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Mezzasalma Advisors

Latest statistics and disclosures from Mezzasalma Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GOOGL, TSLA, AAPL, NVDA, BE, and represent 26.88% of Mezzasalma Advisors's stock portfolio.
Added to shares of these 10 stocks: AMD (+$7.0M), RSP (+$6.1M), SJNK (+$5.8M), STX (+$5.7M), PFXF (+$5.2M), SNDK, VUG, SPCX, SPYM, MU.
Started 25 new stock positions in NURE, GRID, COHR, SNDK, MO, SJNK, KRE, CIEN, SPYM, SPCX.
Reduced shares in these 10 stocks: SCHW (-$7.2M), AS, PLTR, NVDA, KRMN, GOOGL, RCL, GPC, BKNG, AAPL.
Sold out of its positions in BKNG, GPC, KRMN, KGC, USA, SPGI, WMT, WIW, AS.
Mezzasalma Advisors was a net buyer of stock by $48M.
Mezzasalma Advisors has $498M in assets under management (AUM), dropping by 27.33%.
Central Index Key (CIK): 0001864916

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Portfolio Holdings for Mezzasalma Advisors

Mezzasalma Advisors holds 171 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Cap Stk Cl A (GOOGL)	5.9	$29M	-3%	82k	357.37	View chart
Tesla Motors (TSLA)	5.6	$28M		67k	420.60	View chart
Apple (AAPL)	5.4	$27M		94k	289.36	View chart
NVIDIA Corporation (NVDA)	5.0	$25M	-7%	125k	200.09	View chart
Bloom Energy Corp Com Cl A (BE)	4.9	$25M		81k	302.70	View chart
Meta Platforms Cl A (META)	4.1	$21M		36k	563.29	View chart
Arista Networks Com Shs (ANET)	3.7	$19M		110k	169.88	View chart
Amazon (AMZN)	3.2	$16M		68k	238.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.9	$15M		29k	500.39	View chart
Visa Com Cl A (V)	2.6	$13M	+2%	38k	343.09	View chart
Emcor (EME)	2.2	$11M	+3%	13k	829.88	View chart
Micron Technology (MU)	2.1	$10M	+27%	9.0k	1154.29	View chart
Vertiv Holdings Com Cl A (VRT)	1.8	$9.2M		28k	334.82	View chart
Carpenter Technology Corporation (CRS)	1.8	$8.9M	+2%	15k	616.84	View chart
Microsoft Corporation (MSFT)	1.8	$8.9M		24k	373.01	View chart
Royal Caribbean Cruises (RCL)	1.6	$7.8M	-9%	25k	317.53	View chart
Advanced Micro Devices (AMD)	1.4	$7.0M	NEW	12k	580.91	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.4	$7.0M	+21%	53k	132.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.4	$6.8M	+39%	22k	305.83	View chart
Netflix (NFLX)	1.2	$6.2M	+3%	87k	71.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$6.1M	NEW	29k	212.77	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.2	$5.9M	+7%	12k	477.57	View chart
Spdr Series Trust St Term High Etf (SJNK)	1.2	$5.8M	NEW	233k	25.03	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.2	$5.8M	+6%	33k	179.16	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	1.1	$5.7M	NEW	5.9k	965.00	View chart
Costco Wholesale Corporation (COST)	1.1	$5.6M	+2%	6.0k	935.47	View chart
Exxon Mobil Corporation (XOM)	1.1	$5.5M	+6%	40k	136.72	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	1.1	$5.4M	+2052%	303k	17.84	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$5.0M	+256%	71k	71.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$4.8M	+4%	6.4k	748.89	View chart
Comfort Systems USA (FIX)	0.9	$4.4M	+12%	2.2k	1981.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$4.3M	+2%	42k	102.58	View chart
TransDigm Group Incorporated (TDG)	0.9	$4.2M	+4%	3.2k	1332.04	View chart
Howmet Aerospace (HWM)	0.8	$4.2M	+15%	16k	268.86	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.8	$4.2M		146k	28.71	View chart
Celestica (CLS)	0.8	$4.1M	+11%	11k	364.80	View chart
Sandisk Corp (SNDK)	0.8	$3.9M	NEW	1.7k	2273.73	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.8	$3.9M	+35%	20k	190.92	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$3.8M	+9%	23k	166.61	View chart
Targa Res Corp (TRGP)	0.8	$3.8M	-10%	14k	268.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$3.7M	+4%	5.5k	686.77	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.6	$3.1M	NEW	18k	170.86	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$2.7M	-4%	27k	100.16	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$2.4M	+3%	87k	28.08	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$2.4M		3.1k	763.14	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.5	$2.4M	NEW	27k	87.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.3M	-3%	3.1k	736.49	View chart
Eli Lilly & Co. (LLY)	0.5	$2.3M		1.9k	1199.43	View chart
Echostar Corp Cl A	0.4	$2.2M	+11%	22k	101.50	View chart
Elbit Sys Ord (ESLT)	0.4	$2.2M	+34%	2.9k	758.72	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$2.2M		40k	53.47	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.4	$1.8M	NEW	90k	20.57	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.3	$1.6M	NEW	66k	24.31	View chart
Tema Etf Trust Electrification (VOLT)	0.3	$1.6M	NEW	37k	41.89	View chart
Ishares Us Pwr Infra Etf (POWR)	0.3	$1.6M	NEW	56k	27.96	View chart
Regeneron Pharmaceuticals (REGN)	0.3	$1.6M		2.5k	623.54	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$1.5M	NEW	26k	58.92	View chart
Kla Corp Com New (KLAC)	0.3	$1.5M	+800%	5.0k	301.71	View chart
Applied Materials (AMAT)	0.3	$1.5M		2.1k	723.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M		3.5k	353.33	View chart
Exelixis (EXEL)	0.2	$1.2M	-6%	22k	54.41	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$1.1M	-8%	7.1k	158.66	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.1M	+4%	7.0k	156.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.1M	+2%	4.4k	242.43	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$1.1M	-21%	21k	51.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.1M	-5%	14k	79.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.1M	+2%	4.3k	242.99	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.0M		14k	75.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.0M		9.7k	103.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.0M	+2%	2.7k	368.38	View chart
eBay (EBAY)	0.2	$985k	+3%	8.8k	111.75	View chart
Public Service Enterprise (PEG)	0.2	$982k		12k	81.16	View chart
Analog Devices (ADI)	0.2	$970k	-3%	2.4k	397.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$963k	-33%	1.3k	746.83	View chart
Bancroft Fund (BCV)	0.2	$954k	-7%	37k	25.99	View chart
General Dynamics Corporation (GD)	0.2	$954k	+5%	2.7k	354.24	View chart
Charles Schwab Corporation (SCHW)	0.2	$941k	-88%	10k	92.27	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$903k	NEW	4.7k	191.74	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$887k		8.8k	100.81	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.2	$873k	-3%	18k	49.88	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.2	$873k	NEW	12k	74.85	View chart
