Holders — by stockHoldings — by fund
Mezzasalma Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1864916
$498.3M
disclosed book value
171
positions
5.9%
largest position share
Positions, as of 2026-06-30
top 100 of 171 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 82,214 | $29.4M | 5.9% |
| 2 | TSLATESLA INC | 66,526 | $28.0M | 5.6% |
| 3 | AAPLAPPLE INC | 93,718 | $27.1M | 5.4% |
| 4 | NVDANVIDIA CORPORATION | 124,625 | $24.9M | 5% |
| 5 | BEBLOOM ENERGY CORP | 81,081 | $24.5M | 4.9% |
| 6 | METAMETA PLATFORMS INC | 36,445 | $20.5M | 4.1% |
| 7 | ANETARISTA NETWORKS INC | 109,686 | $18.6M | 3.7% |
| 8 | AMZNAMAZON COM INC | 67,452 | $16.1M | 3.2% |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 29,276 | $14.6M | 2.9% |
| 10 | VVISA INC | 38,092 | $13.1M | 2.6% |
| 11 | EMEEMCOR GROUP INC | 13,364 | $11.1M | 2.2% |
| 12 | MUMICRON TECHNOLOGY INC | 9,023 | $10.4M | 2.1% |
| 13 | VRTVERTIV HOLDINGS CO | 27,525 | $9.2M | 1.8% |
| 14 | CRSCARPENTER TECHNOLOGY CORP | 14,481 | $8.9M | 1.8% |
| 15 | MSFTMICROSOFT CORP | 23,850 | $8.9M | 1.8% |
| 16 | ROYAL CARIBBEAN GROUP | 24,526 | $7.8M | 1.6% |
| 17 | AMDADVANCED MICRO DEVICES INC | 12,077 | $7.0M | 1.4% |
| 18 | XLKSELECT SECTOR SPDR TR | 52,454 | $7.0M | 1.4% |
| 19 | SMHVANECK ETF TRUST | 22,086 | $6.8M | 1.4% |
| 20 | NFLXNETFLIX INC. | 86,490 | $6.2M | 1.2% |
| 21 | RSPINVESCO EXCHANGE TRADED FD T | 28,614 | $6.1M | 1.2% |
| 22 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 12,428 | $5.9M | 1.2% |
| 23 | SJNKSPDR SERIES TRUST | 233,377 | $5.8M | 1.2% |
| 24 | IWYISHARES TR | 32,471 | $5.8M | 1.2% |
| 25 | SEAGATE TECHNOLOGY HLDNGS PL | 5,925 | $5.7M | 1.1% |
| 26 | COSTCOSTCO WHOLESALE CORPORATION | 5,985 | $5.6M | 1.1% |
| 27 | EXMOCEXXON MOBIL CORP | 40,132 | $5.5M | 1.1% |
| 28 | PFXFVANECK ETF TRUST | 303,219 | $5.4M | 1.1% |
| 29 | VUGVANGUARD INDEX FDS | 70,532 | $5.0M | 1% |
| 30 | IVVISHARES TR | 6,401 | $4.8M | 1% |
| 31 | FIXCOMFORT SYS USA INC | 2,223 | $4.4M | 0.9% |
| 32 | VONGVANGUARD SCOTTSDALE FDS | 41,761 | $4.3M | 0.9% |
| 33 | TDGTRANSDIGM GROUP INC | 3,186 | $4.2M | 0.9% |
| 34 | HWMHOWMET AEROSPACE INC | 15,720 | $4.2M | 0.8% |
| 35 | SCHWAB STRATEGIC TR | 145,668 | $4.2M | 0.8% |
| 36 | CLSCELESTICA INC | 11,303 | $4.1M | 0.8% |
| 37 | SNDKSANDISK CORP | 1,710 | $3.9M | 0.8% |
| 38 | COKECOCA COLA CONS INC | 20,195 | $3.9M | 0.8% |
| 39 | OEFISHARES TR | 22,779 | $3.8M | 0.8% |
| 40 | TRGPTARGA RES CORP | 14,145 | $3.8M | 0.8% |
| 41 | VOOVANGUARD INDEX FDS | 5,452 | $3.7M | 0.8% |
| 42 | SPCXSPACE EXPLORATION TECHN CORP | 18,314 | $3.1M | 0.6% |
| 43 | GBILGOLDMAN SACHS ETF TR | 27,243 | $2.7M | 0.5% |
| 44 | FNDXSCHWAB STRATEGIC TR | 86,912 | $2.4M | 0.5% |
| 45 | CRWDCROWDSTRIKE HLDGS INC | 3,139 | $2.4M | 0.5% |
| 46 | SPYMSPDR SERIES TRUST | 26,880 | $2.4M | 0.5% |
| 47 | QQQINVESCO QQQ TR | 3,121 | $2.3M | 0.5% |
