Prossimo Advisors, LLC Portfolio Holdings

Prossimo Advisors, LLC

  • $125 Million
  • Q2 2025

Prossimo Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.9M, Apple Inc. with a value of $6.66M, Visa Inc. with a value of $6.55M, Nvidia Corp with a value of $6.33M, and Amazon Com Inc with a value of $5.4M.

Examining the 13F form we can see an decrease of $8.44M in the current position value, from $133M to 125M.

Prossimo Advisors, LLC is based out at San Luis Obispo, CA

Below you can find more details about Prossimo Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
Technology: $30.5 Million
Financial Services: $23.5 Million
Consumer Cyclical: $12.2 Million
Communication Services: $11.5 Million
Consumer Defensive: $11.3 Million
ETFs: $10 Million
Industrials: $9.41 Million
Utilities: $6.28 Million
Other: $9.14 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$9.9 Million 7.95% of portfolio
19,904
Q1 2025 Reduced 1.18%
$3.69T
$6.66 Million 5.35% of portfolio
32,484
Q2 2025 Added 1.53%
$551B
$6.55 Million 5.25% of portfolio
18,437
Q2 2025 Reduced 0.18%
$456B
$6.33 Million 5.08% of portfolio
40,092
Q2 2025 Added 0.61%
$2.26T
$5.4 Million 4.34% of portfolio
24,633
Q2 2025 Added 0.54%
$1.21T
$5.23 Million 4.2% of portfolio
29,683
Q2 2025 Added 1.35%
$439B
$3.78 Million 3.03% of portfolio
3,814
Q2 2025 Reduced 8.82%
$859B
$2.56 Million 2.06% of portfolio
8,831
Q2 2025 Added 0.11%
$405B
$2.44 Million 1.95% of portfolio
6,643
Q2 2025 Reduced 5.63%
$22.7B
$2.1 Million 1.69% of portfolio
9,423
Q2 2025 Reduced 36.78%
$281B
$2.06 Million 1.65% of portfolio
21,038
Q2 2025 Reduced 17.96%
$548B
$2.04 Million 1.64% of portfolio
3,627
Q2 2025 Reduced 6.35%
$102B
$1.85 Million 1.48% of portfolio
4,217
Q2 2025 Reduced 5.53%
$621B
$1.76 Million 1.42% of portfolio
3,631
Q2 2025 Reduced 2.37%
$56B
$1.71 Million 1.37% of portfolio
4,519
Q2 2025 Reduced 6.28%
$70.4B
$1.54 Million 1.23% of portfolio
24,466
Q2 2025 Added 1.05%
$1.78T
$1.25 Million 1.0% of portfolio
1,692
Q2 2025 Added 23.32%
$41B
$1.23 Million 0.98% of portfolio
9,660
Q2 2025 Reduced 33.13%
$261B
$1.14 Million 0.91% of portfolio
6,261
Q2 2025 Reduced 0.51%
$155B
$1.1 Million 0.88% of portfolio
8,876
Q2 2025 Reduced 5.81%
$1.08T
$1.09 Million 0.87% of portfolio
3,427
Q2 2025 Reduced 16.05%
$368B
$1.03 Million 0.83% of portfolio
6,464
Q2 2025 Reduced 0.17%
$295B
$991,000 0.8% of portfolio
1,236
Q2 2025 Reduced 32.24%
$48.7B
$984,000 0.79% of portfolio
6,768
Q3 2024 Reduced 2.86%
$18.5B
$987,000 0.79% of portfolio
11,882
Q2 2025 Added 0.66%
$1.24T
$965,000 0.77% of portfolio
5,440
Q2 2025 Reduced 3.22%
$24.1B
$931,000 0.75% of portfolio
6,252
Q2 2025 Reduced 15.32%
$306B
$940,000 0.75% of portfolio
13,290
Q2 2025 Reduced 3.26%
$222B
$902,000 0.72% of portfolio
3,087
Q2 2025 Reduced 14.18%
$127B
$894,000 0.72% of portfolio
3,242
Q2 2025 Added 28.24%
$99.5B
$879,000 0.71% of portfolio
1,975
Q2 2025 Reduced 3.89%
$202B
$874,000 0.7% of portfolio
6,619
Q2 2025 Reduced 14.44%
$95.8B
$811,000 0.65% of portfolio
6,871
Q2 2025 Reduced 2.47%
$95.7B
$800,000 0.64% of portfolio
1,560
Q2 2025 Reduced 11.86%
$96.6B
$770,000 0.62% of portfolio
1,103
Q2 2025 Reduced 5.57%
$232B
$763,000 0.61% of portfolio
2,797
Q2 2025 Reduced 17.3%
$57.5B
$756,000 0.61% of portfolio
7,290
Q2 2025 Reduced 2.49%
$302B
$732,000 0.59% of portfolio
5,109
Q2 2025 Reduced 7.36%
$207B
$731,000 0.59% of portfolio
5,892
Q2 2025 Reduced 32.97%
$68B
$719,000 0.58% of portfolio
15,896
Q1 2025 Added 2.22%
$203B
$724,000 0.58% of portfolio
25,007
Q2 2025 Reduced 12.74%
$29B
$719,000 0.58% of portfolio
17,483
Q2 2025 Reduced 14.92%
$182B
$685,000 0.55% of portfolio
1,300
Q2 2025 Reduced 14.81%
$210B
$681,000 0.55% of portfolio
2,311
Q2 2025 Reduced 2.78%
$61.1B
$676,000 0.54% of portfolio
8,405
Q2 2025 Reduced 2.91%
$113B
$660,000 0.53% of portfolio
1,424
Q2 2025 Reduced 22.99%
$323B
$664,000 0.53% of portfolio
2,184
Q2 2024 New
$545B
$647,000 0.52% of portfolio
483
Q2 2025 Added 21.05%
$83.2B
$634,000 0.51% of portfolio
2,980
Q2 2025 Added 5.49%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $125 Million
  • Prior Value $133 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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