Prossimo Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 73.3%; sector active share 48.6% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 57.0% | $9,876,341 |
| Technology | 19.0% | $3,301,293 |
| Financial Services | 15.8% | $2,730,469 |
| Communication Services | 2.4% | $423,840 |
| Industrials | 2.2% | $378,000 |
| Consumer Cyclical | 2.1% | $355,603 |
| Healthcare | 1.5% | $267,684 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EZU | iShares Trust | +718 | 6,574 | $456,893 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | +427 | 14,272 | $758,842 | |
| NVDA | Nvidia Corp | +364 | 6,124 | $1,225,351 | |
| EMOP | AB Emerging Markets Opportunities ETF | +307 | 5,097 | $266,216 | |
| AVGO | Broadcom Inc. | +99 | 963 | $363,773 | |
| AAPL | Apple Inc. | +88 | 2,064 | $597,239 | |
| AMZN | Amazon Com Inc | +62 | 1,492 | $355,603 | |
| GOOGL | Alphabet Inc. | +45 | 1,186 | $423,840 | |
| MSFT | Microsoft Corp | +38 | 2,299 | $857,572 | |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | +25 | 13,224 | $1,057,523 | |
| BRK-B | Berkshire Hathaway Inc | +10 | 4,264 | $2,133,662 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 5,255 | $3,609,186 | 20.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,264 | $2,133,662 | 12.31% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,124 | $1,225,351 | 7.07% | |
| HYG |
iShares iBoxx $ High Yield Corporate Bond ETF
|
Added | 13,224 | $1,057,523 | 6.10% | |
| PJUL |
|
Held | 21,554 | $1,052,050 | 6.07% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,299 | $857,572 | 4.95% | |
| IGIB |
iShares 5-10 Year Investment Grade Corporate Bond ETF
|
Added | 14,272 | $758,842 | 4.38% | |
| SCHP |
Schwab U.S. TIPS ETF
|
Held | 23,000 | $609,500 | 3.52% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,064 | $597,239 | 3.45% | |
| ICSH |
iShares Ultra Short Duration Bond Active ETF
|
Held | 11,329 | $573,020 | 3.31% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Held | 11,248 | $568,811 | 3.28% | |
| EZU |
iShares Trust
|
Added | 6,574 | $456,893 | 2.64% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 600 | $449,334 | 2.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,186 | $423,840 | 2.45% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Held | 3,000 | $378,000 | 2.18% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 963 | $363,773 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,492 | $355,603 | 2.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,077 | $352,534 | 2.03% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,054 | $267,684 | 1.54% | |
| EMOP |
AB Emerging Markets Opportunities ETF
|
Added | 5,097 | $266,216 | 1.54% | |
| ILOW |
AB International Low Volatility Equity ETF
|
Held | 5,684 | $258,394 | 1.49% | |
| KLAC |
Kla Corp
Technology
|
NEW | 853 | $257,358 | 1.48% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 4,287 | $244,273 | 1.41% | |
| EWJ |
iShares MSCI Japan ETF
|
NEW | 2,322 | $216,572 | 1.25% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.