Long-term investor
Prossimo Advisors, LLC @prossimoadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965307).
Record
- Tracked since 2025-06-30 (434 days), 179 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months +1.9% · 1 year +12.7% · all +12.7%
- Max drawdown -6.8% · Sharpe 0.47 · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 20.8% · long · since 2026-03-31
- BRK-B · 12.3% · long · since 2025-06-30
- NVDA · 7.1% · long · since 2025-06-30
- HYG · 6.1% · long · since 2025-06-30
- PJUL · 6.1% · long · since 2026-03-31
- MSFT · 4.9% · long · since 2025-06-30
- IGIB · 4.4% · long · since 2025-06-30
- SCHP · 3.5% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- ICSH · 3.3% · long · since 2025-06-30
- JPST · 3.3% · long · since 2025-06-30
- EZU · 2.6% · long · since 2026-03-31