Prossimo Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Prossimo Advisors, LLC reported 134 stock positions worth $133.0 million. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Apple (AAPL, 5.3%) and Visa Class A (V, 4.9%). Compared with Q4 2024, it opened 3 new positions, sold out of 4, added to 55 and reduced 55. The biggest buy was Cintas (CTAS, shares +0%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SAN LUIS OBISPO, CA
- CIK
- 0001965307
- Portfolio Value
- $133.0M (Q1 2025)
- SEC Filing
- 0001965307-25-000003 ↗ filed May 7, 2025
Holdings Value
Holdings 134 stocks · $133.0M
| MSFT Microsoft Corp. | 5.62% | 19,904 | $7.5M | Reduce -1.2% |
| AAPL Apple Inc. | 5.34% | 31,993 | $7.1M | Reduce -0.3% |
| V Visa Inc. Class A | 4.87% | 18,471 | $6.5M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.50% | 24,500 | $4.7M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 3.40% | 29,288 | $4.5M | Add +0.3% |
| NVDA Nvidia Corp. | 3.25% | 39,847 | $4.3M | Add +0.3% |
| COST Costco Wholesale Corp. | 2.97% | 4,183 | $4.0M | Reduce -0.4% |
| CTAS Cintas Corp. | 2.30% | 14,904 | $3.1M | Add +0.1% |
| HD Home Depot Inc. | 1.94% | 7,039 | $2.6M | Reduce -0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.74% | 12,393 | $2.3M | No change |
| WMT Walmart Inc. | 1.69% | 25,644 | $2.3M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.63% | 8,821 | $2.2M | Add +0.5% |
| MA Mastercard Inc. Class A | 1.60% | 3,873 | $2.1M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.49% | 3,719 | $2.0M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 1.37% | 3,478 | $1.8M | Reduce -1.0% |
| HIG Hartford Insurance Group Inc. | 1.34% | 14,445 | $1.8M | Reduce -1.9% |
| TMUS T-Mobile US Inc. | 1.25% | 6,218 | $1.7M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 1.20% | 2,834 | $1.6M | Add +0.2% |
| TT Trane Technologies PLC | 1.13% | 4,464 | $1.5M | Add +0.0% |
| WMB Williams Cos Inc. | 1.09% | 24,212 | $1.4M | Reduce -0.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.04% | 5,678 | $1.4M | Reduce -0.3% |
| LPLA LPL Financial Holdings Inc. | 0.93% | 3,785 | $1.2M | No change |
| VYM Vanguard High DVD Yield ETF | 0.93% | 9,545 | $1.2M | No change |
| PWR Quanta Services Inc. | 0.92% | 4,822 | $1.2M | Reduce -0.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.91% | 1,824 | $1.2M | Add +0.3% |
| PEP Pepsico Inc. | 0.87% | 7,736 | $1.2M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.86% | 9,424 | $1.1M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 2,050 | $1.1M | No change |
| MCD McDonald's Corp. | 0.84% | 3,597 | $1.1M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.83% | 6,475 | $1.1M | Reduce -1.3% |
| CINF Cincinnati Financial Corp. | 0.82% | 7,383 | $1.1M | Reduce -1.4% |
| TSLA Tesla Inc. | 0.80% | 4,082 | $1.1M | Add +2.3% |
| PAYX Paychex Inc. | 0.78% | 6,768 | $1.0M | No change |
| ADBE Adobe Inc. | 0.77% | 2,680 | $1.0M | Reduce -0.5% |
| ETR Entergy Corp. | 0.76% | 11,804 | $1.0M | Reduce -0.8% |
| PM Philip Morris International | 0.75% | 6,293 | $999K | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.75% | 2,055 | $996K | Add +0.3% |
| KO The Coca-Cola Co. | 0.74% | 13,738 | $984K | Reduce -8.8% |
| CVX Chevron Corp. | 0.69% | 5,515 | $923K | Reduce -0.7% |
| CRM Salesforce Inc. | 0.68% | 3,382 | $908K | Add +0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.68% | 5,656 | $908K | Reduce -0.8% |
