Prossimo Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001965307

Type: FundHoldings: 134Value: $133.0MLatest: 2025Q1

Prossimo Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 134 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

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MICROSOFT CORP

MSFT|594918104

Shares:19.9K

Value:$7.5M

% of Portfolio:5616.1% ($7.5M/$133.0K)

Apple Inc.

AAPL|037833100

Shares:32.0K

Value:$7.1M

% of Portfolio:5341.8% ($7.1M/$133.0K)

VISA INC.

V|92826C839

Shares:18.5K

Value:$6.5M

% of Portfolio:4865.2% ($6.5M/$133.0K)

AMAZON COM INC

AMZN|023135106

Shares:24.5K

Value:$4.7M

% of Portfolio:3503.3% ($4.7M/$133.0K)

Alphabet Inc.

GOOGL|02079K305

Shares:29.3K

Value:$4.5M

% of Portfolio:3404.1% ($4.5M/$133.0K)

NVIDIA CORP

NVDA|67066G104

Shares:39.8K

Value:$4.3M

% of Portfolio:3246.2% ($4.3M/$133.0K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.2K

Value:$4.0M

% of Portfolio:2973.4% ($4.0M/$133.0K)

CINTAS CORP

CTAS|172908105

Shares:14.9K

Value:$3.1M

% of Portfolio:2302.2% ($3.1M/$133.0K)

HOME DEPOT, INC.

HD|437076102

Shares:7.0K

Value:$2.6M

% of Portfolio:1939.2% ($2.6M/$133.0K)

922908611

VBR|922908611

Shares:12.4K

Value:$2.3M

% of Portfolio:1735.5% ($2.3M/$133.0K)

Walmart Inc.

WMT|931142103

Shares:25.6K

Value:$2.3M

% of Portfolio:1691.9% ($2.3M/$133.0K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.8K

Value:$2.2M

% of Portfolio:1626.5% ($2.2M/$133.0K)

Mastercard Inc

MA|57636Q104

Shares:3.9K

Value:$2.1M

% of Portfolio:1595.7% ($2.1M/$133.0K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.7K

Value:$2.0M

% of Portfolio:1489.0% ($2.0M/$133.0K)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.5K

Value:$1.8M

% of Portfolio:1369.5% ($1.8M/$133.0K)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:14.4K

Value:$1.8M

% of Portfolio:1343.1% ($1.8M/$133.0K)

T-Mobile US, Inc.

TMUS|872590104

Shares:6.2K

Value:$1.7M

% of Portfolio:1246.2% ($1.7M/$133.0K)

464287200

IVV|464287200

Shares:2.8K

Value:$1.6M

% of Portfolio:1196.6% ($1.6M/$133.0K)

Trane Technologies plc

TT|G8994E103

Shares:4.5K

Value:$1.5M

% of Portfolio:1130.4% ($1.5M/$133.0K)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:24.2K

