $15.9M | +1.66%(+574) | $324.01(+49.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.43% | +4.76% | +26.15% |
| Top 20 Holdings Unweighted | +13.56% | +46.45% | +5.79% | +32.49% |
Oxbow Advisors, LLC reports $1.23B in US-listed equity holdings across 265 positions in its most recent 13F filing. Its largest disclosed positions are VBIL (15.2%), IAU (4.8%) and EPD (4.1%). The top 20 holdings account for 48.55% of reported assets. Its disclosed equity book has returned +37.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Oxbow Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Oxbow Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1564770). View Oxbow Advisors, LLC’s 13F filings on SEC