Prossimo Advisors Q2 2026 Portfolio Activity: New Positions in EWJ & KLAC

Prossimo Advisors' portfolio reached a total value of $16.8 million as of June 30, 2026. The investment firm increased its holdings significantly across several sectors including Technology and Financial Services.

By Insiderset.Jul 29, 2026, 1:38 PM
Prossimo Advisors Q2 2026 Portfolio Activity: New Positions in EWJ & KLAC

As of Prossimo Advisors' reporting date on June 30, 2026, the investment firm's portfolio has reached a total value of $16.8 million.

Purchase Activity This Quarter

Prossimo Advisors demonstrated significant buying activity during Q2 2026:

  • New Position in EWJ: The firm established a new position in the iShares Core MSCI Japan ETF (EWJ), acquiring shares worth approximately $217,000.
  • Position Increase in KLAC: Prossimo Advisors increased its stake in KLA Corporation (KLAC) by 85.3% during the quarter.
  • Significant Boost to EZU: The investment firm substantially added to its holdings of iShares Core MSCI Europe ETF (EZU), increasing shares by approximately $71,000 or around 12.26%.
  • Growth in IGIB Holdings: Prossimo Advisors boosted its position in ISHares Global Industry Index Bonds (IGIB) by about 427 units.
  • Increased Exposure to NVDA: The firm added shares of NVIDIA Corporation (NVDA), raising the holding's allocation from previous periods.
  • AAPL Acquisition Increase: Prossimo Advisors purchased additional shares in Apple Inc. (AAPL) during Q2, contributing to a slight increase in its portfolio weight.
  • MSFT Purchase Boost: The investment firm added more Microsoft Corp. (MSFT) stock to its portfolio this quarter.
  • IVV Position Expansion: Prossimo Advisors increased its position in ISHares Core S&P 500 ETF (IVV).
  • New Investment in AMZN: The firm established a new position in Amazon.com Inc. (AMZN) during Q2.

Sales Activity This Quarter

While Prossimo Advisors maintained most of its positions, there was one notable sale:

  • BAC Position Reduction: The investment firm reduced its stake in Bank of America Corp. (BAC) by approximately 348 units.

Overall, the portfolio saw a net increase across most holdings during Q2 2026, with no large sell-offs reported according to available data.

Prossimo Advisors Q2 2026 Portfolio Activity: New Positions in EWJ & KLAC | InsiderSet