Latest Prossimo Advisors, LLC Stock Portfolio
Prossimo Advisors, LLC Performance:
2025 Q3: 10.33%YTD: 14.74%2024: 13.55%
Performance for 2025 Q3 is 10.33%, and YTD is 14.74%, and 2024 is 13.55%.
About Prossimo Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Prossimo Advisors, LLC reported an equity portfolio of $13.6 Millions as of 30 Sep, 2025.
The top stock holdings of Prossimo Advisors, LLC are NVDA, AAXJ, MSFT. The fund has invested 11.8% of it's portfolio in NVIDIA CORPORATION and 7.7% of portfolio in ISHARES TR.
The fund managers got completely rid off COSTCO WHSL CORP NEW (COST), CINTAS CORP (CTAS) and WALMART INC (WMT) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), VISA INC (V) and APPLE INC (AAPL). Prossimo Advisors, LLC opened new stock positions in CISCO SYS INC (CSCO) and SNAP ON INC (SNA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ) and CHUBB LIMITED (CB).
The top stock holdings of Prossimo Advisors, LLC are NVDA, AAXJ, MSFT. The fund has invested 11.8% of it's portfolio in NVIDIA CORPORATION and 7.7% of portfolio in ISHARES TR.
The fund managers got completely rid off COSTCO WHSL CORP NEW (COST), CINTAS CORP (CTAS) and WALMART INC (WMT) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), VISA INC (V) and APPLE INC (AAPL). Prossimo Advisors, LLC opened new stock positions in CISCO SYS INC (CSCO) and SNAP ON INC (SNA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ) and CHUBB LIMITED (CB).
Prossimo Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Prossimo Advisors, LLC made a return of 10.33% in the last quarter. In trailing 12 months, it's portfolio return was 15.94%.
New Buys
| Ticker | $ Bought |
|---|---|
| cisco sys inc | 248,159 |
| snap on inc | 203,760 |
New stocks bought by Prossimo Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 16.01 |
| ishares tr | 2.82 |
| chubb limited | 1.92 |
Additions to existing portfolio by Prossimo Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| alphabet inc | -94.66 |
| visa inc | -94.21 |
| apple inc | -91.51 |
| microsoft corp | -90.05 |
| home depot inc | -89.19 |
| jpmorgan chase & co. | -88.12 |
| amazon com inc | -87.98 |
| williams cos inc | -86.07 |
Prossimo Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ford mtr co | -286,000 |
| at&t inc | -724,000 |
| walmart inc | -2,057,000 |
| regions financial corp new | -452,000 |
| fifth third bancorp | -719,000 |
| coca cola co | -940,000 |
| hercules capital inc | -239,000 |
| nisource inc | -491,000 |
Prossimo Advisors, LLC got rid off the above stocks
Sector Distribution
Prossimo Advisors, LLC has about 28.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 28.6 |
| Others | 26.2 |
| Financial Services | 12 |
| Energy | 10.4 |
| Consumer Cyclical | 9 |
| Communication Services | 8.3 |
| Utilities | 2.2 |
| Basic Materials | 1.8 |
| Industrials | 1.5 |
Market Cap. Distribution
Prossimo Advisors, LLC has about 73.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 52.5 |
| UNALLOCATED | 26.2 |
| LARGE-CAP | 21.3 |
Stocks belong to which Index?
About 63.4% of the stocks held by Prossimo Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 63.4 |
| Others | 36.6 |
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 31 stocks in it's portfolio. About 59.2% of the portfolio is in top 10 stocks. V proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Prossimo Advisors, LLC last quarter.
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.17 | 2,757 | 702,015 | reduced | -91.51 | ||
| AAXJ | ishares tr | 7.72 | 12,929 | 1,049,710 | added | 2.82 | ||
| AAXJ | ishares tr | 5.49 | 13,804 | 746,658 | added | 16.01 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 4.23 | 11,329 | 574,947 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEP | american elec pwr co inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AJG | gallagher arthur j & co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMT | american tower corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 4.78 | 2,961 | 650,147 | reduced | -87.98 | ||
| AVGO | broadcom inc | 2.20 | 907 | 299,228 | reduced | -72.02 | ||
| AWK | american wtr wks co inc new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank america corp | 1.58 | 4,173 | 215,285 | reduced | -37.78 | ||
| BBAX | j p morgan exchange traded f | 4.20 | 11,248 | 570,611 | unchanged | 0.00 | ||
| C | citigroup inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CB | chubb limited | 1.66 | 798 | 225,236 | added | 1.92 | ||
| CFG | citizens finl group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CINF | cincinnati finl corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||