Prossimo Advisors
Latest statistics and disclosures from Prossimo Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, HYG, MSFT, AAPL, IGIB, and represent 33.53% of Prossimo Advisors's stock portfolio.
- Added to shares of these 10 stocks: CTAS, LPLA, JNJ, TMO, ACN, ISRG, NFLX, NVDA, META, AVGO.
- Started 6 new stock positions in ACN, CTAS, ISRG, TMO, LPLA, JNJ.
- Reduced shares in these 8 stocks: FNF, V, HD, TSLA, ETR, MSFT, USB, BAC.
- Sold out of its position in FNF.
- Prossimo Advisors was a net buyer of stock by $2.0M.
- Prossimo Advisors has $16M in assets under management (AUM), dropping by 14.28%.
- Central Index Key (CIK): 0001965307
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Portfolio Holdings for Prossimo Advisors
Prossimo Advisors holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.9 | $1.7M | +5% | 9.1k | 186.50 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 6.7 | $1.0M | 13k | 80.63 |
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| Microsoft Corporation (MSFT) | 6.1 | $954k | 2.0k | 483.62 |
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| Apple (AAPL) | 5.0 | $770k | +2% | 2.8k | 271.86 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 4.8 | $746k | 14k | 53.88 |
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| Amazon (AMZN) | 4.5 | $696k | 3.0k | 230.82 |
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| Cintas Corporation (CTAS) | 4.0 | $620k | NEW | 3.3k | 188.07 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.9 | $609k | 23k | 26.49 |
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| Ishares Tr Ultra Short Dur (ICSH) | 3.7 | $573k | 11k | 50.58 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.7 | $569k | 11k | 50.59 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $511k | +2% | 1.6k | 313.00 |
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| Meta Platforms Cl A (META) | 3.2 | $504k | +12% | 764.00 | 660.09 |
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| Lpl Financial Holdings (LPLA) | 3.0 | $464k | NEW | 1.3k | 357.17 |
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| Broadcom (AVGO) | 2.3 | $354k | +12% | 1.0k | 346.10 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $344k | 1.1k | 322.22 |
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| MPLX Com Unit Rep Ltd (MPLX) | 2.1 | $320k | 6.0k | 53.37 |
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| Us Bancorp Del Com New (USB) | 2.0 | $305k | 5.7k | 53.36 |
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| Cisco Systems (CSCO) | 1.9 | $287k | +2% | 3.7k | 77.03 |
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| Entergy Corporation (ETR) | 1.8 | $284k | -5% | 3.1k | 92.43 |
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| Linde SHS (LIN) | 1.7 | $265k | +17% | 621.00 | 426.39 |
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| Visa Com Cl A (V) | 1.7 | $265k | -29% | 755.00 | 350.71 |
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| Chubb (CB) | 1.7 | $262k | +5% | 838.00 | 312.12 |
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| Tesla Motors (TSLA) | 1.6 | $255k | -9% | 567.00 | 449.72 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 1.5 | $240k | 15k | 16.49 |
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| Enterprise Products Partners (EPD) | 1.5 | $238k | 7.4k | 32.06 |
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| Bank of America Corporation (BAC) | 1.5 | $228k | 4.1k | 55.00 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 1.4 | $222k | 12k | 17.96 |
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| Home Depot (HD) | 1.4 | $219k | -11% | 636.00 | 344.10 |
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| Johnson & Johnson (JNJ) | 1.4 | $218k | NEW | 1.1k | 206.95 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $218k | NEW | 376.00 | 579.45 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 1.4 | $214k | 5.4k | 39.50 |
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| Netflix (NFLX) | 1.4 | $213k | +1030% | 2.3k | 93.76 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $211k | NEW | 787.00 | 268.30 |
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| Intuitive Surgical Com New (ISRG) | 1.3 | $209k | NEW | 369.00 | 566.36 |
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| Williams Companies (WMB) | 1.3 | $205k | 3.4k | 60.11 |
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| Snap-on Incorporated (SNA) | 1.3 | $203k | 588.00 | 344.60 |
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Past Filings by Prossimo Advisors
SEC 13F filings are viewable for Prossimo Advisors going back to 2022
- Prossimo Advisors 2025 Q4 filed Feb. 6, 2026
- 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