Latest Prossimo Advisors, LLC Stock Portfolio
Prossimo Advisors, LLC Performance:
2025 Q4: -7.31%YTD: 2.48%2024: 15.53%
Performance for 2025 Q4 is -7.31%, and YTD is 2.48%, and 2024 is 15.53%.
About Prossimo Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Prossimo Advisors, LLC reported an equity portfolio of $15.5 Millions as of 31 Dec, 2025.
The top stock holdings of Prossimo Advisors, LLC are NVDA, AAXJ, MSFT. The fund has invested 10.9% of it's portfolio in NVIDIA CORPORATION and 6.7% of portfolio in ISHARES TR.
The fund managers got completely rid off FIDELITY NATIONAL FINANCIAL (FNF) stocks. They significantly reduced their stock positions in VISA INC (V), HOME DEPOT INC (HD) and TESLA INC (TSLA). Prossimo Advisors, LLC opened new stock positions in CINTAS CORP (CTAS), LPL FINL HLDGS INC (LPLA) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), LINDE PLC (LIN) and BROADCOM INC (AVGO).
The top stock holdings of Prossimo Advisors, LLC are NVDA, AAXJ, MSFT. The fund has invested 10.9% of it's portfolio in NVIDIA CORPORATION and 6.7% of portfolio in ISHARES TR.
The fund managers got completely rid off FIDELITY NATIONAL FINANCIAL (FNF) stocks. They significantly reduced their stock positions in VISA INC (V), HOME DEPOT INC (HD) and TESLA INC (TSLA). Prossimo Advisors, LLC opened new stock positions in CINTAS CORP (CTAS), LPL FINL HLDGS INC (LPLA) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), LINDE PLC (LIN) and BROADCOM INC (AVGO).
Prossimo Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Prossimo Advisors, LLC made a return of -7.31% in the last quarter. In trailing 12 months, it's portfolio return was 2.48%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| cintas corp | 619,879 |
| lpl finl hldgs inc | 464,321 |
| johnson & johnson | 218,125 |
| thermo fisher scientific inc | 217,873 |
| accenture plc ireland | 211,152 |
| intuitive surgical inc | 208,987 |
New stocks bought by Prossimo Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 1,030 |
| linde plc | 17.61 |
| broadcom inc | 12.9 |
| meta platforms inc | 12.85 |
| nvidia corporation | 5.65 |
| chubb limited | 5.01 |
| cisco sys inc | 2.84 |
| alphabet inc | 2.84 |
Additions to existing portfolio by Prossimo Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| visa inc | -29.31 |
| home depot inc | -11.42 |
| tesla inc | -9.13 |
| entergy corp new | -5.07 |
| us bancorp del | -1.35 |
| bank america corp | -0.77 |
| microsoft corp | -0.45 |
Prossimo Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| fidelity national financial | -212,078 |
Prossimo Advisors, LLC got rid off the above stocks
Sector Distribution
Prossimo Advisors, LLC has about 27.5% of it's holdings in Technology sector.
- Technology
- Others
- Financial Services
- Energy
- Communication Services
- Consumer Cyclical
- Industrials
- Healthcare
- Utilities
- Basic Materials
| Sector | % |
|---|---|
| Technology | 27.5 |
| Others | 22.8 |
| Financial Services | 12 |
| Energy | 9.3 |
| Communication Services | 7.9 |
| Consumer Cyclical | 7.5 |
| Industrials | 5.3 |
| Healthcare | 4.2 |
| Utilities | 1.8 |
| Basic Materials | 1.7 |
Market Cap. Distribution
Prossimo Advisors, LLC has about 77.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 51 |
| LARGE-CAP | 26.2 |
| UNALLOCATED | 22.8 |
Stocks belong to which Index?
About 66.3% of the stocks held by Prossimo Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 66.3 |
| Others | 33.7 |
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 36 stocks in it's portfolio. About 53.3% of the portfolio is in top 10 stocks. NFLX 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: 06 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.96 | 2,832 | 769,908 | added | 2.72 | ||
| AAXJ | ishares tr | 6.71 | 12,929 | 1,042,460 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 4.80 | 13,845 | 745,969 | added | 0.3 | ||
| ACN | accenture plc ireland | 1.36 | 787 | 211,152 | new | |||
| ACWF | ishares tr | 3.69 | 11,329 | 573,021 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 4.48 | 3,016 | 696,153 | added | 1.86 | ||
| AVGO | broadcom inc | 2.28 | 1,024 | 354,406 | added | 12.9 | ||
| BAC | bank america corp | 1.47 | 4,141 | 227,755 | reduced | -0.77 | ||
| BBAX | j p morgan exchange traded f | 3.66 | 11,248 | 569,036 | unchanged | 0.00 | ||
| CB | chubb limited | 1.68 | 838 | 261,557 | added | 5.01 | ||
| CSCO | cisco sys inc | 1.85 | 3,730 | 287,322 | added | 2.84 | ||
| CTAS | cintas corp | 3.99 | 3,296 | 619,879 | new | |||
| EPD | enterprise prods partners l | 1.53 | 7,407 | 237,468 | unchanged | 0.00 | ||
| ET | energy transfer l p | 1.55 | 14,563 | 240,144 | unchanged | 0.00 | ||
| ETR | entergy corp new | 1.83 | 3,068 | 283,575 | reduced | -5.07 | ||
| FNDA | schwab strategic tr | 3.92 | 23,000 | 609,270 | unchanged | 0.00 | ||
| FNF | fidelity national financial | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GOOG | alphabet inc | 3.29 | 1,631 | 510,503 | added | 2.84 | ||
| HD | home depot inc | 1.41 | 636 | 218,848 | reduced | -11.42 | ||
| ISRG | intuitive surgical inc | 1.35 | 369 | 208,987 | new | |||