Mezzasalma Advisors, LLC Top Holdings and 13F Report (2026)

About Mezzasalma Advisors, LLC

Investment Activity

Mezzasalma Advisors, LLC has $498.33 million in total holdings as of June 30, 2026.
Mezzasalma Advisors, LLC owns shares of 171 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 14.41% of the portfolio was purchased this quarter.
About 4.86% of the portfolio was sold this quarter.
This quarter, Mezzasalma Advisors, LLC has purchased 155 new stocks and bought additional shares in 82 stocks.
Mezzasalma Advisors, LLC sold shares of 51 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Alphabet: $29,380,755
Tesla: $27,980,836
Apple: $27,118,110
NVIDIA: $24,936,144
Bloom Energy: $24,543,219

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $7,015,650 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF: $6,088,204 Holding
78468R408 - SPDR Bloomberg Short Term High Yield Bond ETF: $5,841,418 Holding
G7997R103 - Seagate Technology: $5,717,625 Holding
80004C200 - SANDISK CORP: $3,888,078 Holding

Largest Purchases this Quarter

Advanced Micro Devices: 12,077 shares (about $7.02M)
Invesco S&P 500 Equal Weight ETF: 28,614 shares (about $6.09M)
SPDR Bloomberg Short Term High Yield Bond ETF: 233,377 shares (about $5.84M)
Seagate Technology: 5,925 shares (about $5.72M)
VanEck Preferred Securities ex Financials ETF: 289,134 shares (about $5.16M)

