Prossimo-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  "MPLX",
  "ACN",
  null,
  "ABBV",
  "ADBE",
  "PAA",
  "GOOGL",
  "ASML",
  "T",
  "BUD",
  "AVGO",
  "ARCC",
  "HRB",
  "COF",
  "DUK",
  "D",
  "EOG",
  "FITB",
  "GIS",
  "HD",
  "HPQ",
  "MCD",
  "FE",
  "QCOM",
  "GLPI",
  "ISRG",
  "META",
  "IWS",
  "LIN",
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "MSFT",
  "TMUS",
  "EQIX",
  "GPC",
  "NI",
  "HIG",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  "PANW",
  "PEP",
  "HTGC",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "AMGN",
  null,
  "SPGI",
  "ROP",
  "SRE",
  "SAP",
  "AMT",
  "IBM",
  "SNPS",
  "TMO",
  "TJX",
  "UNM",
  "MET",
  "VOE",
  "ETR",
  "VYM",
  "VRTX",
  "TT",
  "IP",
  "F",
  "WEC",
  "AJG",
  "AEP",
  "ES",
  "PEG",
  "NVO",
  "AMZN",
  "HCA",
  "PFG",
  "USB",
  "VBR",
  "VOT",
  "V",
  "WMT",
  "WES",
  "WMB",
  "XEL",
  null,
  "DTE",
  "FNF",
  "SCHD",
  "ET",
  "NXPI",
  "SON",
  "CRM",
  "LYB",
  "BAC",
  "BRK-B",
  "CVX",
  "CINF",
  "CB",
  "CTAS",
  "CFG",
  "C",
  "CME",
  "KO",
  "COST",
  "CSX",
  "NEE",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "MO",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 134
Total Value: 133046
Accession Number: 0001965307-25-000003
Form Type: 13F-HR
CIK: prossimo-advisors
Manager Name: Prossimo-Advisors

Data Enrichment

96% identified

128 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

134 positions • $133.0K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 7

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Salesforce, Inc.

CRM|79466L302

Shares:3.4K

Value:$908.0K

% of Portfolio:682.5% ($908.0K/$133.0K)

464287473

IWS|464287473

Shares:7.2K

Value:$904.0K

% of Portfolio:679.5% ($904.0K/$133.0K)

Alphabet Inc.

GOOG|02079K107

Shares:5.6K

Value:$878.0K

% of Portfolio:659.9% ($878.0K/$133.0K)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.3K

Value:$869.0K

% of Portfolio:653.2% ($869.0K/$133.0K)

Walt Disney Co

DIS|254687106

Shares:8.8K

Value:$868.0K

% of Portfolio:652.4% ($868.0K/$133.0K)

Duke Energy CORP

DUK|26441C204

Shares:7.0K

Value:$859.0K

% of Portfolio:645.6% ($859.0K/$133.0K)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.8K

Value:$826.0K

% of Portfolio:620.8% ($826.0K/$133.0K)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.7K

Value:$824.0K

% of Portfolio:619.3% ($824.0K/$133.0K)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:7.5K

Value:$817.0K

% of Portfolio:614.1% ($817.0K/$133.0K)

AT&T INC.

T|00206R102

Shares:28.7K

Value:$810.0K

% of Portfolio:608.8% ($810.0K/$133.0K)

FIFTH THIRD BANCORP

FITB|316773100

Shares:20.5K

Value:$805.0K

% of Portfolio:605.1% ($805.0K/$133.0K)

Meta Platforms, Inc.

META|30303M102

Shares:1.4K

Value:$791.0K

% of Portfolio:594.5% ($791.0K/$133.0K)

S&P Global Inc.

SPGI|78409V104

Shares:1.5K

Value:$775.0K

% of Portfolio:582.5% ($775.0K/$133.0K)

SYNOPSYS INC

SNPS|871607107

Shares:1.8K

Value:$759.0K

% of Portfolio:570.5% ($759.0K/$133.0K)

808524797

SCHD|808524797

Shares:26.8K

Value:$750.0K

% of Portfolio:563.7% ($750.0K/$133.0K)

EOG RESOURCES INC

EOG|26875P101

Shares:5.8K

Value:$748.0K

% of Portfolio:562.2% ($748.0K/$133.0K)

464288638

Shares:13.8K

Value:$727.0K

% of Portfolio:546.4% ($727.0K/$133.0K)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:3.3K

Value:$727.0K

% of Portfolio:546.4% ($727.0K/$133.0K)

Parker-Hannifin Corp

PH|701094104

Shares:1.2K

Value:$710.0K

% of Portfolio:533.7% ($710.0K/$133.0K)

