Mezzasalma Advisors, LLC Top Holdings and 13F Report (2026) About Mezzasalma Advisors, LLCInvestment ActivityMezzasalma Advisors, LLC has $391.36 million in total holdings as of March 31, 2026.Mezzasalma Advisors, LLC owns shares of 155 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 6.62% of the portfolio was purchased this quarter.About 9.37% of the portfolio was sold this quarter.This quarter, Mezzasalma Advisors, LLC has purchased 161 new stocks and bought additional shares in 87 stocks.Mezzasalma Advisors, LLC sold shares of 35 stocks and completely divested from 17 stocks this quarter.Largest Holdings Tesla $25,005,392Alphabet $24,566,031Apple $24,219,320NVIDIA $23,499,371Meta Platforms $20,979,777 Largest New Holdings this Quarter 15101Q207 - CELESTICA INC $2,848,066 Holding595112103 - Micron Technology $2,394,948 Holding485924104 - KARMAN HLDGS INC $1,843,391 HoldingM3760D101 - Elbit Systems $1,815,354 Holding003261104 - abrdn Bloomberg All Commodity Strategy K-1 Free ETF $585,389 Holding Largest Purchases this Quarter CELESTICA INC 10,111 shares (about $2.85M)Micron Technology 7,089 shares (about $2.39M)KARMAN HLDGS INC 23,028 shares (about $1.84M)Elbit Systems 2,138 shares (about $1.82M)AMER SPORTS INC 46,648 shares (about $1.54M) Largest Sales this Quarter iShares TIPS Bond ETF 41,656 shares (about $4.60M)Eli Lilly and Company 2,845 shares (about $2.62M)Exelixis 48,041 shares (about $2.06M)VanEck Preferred Securities ex Financials ETF 96,529 shares (about $1.69M)CrowdStrike 3,338 shares (about $1.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMezzasalma Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSLATesla$25,005,392$130,856 ▲0.5%67,2646.4%Auto/Tires/TrucksGOOGLAlphabet$24,566,031$349,386 ▼-1.4%85,4296.3%Computer and TechnologyAAPLApple$24,219,320$416,214 ▲1.7%95,4316.2%Computer and TechnologyNVDANVIDIA$23,499,371$17,789 ▼-0.1%134,7446.0%Computer and TechnologyMETAMeta Platforms$20,979,777$273,475 ▲1.3%36,6705.4%Computer and TechnologyAMZNAmazon.com$14,152,155$469,857 ▲3.4%67,9513.6%Retail/WholesaleBRK.BBerkshire Hathaway$14,121,545$631,106 ▲4.7%29,4693.6%FinanceARISTA NETWORKS INC$13,433,360$244,701 ▲1.9%109,4103.4%COM SHSVVisa$11,225,642$417,701 ▲3.9%37,1412.9%Business ServicesBEBloom Energy$10,896,106$688,967 ▲6.7%80,4202.8%EnergyEMEEMCOR Group$9,571,485$291,633 ▲3.1%12,9642.4%ConstructionMSFTMicrosoft$8,659,826$399,787 ▲4.8%23,3942.2%Computer and TechnologySCHWCharles Schwab$8,323,525$246,134 ▲3.0%88,5672.1%FinanceNFLXNetflix$8,002,372$375,562 ▲4.9%83,2282.0%Consumer DiscretionaryRCLRoyal Caribbean Cruises$7,422,527$193,179 ▲2.7%26,9731.9%Consumer DiscretionaryVRTVertiv$6,803,748$304,204 ▲4.7%27,1521.7%Computer and TechnologyXOMExxonMobil$6,390,260$487,604 ▲8.3%37,6651.6%EnergyCOSTCostco Wholesale$5,830,228$555,023 ▲10.5%5,8511.5%Retail/WholesaleCRSCarpenter Technology$5,570,128$384,296 ▲7.4%14,1321.4%Basic MaterialsIWYiShares Russell Top 200 Growth ETF$4,941,741$141,697 ▲3.0%30,5161.3%ETFXLKTechnology Select Sector SPDR Fund$4,286,040$55,591 ▲1.3%43,3301.1%ETFVUGVanguard Growth ETF$4,082,272$364,632 ▲9.8%19,8051.0%ETFIVViShares Core S&P 500 ETF$3,995,032$634,267 ▲18.9%6,1161.0%ETFTRGPTarga Resources$3,942,351$135,649 ▼-3.3%15,7231.0%EnergyTSMTaiwan Semiconductor Manufacturing$3,909,744$308,886 ▲8.6%11,5691.0%Computer and TechnologyFNDBSchwab Fundamental U.S. Broad Market ETF$3,717,114$146,880 ▼-3.8%144,0990.9%ETFVONGVanguard Russell 1000 Growth ETF$3,683,982$88,271 ▼-2.3%40,6500.9%ETFTDGTransdigm Group$3,517,444$215,567 ▲6.5%3,0350.9%AerospaceSMHVanEck Semiconductor ETF$3,423,837$141,604 ▲4.3%15,8130.9%ManufacturingPALANTIR TECHNOLOGIES INC$3,325,383$495,450 ▲17.5%22,7330.8%CL AOEFiShares S&P 100 ETF$3,213,846$226,516 ▲7.6%20,8850.8%ETFHWMHowmet Aerospace$3,143,714$404,689 ▲14.8%13,6410.8%AerospaceVOOVanguard S&P 500 ETF$3,114,698$517,523 ▲19.9%5,2120.8%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,869,589$22,142 ▼-0.8%28,6410.7%ETFCOKECoca-Cola Consolidated$2,859,802$460,751 ▲19.2%14,9150.7%Consumer StaplesCELESTICA INC$2,848,066$2,848,066 ▲New Holding10,1110.7%COMSLViShares Silver Trust$2,745,497$467,440 ▼-14.5%40,2920.7%ETFFIXComfort Systems USA$2,727,642$580,555 ▲27.0%1,9780.7%ConstructionAMER SPORTS INC$2,403,950$1,535,652 ▲176.9%73,0240.6%COM SHSMUMicron Technology$2,394,948$2,394,948 ▲New Holding7,0890.6%Computer and TechnologySATSEchoStar$2,305,577$615,671 ▲36.4%19,6940.6%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company ETF$2,123,188$116,762 ▲5.8%83,7550.5%ETFREGNRegeneron Pharmaceuticals$1,931,6000.0%2,5000.5%MedicalQQQInvesco QQQ$1,870,942$16,736 ▼-0.9%3,2420.5%FinanceKARMAN HLDGS INC$1,843,391$1,843,391 ▲New Holding23,0280.5%COMMON STOCKESLTElbit Systems$1,815,354$1,815,354 ▲New Holding2,1380.5%AerospaceLLYEli Lilly and Company$1,731,007$2,616,745 ▼-60.2%1,8820.4%MedicalAMLPAlerian MLP ETF$1,390,557$11,739 ▲0.9%26,4160.4%ETFGDXVanEck Gold Miners ETF$1,269,176$12,848 ▼-1.0%13,8300.3%ETFSPYSPDR S&P 500 ETF Trust$1,266,157$1,951 ▲0.2%1,9470.3%FinanceCRWDCrowdStrike$1,225,107$1,303,189 ▼-51.5%3,1380.3%Computer and TechnologyGLDSPDR Gold Shares$1,145,432$876,501 ▼-43.3%2,6620.3%FinanceXLVHealth Care Select Sector SPDR Fund$1,141,379$16,714 ▼-1.4%7,7850.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,125,712$7,293 ▲0.7%14,2010.3%ETFNVSNovartis$1,017,010$45,367 ▲4.7%6,6580.3%MedicalEXELExelixis$1,016,622$2,060,479 ▼-67.0%23,7030.3%MedicalGOOGAlphabet$1,009,173$28,973 ▲3.0%3,5180.3%Computer and TechnologyPEGPublic Service Enterprise Group$992,5280.0%12,2610.3%UtilitiesINFLHorizon Kinetics Inflation Beneficiaries ETF$946,601$198,816 ▲26.6%18,1830.2%ETFEFAiShares MSCI EAFE ETF$930,4030.0%9,5790.2%FinanceIWDiShares Russell 1000 Value ETF$925,8320.0%4,3330.2%ETFVBRVanguard Small-Cap Value ETF$922,871$4,345 ▲0.5%4,2480.