Prossimo Advisors, LLC logo

Prossimo Advisors, LLC

Family Office

Prossimo Advisors, LLC is a Family Office based in San Luis Obispo, CA led by Jerry Todd Mirolla, reporting $196.3M in AUM as of Q3 2025 with 59% concentrated in top 10 holdings.

Managing PartnerJerry Todd Mirolla
Portfolio Value
$13.6M
Positions
31
Top Holding
NVDA at 11.82%
Last Reported
Q3 2025
Address1150 Osos Street, Suite 208, San Luis Obispo, CA, 93401, United States

Top Holdings

Largest long holdings in Prossimo Advisors, LLC's portfolio (59.2% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$1.6M
11.82%
-$5.9M
Sold
0.00%
8.6K shares
ETF
ETF
$1.0M
7.72%
+$28.8K
Bought
12.9K shares
Software - Infrastructure
Technology
$1.0M
7.55%
-$9.3M
Sold
0.00%
2.0K shares
ETF
ETF
$746.7K
5.49%
+$103.0K
Bought
13.8K shares
5
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$702.0K
5.17%
-$7.6M
Sold
0.00%
2.8K shares
6
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$650.1K
4.78%
-$4.8M
Sold
0.00%
3.0K shares
ETF
ETF
$619.9K
4.56%
23.0K shares
ETF
ETF
$574.9K
4.23%
11.3K shares
ETF
ETF
$570.6K
4.20%
11.2K shares
Internet Content & Information
Communication Services
$497.2K
3.66%
-$745.4K
Sold
0.00%
677.0 shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Prossimo Advisors, LLC's latest filing

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Market Value
$13.6M
Prior: $121.4M
Q/Q Change
-88.81%
-$107.8M
Net Flows % of MV
-840.6%
Turnover Ratio
423.71%
New Purchases
6 stocks
$203.8K
Added To
3 stocks
+$136.1K
Sold Out Of
98 stocks
$62.9M
Reduced Holdings
19 stocks
-$51.7M

Increased Positions

PositionShares Δ
New
New
New
4
ASML
ASML
ASML
New
5
SAP
SAP
SAP
New

Decreased Positions

PositionShares Δ
Sold
2
Cintas logo
Cintas
CTAS
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Prossimo Advisors, LLC

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Sector Allocation

Technology: 28.60%TechnologyETF: 26.20%ETFFinancial Services: 12.00%Financial ServicesEnergy: 10.40%EnergyConsumer Cyclical: 9.00%Consumer CyclicalCommunication Services: 8.30%Utilities: 2.20%Basic Materials: 1.80%Industrials: 1.50%
Technology
28.60%
ETF
26.20%
Financial Services
12.00%
Energy
10.40%
Consumer Cyclical
9.00%
Communication Services
8.30%
Utilities
2.20%
Basic Materials
1.80%
Industrials
1.50%

Market Cap Distribution

Mega Cap (> $200B): 54.35%Mega Cap (> $200B)Large Cap ($10B - $200B): 19.44%Large Cap ($10B - $200B)N/A (ETF or Unknown): 26.21%N/A (ETF or Unknown)
Mega Cap (> $200B)
54.35%
Large Cap ($10B - $200B)
19.44%
N/A (ETF or Unknown)
26.21%

Portfolio Concentration

Top 10 Holdings %
59.19%
Top 20 Holdings %
81.85%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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