Prossimo Advisors, LLC

CIK 0001965307 • 6 13F filings • May 7, 2025 – Jul 27, 2026

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Filer information

Filed by: Prossimo Advisors, LLC, Counsel
Address: 1150 OSOS STREET, SUITE 208, SAN LUIS OBISPO, CA, 93401
Phone: 6463953900
AUM: $15.5M

AUM over time

$17.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $125K127 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$333	0.3%	1,792 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$333	0.3%	1,114 SH	New
ADOBE INC	COM	$556	0.4%	1,436 SH	New
ALPHABET INC	CAP STK CL A	$5K	4.2%Prev: 2.0%	29,683 SH	Decreased+28,542 SH
ALPHABET INC	CAP STK CL C	$965	0.8%	5,440 SH	New
ALTRIA GROUP INC	COM	$472	0.4%	8,056 SH	New
AMAZON COM INC	COM	$5K	4.3%Prev: 1.8%	24,633 SH	Decreased+23,203 SH
AMERICAN ELEC PWR CO INC	COM	$756	0.6%	7,290 SH	New
AMERICAN TOWER CORP NEW	COM	$359	0.3%	1,625 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$220	0.2%	1,584 SH	New
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$457	0.4%	6,650 SH	New
APPLE INC	COM	$7K	5.3%Prev: 3.1%	32,484 SH	Decreased+30,508 SH
ARES CAPITAL CORP	COM	$265	0.2%	12,070 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$991	0.8%	1,236 SH	New
AT&T INC	COM	$724	0.6%	25,007 SH	New
BANK AMERICA CORP	COM	$317	0.3%Prev: 1.4%	6,707 SH	Decreased+2,072 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2K	1.4%Prev: 12.4%	3,631 SH	Decreased-623 SH
BLOCK H & R INC	COM	$223	0.2%	4,070 SH	New
BROADCOM INC	COM	$894	0.7%Prev: 1.6%	3,242 SH	Decreased+2,378 SH
CAPITAL ONE FINL CORP	COM	$634	0.5%	2,980 SH	New
CHEVRON CORP NEW	COM	$732	0.6%	5,109 SH	New
CHUBB LIMITED	COM	$227	0.2%	783 SH	New
CINCINNATI FINL CORP	COM	$931	0.7%	6,252 SH	New
CINTAS CORP	COM	$2K	1.7%Prev: 3.3%	9,423 SH	Decreased+6,213 SH
CITIGROUP INC	COM NEW	$546	0.4%	6,418 SH	New
CITIZENS FINL GROUP INC	COM	$512	0.4%	11,433 SH	New
CME GROUP INC	COM	$357	0.3%	1,294 SH	New
COCA COLA CO	COM	$940	0.8%	13,290 SH	New
COSTCO WHSL CORP NEW	COM	$4K	3.0%	3,814 SH	New
CSX CORP	COM	$293	0.2%	8,965 SH	New
DISNEY WALT CO	COM	$731	0.6%	5,892 SH	New
DOMINION ENERGY INC	COM	$268	0.2%	4,735 SH	New
DTE ENERGY CO	COM	$293	0.2%	2,215 SH	New
DUKE ENERGY CORP NEW	COM NEW	$811	0.7%	6,871 SH	New
ELI LILLY & CO	COM	$294	0.2%	377 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$264	0.2%	14,563 SH	New
ENTERGY CORP NEW	COM	$987	0.8%	11,882 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$273	0.2%	8,790 SH	New
EOG RES INC	COM	$584	0.5%	4,885 SH	New
EVERSOURCE ENERGY	COM	$303	0.2%	4,756 SH	New
EXXON MOBIL CORP	COM	$345	0.3%	3,200 SH	New
FIDELITY NATIONAL FINANCIAL	COM SHS	$337	0.3%	6,004 SH	New
FIFTH THIRD BANCORP	COM	$719	0.6%	17,483 SH	New
FIRSTENERGY CORP	COM	$411	0.3%	10,220 SH	New
FORD MTR CO	COM	$286	0.2%	26,391 SH	New
GALLAGHER ARTHUR J & CO	COM	$346	0.3%	1,080 SH	New
GENERAL MLS INC	COM	$346	0.3%	6,681 SH	New
GILEAD SCIENCES INC	COM	$237	0.2%	2,141 SH	New
HARTFORD INSURANCE GROUP INC	COM	$1K	1.0%	9,660 SH	New
HCA HEALTHCARE INC	COM	$483	0.4%	1,261 SH	New
HERCULES CAPITAL INC	COM	$239	0.2%	13,089 SH	New
HOME DEPOT INC	COM	$2K	2.0%	6,643 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$681	0.5%	2,311 SH	New
INTERNATIONAL PAPER CO	COM	$534	0.4%	11,405 SH	New
INTUITIVE SURGICAL INC	COM NEW	$229	0.2%	422 SH	New
ISHARES TR	0-5YR HI YL CP	$240	0.2%	5,567 SH	New
ISHARES TR	IBOXX HI YD ETF	$1K	0.8%Prev: 6.4%	12,574 SH	Decreased-625 SH
ISHARES TR	ISHS 5-10YR INVT	$634	0.5%Prev: 4.5%	11,899 SH	Decreased-1,946 SH
ISHARES TR	RUS MDCP VAL ETF	$751	0.6%	5,680 SH	New
ISHARES TR	RUS MID CAP ETF	$1K	0.8%	11,142 SH	New
ISHARES TR	RUSSELL 2000 ETF	$820	0.7%	3,798 SH	New
ISHARES TR	ULTRA SHORT DUR	$574	0.5%Prev: 3.5%	11,329 SH	Decreased