| IWS iShares Russell Mid-Cap Valu | 0.68% | 7,177 | $904K | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 0.66% | 5,621 | $878K | No change |
| XOM Exxon Mobil Corp. | 0.65% | 7,303 | $869K | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.65% | 8,790 | $868K | Add +0.7% |
| DUK Duke Energy Corp. | 0.65% | 7,045 | $859K | Reduce -2.2% |
| LMT Lockheed Martin Corp. | 0.62% | 1,849 | $826K | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 1,655 | $824K | Reduce -2.2% |
| AEP American Electric Power | 0.61% | 7,476 | $817K | Reduce -1.1% |
| T AT&T Inc. | 0.61% | 28,659 | $810K | Reduce -1.7% |
| FITB Fifth Third Bancorp | 0.61% | 20,548 | $805K | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.59% | 1,372 | $791K | Add +1.1% |
| SPGI S&P Global Inc. | 0.58% | 1,526 | $775K | Add +0.1% |
| SNPS Synopsys Inc. | 0.57% | 1,770 | $759K | Add +10.3% |
| SCHD Schwab US DVD Equity ETF | 0.56% | 26,817 | $750K | No change |
| EOG EOG Resources Inc. | 0.56% | 5,833 | $748K | Add +0.1% |
| AMT American Tower Corp. | 0.55% | 3,342 | $727K | Add +0.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.55% | 13,846 | $727K | Add +16.5% |
| PH Parker Hannifin Corp. | 0.53% | 1,168 | $710K | Add +0.2% |
| MET Metlife Inc. | 0.52% | 8,657 | $695K | Reduce -2.5% |
| LIN Linde PLC | 0.52% | 1,485 | $691K | Add +0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.51% | 9,847 | $684K | Add +2.3% |
| USB US Bancorp | 0.50% | 15,896 | $671K | Add +2.2% |
| NOC Northrop Grumman Corp. | 0.49% | 1,284 | $657K | Add +0.2% |
| AMGN Amgen Inc. | 0.49% | 2,074 | $646K | Add +1.0% |
| ZTS Zoetis Inc. | 0.48% | 3,901 | $642K | Reduce -1.3% |
| IP International Paper Co. | 0.47% | 11,646 | $621K | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.47% | 13,675 | $620K | Reduce -1.4% |
| SCHP Schwab U.S. Tips ETF | 0.46% | 23,000 | $618K | No change |
| FNF Fidelity National Financial | 0.46% | 9,342 | $608K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 2,377 | $591K | Reduce -0.8% |
| SAP Sap SE-Sponsored ADR | 0.44% | 2,184 | $586K | No change |
| ICSH iShares Ultra Short Duration | 0.43% | 11,329 | $574K | No change |
| JPST JPMorgan Ultra-Short Income | 0.43% | 11,248 | $569K | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.43% | 9,187 | $566K | Reduce -3.2% |
| WEC WEC Energy Group Inc. | 0.41% | 5,014 | $546K | Add +13.3% |
| HCA HCA Healthcare Inc. | 0.40% | 1,557 | $538K | Reduce -1.6% |
| NI Nisource Inc. | 0.40% | 13,373 | $536K | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.40% | 7,511 | $532K | Add +0.2% |
| ROP Roper Technologies Inc. | 0.40% | 898 | $529K | Reduce -0.7% |
| UNM Unum Group | 0.39% | 6,338 | $516K | Add +5.5% |
| AWK American Water Works Co. Inc. | 0.38% | 3,437 | $507K | Add +0.3% |
| COF Capital One Financial Corp. | 0.38% | 2,825 | $507K | Add +0.8% |
| ACN Accenture PLC Class A | 0.38% | 1,621 | $506K | No change |
| MO Altria Group Inc. | 0.38% | 8,408 | $505K | No change |
| MRK Merck & Co. Inc. | 0.37% | 5,498 | $494K | Reduce -11.3% |
| PANW Palo Alto Networks Inc. | 0.36% | 2,800 | $478K | No change |
| CFG Citizens Financial Group | 0.36% | 11,586 | $475K | Reduce -0.5% |
| C Citigroup Inc. | 0.36% | 6,660 | $473K | Add +1.1% |
| MRSH Marsh & McLennan Cos | 0.36% | 1,939 | $473K | Add +1.5% |
| ARCC Ares Capital Corp. | 0.35% | 20,936 | $464K | No change |
| SRE Sempra | 0.33% | 6,221 | $444K | Reduce -0.8% |
| GIS General Mills Inc. | 0.33% | 7,352 | $440K | Add +0.3% |
