Prossimo Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Prossimo Advisors, LLC reported 36 stock positions worth $15.5 million. Its top holding was Nvidia (NVDA) at 10.9% of the portfolio, followed by Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, 6.7%) and Microsoft (MSFT, 6.1%). Compared with Q3 2025, it opened 6 new positions, sold out of 1, added to 12 and reduced 7. The biggest buy was a new position in Cintas (CTAS) and the biggest sale an exit from Fidelity National Financial (FNF).
- Most Recent 13F
- Q2 2026
- Location
- SAN LUIS OBISPO, CA
- CIK
- 0001965307
- Portfolio Value
- $15.5M (Q4 2025)
- SEC Filing
- 0001965307-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 36 stocks · $15.5M
| NVDA Nvidia Corp. | 10.92% | 9,095 | $1.7M | Add +5.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 6.71% | 12,929 | $1.0M | No change |
| MSFT Microsoft Corp. | 6.14% | 1,972 | $954K | Reduce -0.5% |
| AAPL Apple Inc. | 4.96% | 2,832 | $770K | Add +2.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.80% | 13,845 | $746K | Add +0.3% |
| AMZN Amazon.com Inc. | 4.48% | 3,016 | $696K | Add +1.9% |
| CTAS Cintas Corp. | 3.99% | 3,296 | $620K | New |
| SCHP Schwab U.S. Tips ETF | 3.92% | 23,000 | $609K | No change |
| ICSH iShares Ultra Short Duration | 3.69% | 11,329 | $573K | No change |
| JPST JPMorgan Ultra-Short Income | 3.66% | 11,248 | $569K | No change |
| GOOGL Alphabet Inc. Class A | 3.29% | 1,631 | $511K | Add +2.8% |
| META Meta Platforms Inc. Class A | 3.25% | 764 | $504K | Add +12.8% |
| LPLA LPL Financial Holdings Inc. | 2.99% | 1,300 | $464K | New |
| AVGO Broadcom Inc. | 2.28% | 1,024 | $354K | Add +12.9% |
| JPM JPMorgan Chase & Co. | 2.21% | 1,066 | $343K | Add +1.6% |
| MPLX MPLX LP | 2.06% | 5,994 | $320K | No change |
| USB US Bancorp | 1.96% | 5,717 | $305K | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 1.85% | 3,730 | $287K | Add +2.8% |
| ETR Entergy Corp. | 1.83% | 3,068 | $284K | Reduce -5.1% |
| LIN Linde PLC | 1.70% | 621 | $265K | Add +17.6% |
| V Visa Inc. Class A | 1.70% | 755 | $265K | Reduce -29.3% |
| CB Chubb Ltd. | 1.68% | 838 | $262K | Add +5.0% |
| TSLA Tesla Inc. | 1.64% | 567 | $255K | Reduce -9.1% |
| ET Energy Transfer LP | 1.55% | 14,563 | $240K | No change |
| EPD Enterprise Products Partners | 1.53% | 7,407 | $237K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.47% | 4,141 | $228K | Reduce -0.8% |
| PAA Plains All Amer Pipeline LP | 1.43% | 12,343 | $222K | No change |
| HD Home Depot Inc. | 1.41% | 636 | $219K | Reduce -11.4% |
| JNJ Johnson & Johnson | 1.40% | 1,054 | $218K | New |
| TMO Thermo Fisher Scientific Inc. | 1.40% | 376 | $218K | New |
| WES Western Midstream Partners L | 1.38% | 5,409 | $214K | No change |
| NFLX Netflix Inc. | 1.37% | 2,272 | $213K | Add +13.0% |
| ACN Accenture PLC Class A | 1.36% | 787 | $211K | New |
| ISRG Intuitive Surgical Inc. | 1.35% | 369 | $209K | New |
| WMB Williams Cos Inc. | 1.32% | 3,409 | $205K | No change |
| SNA Snap-on Inc. | 1.30% | 588 | $203K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| FNF Fidelity National Financial | Sold out | 0.00% | −1.56 |
| MSFT Microsoft Corp. | Reduce -0.5% | 6.14% | −1.41 |
| V Visa Inc. Class A | Reduce -29.3% | 1.70% | −0.98 |
| HD Home Depot Inc. | Reduce -11.4% | 1.41% | −0.73 |
| TSLA Tesla Inc. | Reduce -9.1% | 1.64% | −0.40 |
| ETR Entergy Corp. | Reduce -5.1% | 1.83% | −0.39 |
| BAC Bank of America Corp. | Reduce -0.8% | 1.47% | −0.12 |
| USB US Bancorp | Reduce -1.4% | 1.96% | −0.10 |
Portfolio Buys Q3 2025 → Q4 2025
| CTAS Cintas Corp. | New | 3.99% | +3.99 |
| LPLA LPL Financial Holdings Inc. | New | 2.99% | +2.99 |
| JNJ Johnson & Johnson | New | 1.40% | +1.40 |
| TMO Thermo Fisher Scientific Inc. | New | 1.40% | +1.40 |
| ACN Accenture PLC Class A | New | 1.36% | +1.36 |
| ISRG Intuitive Surgical Inc. | New | 1.35% | +1.35 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 3.29% | +0.45 |
| AVGO Broadcom Inc. | Add +12.9% | 2.28% | +0.08 |
| CB Chubb Ltd. | Add +5.0% | 1.68% | +0.03 |
| CSCO Cisco Systems Inc. | Add +2.8% | 1.85% | +0.02 |
| LIN Linde PLC | Add +17.6% | 1.70% | −0.14 |
| AAPL Apple Inc. | Add +2.7% | 4.96% | −0.21 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 2.21% | −0.22 |
| AMZN Amazon.com Inc. | Add +1.9% | 4.48% | −0.30 |
| NFLX Netflix Inc. | Add +13.0% | 1.37% | −0.40 |
| META Meta Platforms Inc. Class A | Add +12.8% | 3.25% | −0.41 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +0.3% | 4.80% | −0.69 |
| NVDA Nvidia Corp. | Add +5.7% | 10.92% | −0.90 |
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 |