Largest Sales this Quarter

Charles Schwab: 78,371 shares (about $7.23M)
PALANTIR TECHNOLOGIES INC: 18,774 shares (about $2.19M)
NVIDIA: 10,119 shares (about $2.02M)
Alphabet: 3,215 shares (about $1.15M)
Royal Caribbean Cruises: 2,447 shares (about $777.01K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$29,380,755	$1,148,942 â–¼	-3.8%	82,214	5.9%	Communication Services
TSLA Tesla	$27,980,836	$310,403 â–¼	-1.1%	66,526	5.6%	Consumer Discretionary
AAPL Apple	$27,118,110	$495,671 â–¼	-1.8%	93,718	5.4%	Technology
NVDA NVIDIA	$24,936,144	$2,024,705 â–¼	-7.5%	124,625	5.0%	Technology
BE Bloom Energy	$24,543,219	$200,085 â–²	0.8%	81,081	4.9%	Industrials
META Meta Platforms	$20,528,969	$126,739 â–¼	-0.6%	36,445	4.1%	Communication Services
ARISTA NETWORKS INC	$18,633,458	$46,887 â–²	0.3%	109,686	3.7%	COM SHS
AMZN Amazon.com	$16,076,510	$118,932 â–¼	-0.7%	67,452	3.2%	Consumer Discretionary
BRK.B Berkshire Hathaway	$14,649,418	$96,575 â–¼	-0.7%	29,276	2.9%	Finance
V Visa	$13,069,150	$326,283 â–²	2.6%	38,092	2.6%	Finance
EME EMCOR Group	$11,090,555	$331,953 â–²	3.1%	13,364	2.2%	Industrials
MU Micron Technology	$10,415,159	$2,232,397 â–²	27.3%	9,023	2.1%	Technology
VRT Vertiv	$9,215,921	$124,888 â–²	1.4%	27,525	1.8%	Industrials
CRS Carpenter Technology	$8,932,460	$215,277 â–²	2.5%	14,481	1.8%	Industrials
MSFT Microsoft	$8,896,345	$170,094 â–²	1.9%	23,850	1.8%	Technology
RCL Royal Caribbean Cruises	$7,787,852	$777,007 â–¼	-9.1%	24,526	1.6%	Consumer Discretionary
AMD Advanced Micro Devices	$7,015,650	$7,015,650 â–²	New Holding	12,077	1.4%	Technology
XLK Technology Select Sector SPDR Fund	$6,960,429	$1,210,717 â–²	21.1%	52,454	1.4%	ETF
SMH VanEck Semiconductor ETF	$6,754,484	$1,918,450 â–²	39.7%	22,086	1.4%	ETF
NFLX Netflix	$6,175,386	$232,907 â–²	3.9%	86,490	1.2%	Communication Services
RSP Invesco S&P 500 Equal Weight ETF	$6,088,204	$6,088,204 â–²	New Holding	28,614	1.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$5,935,240	$410,233 â–²	7.4%	12,428	1.2%	Technology
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$5,841,418	$5,841,418 â–²	New Holding	233,377	1.2%	ETF
IWY iShares Russell Top 200 Growth ETF	$5,817,385	$350,251 â–²	6.4%	32,471	1.2%	ETF
STX Seagate Technology	$5,717,625	$5,717,625 â–²	New Holding	5,925	1.1%	Technology
COST Costco Wholesale	$5,598,814	$125,354 â–²	2.3%	5,985	1.1%	Consumer Staples
XOM ExxonMobil	$5,486,848	$337,288 â–²	6.5%	40,132	1.1%	Energy
PFXF VanEck Preferred Securities ex Financials ETF	$5,409,431	$5,158,154 â–²	2,052.8%	303,219	1.1%	ETF
VUG Vanguard Growth ETF	$5,019,517	$3,610,064 â–²	256.1%	70,532	1.0%	ETF
IVV iShares Core S&P 500 ETF	$4,793,645	$213,434 â–²	4.7%	6,401	1.0%	ETF
FIX Comfort Systems USA	$4,405,875	$485,578 â–²	12.4%	2,223	0.9%	Industrials
VONG Vanguard Russell 1000 Growth ETF	$4,284,003	$113,971 â–²	2.7%	41,761	0.9%	ETF
TDG Transdigm Group	$4,243,879	$201,138 â–²	5.0%	3,186	0.9%	Industrials
HWM Howmet Aerospace	$4,226,490	$558,961 â–²	15.2%	15,720	0.8%	Industrials
FNDB Schwab Fundamental U.S. Broad Market ETF	$4,182,209	$45,047 â–²	1.1%	145,668	0.8%	ETF
CELESTICA INC	$4,123,334	$434,842 â–²	11.8%	11,303	0.8%	COM
SANDISK CORP	$3,888,078	$3,888,078 â–²	New Holding	1,710	0.8%	COM
COKE Coca-Cola Consolidated	$3,855,629	$1,008,057 â–²	35.4%	20,195	0.8%	Consumer Staples
OEF iShares S&P 100 ETF	$3,795,270	$315,564 â–²	9.1%	22,779	0.8%	ETF
TRGP Targa Resources	$3,792,973	$423,140 â–¼	-10.0%	14,145	0.8%	Energy
VOO Vanguard S&P 500 ETF	$3,744,247	$164,824 â–²	4.6%	5,452	0.8%	ETF
SPACE EXPLORATION TECHN CORP	$3,129,130	$3,129,130 â–²	New Holding	18,314	0.6%	CLASS A COM STK
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$2,728,706	$140,026 â–¼	-4.9%	27,243	0.5%	ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$2,440,842	$88,661 â–²	3.8%	86,912	0.5%	ETF
CRWD CrowdStrike	$2,395,496	$763 â–²	0.0%	3,139	0.5%	Technology
SPLG SPDR Portfolio S&P 500 ETF	$2,362,214	$2,362,214 â–²	New Holding	26,880	0.5%	ETF
QQQ Invesco QQQ	$2,298,595	$89,116 â–¼	-3.7%	3,121	0.5%	ETF
LLY Eli Lilly and Company	$2,258,527	$1,199 â–²	0.1%	1,883	0.5%	Healthcare
ECHOSTAR CORP	$2,228,331	$229,390 â–²	11.5%	21,954	0.4%	CL A
ESLT Elbit Systems	$2,182,079	$559,935 â–²	34.5%	2,876	0.4%	Industrials
SLV iShares Silver Trust	$2,150,724	$3,689 â–¼	-0.2%	40,223	0.4%	ETF