| FE Firstenergy Corp. | 0.32% | 10,584 | $428K | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.32% | 2,528 | $423K | Add +1.8% |
| RF Regions Financial Corp. | 0.32% | 19,446 | $423K | Add +0.9% |
| NXPI NXP Semiconductors NV | 0.31% | 2,162 | $411K | Reduce -20.3% |
| PEG Public Service Enterprise GP | 0.30% | 4,896 | $403K | Add +1.7% |
| ABBV Abbvie Inc. | 0.29% | 1,866 | $391K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 8,956 | $374K | Add +0.9% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -1.2% | 5.62% | −0.53 |
| AAPL Apple Inc. | Reduce -0.3% | 5.34% | −0.47 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.46 |
| JNJ Johnson & Johnson | Reduce -74.4% | 0.19% | −0.44 |
| COP Conocophillips | Sold out | 0.00% | −0.31 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.29 |
| PWR Quanta Services Inc. | Reduce -0.9% | 0.92% | −0.19 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.19 |
| MPC Marathon Petroleum Corp. | Reduce -49.7% | 0.16% | −0.13 |
| NXPI NXP Semiconductors NV | Reduce -20.3% | 0.31% | −0.10 |
| ADBE Adobe Inc. | Reduce -0.5% | 0.77% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -11.3% | 0.37% | −0.08 |
| SRE Sempra | Reduce -0.8% | 0.33% | −0.06 |
| HD Home Depot Inc. | Reduce -0.8% | 1.94% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -1.5% | 0.62% | −0.04 |
| ET Energy Transfer LP | Reduce -8.8% | 0.20% | −0.02 |
| HPQ HP Inc. | Reduce -0.2% | 0.16% | −0.02 |
| GPC Genuine Parts Co. | Reduce -14.7% | 0.18% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.2% | 0.62% | −0.02 |
| PFE Pfizer Inc. | Reduce -6.1% | 0.23% | −0.02 |
| CFG Citizens Financial Group | Reduce -0.5% | 0.36% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.8% | 0.68% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -9.3% | 0.17% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -2.5% | 0.16% | −0.01 |
| SON Sonoco Products Co. | Reduce -3.8% | 0.17% | −0.01 |
| MET Metlife Inc. | Reduce -2.5% | 0.52% | −0.00 |
| WES Western Midstream Partners L | Reduce -11.1% | 0.17% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.3% | 1.04% | −0.00 |
| NFLX Netflix Inc. | Reduce -7.8% | 0.28% | +0.00 |
| F Ford Motor Co. | Reduce -1.1% | 0.15% | +0.01 |
| IP International Paper Co. | Reduce -1.3% | 0.47% | +0.01 |
| WMT Walmart Inc. | Reduce -0.3% | 1.69% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.8% | 0.68% | +0.02 |
| MPLX MPLX LP | Reduce -7.9% | 0.24% | +0.02 |
| FE Firstenergy Corp. | Reduce -0.3% | 0.32% | +0.02 |
| ZTS Zoetis Inc. | Reduce -1.3% | 0.48% | +0.02 |
| PEP Pepsico Inc. | Reduce -0.4% | 0.87% | +0.02 |
| PFG Principal Financial Group | Reduce -0.8% | 0.17% | +0.02 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.83% | +0.03 |
| CINF Cincinnati Financial Corp. | Reduce -1.4% | 0.82% | +0.04 |
| NI Nisource Inc. | Reduce -0.1% | 0.40% | +0.05 |
| ROP Roper Technologies Inc. | Reduce -0.7% | 0.40% | +0.06 |
| HCA HCA Healthcare Inc. | Reduce -1.6% | 0.40% | +0.06 |
| KO The Coca-Cola Co. | Reduce -8.8% | 0.74% | +0.06 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.44% | +0.06 |
| VZ Verizon Communications Inc. | Reduce -1.4% | 0.47% | +0.06 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -3.2% | 0.43% | +0.08 |
| UNH Unitedhealth Group Inc. | Reduce -1.0% | 1.37% | +0.08 |
| DUK Duke Energy Corp. | Reduce -2.2% | 0.65% | +0.08 |