HEICO Corporation (HEI)	0.2	$867k		2.4k	356.19	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$826k		5.7k	144.61	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.2	$804k		9.7k	82.63	View chart
Coherent Corp (COHR)	0.2	$773k	NEW	2.0k	394.47	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.2	$758k		6.9k	109.83	View chart
Bank of America Corporation (BAC)	0.1	$728k	+3%	13k	56.98	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$700k		8.5k	82.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$699k		22k	31.71	View chart
Ciena Corp Com New (CIEN)	0.1	$697k	NEW	1.4k	490.56	View chart
Raytheon Technologies Corp (RTX)	0.1	$690k	+4%	3.6k	189.73	View chart
Unilever Spon Adr New (UL)	0.1	$669k	+10%	11k	60.12	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$661k		23k	29.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$649k	+768%	5.4k	119.52	View chart
Lockheed Martin Corporation (LMT)	0.1	$631k	+7%	1.2k	509.46	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$629k		13k	48.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$608k		1.6k	370.12	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$584k		21k	27.59	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$584k	+3%	5.9k	98.94	View chart
Oracle Corporation (ORCL)	0.1	$577k	+8%	3.9k	146.55	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$576k		4.9k	117.50	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.1	$568k	+2%	48k	11.84	View chart
Goldman Sachs (GS)	0.1	$561k		555.00	1011.37	View chart
Lazard Global Total Return & Income Fund (LGI)	0.1	$555k	-8%	30k	18.48	View chart
Omni (OMC)	0.1	$554k	+4%	7.6k	72.83	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.1	$551k		27k	20.56	View chart
Wells Fargo & Company (WFC)	0.1	$551k	+5%	6.7k	82.64	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.1	$545k	NEW	6.2k	88.49	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$538k		24k	22.34	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$537k	-7%	13k	42.66	View chart
Adams Express Company (ADX)	0.1	$537k		21k	25.55	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$515k		8.4k	61.23	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$504k	-3%	4.6k	109.43	View chart
Super Micro Computer Com New (SMCI)	0.1	$501k	-20%	17k	29.33	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$499k		8.9k	56.18	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$496k	-5%	40k	12.31	View chart
JPMorgan Chase & Co. (JPM)	0.1	$496k		1.5k	327.33	View chart
Royce Value Trust (RVT)	0.1	$475k		26k	18.47	View chart
Energy Transfer 9.250% Fxd Pfd I (ET.PI)	0.1	$466k	-8%	41k	11.46	View chart
Palantir Technologies Cl A (PLTR)	0.1	$462k	-82%	4.0k	116.67	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$458k	+2%	11k	41.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$451k	-18%	2.9k	156.32	View chart
Philip Morris International (PM)	0.1	$448k	+19%	2.5k	180.91	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$445k		47k	9.57	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$403k		2.7k	147.73	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$397k		1.0k	393.96	View chart
Corning Incorporated (GLW)	0.1	$397k	-7%	1.6k	255.45	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$388k	-2%	2.5k	158.01	View chart
Coca-Cola Company (KO)	0.1	$385k	-5%	4.7k	81.28	View chart
Cisco Systems (CSCO)	0.1	$379k		3.2k	117.45	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$372k	-12%	12k	30.49	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$369k	+12%	6.9k	53.34	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$366k	-2%	36k	10.22	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.1	$364k		34k	10.63	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$362k		8.6k	42.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$355k	-3%	3.3k	109.08	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$341k	NEW	6.9k	49.78	View chart
Home Depot (HD)	0.1	$336k		953.00	352.68	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.1	$331k		13k	25.49	View chart
Adobe Systems Incorporated (ADBE)	0.1	$326k	-34%	1.6k	205.02	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$323k		6.4k	50.83	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$321k		25k	12.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$320k	-11%	3.0k	106.47	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$311k		2.4k	131.13	View chart
Progressive Corporation (PGR)	0.1	$288k		1.3k	218.45	View chart
Kimco Realty Corporation (KIM)	0.1	$284k		11k	25.35	View chart
Spdr Series Trust Sp Kensho Newec (KOMP)	0.1	$270k		3.8k	71.50	View chart
Procter & Gamble Company (PG)	0.1	$270k	-9%	1.8k	146.64	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.1	$268k		18k	14.71	View chart
Johnson & Johnson (JNJ)	0.1	$267k		1.1k	253.90	View chart
Western Asset Inflt Lnk Com Sh Ben Int (WIA)	0.1	$267k	-4%	33k	8.13	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.1	$265k		76k	3.49	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$263k		5.1k	51.05	View chart
Sprott Fds Tr Sprott Critical (SETM)	0.1	$261k	NEW	8.4k	31.16	View chart
Allstate Corporation (ALL)	0.1	$257k	NEW	1.1k	237.94	View chart
Wisdomtree Tr Interntnl Ai Enh (AIVI)	0.1	$256k		4.5k	56.29	View chart
Marathon Petroleum Corp (MPC)	0.0	$246k	-9%	962.00	255.67	View chart
Altria (MO)	0.0	$243k	NEW	3.4k	71.96	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.0	$240k		3.2k	75.50	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$238k		15k	16.17	View chart
Nushares Etf Tr Nuveen Shrt Term (NURE)	0.0	$233k	NEW	7.2k	32.34	View chart
Vanguard World Utilities Etf (VPU)	0.0	$228k		1.2k	195.69	View chart
Tri-Continental Corporation (TY)	0.0	$222k	NEW	6.4k	34.42	View chart
Pepsi (PEP)	0.0	$201k	-16%	1.5k	135.38	View chart
WPP Adr (WPP)	0.0	$201k		13k	15.49	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$200k	NEW	1.7k	117.28	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$196k	+2%	12k	16.70	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$187k	-13%	16k	11.74	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$180k	+2%	56k	3.23	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.0	$172k		12k	14.82	View chart
Aberdeen Multi-market Income Sh Ben Int (MMT)	0.0	$47k	NEW	11k	4.40	View chart