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$886,247$23,735 ▲2.8%8,8120.2%ETFGDGeneral Dynamics$878,300$54,229 ▲6.6%2,5590.2%AerospaceIEOiShares U.S. Oil & Gas Exploration & Production ETF$869,073$122,155 ▼-12.3%6,9580.2%ETFBANCROFT FD LTD$859,120$11,395 ▲1.3%39,8850.2%COMKLACKLA$824,5500.0%5600.2%Computer and TechnologyADIAnalog Devices$809,030$44,858 ▲5.9%2,5430.2%Computer and TechnologyGPCGenuine Parts$775,042$9,200 ▼-1.2%7,3290.2%Retail/WholesaleEBAYeBay$774,671$51,153 ▲7.1%8,5110.2%Retail/WholesaleAMATApplied Materials$704,0870.0%2,0600.2%Computer and TechnologyLMTLockheed Martin$695,653$45,934 ▲7.1%1,1510.2%AerospaceSHYiShares 1-3 Year Treasury Bond ETF$691,515$3,716 ▲0.5%8,3750.2%ManufacturingBKNGBooking$686,312$21,053 ▼-3.0%1630.2%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$682,884$129,502 ▼-15.9%22,2580.2%ETFRTXRTX$673,414$45,139 ▲7.2%3,4910.2%AerospaceBKBNY$672,869$60,620 ▲9.9%5,6720.2%FinanceHEIHeico$667,6770.0%2,4350.2%AerospaceXTiShares Exponential Technologies ETF$663,1610.0%9,7310.2%ManufacturingSNYSanofi$656,019$59,261 ▲9.9%13,6160.2%MedicalANGLVanEck Fallen Angel High Yield Bond ETF$646,056$11,660 ▼-1.8%22,4950.2%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$610,842$2,916 ▲0.5%12,9880.2%ETFBACBank of America$601,039$53,625 ▲9.8%12,3290.2%FinanceADBEAdobe$593,358$71,952 ▼-10.8%2,4410.2%Computer and TechnologyBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$585,389$585,389 ▲New Holding24,1000.1%ETFUNILEVER PLC$571,352$74,802 ▲15.1%10,0290.1%SPON ADR NEWEMNTPIMCO Enhanced Short Maturity Active ESG ETF$563,279$9,991 ▼-1.7%5,6940.1%ETFIGEiShares North American Natural Resources ETF$556,421$2,203 ▲0.4%8,8400.1%ETFOMCOmnicom Group$549,838$66,047 ▲13.7%7,3010.1%Business ServicesDVYiShares Select Dividend ETF$538,625$3,029 ▲0.6%3,5570.1%ETFUTFCohen & Steers Infrastructure Fund$538,443$4,840 ▲0.9%20,8050.1%Financial ServicesORCLOracle$533,862$42,368 ▲8.6%3,6290.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$527,1850.0%1,6430.1%ETFLGILazard Global Total Return and Income Fund$526,065$5,310 ▲1.0%32,6950.1%Financial ServicesTIPiShares TIPS Bond ETF$524,623$4,596,907 ▼-89.8%4,7540.1%ETFRQICohen & Steers Quality Income Realty Fund$515,910$17,581 ▲3.5%42,8140.1%Financial ServicesABRDN GLOBAL PREMIER PPTYS F$515,398$515,398 ▲New Holding46,6420.1%COM SH BEN INTENERGY TRANSFER L P$513,014$513,014 ▲New Holding44,3400.1%9.250% FXD PFD IWFCWells Fargo & Company$504,966$40,442 ▲8.7%6,3430.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$493,3400.0%4,9030.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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