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Filers›Pension Fund›Oxbow Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Oxbow Advisors, LLC

Oxbow's pension fund based in Stamford, CT — $1.2B in tracked AUM across 245 positions as of Q1 2026.

O
Oxbow·Stamford, CT·Pension Fund
CIK 0001564770 · last filed Mar 31, 2026
Total AUM
$1.2B
▲ 16.7%
vs prior
Holdings
245
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Oxbow Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VBIL
VANGUARD INSTL INDEX FD
$173M2.3M14.7%
02
IAU
ISHARES GOLD TR
$60M680K5.1%
03
EPD
ENTERPRISE PRODS PARTNERS L
$52M1.4M4.4%
04
AAPL
APPLE INC
$26M104K2.2%
05
GOOG
ALPHABET INC
$25M88K2.2%
06
MPLX
MPLX LP
$25M434K2.1%
07
AMLP
ALPS ETF TR
$24M453K2.0%
08
MSFT
MICROSOFT CORP
$23M62K1.9%
09
PB
PROSPERITY BANCSHARES INC
$20M302K1.7%
10
AEM
AGNICO EAGLE MINES LTD
$18M87K1.5%

Filing history

Filing history loading…
AI Agent · grounded in Oxbow
haiku-4-5 · 245 positions indexed
Sector mix
  • Tech16%
  • Financials19%
  • Health Care11%
  • Industrials8%
  • Energy36%
  • Other10%
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