Past Filings by Mezzasalma Advisors

SEC 13F filings are viewable for Mezzasalma Advisors going back to 2021

Mezzasalma Advisors 2026 Q2 filed Aug. 10, 2026
Mezzasalma Advisors 2026 Q1 filed April 17, 2026
Mezzasalma Advisors 2025 Q4 filed Jan. 21, 2026
Mezzasalma Advisors 2025 Q3 filed Oct. 16, 2025
Mezzasalma Advisors 2025 Q2 filed July 29, 2025
Mezzasalma Advisors 2025 Q1 filed April 18, 2025
Mezzasalma Advisors 2024 Q4 filed Jan. 28, 2025
Mezzasalma Advisors 2024 Q3 filed Oct. 16, 2024
Mezzasalma Advisors 2024 Q2 filed July 30, 2024
Mezzasalma Advisors 2024 Q1 filed April 19, 2024
Mezzasalma Advisors 2023 Q4 filed Jan. 12, 2024
Mezzasalma Advisors 2023 Q3 filed Nov. 16, 2023
Mezzasalma Advisors 2023 Q2 filed Aug. 3, 2023
Mezzasalma Advisors 2023 Q1 filed May 15, 2023
Mezzasalma Advisors 2022 Q4 filed Feb. 28, 2023
Mezzasalma Advisors 2022 Q3 filed Oct. 24, 2022

View all past filings

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