| 48 | LLYELI LILLY & CO | 1,883 | $2.3M | 0.5% |
| 49 | ECHOECHOSTAR CORP | 21,954 | $2.2M | 0.4% |
| 50 | ELBIT SYS LTD | 2,876 | $2.2M | 0.4% |
| 51 | SLVISHARES SILVER TR | 40,223 | $2.2M | 0.4% |
| 52 | ETFIS SER TR I | 89,891 | $1.8M | 0.4% |
| 53 | VRPINVESCO EXCH TRADED FD TR II | 65,558 | $1.6M | 0.3% |
| 54 | TEMA ETF TRUST | 37,245 | $1.6M | 0.3% |
| 55 | ISHARES INC | 55,795 | $1.6M | 0.3% |
| 56 | REGNREGENERON PHARMACEUTICALS | 2,500 | $1.6M | 0.3% |
| 57 | PAVEGLOBAL X FDS | 25,992 | $1.5M | 0.3% |
| 58 | KLACKLA CORP | 5,040 | $1.5M | 0.3% |
| 59 | AMATAPPLIED MATLS INC | 2,064 | $1.5M | 0.3% |
| 60 | GOOGALPHABET INC | 3,524 | $1.2M | 0.2% |
| 61 | EXELEXELIXIS INC | 22,095 | $1.2M | 0.2% |
| 62 | XLVSELECT SECTOR SPDR TR | 7,098 | $1.1M | 0.2% |
| 63 | NVSNOVARTIS AG | 6,965 | $1.1M | 0.2% |
| 64 | IWDISHARES TR | 4,433 | $1.1M | 0.2% |
| 65 | AMLPALPS ETF TR | 20,701 | $1.1M | 0.2% |
| 66 | VCSHVANGUARD SCOTTSDALE FDS | 13,487 | $1.1M | 0.2% |
| 67 | VBRVANGUARD INDEX FDS | 4,340 | $1.1M | 0.2% |
| 68 | GDXVANECK ETF TRUST | 13,680 | $1.0M | 0.2% |
| 69 | EFAISHARES TR | 9,678 | $1.0M | 0.2% |
| 70 | GLDSPDR GOLD TR | 2,723 | $1.0M | 0.2% |
| 71 | EBAYEBAY INC. | 8,816 | $985,188 | 0.2% |
| 72 | PEGPUBLIC SVC ENTERPRISE GROUP | 12,102 | $982,198 | 0.2% |
| 73 | ADIANALOG DEVICES INC | 2,443 | $970,286 | 0.2% |
| 74 | SPYSTATE STR SPDR S&P 500 ETF T | 1,290 | $963,414 | 0.2% |
| 75 | BANCROFT FD LTD | 36,723 | $954,419 | 0.2% |
| 76 | GDGENERAL DYNAMICS CORP | 2,694 | $954,323 | 0.2% |
| 77 | SCHWSCHWAB CHARLES CORP | 10,196 | $940,774 | 0.2% |
| 78 | GRIDFIRST TR EXCHANGE-TRADED FD | 4,711 | $903,278 | 0.2% |
| 79 | MINTPIMCO ETF TR | 8,794 | $886,531 | 0.2% |
| 80 | INFLLISTED FDS TR | 17,504 | $873,089 | 0.2% |
| 81 | KRESPDR SERIES TRUST | 11,663 | $872,946 | 0.2% |
| 82 | HEIHEICO CORP NEW | 2,435 | $867,323 | 0.2% |
| 83 | BNYBANK OF NY MELLON CORP | 5,715 | $826,446 | 0.2% |
| 84 | XTISHARES TR | 9,731 | $804,073 | 0.2% |
| 85 | COHRCOHERENT CORP | 1,960 | $773,161 | 0.2% |
| 86 | ISHARES TR | 6,904 | $758,286 | 0.2% |
| 87 | BACBANK OF AMER CORP | 12,772 | $727,749 | 0.1% |
| 88 | SHYISHARES TR | 8,525 | $700,012 | 0.1% |
| 89 | SCHDSCHWAB STRATEGIC TR | 22,045 | $699,046 | 0.1% |
| 90 | CIENCIENA CORP | 1,420 | $696,595 | 0.1% |
| 91 | RTXRTX CORPORATION | 3,634 | $689,479 | 0.1% |
| 92 | ULUNILEVER PLC | 11,129 | $669,075 | 0.1% |
| 93 | ANGLVANECK ETF TRUST | 22,611 | $661,146 | 0.1% |
| 94 | VGTVANGUARD WORLD FD | 5,431 | $649,113 | 0.1% |
| 95 | LMTLOCKHEED MARTIN CORP | 1,238 | $630,711 | 0.1% |
| 96 | FVDFIRST TR EXCHANGE-TRADED FD | 13,057 | $629,080 | 0.1% |
| 97 | VTIVANGUARD INDEX FDS | 1,643 | $608,111 | 0.1% |
| 98 | UTFCOHEN & STEERS INFRASTRUCTUR | 21,172 | $584,127 | 0.1% |
| 99 | PIMCO ETF TR | 5,902 | $583,934 | 0.1% |
| 100 | ORCLORACLE CORP | 3,936 | $576,821 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.