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Latest Prossimo Advisors, LLC Stock Portfolio

$17.33Million | No. of Holdings #24

Prossimo Advisors, LLC Performance

2026 Q2+7.93%
YTD+4.04%
2025+11.06%

About Prossimo Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Prossimo Advisors, LLC reported an equity portfolio of $17.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Prossimo Advisors, LLC are VB, , NVDA. The fund has invested 20.8% of it's portfolio in VANGUARD INDEX FDS and 12.3% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off CINTAS CORP (CTAS) and LPL FINL HLDGS INC (LPLA) stocks. They significantly reduced their stock positions in ISHARES TR (IJR) and BANK OF AMER CORP (BAC). Prossimo Advisors, LLC opened new stock positions in KLA CORP (KLAC) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (ACWV), BROADCOM INC (AVGO) and AB ACTIVE ETFS INC.
Prossimo Advisors, LLC Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$17.33Million
  as of Jul 27, 2026

Prossimo Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Prossimo Advisors, LLC made a return of 7.93% in the last quarter. In trailing 12 months, it's portfolio return was 10.61%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
kla corp257,359
ishares inc216,573
New stocks bought by Prossimo Advisors, LLC

Additions

Ticker% Inc.
ishares inc12.26
broadcom inc11.46
ab active etfs inc6.41
nvidia corporation6.32
apple inc4.45
amazon com inc4.34
alphabet inc3.94
ishares tr3.08
Additions to existing portfolio by Prossimo Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-29.82
bank of amer corp-7.51
Prossimo Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
cintas corp-542,939
lpl finl hldgs inc-391,079
Prossimo Advisors, LLC got rid off the above stocks

Sector Distribution

Prossimo Advisors, LLC has about 69.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
Sector%
Others69.3
Technology19
Financial Services3.4
Communication Services2.4
Industrials2.2
Consumer Cyclical2.1
Healthcare1.5

Market Cap. Distribution

Prossimo Advisors, LLC has about 30.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED69.3
MEGA-CAP27
LARGE-CAP3.7

Stocks belong to which Index?

About 30.7% of the stocks held by Prossimo Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others69.3
S&P 50030.7
Top 5 Winners (%)%
GOOG
alphabet inc
23.7 %
AVGO
broadcom inc
20.7 %
ab active etfs inc
18.5 %
BAC
bank of amer corp
16.3 %
VB
vanguard index fds
14.9 %
Top 5 Winners ($)$
VB
vanguard index fds
0.5 M
NVDA
nvidia corporation
0.2 M
berkshire hathaway inc del
0.1 M
GOOG
alphabet inc
0.1 M
AAPL
apple inc
0.1 M
Top 5 Losers (%)%
J
jacobs solutions inc
-1.0 %
FNDA
schwab strategic tr
-0.4 %
AAXJ
ishares tr
-0.1 %
ACWF
ishares tr
-0.1 %
BBAX
j p morgan exchange traded f
-0.1 %
Top 5 Losers ($)$
J
jacobs solutions inc
0.0 M
FNDA
schwab strategic tr
0.0 M
AAXJ
ishares tr
0.0 M
ACWF
ishares tr
0.0 M
BBAX
j p morgan exchange traded f
0.0 M

Prossimo Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Prossimo Advisors, LLC

Prossimo Advisors, LLC has 24 stocks in it's portfolio. About 72% of the portfolio is in top 10 stocks. J proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Prossimo Advisors, LLC last quarter.

$17.33MTotal Value
26.00Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Prossimo Advisors, LLC, last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Prossimo Advisors, LLC's holding in Ishares Tr over time
6.1%13,224
$1.06M
6.1%
increased 0.19 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Prossimo Advisors, LLC's holding in Ishares Tr over time
4.38%14,272
$758.8K
4.38%
increased 3.08 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Prossimo Advisors, LLC's holding in Ishares Tr over time
3.31%11,329
$573.0K
3.31%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Prossimo Advisors, LLC's holding in Ishares Inc over time
2.64%6,574
$456.9K
2.64%
increased 12.26 percentadded
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Prossimo Advisors, LLC's holding in Innovator Etfs Trust over time
6.07%21,554
$1.05M
6.07%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Prossimo Advisors, LLC's holding in J P Morgan Exchange Traded F over time
3.28%11,248
$568.8K
3.28%
unchanged 0 percentunchanged
EMGF
Ishares Inc

Ishares Inc

EMGF
Prossimo Advisors, LLC's holding in Ishares Inc over time
1.25%2,322
$216.6K
1.25%
new position
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Prossimo Advisors, LLC's holding in Schwab Strategic Tr over time
3.52%23,000
$609.5K
3.52%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Prossimo Advisors, LLC's holding in Ishares Tr over time
2.59%600
$449.3K
2.59%
decreased 29.82 percentreduced