Mezzasalma Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Mezzasalma Advisors, Llc disclosed 158 stock positions valued at approximately $493.40M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ALPHABET INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 158
- Portfolio Value
- $493.40M
Holdings by Sector
Mezzasalma Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.33% | 93,859 | +141 | +0.15% | $31,256,784 |
| NVIDIA CORPORATION | NVDA | Technology | 5.70% | 123,065 | -1,560 | -1.25% | $28,105,502 |
| ALPHABET INC | GOOGL | Communication Services | 5.65% | 81,069 | -1,145 | -1.39% | $27,894,386 |
| META PLATFORMS INC | META | Communication Services | 5.33% | 36,280 | -165 | -0.45% | $26,309,428 |
| TESLA INC | TSLA | Consumer Cyclical | 5.27% | 73,627 | +7,101 | +10.67% | $25,997,993 |
| BLOOM ENERGY CORP | BE | Industrials | 4.52% | 80,458 | -623 | -0.77% | $22,285,257 |
| ARISTA NETWORKS INC | ANET | Technology | 4.45% | 107,749 | -1,937 | -1.77% | $21,936,619 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.45% | 68,249 | +797 | +1.18% | $17,004,238 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.87% | 28,418 | -858 | -2.93% | $14,150,743 |
| VISA INC | V | Financial Services | 2.69% | 36,920 | -1,172 | -3.08% | $13,266,637 |
| MICROSOFT CORP | MSFT | Technology | 2.47% | 23,729 | -121 | -0.51% | $12,170,813 |
| EMCOR GROUP INC | EME | Industrials | 2.01% | 13,164 | -200 | -1.50% | $9,932,141 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.72% | 13,902 | +1,825 | +15.11% | $8,504,688 |
| SPACE EXPLORATION TECHN CORP | SPCX | Industrials | 1.72% | 56,104 | +37,790 | +206.34% | $8,463,849 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.57% | 7,294 | -1,729 | -19.16% | $7,768,913 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.42% | 15,402 | +2,974 | +23.93% | $7,026,238 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.38% | 28,299 | +774 | +2.81% | $6,828,832 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.35% | 41,055 | +923 | +2.30% | $6,681,782 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.26% | 6,840 | +855 | +14.29% | $6,226,751 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.26% | 48,017 | -4,437 | -8.46% | $6,197,071 |
| NETFLIX INC. | NFLX | Communication Services | 1.25% | 88,877 | +2,387 | +2.76% | $6,184,062 |
| ISHARES TR | IVV | Other | 1.20% | 7,732 | +1,331 | +20.79% | $5,921,187 |
| COCA COLA CONS INC | COKE | Consumer Defensive | 1.18% | 30,890 | +10,695 | +52.96% | $5,846,550 |
| ISHARES TR | IWY | Other | 1.18% | 34,732 | +2,261 | +6.96% | $5,822,170 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Technology | 1.16% | 6,198 | +273 | +4.61% | $5,716,663 |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 1.14% | 14,518 | +37 | +0.26% | $5,644,889 |
| VANGUARD INDEX FDS | VUG | Other | 1.11% | 75,633 | +5,101 | +7.23% | $5,458,261 |
| VANECK ETF TRUST | SMH | Other | 1.04% | 19,363 | -2,723 | -12.33% | $5,127,291 |
| VANGUARD INDEX FDS | VOO | Other | 0.95% | 6,667 | +1,215 | +22.29% | $4,672,636 |
| CELESTICA INC | CLS | Technology | 0.92% | 12,588 | +1,285 | +11.37% | $4,549,681 |
Showing 30 of 158 holdings in the latest reporting period.