Prossimo Advisors, LLC 13F Portfolio

CIK 1965307 Filing since Q4 2022 Q2 2026 filed Jul 27, 2026
Holdings as of Jun 30, 2026, from the 13F filed Jul 27, 2026.

Portfolio Snapshot

12 positions · Q2 2026

Prossimo Advisors, LLC reported 12 positions worth $7.46M for the quarter ended Jun 30, 2026, up 0.9% on the prior quarter. It opened 1 new position, added to 7, trimmed 1 and exited 2. Its largest holding is Berkshire Hathaway Inc at 28.6% of the portfolio.

Portfolio Value
$7.46M
+0.9% QoQ · -93.5% YoY
Positions
12
1 new · 2 sold out
Top 10 Concentration
93.3%
of portfolio value
Largest Position
BRK-B 28.6%
Berkshire Hathaway Inc
Net Buying
-$510.76K
$443.09K bought · $953.85K sold
Turnover
6%
of the portfolio traded
Top Sector
Technology
50% of value
Track Record
15
quarters on file since Q4 2022

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

5 sectors
49.96%
Technology
Technology49.96%
Financial Services36.62%
Industrials5.07%
Consumer Discretionary4.77%
Healthcare3.59%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesIndustrialsConsumer DiscretionaryHealthcareConsumer StaplesEnergyUtilitiesCommunication ServicesReal EstateBasic MaterialsOther

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
KLAC Kla Corp +853 – $257.36K 3.45%
NVDA Nvidia Corp +364 +6.3% $72.83K 16.43%
AVGO Broadcom Inc. +99 +11.5% $37.40K 4.88%
AAPL Apple Inc. +88 +4.5% $25.46K 8.01%
GOOGL Alphabet Inc. +45 +3.9% $16.08K 5.68%
AMZN Amazon Com Inc +62 +4.3% $14.78K 4.77%
MSFT Microsoft Corp +38 +1.7% $14.17K 11.5%
BRK-B Berkshire Hathaway Inc +10 +0.2% $5.00K 28.61%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
CTAS Cintas Corp -3,210 -100.0% $542.94K Exited
LPLA LPL Financial Holdings Inc. -1,300 -100.0% $391.08K Exited
BAC Bank Of America Corp -348 -7.5% $19.83K 3.28%

New Positions

Q2 2026
Holding Shares Trade Value Weight
KLAC Kla Corp +853 $257.36K 3.45%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
CTAS Cintas Corp -3,210 $542.94K 7.35%
LPLA LPL Financial Holdings Inc. -1,300 $391.08K 5.29%
Holdings · Q2 2026

12 Positions

As ofJun 30, 2026
Value$7.46M
Top 1093.3%
Avg position$621.41K
# Activity
Showing all 12 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Prossimo Advisors.

About Prossimo Advisors, LLC’s 13F Portfolio

What are Prossimo Advisors, LLC’s largest holdings?

As of its Q2 2026 13F filing, Prossimo Advisors, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 28.6%, Nvidia Corp (NVDA) at 16.4%, Microsoft Corp (MSFT) at 11.5%, Apple Inc. (AAPL) at 8.0%, Alphabet Inc. (GOOGL) at 5.7% of the reported portfolio.

How much is Prossimo Advisors, LLC’s portfolio worth?

Prossimo Advisors, LLC reported a 13F portfolio worth $7.46M across 12 positions for Q2 2026. That is up 0.9% from the previous quarter.

What did Prossimo Advisors, LLC buy in Q2 2026?

Its largest purchases by value were Kla Corp ($257.36K), Nvidia Corp ($72.83K), Broadcom Inc. ($37.40K). It opened 1 new positions.

What did Prossimo Advisors, LLC sell in Q2 2026?

Its largest sales by value were Cintas Corp ($542.94K), LPL Financial Holdings Inc. ($391.08K), Bank Of America Corp ($19.83K). It exited 2 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Prossimo Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.