Prossimo Advisors, LLC
CIK
1965307
Location
SAN LUIS OBISPO, CA
Portfolio Value
Micro
$7,391,113
Diversification
Diversified
Filing Date
Global Rank
#8,244
/ 8,605
▼ 116
· as of Mar 2026
Top Industry
Insurance - Diversified
27.6%
3Y Alpha vs SPY
-3.9%
Period ended 3 months ago
Filed Apr 29, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.4%
SPY
+76.5%
Annualised alpha
-3.8%
Max drawdown
−15.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.6%
+13.4 pts
Top 5
66.6%
+27.1 pts
Top 10
89.8%
+32.2 pts
HHI
1,317
Diversified+797
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 40.2% | $2,972,361 |
| Technology | 35.3% | $2,610,403 |
| Industrials | 12.5% | $924,779 |
| Communication Services | 4.4% | $328,105 |
| Consumer Cyclical | 4.0% | $297,826 |
| Healthcare | 3.5% | $257,639 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −3,335 | 5,760 | $1,004,544 | |
| AMZN | Amazon Com Inc | −1,586 | 1,430 | $297,826 | |
| AAPL | Apple Inc. | −856 | 1,976 | $501,489 | |
| GOOGL | Alphabet Inc. | −490 | 1,141 | $328,105 | |
| AVGO | Broadcom Inc. | −160 | 864 | $267,416 | |
| CTAS | Cintas Corp | −86 | 3,210 | $542,939 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| META | Meta Platforms, Inc. | 764 | $504,308 | |
| MPLX | Mplx LP | 5,994 | $319,899 | |
| USB | US Bancorp De | 5,717 | $305,059 | |
| CSCO | Cisco Systems, Inc. | 3,730 | $287,321 | |
| ETR | Entergy Corp /De/ | 3,068 | $283,575 | |
| LIN | Linde PLC | 621 | $264,788 | |
| V | Visa Inc. | 755 | $264,786 | |
| CB | Chubb Ltd | 838 | $261,556 | |
| TSLA | Tesla, Inc. | 567 | $254,991 | |
| ET | Energy Transfer LP | 14,563 | $240,143 | |
| EPD | Enterprise Products Partners L.P. | 7,407 | $237,468 | |
| PAA | Plains All American Pipeline LP | 12,343 | $221,680 | |
| HD | Home Depot, Inc. | 636 | $218,847 | |
| TMO | Thermo Fisher Scientific Inc. | 376 | $217,873 | |
| WES | Western Midstream Partners, LP | 5,409 | $213,655 | |
| NFLX | Netflix Inc | 2,272 | $213,022 | |
| ACN | Accenture plc | 787 | $211,152 | |
| ISRG | Intuitive Surgical Inc | 369 | $208,986 | |
| WMB | Williams Companies, Inc. | 3,409 | $204,914 | |
| SNA | Snap-on Inc | 588 | $202,624 | |
| No positions match the current search. | ||||
13 positions ·
$7,391,113 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 4,254 | $2,038,516 | 27.58% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,760 | $1,004,544 | 13.59% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,261 | $836,954 | 11.32% | |
| CTAS |
Cintas Corp
Industrials
|
Reduced | 3,210 | $542,939 | 7.35% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,976 | $501,489 | 6.79% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Held | 1,300 | $391,079 | 5.29% | |
| J |
Jacobs Solutions Inc.
Industrials
|
NEW | 3,000 | $381,840 | 5.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,141 | $328,105 | 4.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,077 | $316,810 | 4.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,430 | $297,826 | 4.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 864 | $267,416 | 3.62% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,054 | $257,639 | 3.49% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 4,635 | $225,956 | 3.06% |