Prossimo Advisors
Latest statistics and disclosures from Prossimo Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, HYG, MSFT, IGIB, AAPL, and represent 37.75% of Prossimo Advisors's stock portfolio.
- Added to shares of these 5 stocks: CSCO, SNA, IGIB, HYG, CB.
- Started 2 new stock positions in SNA, CSCO.
- Reduced shares in these 10 stocks: MSFT (-$9.3M), AAPL (-$7.6M), GOOGL (-$6.8M), V (-$5.9M), NVDA (-$5.9M), AMZN, , JPM, HD, CTAS.
- Sold out of its positions in T, ABBV, ADBE, GOOG, MO, AEP, AMT, AWK, BUD, ARCC.
- Prossimo Advisors was a net seller of stock by $-117M.
- Prossimo Advisors has $14M in assets under management (AUM), dropping by -89.09%.
- Central Index Key (CIK): 0001965307
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Portfolio Holdings for Prossimo Advisors
Prossimo Advisors holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.8 | $1.6M | -78% | 8.6k | 186.58 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 7.7 | $1.0M | +2% | 13k | 81.19 |
|
| Microsoft Corporation (MSFT) | 7.6 | $1.0M | -90% | 2.0k | 517.95 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 5.5 | $747k | +16% | 14k | 54.09 |
|
| Apple (AAPL) | 5.2 | $702k | -91% | 2.8k | 254.63 |
|
| Amazon (AMZN) | 4.8 | $650k | -87% | 3.0k | 219.57 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.6 | $620k | 23k | 26.95 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 4.2 | $575k | 11k | 50.75 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.2 | $571k | 11k | 50.73 |
|
|
| Meta Platforms Cl A (META) | 3.7 | $497k | -59% | 677.00 | 734.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $386k | -94% | 1.6k | 243.10 |
|
| Visa Com Cl A (V) | 2.7 | $365k | -94% | 1.1k | 341.38 |
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $331k | -88% | 1.0k | 315.43 |
|
| Entergy Corporation (ETR) | 2.2 | $301k | -72% | 3.2k | 93.19 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 2.2 | $299k | 6.0k | 49.95 |
|
|
| Broadcom (AVGO) | 2.2 | $299k | -72% | 907.00 | 329.91 |
|
| Home Depot (HD) | 2.1 | $291k | -89% | 718.00 | 405.19 |
|
| Us Bancorp Del Com New (USB) | 2.1 | $280k | -63% | 5.8k | 48.33 |
|
| Tesla Motors (TSLA) | 2.0 | $278k | -81% | 624.00 | 444.72 |
|
| Linde SHS (LIN) | 1.8 | $251k | -67% | 528.00 | 475.00 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.8 | $250k | 15k | 17.16 |
|
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| Cisco Systems (CSCO) | 1.8 | $248k | NEW | 3.6k | 68.42 |
|
| Netflix (NFLX) | 1.8 | $241k | -58% | 201.00 | 1198.92 |
|
| Enterprise Products Partners (EPD) | 1.7 | $232k | -15% | 7.4k | 31.27 |
|
| Chubb (CB) | 1.7 | $225k | 798.00 | 282.25 |
|
|
| Williams Companies (WMB) | 1.6 | $216k | -86% | 3.4k | 63.35 |
|
| Bank of America Corporation (BAC) | 1.6 | $215k | -37% | 4.2k | 51.59 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 1.6 | $213k | 5.4k | 39.29 |
|
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| Fidelity National Financial Com Shs (FNF) | 1.6 | $212k | -41% | 3.5k | 60.49 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 1.5 | $211k | 12k | 17.06 |
|
|
| Snap-on Incorporated (SNA) | 1.5 | $204k | NEW | 588.00 | 346.53 |
|
Past Filings by Prossimo Advisors
SEC 13F filings are viewable for Prossimo Advisors going back to 2022
- Prossimo Advisors 2025 Q3 filed Oct. 28, 2025
- Prossimo Advisors 2025 Q2 filed Aug. 13, 2025
- Prossimo Advisors 2025 Q1 filed May 7, 2025
- Prossimo Advisors 2024 Q4 filed Jan. 31, 2025
- Prossimo Advisors 2024 Q3 filed Oct. 29, 2024
- Prossimo Advisors 2024 Q2 filed July 22, 2024
- Prossimo Advisors 2024 Q1 filed May 3, 2024
- Prossimo Advisors 2023 Q4 filed Feb. 7, 2024
- Prossimo Advisors 2023 Q3 filed Nov. 8, 2023
- Prossimo Advisors 2023 Q2 filed July 24, 2023
- Prossimo Advisors 2023 Q1 filed May 3, 2023
- Prossimo Advisors 2022 Q4 filed Feb. 9, 2023