METLIFE INC

MET|59156R108

Shares:8.7K

Value:$695.0K

% of Portfolio:522.4% ($695.0K/$133.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	3.4K	QoQ +0.47% (-16) YoY +88.72% (+1.6K)	All Managers (Combined)	$908.0K	682.5% ($908.0K/$133.0K)	QoQ -19.28% (-$0) YoY +68.14% (+$0)
(IWScusip464287473)	7.2K	QoQ -2.84% (-210) YoY NEW(+7.2K)	All Managers (Combined)	$904.0K	679.5% ($904.0K/$133.0K)	QoQ -5.34% (-$0) YoY NEW(+$1)
Alphabet Inc.(GOOGcusip02079K107)	5.6K	QoQ 0.00% (-0) YoY +2.94% (+161)	All Managers (Combined)	$878.0K	659.9% ($878.0K/$133.0K)	QoQ -17.94% (-$0) YoY +5.65% (+$0)
EXXON MOBIL CORP(XOMcusip30231G102)	7.3K	QoQ +0.35% (+26) YoY +169.68% (+4.6K)	All Managers (Combined)	$869.0K	653.2% ($869.0K/$133.0K)	QoQ +10.98% (+$0) YoY +175.87% (+$1)
Walt Disney Co(DIScusip254687106)	8.8K	QoQ +0.66% (-58) YoY NEW(+8.8K)	All Managers (Combined)	$868.0K	652.4% ($868.0K/$133.0K)	QoQ -10.69% (-$0) YoY NEW(+$1)
Duke Energy CORP(DUKcusip26441C204)	7.0K	QoQ -2.17% (-157) YoY -0.53% (-38)	All Managers (Combined)	$859.0K	645.6% ($859.0K/$133.0K)	QoQ +10.69% (-$0) YoY +25.40% (-$0)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.8K	QoQ -1.49% (-28) YoY NEW(+1.8K)	All Managers (Combined)	$826.0K	620.8% ($826.0K/$133.0K)	QoQ -9.42% (-$0) YoY NEW(+$1)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.7K	QoQ -2.18% (-37) YoY NEW(+1.7K)	All Managers (Combined)	$824.0K	619.3% ($824.0K/$133.0K)	QoQ -6.36% (-$0) YoY NEW(+$1)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	7.5K	QoQ -1.05% (-80) YoY NEW(+7.5K)	All Managers (Combined)	$817.0K	614.1% ($817.0K/$133.0K)	QoQ +17.21% (-$0) YoY NEW(+$1)
AT&T INC.(Tcusip00206R102)	28.7K	QoQ -1.72% (-504) YoY +4.14% (+1.1K)	All Managers (Combined)	$810.0K	608.8% ($810.0K/$133.0K)	QoQ +21.98% (-$0) YoY +67.35% (+$0)
FIFTH THIRD BANCORP(FITBcusip316773100)	20.5K	QoQ +1.19% (-242) YoY NEW(+20.5K)	All Managers (Combined)	$805.0K	605.1% ($805.0K/$133.0K)	QoQ -6.28% (-$0) YoY NEW(+$1)
Meta Platforms, Inc.(METAcusip30303M102)	1.4K	QoQ +1.10% (-15) YoY NEW(+1.4K)	All Managers (Combined)	$791.0K	594.5% ($791.0K/$133.0K)	QoQ -0.50% (-$0) YoY NEW(+$1)
S&P Global Inc.(SPGIcusip78409V104)	1.5K	QoQ +0.06% (+1) YoY +14.47% (+193)	All Managers (Combined)	$775.0K	582.5% ($775.0K/$133.0K)	QoQ +2.10% (+$0) YoY +36.68% (+$0)
SYNOPSYS INC(SNPScusip871607107)	1.8K	QoQ +10.28% (-165) YoY NEW(+1.8K)	All Managers (Combined)	$759.0K	570.5% ($759.0K/$133.0K)	QoQ -2.56% (-$0) YoY NEW(+$1)
(SCHDcusip808524797)	26.8K	QoQ 0.00% (+0) YoY NEW(+26.8K)	All Managers (Combined)	$750.0K	563.7% ($750.0K/$133.0K)	QoQ +2.31% (+$0) YoY NEW(+$1)
EOG RESOURCES INC(EOGcusip26875P101)	5.8K	QoQ +0.10% (+6) YoY +3.40% (+192)	All Managers (Combined)	$748.0K	562.2% ($748.0K/$133.0K)	QoQ +4.76% (+$0) YoY +3.74% (+$0)
(cusip464288638)✕	13.8K	QoQ +16.48% (+2.0K) YoY NEW(+13.8K)	All Managers (Combined)	$727.0K	546.4% ($727.0K/$133.0K)	QoQ +18.79% (+$0) YoY NEW(+$1)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	3.3K	QoQ +0.17% (+6) YoY +29.78% (+767)	All Managers (Combined)	$727.0K	546.4% ($727.0K/$133.0K)	QoQ +18.79% (+$0) YoY +42.82% (+$0)
Parker-Hannifin Corp(PHcusip701094104)	1.2K	QoQ +0.17% (-2) YoY NEW(+1.2K)	All Managers (Combined)	$710.0K	533.7% ($710.0K/$133.0K)	QoQ -4.31% (-$0) YoY NEW(+$1)
METLIFE INC(METcusip59156R108)	8.7K	QoQ -2.54% (-226) YoY -1.97% (-174)	All Managers (Combined)	$695.0K	522.4% ($695.0K/$133.0K)	QoQ -4.40% (-$0) YoY +6.26% (-$0)