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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$186B
$724,000 0.58% of portfolio
25,007
Q2 2025 Reduced 12.74%
$28.9B
$719,000 0.58% of portfolio
17,483
Q2 2025 Reduced 14.92%
$158B
$685,000 0.55% of portfolio
1,300
Q2 2025 Reduced 14.81%
$253B
$681,000 0.55% of portfolio
2,311
Q2 2025 Reduced 2.78%
$63B
$676,000 0.54% of portfolio
8,405
Q2 2025 Reduced 2.91%
$128B
$660,000 0.53% of portfolio
1,424
Q2 2025 Reduced 22.99%
$328B
$664,000 0.53% of portfolio
2,184
Q2 2024 New
$552B
$647,000 0.52% of portfolio
483
Q2 2025 Added 21.05%
$83.3B
$634,000 0.51% of portfolio
2,980
Q2 2025 Added 5.49%
$0
$634,000 0.51% of portfolio
11,899
Q2 2025 Reduced 14.06%
$0
$614,000 0.49% of portfolio
23,000
Q4 2024 Added 100.0%
$92.2B
$593,000 0.48% of portfolio
1,186
Q2 2025 Reduced 7.63%
$62.1B
$584,000 0.47% of portfolio
4,885
Q2 2025 Reduced 16.25%
$0
$574,000 0.46% of portfolio
11,329
Q1 2023 Reduced 46.8%
$0
$570,000 0.46% of portfolio
11,248
Q1 2023 Reduced 46.92%
$166B
$556,000 0.45% of portfolio
1,436
Q2 2025 Reduced 46.42%
$17B
$534,000 0.43% of portfolio
11,405
Q2 2025 Reduced 2.07%
$25.2B
$512,000 0.41% of portfolio
11,433
Q2 2025 Reduced 1.32%
$169B
$495,000 0.4% of portfolio
11,444
Q2 2025 Reduced 16.31%
$15.3B
$501,000 0.4% of portfolio
6,205
Q2 2025 Reduced 2.1%
$17.7B
$491,000 0.39% of portfolio
12,179
Q2 2025 Reduced 8.93%
$124B
$483,000 0.39% of portfolio
1,261
Q2 2025 Reduced 19.01%
$114B
$472,000 0.38% of portfolio
8,056
Q2 2025 Reduced 4.19%
$342B
$462,000 0.37% of portfolio
1,481
Q2 2025 Reduced 57.42%
$125B
$457,000 0.37% of portfolio
6,650
Q2 2025 Reduced 27.62%
$219B
$463,000 0.37% of portfolio
1,143
Q2 2025 Reduced 30.94%
$54.5B
$456,000 0.37% of portfolio
805
Q2 2025 Reduced 10.36%
$64.2B
$445,000 0.36% of portfolio
2,176
Q2 2025 Reduced 22.29%
$22.8B
$452,000 0.36% of portfolio
19,207
Q2 2025 Reduced 1.23%
$165B
$416,000 0.33% of portfolio
5,996
Q2 2025 Reduced 20.17%
$26.9B
$411,000 0.33% of portfolio
10,220
Q2 2025 Reduced 3.44%
$222B
$405,000 0.33% of portfolio
5,116
Q2 2025 Reduced 6.95%
$742B
$409,000 0.33% of portfolio
1,869
Q2 2025 Added 19.81%
$41.5B
$388,000 0.31% of portfolio
4,609
Q2 2025 Reduced 5.86%
$96.5B
$357,000 0.29% of portfolio
1,294
Q2 2025 Reduced 6.16%
$37.9B
$357,000 0.29% of portfolio
3,325
Q2 2025 Added 48.5%
$89.6B
$359,000 0.29% of portfolio
1,625
Q2 2025 Reduced 51.38%
$58.7B
$346,000 0.28% of portfolio
1,080
Q2 2024 New
$28.8B
$346,000 0.28% of portfolio
6,681
Q2 2025 Reduced 9.13%
$36.8B
$343,000 0.28% of portfolio
3,294
Q2 2025 Reduced 34.3%
$470B
$345,000 0.28% of portfolio
3,200
Q2 2025 Reduced 56.18%
$15.6B
$337,000 0.27% of portfolio
6,004
Q2 2025 Reduced 35.73%
$158B
$333,000 0.27% of portfolio
1,114
Q2 2025 Reduced 31.28%
$409B
$333,000 0.27% of portfolio
1,792
Q2 2025 Reduced 3.97%
$93.7B
$321,000 0.26% of portfolio
1,470
Q2 2025 Reduced 24.19%
$49.9B
$309,000 0.25% of portfolio
5,994
Q1 2025 Reduced 7.91%
$44.1B
$310,000 0.25% of portfolio
4,546
Q2 2025 Added 59.34%
$413B
$317,000 0.25% of portfolio
6,707
Q2 2025 Reduced 25.11%
$124B
$312,000 0.25% of portfolio
4,520
Q2 2025 Reduced 54.1%

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
Track This Portfolio

Track Prossimo Advisors, LLC Portfolio

Follow Prossimo Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prossimo Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prossimo Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email