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CIK: 0001965307
Total reported value
$17.3M
$17.3M
36 檔
30.0%
During the Q4 2025 filing period, Prossimo Advisors, LLC (CIK: 0001965307) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $17.3M across 36 reported positions.
In Q4 2025, Prossimo Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 12 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, HYG, MSFT) accounted for 30.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
CTAS
市值: $619.9K
Top Position Liquidated / Trimmed
FNF
前期市值: $212.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.92% | +0.96% | +5.65% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 6.71% | -0.29% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.14% | -0.14% | -0.45% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.96% | +0.40% | +2.72% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.80% | -0.10% | +0.30% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.48% | +0.24% | +1.86% | |
| 7 | CTAS | Cintas CORP | Stock-Industrials | 3.99% | -3.30% | EXIT | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.92% | -0.20% | — | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.69% | -0.18% | — | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.66% | -0.18% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.29% | +0.45% | +2.84% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.25% | — | +12.85% | |
| 13 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 2.99% | -2.38% | EXIT | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.28% | +0.47% | +12.90% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.21% | +0.10% | +1.62% | |
| 16 | MPLX | Mplx LP | Stock-Energy | 2.06% | — | — | |
| 17 | USB | US Bancorp | Stock-Financials | 1.96% | — | -1.35% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.85% | — | +2.84% | |
| 19 | ETR | Entergy CORP | Stock-Utilities | 1.83% | — | -5.07% | |
| 20 | LIN | Linde plc | Stock-Materials | 1.70% | — | +17.61% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.70% | — | -29.31% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.68% | — | +5.01% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.64% | — | -9.13% | |
| 24 | ET | Energy Transfer LP | Stock-Energy | 1.55% | — | — | |
| 25 | EPD | Enterprise Products Partners | Stock-Energy | 1.53% | — | — | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.47% | +0.04% | -0.77% | |
| 27 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.43% | — | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | — | -11.42% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.03% | — | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.40% | — | — | |
| 31 | WES | Western Midstream Partners L | Stock-Energy | 1.38% | — | — | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 1.37% | — | +1030.35% | |
| 33 | ACN | Accenture plc | Stock-Tech | 1.36% | — | — | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.35% | — | — | |
| 35 | WMB | Williams Cos Inc | Stock-Energy | 1.32% | — | — | |
| 36 | SNA | Snap-on Inc | Stock-Industrials | 1.30% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +2.84% | Add |
| 2 | AVGO | Broadcom Inc | +0.1% | +12.90% | Add |
| 3 | CSCO | Cisco Systems Inc | 0% | +2.84% | Add |
| 4 | CB | Chubb Limited | 0% | +5.01% | Add |
| 5 | USB | US Bancorp | -0.1% | -1.35% | Trim |
| 6 | BAC | Bank Of America CORP | -0.1% | -0.77% | Trim |
| 7 | PAA | Plains All Amer Pipeline LP | -0.1% | — | Unchanged |
| 8 | MPLX | Mplx LP | -0.1% | — | Unchanged |
| 9 | LIN | Linde plc | -0.2% | +17.61% | Add |
| 10 | EPD | Enterprise Products Partners | -0.2% | — | Unchanged |
| 11 | WES | Western Midstream Partners L | -0.2% | — | Unchanged |
| 12 | SNA | Snap-on Inc | -0.2% | — | Unchanged |
| 13 | AAPL | Apple Inc | -0.2% | +2.72% | Add |
| 14 | JPM | Jpmorgan Chase & Co | -0.2% | +1.62% | Add |
| 15 | WMB | Williams Cos Inc | -0.3% | — | Unchanged |
| 16 | ET | Energy Transfer LP | -0.3% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | -0.3% | +1.86% | Add |
| 18 | ETR | Entergy CORP | -0.4% | -5.07% | Trim |
| 19 | NFLX | Netflix Inc | -0.4% | +1030.35% | Add |
| 20 | TSLA | Tesla Inc | -0.4% | -9.13% | Trim |
| 21 | META | Meta Platforms Inc-class A | -0.4% | +12.85% | Add |
| 22 | ICSH | Ishares Ultra Short Duration | -0.5% | — | Unchanged |
| 23 | JPST | Jpmorgan Ultra-short Income | -0.5% | — | Unchanged |
| 24 | SCHP | Schwab U.s. Tips ETF | -0.6% | — | Unchanged |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | -0.7% | +0.30% | Add |
| 26 | HD | Home Depot Inc | -0.7% | -11.42% | Trim |
| 27 | NVDA | Nvidia CORP | -0.9% | +5.65% | Add |
| 28 | V | Visa Inc-class A Shares | -1% | -29.31% | Trim |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -1% | — | Unchanged |
| 30 | MSFT | Microsoft CORP | -1.4% | -0.45% | Trim |
| 31 | CTAS | Cintas CORP | — | NEW | New buy |
| 32 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 33 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 34 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 35 | FNF | Fidelity National Financial | — | EXIT | Sold out |
| 36 | ACN | Accenture plc | — | NEW | New buy |
| 37 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Prossimo Advisors, LLC reported a total U.S. public equity portfolio value of $17.3M across 36 disclosed positions in Q4 2025.
During Q4 2025, Prossimo Advisors, LLC's top holdings by market value included NVDA (10.9%)、HYG (6.7%)、MSFT (6.1%). The largest single position, NVDA, represented 10.9% of total portfolio value.
In Q4 2025, Prossimo Advisors, LLC made 26 total portfolio adjustments, initiating 6 new buys, adding to 12 positions, trimming 7 holdings, and fully liquidating 1 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.
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