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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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