PA

Prossimo Advisors, LLC

High-turnover traderSector-focusedContrarian

Total reported value

$16.4M

Reporting period: 2026-03-31 · Number of holdings: 24

Prossimo Advisors, LLC disclosed 24 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $16.4M and a quarterly turnover rate of 94.1%.

Personality snowflake

Concentration
31.46
Portfolio Stability
94.14
Momentum/Contrarian
0
Sector conviction
100
Diversification
48
Sizing Uniformity
90.38

Recent moves

  • Trim NVDA

    -36.7%　-$691.7K

  • Trim AMZN

    -52.6%　-$398.3K

  • Trim AAPL

    -30.2%　-$268.4K

  • Trim GOOGL

    -30.0%　-$182.4K

  • Trim MSFT

    +14.7%　-$116.8K

  • Trim CTAS

    -2.6%　-$76.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth19.10%+19.10%NEW
2BRK-BBerkshire Hathaway Inc-cl BStock-Other12.40%+12.40%NEW
3HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield6.39%-0.32%+2.09%
4NVDANvidia CORPStock-Tech6.11%-4.81%-36.67%
5PJULInnovator U.s. Equity PowerETF-Other6.03%+6.03%NEW
6MSFTMicrosoft CORPStock-Tech5.09%-1.05%+14.66%
7IGIBIshares 5-10y Inv Grade CORPETF-Corp Bonds4.48%-0.32%—
8SCHPSchwab U.s. Tips ETFETF-Other3.72%-0.20%—
9ICSHIshares Ultra Short DurationETF-Other3.49%-0.20%—
10JPSTJpmorgan Ultra-short IncomeETF-Other3.46%-0.20%—
11IVVIshares Core S&p 500 ETFETF-Large Cap & Growth3.40%+3.40%NEW
12CTASCintas CORPStock-Industrials3.30%-0.69%-2.61%
13AAPLApple INCStock-Tech3.05%-1.91%-30.23%
14LPLALpl Financial Holdings INCStock-Financials2.38%-0.61%—
15JJacobs Solutions INCStock-Industrials2.32%+2.32%NEW
16EZUIshares Msci Eurozone ETFETF-Other2.23%+2.23%NEW
17GOOGLAlphabet Inc-cl AStock-Comm Services2.00%-1.29%-30.04%
18JPMJpmorgan Chase & CoStock-Financials1.93%-0.28%+1.03%
19AMZNAmazon.com INCStock-Consumer Disc1.81%-2.67%-52.59%
20AVGOBroadcom INCStock-Tech1.63%-0.65%-15.63%
21JNJJohnson & JohnsonStock-Healthcare1.57%+0.17%—
22ILOWAB Internal Low Volat Eq ETFETF-Other1.47%+1.47%NEW
23BACBank Of America CORPStock-Financials1.37%-0.10%+11.93%
24EMOPAB Emrg Mrkt Opportuniti ETFETF-Other1.28%+1.28%NEW

Holding changes this quarter

Prossimo Advisors, LLC's most significant position changes for 2026-03-31: New buy: Vanguard S&p 500 ETF (VOO); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Innovator U.s. Equity Power (PJUL); New buy: Ishares Core S&p 500 ETF (IVV); Sold out: Meta Platforms Inc-class A (META).

Position changes disclosed by Prossimo Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1JNJJohnson & Johnson+0.2%—Unchanged
2BACBank Of America CORP-0.1%+11.93%Add
3SCHPSchwab U.s. Tips ETF-0.2%—Unchanged
4ICSHIshares Ultra Short Duration-0.2%—Unchanged
5JPSTJpmorgan Ultra-short Income-0.2%—Unchanged
6JPMJpmorgan Chase & Co-0.3%+1.03%Add
7IGIBIshares 5-10y Inv Grade CORP-0.3%—Unchanged
8HYGIshr Ibx Usd Hiyld Cb Etf-ui-0.3%+2.09%Add
9LPLALpl Financial Holdings INC-0.6%—Unchanged
10AVGOBroadcom INC-0.7%-15.63%Trim
11CTASCintas CORP-0.7%-2.61%Trim
12MSFTMicrosoft CORP-1.1%+14.66%Add
13GOOGLAlphabet Inc-cl A-1.3%-30.04%Trim
14AAPLApple INC-1.9%-30.23%Trim
15AMZNAmazon.com INC-2.7%-52.59%Trim
16NVDANvidia CORP-4.8%-36.67%Trim
17VOOVanguard S&p 500 ETF—NEWNew buy
18BRK-BBerkshire Hathaway Inc-cl B—NEWNew buy
19PJULInnovator U.s. Equity Power—NEWNew buy
20IVVIshares Core S&p 500 ETF—NEWNew buy
21METAMeta Platforms Inc-class A—EXITSold out
22JJacobs Solutions INC—NEWNew buy
23EZUIshares Msci Eurozone ETF—NEWNew buy
24MPLXMplx LP—EXITSold out
25USBUS Bancorp—EXITSold out
26CSCOCisco Systems INC—EXITSold out
27ETREntergy CORP—EXITSold out
28LINLinde plc—EXITSold out
29VVisa Inc-class A Shares—EXITSold out
30CBChubb Limited—EXITSold out
31TSLATesla INC—EXITSold out
32ILOWAB Internal Low Volat Eq ETF—NEWNew buy
33ETEnergy Transfer LP—EXITSold out
34EPDEnterprise Products Partners—EXITSold out
35PAAPlains All Amer Pipeline LP—EXITSold out
36HDHome Depot INC—EXITSold out
37TMOThermo Fisher Scientific INC—EXITSold out
38WESWestern Midstream Partners L—EXITSold out
39NFLXNetflix INC—EXITSold out
40ACNAccenture plc—EXITSold out
41EMOPAB Emrg Mrkt Opportuniti ETF—NEWNew buy
42ISRGIntuitive Surgical INC—EXITSold out
43WMBWilliams Cos INC—EXITSold out
44SNASnap-on INC—EXITSold out

FAQ

What is Prossimo Advisors, LLC and what type of investor is it?
Prossimo Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $16.4M, spread across 24 disclosed positions.
What are Prossimo Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Prossimo Advisors, LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $3.1M (19.1%) 2. Berkshire Hathaway Inc-cl B (BRK-B) — $2.0M (12.4%) 3. Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — $1.1M (6.4%) 4. Nvidia CORP (NVDA) — $1.0M (6.1%) 5. Innovator U.s. Equity Power (PJUL) — $990.8K (6.0%)
What changes did Prossimo Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Prossimo Advisors, LLC made 38 notable position adjustments: 8 new positions were initiated, 4 existing holdings were added to, 6 positions were partially reduced, and 20 were completely exited. The largest of these moves: New buy: Vanguard S&p 500 ETF (VOO); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Innovator U.s. Equity Power (PJUL); New buy: Ishares Core S&p 500 ETF (IVV); Sold out: Meta Platforms Inc-class A (META)
What sectors does Prossimo Advisors, LLC focus on?
Prossimo Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 43.0% • Financials: 42.5% • Communication Services: 5.4% • Consumer Discretionary: 4.9% • Health Care: 4.2%