Value:$1.4M

% of Portfolio:1087.6% ($1.4M/$133.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	19.9K	QoQ -1.18% (-238) YoY NEW(+19.9K)	All Managers (Combined)	$7.5M	5616.1% ($7.5M/$133.0K)	QoQ -11.99% (-$1) YoY NEW(+$7)
Apple Inc.(AAPLcusip037833100)	32.0K	QoQ -0.28% (-90) YoY NEW(+32.0K)	All Managers (Combined)	$7.1M	5341.8% ($7.1M/$133.0K)	QoQ -11.53% (-$1) YoY NEW(+$7)
VISA INC.(Vcusip92826C839)	18.5K	QoQ -0.29% (-55) YoY +4.11% (+730)	All Managers (Combined)	$6.5M	4865.2% ($6.5M/$133.0K)	QoQ +10.55% (-$1) YoY +30.74% (+$2)
AMAZON COM INC(AMZNcusip023135106)	24.5K	QoQ +0.14% (-36) YoY NEW(+24.5K)	All Managers (Combined)	$4.7M	3503.3% ($4.7M/$133.0K)	QoQ -13.15% (-$1) YoY NEW(+$5)
Alphabet Inc.(GOOGLcusip02079K305)	29.3K	QoQ +0.25% (-75) YoY +11.12% (+2.9K)	All Managers (Combined)	$4.5M	3404.1% ($4.5M/$133.0K)	QoQ -18.10% (-$1) YoY +13.85% (+$1)
NVIDIA CORP(NVDAcusip67066G104)	39.8K	QoQ +0.28% (-115) YoY +1359.59% (+37.1K)	All Managers (Combined)	$4.3M	3246.2% ($4.3M/$133.0K)	QoQ -19.05% (-$1) YoY +75.07% (+$2)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.2K	QoQ -0.35% (-15) YoY +7.55% (+294)	All Managers (Combined)	$4.0M	2973.4% ($4.0M/$133.0K)	QoQ +2.83% (-$0) YoY +38.85% (+$1)
CINTAS CORP(CTAScusip172908105)	14.9K	QoQ +0.11% (+17) YoY NEW(+14.9K)	All Managers (Combined)	$3.1M	2302.2% ($3.1M/$133.0K)	QoQ +12.61% (+$0) YoY NEW(+$3)
HOME DEPOT, INC.(HDcusip437076102)	7.0K	QoQ -0.77% (-55) YoY NEW(+7.0K)	All Managers (Combined)	$2.6M	1939.2% ($2.6M/$133.0K)	QoQ -6.48% (-$0) YoY NEW(+$3)
(VBRcusip922908611)	12.4K	QoQ 0.00% (-0) YoY NEW(+12.4K)	All Managers (Combined)	$2.3M	1735.5% ($2.3M/$133.0K)	QoQ -5.98% (-$0) YoY NEW(+$2)
Walmart Inc.(WMTcusip931142103)	25.6K	QoQ -0.31% (-81) YoY NEW(+25.6K)	All Managers (Combined)	$2.3M	1691.9% ($2.3M/$133.0K)	QoQ -3.14% (-$0) YoY NEW(+$2)
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.8K	QoQ +0.53% (+47) YoY +2.00% (+173)	All Managers (Combined)	$2.2M	1626.5% ($2.2M/$133.0K)	QoQ +2.90% (+$0) YoY +24.94% (+$0)
Mastercard Inc(MAcusip57636Q104)	3.9K	QoQ +0.18% (+7) YoY -0.56% (-22)	All Managers (Combined)	$2.1M	1595.7% ($2.1M/$133.0K)	QoQ +4.27% (+$0) YoY +13.16% (-$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.7K	QoQ +0.48% (+18) YoY NEW(+3.7K)	All Managers (Combined)	$2.0M	1489.0% ($2.0M/$133.0K)	QoQ +18.05% (+$0) YoY NEW(+$2)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.5K	QoQ -1.02% (-36) YoY +10.83% (+340)	All Managers (Combined)	$1.8M	1369.5% ($1.8M/$133.0K)	QoQ +2.47% (-$0) YoY +17.39% (+$0)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	14.4K	QoQ -1.90% (-280) YoY NEW(+14.4K)	All Managers (Combined)	$1.8M	1343.1% ($1.8M/$133.0K)	QoQ +10.92% (-$0) YoY NEW(+$2)
T-Mobile US, Inc.(TMUScusip872590104)	6.2K	QoQ -0.04% (-3) YoY NEW(+6.2K)	All Managers (Combined)	$1.7M	1246.2% ($1.7M/$133.0K)	QoQ +20.75% (-$0) YoY NEW(+$2)
(IVVcusip464287200)	2.8K	QoQ +0.21% (-6) YoY NEW(+2.8K)	All Managers (Combined)	$1.6M	1196.6% ($1.6M/$133.0K)	QoQ -4.38% (-$0) YoY NEW(+$2)
Trane Technologies plc(TTcusipG8994E103)	4.5K	QoQ +0.02% (-1) YoY +21.76% (+798)	All Managers (Combined)	$1.5M	1130.4% ($1.5M/$133.0K)	QoQ -8.73% (-$0) YoY +36.60% (+$0)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	24.2K	QoQ -0.81% (-200) YoY NEW(+24.2K)	All Managers (Combined)	$1.4M	1087.6% ($1.4M/$133.0K)	QoQ +9.53% (-$0) YoY NEW(+$1)