PFFA Virtus InfraCap U.S. Preferred Stock ETF	$1,849,060	$1,849,060 â–²	New Holding	89,891	0.4%	ETF
VRP Invesco Variable Rate Preferred ETF	$1,593,715	$1,593,715 â–²	New Holding	65,558	0.3%	ETF
TEMA ETF TRUST	$1,560,193	$1,560,193 â–²	New Holding	37,245	0.3%	ELECTRIFICATION
FILL iShares MSCI Global Energy Producers ETF	$1,560,028	$1,560,028 â–²	New Holding	55,795	0.3%	ETF
REGN Regeneron Pharmaceuticals	$1,558,850		0.0%	2,500	0.3%	Healthcare
PAVE Global X U.S. Infrastructure Development ETF	$1,531,449	$1,531,449 â–²	New Holding	25,992	0.3%	ETF
KLAC KLA	$1,520,618	$1,351,660 â–²	800.0%	5,040	0.3%	Technology
AMAT Applied Materials	$1,492,272	$2,892 â–²	0.2%	2,064	0.3%	Technology
GOOG Alphabet	$1,245,135	$2,120 â–²	0.2%	3,524	0.2%	Communication Services
EXEL Exelixis	$1,202,189	$87,491 â–¼	-6.8%	22,095	0.2%	Healthcare
XLV Health Care Select Sector SPDR Fund	$1,126,195	$109,002 â–¼	-8.8%	7,098	0.2%	ETF
NVS Novartis	$1,091,555	$48,113 â–²	4.6%	6,965	0.2%	Healthcare
IWD iShares Russell 1000 Value ETF	$1,074,692	$24,243 â–²	2.3%	4,433	0.2%	ETF
AMLP Alerian MLP ETF	$1,073,367	$296,328 â–¼	-21.6%	20,701	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,065,897	$56,428 â–¼	-5.0%	13,487	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$1,054,566	$22,355 â–²	2.2%	4,340	0.2%	ETF
GDX VanEck Gold Miners ETF	$1,032,153	$11,317 â–¼	-1.1%	13,680	0.2%	ETF
EFA iShares MSCI EAFE ETF	$1,005,378	$10,284 â–²	1.0%	9,678	0.2%	ETF
GLD SPDR Gold Shares	$1,003,099	$22,471 â–²	2.3%	2,723	0.2%	ETF
EBAY eBay	$985,188	$34,084 â–²	3.6%	8,816	0.2%	Consumer Discretionary
PEG Public Service Enterprise Group	$982,198	$12,904 â–¼	-1.3%	12,102	0.2%	Utilities
ADI Analog Devices	$970,286	$39,717 â–¼	-3.9%	2,443	0.2%	Technology
SPY SPDR S&P 500 ETF Trust	$963,414	$490,669 â–¼	-33.7%	1,290	0.2%	ETF
BANCROFT FD LTD	$954,419	$82,179 â–¼	-7.9%	36,723	0.2%	COM
GD General Dynamics	$954,323	$47,822 â–²	5.3%	2,694	0.2%	Industrials
SCHW Charles Schwab	$940,774	$7,231,208 â–¼	-88.5%	10,196	0.2%	Finance
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$903,278	$903,278 â–²	New Holding	4,711	0.2%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$886,531	$1,815 â–¼	-0.2%	8,794	0.2%	ETF
INFL Horizon Kinetics Inflation Beneficiaries ETF	$873,089	$33,868 â–¼	-3.7%	17,504	0.2%	ETF
KRE SPDR S&P Regional Banking ETF	$872,946	$872,946 â–²	New Holding	11,663	0.2%	ETF
HEI Heico	$867,323		0.0%	2,435	0.2%	Industrials
BANK OF NY MELLON CORP	$826,446	$6,218 â–²	0.8%	5,715	0.2%	COM
XT iShares Exponential Technologies ETF	$804,073		0.0%	9,731	0.2%	ETF
COHR Coherent	$773,161	$773,161 â–²	New Holding	1,960	0.2%	Technology
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$758,286	$5,931 â–¼	-0.8%	6,904	0.2%	ETF
BAC Bank of America	$727,749	$25,242 â–²	3.6%	12,772	0.1%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$700,012	$12,317 â–²	1.8%	8,525	0.1%	ETF
SCHD Schwab US Dividend Equity ETF	$699,046	$6,754 â–¼	-1.0%	22,045	0.1%	ETF
CIEN Ciena	$696,595	$696,595 â–²	New Holding	1,420	0.1%	Technology
RTX RTX	$689,479	$27,131 â–²	4.1%	3,634	0.1%	Industrials
UNILEVER PLC	$669,075	$66,132 â–²	11.0%	11,129	0.1%	SPON ADR NEW
ANGL VanEck Fallen Angel High Yield Bond ETF	$661,146	$3,392 â–²	0.5%	22,611	0.1%	ETF
VGT Vanguard Information Technology ETF	$649,113	$574,413 â–²	769.0%	5,431	0.1%	ETF
LMT Lockheed Martin	$630,711	$44,323 â–²	7.6%	1,238	0.1%	Industrials
FVD First Trust Value Line Dividend Index Fund	$629,080	$3,324 â–²	0.5%	13,057	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$608,111		0.0%	1,643	0.1%	ETF
UTF Cohen & Steers Infrastructure Fund	$584,127	$10,125 â–²	1.8%	21,172	0.1%	Finance
EMNT PIMCO Enhanced Short Maturity Active ESG ETF	$583,934	$20,579 â–²	3.7%	5,902	0.1%	ETF
ORCL Oracle	$576,821	$44,991 â–²	8.5%	3,936	0.1%	Technology

Showing largest 100 holdings. View all holdings.

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Mezzasalma Advisors, LLC Top Holdings and 13F Report (2026)

About Mezzasalma Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Mezzasalma Advisors, LLC Top Holdings and 13F Report (2026)

About Mezzasalma Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMezzasalma Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools