Loading…
CIK 0001965307 • 6 13F filings • May 7, 2025 – Jul 27, 2026
Import this data to Google Sheets with:
=jivedata("prossimo-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $386K | 2.8%Prev: 2.4% | 1,586 SH | Decreased+400 SH |
| AMAZON COM INC | COM | $650K | 4.8%Prev: 2.1% | 2,961 SH | Increased+1,469 SH |
| APPLE INC | COM | $702K | 5.2%Prev: 3.4% | 2,757 SH | Increased+693 SH |
| BANK AMERICA CORP | COM | $215K | 1.6% | 4,173 SH | New |
| BROADCOM INC | COM | $299K | 2.2%Prev: 2.1% | 907 SH | Decreased-56 SH |
| CHUBB LIMITED | COM | $225K | 1.7% | 798 SH | New |
| CISCO SYS INC | COM | $248K | 1.8% | 3,627 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $250K | 1.8% | 14,563 SH | New |
| ENTERGY CORP NEW | COM | $301K | 2.2% | 3,232 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $232K | 1.7% | 7,407 SH | New |
| FIDELITY NATIONAL FINANCIAL | COM SHS | $212K | 1.6% | 3,506 SH | New |
| HOME DEPOT INC | COM | $291K | 2.1% | 718 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $1.0M | 7.7%Prev: 6.1% | 12,929 SH | Decreased-295 SH |
| ISHARES TR | ISHS 5-10YR INVT | $747K | 5.5%Prev: 4.4% | 13,804 SH | Decreased-468 SH |
| ISHARES TR | ULTRA SHORT DUR | $575K | 4.2%Prev: 3.3% | 11,329 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $571K | 4.2%Prev: 3.3% | 11,248 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $331K | 2.4% | 1,049 SH | New |
| LINDE PLC | SHS | $251K | 1.8% | 528 SH | New |
| META PLATFORMS INC | CL A | $497K | 3.7% | 677 SH | New |
| MICROSOFT CORP | COM | $1.0M | 7.6%Prev: 4.9% | 1,981 SH | Increased-318 SH |
| MPLX LP | COM UNIT REP LTD | $299K | 2.2% | 5,994 SH | New |
| NETFLIX INC | COM | $241K | 1.8% | 201 SH | New |
| NVIDIA CORPORATION | COM | $1.6M | 11.8%Prev: 7.1% | 8,609 SH | Increased+2,485 SH |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | $211K | 1.5% | 12,343 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $620K | 4.6%Prev: 3.5% | 23,000 SH | Increased |
| SNAP ON INC | COM | $204K | 1.5% | 588 SH | New |
| TESLA INC | COM | $278K | 2.0% | 624 SH | New |
| US BANCORP DEL | COM NEW | $280K | 2.1% | 5,795 SH | New |
| VISA INC | COM CL A | $365K | 2.7% | 1,068 SH | New |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | $213K | 1.6% | 5,409 SH | New |
| WILLIAMS COS INC | COM | $216K | 1.6% | 3,409 SH | New |
| 13F-HR |
| 0001965307-26-000003 |
| $17.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001965307-25-000004 | $125K | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001965307-26-000002 | $16.4M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001965307-25-000003 | $133K | View |