| ETR Entergy Corp. | Reduce -0.8% | 0.76% | +0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| CTAS Cintas Corp. | Add +0.1% | 2.30% | +0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 1.49% | +0.27 |
| D Dominion Energy Inc. | New | 0.17% | +0.17 |
| GLPI Gaming and Leisure Propertie | New | 0.15% | +0.15 |
| XEL Xcel Energy Inc. | New | 0.15% | +0.15 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.3% | 0.75% | +0.15 |
| MA Mastercard Inc. Class A | Add +0.2% | 1.60% | +0.12 |
| WEC WEC Energy Group Inc. | Add +13.3% | 0.41% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 1.63% | +0.10 |
| AMT American Tower Corp. | Add +0.2% | 0.55% | +0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +16.5% | 0.55% | +0.10 |
| AMGN Amgen Inc. | Add +1.0% | 0.49% | +0.10 |
| MCD McDonald's Corp. | Add +0.2% | 0.84% | +0.09 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.65% | +0.09 |
| LIN Linde PLC | Add +0.7% | 0.52% | +0.07 |
| AWK American Water Works Co. Inc. | Add +0.3% | 0.38% | +0.07 |
| UNM Unum Group | Add +5.5% | 0.39% | +0.07 |
| MRSH Marsh & McLennan Cos | Add +1.5% | 0.36% | +0.06 |
| NOC Northrop Grumman Corp. | Add +0.2% | 0.49% | +0.06 |
| ABBV Abbvie Inc. | Add +1.4% | 0.29% | +0.06 |
| ENB Enbridge Inc. | Add +19.9% | 0.20% | +0.05 |
| EOG EOG Resources Inc. | Add +0.1% | 0.56% | +0.05 |
| CME Cme Group Inc. | Add +0.4% | 0.28% | +0.04 |
| PAA Plains All Amer Pipeline LP | Add +6.6% | 0.19% | +0.04 |
| TJX TJX Companies Inc. | Add +0.4% | 0.86% | +0.04 |
| EPD Enterprise Products Partners | Add +8.2% | 0.23% | +0.04 |
| DTE DTE Energy Company | Add +0.8% | 0.24% | +0.04 |
| SPGI S&P Global Inc. | Add +0.1% | 0.58% | +0.03 |
| ES Eversource Energy | Add +0.3% | 0.26% | +0.03 |
| C Citigroup Inc. | Add +1.1% | 0.36% | +0.02 |
| COF Capital One Financial Corp. | Add +0.8% | 0.38% | +0.02 |
| META Meta Platforms Inc. Class A | Add +1.1% | 0.59% | +0.02 |
| HRB H&R Block Inc. | Add +0.8% | 0.18% | +0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +2.1% | 0.21% | +0.01 |
| NEE Nextera Energy Inc. | Add +0.2% | 0.40% | +0.01 |
| PEG Public Service Enterprise GP | Add +1.7% | 0.30% | +0.01 |
| SNPS Synopsys Inc. | Add +10.3% | 0.57% | +0.01 |
| HTGC Hercules Capital Inc. | Add +0.9% | 0.25% | 0.00 |
| BAC Bank of America Corp. | Add +0.9% | 0.28% | −0.00 |
| PRU Prudential Financial Inc. | Add +1.4% | 0.19% | −0.00 |
| PH Parker Hannifin Corp. | Add +0.2% | 0.53% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 0.91% | −0.00 |
| LYB Lyondellbasell Indu Class A | Add +0.0% | 0.22% | −0.00 |
| GIS General Mills Inc. | Add +0.3% | 0.33% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 1.20% | −0.01 |
| CSX CSX Corp. | Add +1.3% | 0.22% | −0.01 |
| RF Regions Financial Corp. | Add +0.9% | 0.32% | −0.01 |
| FITB Fifth Third Bancorp | Add +1.2% | 0.61% | −0.02 |
| USB US Bancorp | Add +2.2% | 0.50% | −0.03 |
| DIS The Walt Disney Co. | Add +0.7% | 0.65% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $17.3M | VOO, BRK.B, NVDA, HYG, PJUL |
| Q1 2026 | 24 | $16.4M | VOO, BRK.B, HYG, NVDA, PJUL |
| Q4 2025 | 36 | $15.5M | NVDA, HYG, MSFT, AAPL, IGIB |
| Q3 2025 | 31 | $13.6M | NVDA, HYG, MSFT, IGIB, AAPL |
| Q2 2025 | 127 | $124.6M | MSFT, AAPL, V, NVDA, AMZN |
| Q1 2025 | 134 | $133.0M | MSFT, AAPL, V, AMZN, GOOGL |
| Q4 2024 | 135 | $138.2M | MSFT, AAPL, V, GOOGL, AMZN |
| Q3 2024 | 140 | $136.9M | MSFT, AAPL, V, GOOGL, NVDA |
| Q2 2024 | 126 | $110.5M | MSFT, GOOGL, V, NVDA, COST |
| Q1 2024 | 60 | $51.7M | SWAV, V, GOOGL, COST, NVDA |