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The Analysis of Prossimo Advisors, LLC's Holdings & P&L

Currently, Prossimo Advisors, LLC holds 24 types of securities in its portfolio with a total value $17.3M. In the most recent quarter, they have increased their positions in KLAC (+853 shares, valued at $257.4K), EWJ (+2.3K shares, valued at $216.6K), NVDA (+364 shares, valued at $72.8K); decreased their positions in N/A (-255 shares, valued at $191.0K), BAC (-348 shares, valued at $19.8K); initiated new positions in KLAC (+853 shares, valued at $257.4K), EWJ (+2.3K shares, valued at $216.6K).

1M P&L

+29.1K+0.18%

3M P&L

+509.0K+3.27%

HY P&L

-383.5K-2.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A9.2M

57.6%

2Insurance - Diversified2.1M

13.4%

3Semiconductors1.2M

7.7%

Top Industries by Stock Count

1N/A10 stocks

50.0%

2Internet Content & Information1 stocks

5.0%

3Internet Retail1 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS5.3K shares0.00%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL4.3K shares0.24%2026-06-302026-07-27

NVDA NVIDIA CORPORATION6.1K shares6.32%2026-06-302026-07-27

HYG ISHARES TR13.2K shares0.19%2026-06-302026-07-27

PJUL INNOVATOR ETFS TRUST21.6K shares0.00%2026-06-302026-07-27

MSFT MICROSOFT CORP2.3K shares1.68%2026-06-302026-07-27

IGIB ISHARES TR14.3K shares3.08%2026-06-302026-07-27

SCHP SCHWAB STRATEGIC TR23.0K shares0.00%2026-06-302026-07-27

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AAPL APPLE INC2.1K shares4.45%2026-06-302026-07-27

ICSH ISHARES TR11.3K shares0.00%2026-06-302026-07-27

JPST J P MORGAN EXCHANGE TRADED F11.2K shares0.00%2026-06-302026-07-27

EZU ISHARES INC6.6K shares12.26%2026-06-302026-07-27

ISHARES TR ISHARES TR600 shares-29.82%2026-06-302026-07-27

GOOGL ALPHABET INC1.2K shares3.94%2026-06-302026-07-27

J JACOBS SOLUTIONS INC3.0K shares0.00%2026-06-302026-07-27

BROADCOM INC BROADCOM INC963 shares11.46%2026-06-302026-07-27

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AMZN AMAZON COM INC1.5K shares4.34%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.1K shares0.00%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON1.1K shares0.00%2026-06-302026-07-27

AB ACTIVE ETFS INC AB ACTIVE ETFS INC5.1K shares6.41%2026-06-302026-07-27

ILOW AB ACTIVE ETFS INC5.7K shares0.00%2026-06-302026-07-27

KLAC KLA CORP853 sharesnew addition2026-06-302026-07-27

BAC BANK OF AMER CORP4.3K shares-7.51%2026-06-302026-07-27

EWJ ISHARES INC2.3K sharesnew addition2026-06-302026-07-27

Sponsored

VOO

VANGUARD INDEX FDS

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.24%

Shares4.3K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

6.32%

Shares6.1K

Event2026-06-30

Filed2026-07-27

HYG

ISHARES TR

0.19%

Shares13.2K

Event2026-06-30

Filed2026-07-27

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

1.68%

Shares2.3K

Event2026-06-30

Filed2026-07-27

IGIB

ISHARES TR

3.08%

Shares14.3K

Event2026-06-30

Filed2026-07-27

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares23.0K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

4.45%

Shares2.1K

Event2026-06-30

Filed2026-07-27

ICSH

ISHARES TR

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-27

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-27

EZU

ISHARES INC

12.26%

Shares6.6K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-29.82%

Shares600

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

3.94%

Shares1.2K

Event2026-06-30

Filed2026-07-27

JACOBS SOLUTIONS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

11.46%

Shares963

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

4.34%

Shares1.5K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

AB ACTIVE ETFS INC

6.41%

Shares5.1K

Event2026-06-30

Filed2026-07-27

ILOW

AB ACTIVE ETFS INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

New

Shares853

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

-7.51%

Shares4.3K

Event2026-06-30

Filed2026-07-27

EWJ

ISHARES INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available