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CIK: 0001965307
Total reported value
$17.3M
$17.3M
127 檔
201.1%
In Q2 2025, Prossimo Advisors, LLC's U.S. equity holdings reached a combined market value of $17.3M, distributed across 127 disclosed stock positions.
In Q2 2025, Prossimo Advisors, LLC adopted a defensive or profit-taking posture, trimming 84 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.95% | -0.14% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.35% | +0.40% | +1.53% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 5.25% | — | -0.18% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.08% | +0.96% | +0.61% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.34% | +0.24% | +0.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.20% | +0.45% | +1.35% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.03% | — | -8.82% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.06% | +0.10% | +0.11% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.95% | — | -5.63% | |
| 10 | CTAS | Cintas CORP | Stock-Industrials | 1.69% | -3.30% | EXIT | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.65% | — | -17.96% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.64% | — | -6.35% | |
| 13 | TT | Trane Technologies plc | Stock-Industrials | 1.48% | — | -5.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.09% | -2.37% | |
| 15 | PWR | Quanta Services Inc | Stock-Industrials | 1.37% | — | -6.28% | |
| 16 | WMB | Williams Cos Inc | Stock-Energy | 1.23% | — | +1.05% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.16% | — | -2.11% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | — | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | — | +23.32% | |
| 20 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.98% | — | -33.13% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 0.91% | — | -0.51% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.88% | — | -5.81% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | — | -16.05% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | — | -0.17% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.82% | — | -57.53% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.82% | — | — | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.81% | -0.29% | — | |
| 28 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | — | -32.24% | |
| 29 | ETR | Entergy CORP | Stock-Utilities | 0.79% | — | +0.66% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.79% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | — | -3.22% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | — | -3.26% | |
| 33 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.75% | — | -15.32% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | — | -14.18% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.47% | +28.24% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.71% | — | -3.89% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | — | -14.44% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.66% | — | — | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | — | -2.47% | |
| 40 | SNPS | Synopsys Inc | Stock-Tech | 0.64% | — | -11.86% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.62% | — | -5.57% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.61% | — | -17.30% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.61% | — | -52.98% | |
| 44 | AEP | American Electric Power | Stock-Utilities | 0.61% | — | -2.49% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.60% | — | +7.74% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.60% | — | -20.86% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.59% | — | -21.16% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.59% | — | -7.36% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | — | -32.97% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.58% | — | -12.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.3% | — | Unchanged |
| 2 | NVDA | Nvidia CORP | +1.8% | +0.61% | Add |
| 3 | AMZN | Amazon.com Inc | +0.8% | +0.54% | Add |
| 4 | IWR | Ishares Russell Mid-cap ETF | +0.8% | NEW | New buy |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.8% | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | +0.8% | +1.35% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.7% | NEW | New buy |
| 8 | PWR | Quanta Services Inc | +0.5% | -6.28% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.4% | +0.11% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +23.32% | Add |
| 11 | AVGO | Broadcom Inc | +0.4% | +28.24% | Add |
| 12 | V | Visa Inc-class A Shares | +0.4% | -0.18% | Trim |
| 13 | TT | Trane Technologies plc | +0.4% | -5.53% | Trim |
| 14 | KLAC | Kla CORP | +0.2% | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 16 | NFLX | Netflix Inc | +0.2% | +21.05% | Add |
| 17 | STX | Seagate Technology Holdings plc | +0.2% | NEW | New buy |
| 18 | TFC | Truist Financial CORP | +0.2% | NEW | New buy |
| 19 | GILD | Gilead Sciences Inc | +0.2% | NEW | New buy |
| 20 | KMB | Kimberly-clark CORP | +0.2% | NEW | New buy |
| 21 | ORCL | Oracle CORP | +0.2% | +19.81% | Add |
| 22 | KMI | Kinder Morgan, Inc. | +0.2% | NEW | New buy |
| 23 | PM | Philip Morris International | +0.2% | -0.51% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | — | Unchanged |
| 25 | WMB | Williams Cos Inc | +0.1% | +1.05% | Add |
| 26 | COF | Capital One Financial CORP | +0.1% | +5.49% | Add |
| 27 | IBM | Intl Business Machines CORP | +0.1% | -2.78% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | -3.22% | Trim |
| 29 | XEL | Xcel Energy Inc | +0.1% | +59.34% | Add |
| 30 | PRU | Prudential Financial Inc | +0.1% | +48.50% | Add |
| 31 | SAP | Sap Se-sponsored Adr | +0.1% | — | Unchanged |
| 32 | PH | Parker Hannifin CORP | +0.1% | -5.57% | Trim |
| 33 | F | Ford Motor Co | +0.1% | +29.09% | Add |
| 34 | C | Citigroup Inc | +0.1% | -3.63% | Trim |
| 35 | LIN | Linde plc | +0.1% | +7.74% | Add |
| 36 | USB | US Bancorp | +0.1% | — | Unchanged |
| 37 | SNPS | Synopsys Inc | +0.1% | -11.86% | Trim |
| 38 | TSLA | Tesla Inc | +0.1% | -16.05% | Trim |
| 39 | COST | Costco Wholesale CORP | +0.1% | -8.82% | Trim |
| 40 | D | Dominion Energy Inc | +0.1% | +20.42% | Add |
| 41 | CFG | Citizens Financial Group | +0.1% | -1.32% | Trim |
| 42 | MA | Mastercard Inc - A | 0% | -6.35% | Trim |
| 43 | RF | Regions Financial CORP | 0% | -1.23% | Trim |
| 44 | ETR | Entergy CORP | 0% | +0.66% | Add |
| 45 | SCHP | Schwab U.s. Tips ETF | 0% | — | Unchanged |
| 46 | JPST | Jpmorgan Ultra-short Income | 0% | — | Unchanged |
| 47 | ICSH | Ishares Ultra Short Duration | 0% | — | Unchanged |
| 48 | TJX | Tjx Companies Inc | 0% | -5.81% | Trim |
| 49 | MET | Metlife Inc | 0% | -2.91% | Trim |
| 50 | ISRG | Intuitive Surgical Inc | 0% | -3.21% | Trim |
According to official SEC Form 13F filings, Prossimo Advisors, LLC reported a total U.S. public equity portfolio value of $17.3M across 127 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, V) accounted for 201.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
IWR
市值: $1.0M
Top Position Liquidated / Trimmed
IVV
前期市值: $1.6M
During Q2 2025, Prossimo Advisors, LLC's top holdings by market value included MSFT (8.0%)、AAPL (5.3%)、V (5.3%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q2 2025, Prossimo Advisors, LLC made 130 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 84 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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