13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965307
Total reported value
$17.3M
$17.3M
24 檔
47.4%
At the close of Q1 2026, Prossimo Advisors, LLC disclosed equity holdings valued at approximately $17.3M, spread across 24 reported holdings.
In Q1 2026, Prossimo Advisors, LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 20 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.10% | +1.72% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.40% | -0.09% | — | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 6.39% | -0.29% | +2.09% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.11% | +0.96% | -36.67% | |
| 5 | PJUL | Innovator U.s. Equity Power | ETF-Other | 6.03% | +0.04% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.09% | -0.14% | +14.66% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.48% | -0.10% | — | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.72% | -0.20% | — | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.49% | -0.18% | — | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.46% | -0.18% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.40% | -0.81% | — | |
| 12 | CTAS | Cintas CORP | Stock-Industrials | 3.30% | -3.30% | EXIT | |
| 13 | AAPL | Apple Inc | Stock-Tech | 3.05% | +0.40% | -30.23% | |
| 14 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 2.38% | -2.38% | EXIT | |
| 15 | J | Jacobs Solutions Inc | Stock-Industrials | 2.32% | -0.14% | — | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.23% | +0.41% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.45% | -30.04% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.10% | +1.03% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.24% | -52.59% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.63% | +0.47% | -15.63% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.03% | — | |
| 22 | ILOW | AB Internal Low Volat Eq ETF | ETF-Other | 1.47% | +0.02% | — | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.37% | +0.04% | +11.93% | |
| 24 | EMOP | AB Emrg Mrkt Opportuniti ETF | ETF-Other | 1.28% | +0.26% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 2 | BAC | Bank Of America CORP | -0.1% | +11.93% | Add |
| 3 | SCHP | Schwab U.s. Tips ETF | -0.2% | — | Unchanged |
| 4 | ICSH | Ishares Ultra Short Duration | -0.2% | — | Unchanged |
| 5 | JPST | Jpmorgan Ultra-short Income | -0.2% | — | Unchanged |
| 6 | JPM | Jpmorgan Chase & Co | -0.3% | +1.03% | Add |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | -0.3% | — | Unchanged |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.3% | +2.09% | Add |
| 9 | LPLA | Lpl Financial Holdings Inc | -0.6% | — | Unchanged |
| 10 | AVGO | Broadcom Inc | -0.7% | -15.63% | Trim |
| 11 | CTAS | Cintas CORP | -0.7% | -2.61% | Trim |
| 12 | MSFT | Microsoft CORP | -1.1% | +14.66% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | -1.3% | -30.04% | Trim |
| 14 | AAPL | Apple Inc | -1.9% | -30.23% | Trim |
| 15 | AMZN | Amazon.com Inc | -2.7% | -52.59% | Trim |
| 16 | NVDA | Nvidia CORP | -4.8% | -36.67% | Trim |
| 17 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 19 | PJUL | Innovator U.s. Equity Power | — | NEW | New buy |
| 20 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 21 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 22 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 23 | EZU | Ishares Msci Eurozone ETF | — | NEW | New buy |
| 24 | MPLX | Mplx LP | — | EXIT | Sold out |
| 25 | USB | US Bancorp | — | EXIT | Sold out |
| 26 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 27 | ETR | Entergy CORP | — | EXIT | Sold out |
| 28 | LIN | Linde plc | — | EXIT | Sold out |
| 29 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 30 | CB | Chubb Limited | — | EXIT | Sold out |
| 31 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 32 | ILOW | AB Internal Low Volat Eq ETF | — | NEW | New buy |
| 33 | ET | Energy Transfer LP | — | EXIT | Sold out |
| 34 | EPD | Enterprise Products Partners | — | EXIT | Sold out |
| 35 | PAA | Plains All Amer Pipeline LP | — | EXIT | Sold out |
| 36 | HD | Home Depot Inc | — | EXIT | Sold out |
| 37 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 38 | WES | Western Midstream Partners L | — | EXIT | Sold out |
| 39 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 40 | ACN | Accenture plc | — | EXIT | Sold out |
| 41 | EMOP | AB Emrg Mrkt Opportuniti ETF | — | NEW | New buy |
| 42 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 43 | WMB | Williams Cos Inc | — | EXIT | Sold out |
| 44 | SNA | Snap-on Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Prossimo Advisors, LLC reported a total U.S. public equity portfolio value of $17.3M across 24 disclosed positions in Q1 2026.
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 VOO, BRK-B, HYG) accounted for 47.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
VOO
市值: $3.1M
Top Position Liquidated / Trimmed
META
前期市值: $504.3K
During Q1 2026, Prossimo Advisors, LLC's top holdings by market value included VOO (19.1%)、BRK-B (12.4%)、HYG (6.4%). The largest single position, VOO, represented 19.1% of total portfolio value.
In Q1 2026, Prossimo Advisors, LLC made 38 total portfolio adjustments, initiating 8 new buys, adding to 4 positions, trimming 6 holdings, and fully liquidating 20 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.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.