Mezzasalma Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Mezzasalma Advisors, Llc disclosed 170 stock positions valued at approximately $498.33M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, TESLA INC, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 170
- Portfolio Value
- $498.33M
Holdings by Sector
Mezzasalma Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 5.90% | 82,214 | -3,215 | -3.76% | $29,380,755 |
| TESLA INC | TSLA | Consumer Cyclical | 5.61% | 66,526 | -738 | -1.10% | $27,980,836 |
| APPLE INC | AAPL | Technology | 5.44% | 93,718 | -1,713 | -1.80% | $27,118,110 |
| NVIDIA CORPORATION | NVDA | Technology | 5.00% | 124,625 | -10,119 | -7.51% | $24,936,144 |
| BLOOM ENERGY CORP | BE | Industrials | 4.93% | 81,081 | +661 | +0.82% | $24,543,219 |
| META PLATFORMS INC | META | Communication Services | 4.12% | 36,445 | -225 | -0.61% | $20,528,969 |
| ARISTA NETWORKS INC | ANET | Other | 3.74% | 109,686 | +276 | +0.25% | $18,633,458 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.23% | 67,452 | -499 | -0.73% | $16,076,510 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.94% | 29,276 | -193 | -0.65% | $14,649,418 |
| VISA INC | V | Financial Services | 2.62% | 38,092 | +951 | +2.56% | $13,069,150 |
| EMCOR GROUP INC | EME | Industrials | 2.23% | 13,364 | +400 | +3.09% | $11,090,555 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.09% | 9,023 | +1,934 | +27.28% | $10,415,159 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.85% | 27,525 | +373 | +1.37% | $9,215,921 |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 1.79% | 14,481 | +349 | +2.47% | $8,932,460 |
| MICROSOFT CORP | MSFT | Technology | 1.79% | 23,850 | +456 | +1.95% | $8,896,345 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 1.56% | 24,526 | -2,447 | -9.07% | $7,787,852 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.41% | 12,077 | +12,077 | +100.00% | $7,015,650 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.40% | 52,454 | +9,124 | +21.06% | $6,960,429 |
| VANECK ETF TRUST | SMH | Other | 1.36% | 22,086 | +6,273 | +39.67% | $6,754,484 |
| NETFLIX INC. | NFLX | Communication Services | 1.24% | 86,490 | +3,262 | +3.92% | $6,175,386 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.22% | 28,614 | +28,614 | +100.00% | $6,088,204 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.19% | 12,428 | +859 | +7.43% | $5,935,240 |
| SPDR SERIES TRUST | SJNK | Other | 1.17% | 233,377 | +233,377 | +100.00% | $5,841,418 |
| ISHARES TR | IWY | Other | 1.17% | 32,471 | +1,955 | +6.41% | $5,817,385 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 1.15% | 5,925 | +5,925 | +100.00% | $5,717,625 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.12% | 5,985 | +134 | +2.29% | $5,598,814 |
| EXXON MOBIL CORP | XOM | Energy | 1.10% | 40,132 | +2,467 | +6.55% | $5,486,848 |
| VANECK ETF TRUST | PFXF | Other | 1.09% | 303,219 | +289,134 | +2052.78% | $5,409,431 |
| VANGUARD INDEX FDS | VUG | Other | 1.01% | 70,532 | +50,727 | +256.13% | $5,019,517 |
| ISHARES TR | IVV | Other | 0.96% | 6,401 | +285 | +4.66% | $4,793,645 |
Showing 30 of 170 holdings in the latest reporting period.