Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prossimo Advisors, LLC (CIK 1965307) reported $16.4M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($3.1M, 19.10%), BRK/B ($2.0M, 12.40%), HYG ($1.1M, 6.39%), NVDA ($1.0M, 6.11%), PJUL ($990,784, 6.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $3.1M | 19.10% | 5,255 | New |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.0M | 12.40% | 4,254 | New |
| 3 | HYG | ISHARES TR | $1.1M | 6.39% | 13,199 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $1.0M | 6.11% | 5,760 | Trimmed |
| 5 | PJUL | INNOVATOR ETFS TRUST | $990,784 | 6.03% | 21,554 | New |
| 6 | MSFT | MICROSOFT CORP | $836,932 | 5.09% | 2,261 | Added |
| 7 | IGIB | ISHARES TR | $736,831 | 4.48% | 13,845 | Hold |
| 8 | SCHP | SCHWAB STRATEGIC TR | $612,030 | 3.72% | 23,000 | Hold |
| 9 | ICSH | ISHARES TR | $573,474 | 3.49% | 11,329 | Hold |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $569,261 | 3.46% | 11,248 | Hold |
| 11 | IVV | ISHARES TR | $558,495 | 3.40% | 855 | New |
| 12 | CTAS | CINTAS CORP | $542,939 | 3.30% | 3,210 | Trimmed |
| 13 | AAPL | APPLE INC | $501,489 | 3.05% | 1,976 | Trimmed |
| 14 | LPLA | LPL FINL HLDGS INC | $391,079 | 2.38% | 1,300 | Hold |
| 15 | J | JACOBS SOLUTIONS INC | $381,840 | 2.32% | 3,000 | New |
| 16 | EZU | ISHARES INC | $366,820 | 2.23% | 5,856 | New |
| 17 | GOOGL | ALPHABET INC | $328,106 | 2.00% | 1,141 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $316,810 | 1.93% | 1,077 | Added |
| 19 | AMZN | AMAZON COM INC | $297,826 | 1.81% | 1,430 | Trimmed |
| 20 | AVGO | BROADCOM INC | $267,417 | 1.63% | 864 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $257,640 | 1.57% | 1,054 | Hold |
| 22 | ILOW | AB ACTIVE ETFS INC | $242,479 | 1.47% | 5,684 | New |
| 23 | BAC | BANK AMERICA CORP | $225,956 | 1.37% | 4,635 | Added |
| 24 | EMOP | AB ACTIVE ETFS INC | $209,898 | 1.28% | 4,790 | New |
| 25 | CSCO | CISCO SYS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31