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$570	0.5%Prev: 3.5%	11,248 SH	Decreased
JPMORGAN CHASE & CO.	COM	$3K	2.1%	8,831 SH	New
KIMBERLY-CLARK CORP	COM	$217	0.2%	1,686 SH	New
KINDER MORGAN INC DEL	COM	$205	0.2%	6,985 SH	New
KLA CORP	COM NEW	$303	0.2%	338 SH	New
LINDE PLC	SHS	$751	0.6%	1,600 SH	New
LOCKHEED MARTIN CORP	COM	$660	0.5%	1,424 SH	New
MARSH & MCLENNAN COS INC	COM	$321	0.3%	1,470 SH	New
MASTERCARD INCORPORATED	CL A	$2K	1.6%	3,627 SH	New
MCDONALDS CORP	COM	$902	0.7%	3,087 SH	New
MERCK & CO INC	COM	$405	0.3%	5,116 SH	New
META PLATFORMS INC	CL A	$1K	1.0%	1,692 SH	New
METLIFE INC	COM	$676	0.5%	8,405 SH	New
MICROSOFT CORP	COM	$10K	7.9%Prev: 5.1%	19,904 SH	Decreased+17,643 SH
MPLX LP	COM UNIT REP LTD	$309	0.2%	5,994 SH	New
NETFLIX INC	COM	$647	0.5%	483 SH	New
NEXTERA ENERGY INC	COM	$416	0.3%	5,996 SH	New
NISOURCE INC	COM	$491	0.4%	12,179 SH	New
NORTHROP GRUMMAN CORP	COM	$593	0.5%	1,186 SH	New
NOVO-NORDISK A S	ADR	$312	0.3%	4,520 SH	New
NVIDIA CORPORATION	COM	$6K	5.1%Prev: 6.1%	40,092 SH	Decreased+34,332 SH
NXP SEMICONDUCTORS N V	COM	$291	0.2%	1,332 SH	New
ORACLE CORP	COM	$409	0.3%	1,869 SH	New
PALO ALTO NETWORKS INC	COM	$445	0.4%	2,176 SH	New
PARKER-HANNIFIN CORP	COM	$770	0.6%	1,103 SH	New
PAYCHEX INC	COM	$984	0.8%	6,768 SH	New
PEPSICO INC	COM	$874	0.7%	6,619 SH	New
PHILIP MORRIS INTL INC	COM	$1K	0.9%	6,261 SH	New
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$226	0.2%	12,343 SH	New
PROCTER AND GAMBLE CO	COM	$1K	0.8%	6,464 SH	New
PRUDENTIAL FINL INC	COM	$357	0.3%	3,325 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$388	0.3%	4,609 SH	New
QUALCOMM INC	COM	$210	0.2%	1,321 SH	New
QUANTA SVCS INC	COM	$2K	1.4%	4,519 SH	New
REGIONS FINANCIAL CORP NEW	COM	$452	0.4%	19,207 SH	New
ROPER TECHNOLOGIES INC	COM	$456	0.4%	805 SH	New
S&P GLOBAL INC	COM	$685	0.5%	1,300 SH	New
SALESFORCE INC	COM	$763	0.6%	2,797 SH	New
SAP SE	SPON ADR	$664	0.5%	2,184 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$614	0.5%Prev: 3.7%	23,000 SH	Decreased
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$262	0.2%	1,812 SH	New
SEMPRA	COM	$282	0.2%	3,717 SH	New
SONOCO PRODS CO	COM	$209	0.2%	4,789 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1K	1.0%	2,050 SH	New
SYNOPSYS INC	COM	$800	0.6%	1,560 SH	New
T-MOBILE US INC	COM	$1K	1.2%	6,087 SH	New
TESLA INC	COM	$1K	0.9%	3,427 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$463	0.4%	1,143 SH	New
TJX COS INC NEW	COM	$1K	0.9%	8,876 SH	New
TRANE TECHNOLOGIES PLC	SHS	$2K	1.5%	4,217 SH	New
TRUIST FINL CORP	COM	$247	0.2%	5,744 SH	New
UNITEDHEALTH GROUP INC	COM	$462	0.4%	1,481 SH	New
UNUM GROUP	COM	$501	0.4%	6,205 SH	New
US BANCORP DEL	COM NEW	$719	0.6%	15,896 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$759	0.6%	2,670 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$733	0.6%	4,459 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$1K	0.8%	5,263 SH	New
VERIZON COMMUNICATIONS INC	COM	$495	0.4%	11,444 SH	New
VERTEX PHARMACEUTICALS INC	COM	$879	0.7%	1,975 SH	New
VISA INC	COM CL A	$7K	5.3%	18,437 SH	New
WALMART INC	COM	$2K	1.7%	21,038 SH	New
WEC ENERGY GROUP INC	COM	$343	0.3%	3,294 SH	New
WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$209	0.2%	5,409 SH	New
WILLIAMS COS INC	COM	$2K	1.2%	24,466 SH	New
XCEL ENERGY INC	COM	$310	0.2%	4,546 SH	New

Sold (vs prior filing)

AB ACTIVE ETFS INC — $210K
AB ACTIVE ETFS INC — $242K
INNOVATOR ETFS TRUST — $991K
ISHARES INC — $367K
ISHARES TR — $558K
JACOBS SOLUTIONS INC — $382K
JOHNSON & JOHNSON — $258K
JPMORGAN CHASE & CO — $317K
LPL FINL HLDGS INC — $391K
VANGUARD INDEX FDS — $3.1M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001965307-26-000001	$15.5M	View
Oct 28, 2025	Q3 2025	13F-HR	0001965307-25-000006	$13.6M	View
Jul 27, 2026	Q2 2026