Latest Prossimo Advisors, LLC Stock Portfolio
Prossimo Advisors, LLC Performance:
2026 Q1: -3.6%YTD: -3.6%2025: 11.06%
Performance for 2026 Q1 is -3.6%, and YTD is -3.6%, and 2025 is 11.06%.
About Prossimo Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Prossimo Advisors, LLC reported an equity portfolio of $16.4 Millions as of 31 Mar, 2026.
The top stock holdings of Prossimo Advisors, LLC are VB, , AAXJ. The fund has invested 19.1% of it's portfolio in VANGUARD INDEX FDS and 12.4% of portfolio in BERKSHIRE HATHAWAY INC DEL.
The fund managers got completely rid off META PLATFORMS INC (META), MPLX LP (MPLX) and US BANCORP DEL (USB) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), NVIDIA CORPORATION (NVDA) and APPLE INC (AAPL). Prossimo Advisors, LLC opened new stock positions in VANGUARD INDEX FDS (VB), BERKSHIRE HATHAWAY INC DEL and INNOVATOR ETFS TRUST (BAPR). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), BANK AMERICA CORP (BAC) and ISHARES TR (AAXJ).
The top stock holdings of Prossimo Advisors, LLC are VB, , AAXJ. The fund has invested 19.1% of it's portfolio in VANGUARD INDEX FDS and 12.4% of portfolio in BERKSHIRE HATHAWAY INC DEL.
The fund managers got completely rid off META PLATFORMS INC (META), MPLX LP (MPLX) and US BANCORP DEL (USB) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), NVIDIA CORPORATION (NVDA) and APPLE INC (AAPL). Prossimo Advisors, LLC opened new stock positions in VANGUARD INDEX FDS (VB), BERKSHIRE HATHAWAY INC DEL and INNOVATOR ETFS TRUST (BAPR). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), BANK AMERICA CORP (BAC) and ISHARES TR (AAXJ).
Prossimo Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Prossimo Advisors, LLC made a return of -3.6% in the last quarter. In trailing 12 months, it's portfolio return was 9.24%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 3,140,270 |
| berkshire hathaway inc del | 2,038,520 |
| innovator etfs trust | 990,784 |
| ishares tr | 558,495 |
| jacobs solutions inc | 381,840 |
| ishares inc | 366,820 |
| ab active etfs inc | 242,479 |
| ab active etfs inc | 209,898 |
New stocks bought by Prossimo Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| microsoft corp | 14.66 |
| bank america corp | 11.93 |
| ishares tr | 2.09 |
| jpmorgan chase & co | 1.03 |
Additions to existing portfolio by Prossimo Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| amazon com inc | -52.59 |
| nvidia corporation | -36.67 |
| apple inc | -30.23 |
| alphabet inc | -30.04 |
| broadcom inc | -15.62 |
| cintas corp | -2.61 |
Prossimo Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| energy transfer l p | -240,144 |
| plains all amern pipeline l | -221,680 |
| enterprise prods partners l | -237,468 |
| mplx lp | -319,900 |
| us bancorp del | -305,059 |
| western midstream partners l | -213,656 |
| cisco sys inc | -287,322 |
| williams cos inc | -204,915 |
Prossimo Advisors, LLC got rid off the above stocks
Sector Distribution
Prossimo Advisors, LLC has about 67.4% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Industrials
- Communication Services
- Consumer Cyclical
- Healthcare
| Sector | % |
|---|---|
| Others | 67.4 |
| Technology | 15.9 |
| Financial Services | 5.7 |
| Industrials | 5.6 |
| Communication Services | 2 |
| Consumer Cyclical | 1.8 |
| Healthcare | 1.6 |
Market Cap. Distribution
Prossimo Advisors, LLC has about 32.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 67.4 |
| MEGA-CAP | 24.6 |
| LARGE-CAP | 8 |
Stocks belong to which Index?
About 30.2% of the stocks held by Prossimo Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 69.8 |
| S&P 500 | 30.2 |
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 70.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Prossimo Advisors, LLC last quarter.
Last Reported on: 29 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.05 | 1,976 | 501,489 | reduced | -30.23 | ||
| AAXJ | ishares tr | 6.39 | 13,199 | 1,050,110 | added | 2.09 | ||
| AAXJ | ishares tr | 4.48 | 13,845 | 736,831 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 3.49 | 11,329 | 573,474 | unchanged | 0.00 | ||
| ACWV | ishares inc | 2.23 | 5,856 | 366,820 | new | |||
| AMZN | amazon com inc | 1.81 | 1,430 | 297,826 | reduced | -52.59 | ||
| AVGO | broadcom inc | 1.63 | 864 | 267,417 | reduced | -15.62 | ||
| BAC | bank america corp | 1.37 | 4,635 | 225,956 | added | 11.93 | ||
| BAPR | innovator etfs trust | 6.03 | 21,554 | 990,784 | new | |||
| BBAX | j p morgan exchange traded f | 3.46 | 11,248 | 569,261 | unchanged | 0.00 | ||
| CB | chubb limited | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CSCO | cisco sys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CTAS | cintas corp | 3.30 | 3,210 | 542,939 | reduced | -2.61 | ||
| EPD | enterprise prods partners l | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ET | energy transfer l p | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ETR | entergy corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FNDA | schwab strategic tr | 3.72 | 23,000 | 612,030 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 2.00 | 1,141 | 328,106 | reduced | -30.04 | ||
| HD | home depot inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||