Mezzasalma Advisors, LLC

CIK

1864916

Location

TINTON FALLS, NJ

Portfolio Value

Small $325,355,798

Diversification

Diversified

Filing Date

Global Rank

#2,986 / 8,232 ▲ 140

Top Industry

Internet Content & Information 14.3%

3Y Alpha vs SPY

-0.2%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+75.3%

SPY

+76.3%

Annualised alpha

-0.2%

Max drawdown

−23.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

99 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

−1.4 pts

Top 5

36.4%

−3.5 pts

Top 10

56.0%

−4.1 pts

HHI

405

Diversified−46

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$87,948,978	17
Communication Services	17.4%	$56,608,362	6
Consumer Cyclical	15.8%	$51,531,378	8
Industrials	15.0%	$48,804,005	13
Financial Services	13.5%	$44,012,248	31
Consumer Defensive	3.3%	$10,772,519	8
Energy	3.3%	$10,591,300	3
Unclassified	2.2%	$7,028,355	4
Healthcare	2.0%	$6,612,828	6
Utilities	0.3%	$992,527	1
Real Estate	0.1%	$251,866	1
Basic Materials	0.1%	$201,432	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AS	Amer Sports, Inc.	+46,648	73,024	$2,403,950
SATS	EchoStar CORP	+5,259	19,694	$2,305,576
BE	Bloom Energy Corp	+5,085	80,420	$10,896,105
NFLX	Netflix Inc	+3,906	83,228	$8,002,372
PLTR	Palantir Technologies Inc.	+3,387	22,733	$3,325,383
XOM	Exxon Mobil Corp	+2,874	37,665	$6,390,243
WPP	WPP plc	+2,853	13,158	$204,606
SCHW	Schwab Charles Corp	+2,619	88,567	$8,323,526
COKE	Coca-Cola Consolidated, Inc.	+2,403	14,915	$2,859,802
AMZN	Amazon Com Inc	+2,256	67,951	$14,152,154
ANET	Arista Networks, Inc.	+1,993	109,410	$13,433,359
HWM	Howmet Aerospace Inc.	+1,756	13,641	$3,143,704
AAPL	Apple Inc.	+1,640	95,431	$24,219,433
RQI	Cohen & Steers Quality Income Realty Fund Inc	+1,459	42,814	$515,908
V	Visa Inc.	+1,382	37,141	$11,225,495
PPT	Putnam Premier Income Trust	+1,338	74,400	$264,120
BRK-B	Berkshire Hathaway Inc	+1,317	29,469	$14,121,544
UL	Unilever PLC	+1,313	10,029	$571,352
SNY	Sanofi	+1,230	13,616	$656,018
VRT	Vertiv Holdings Co	+1,214	27,152	$6,803,748
BAC	Bank Of America Corp /De/	+1,100	12,329	$601,038
MSFT	Microsoft Corp	+1,080	23,394	$8,659,756
PIM	Putnam Master Intermediate Income Trust	+1,079	54,708	$178,895
CRS	Carpenter Technology Corp	+975	14,132	$5,570,127
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+914	11,569	$3,909,743
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
EXEL	Exelixis, Inc.	−48,041	23,703	$1,016,621
SLV	iShares Silver Trust	−6,860	40,292	$2,745,496
CRWD	CrowdStrike Holdings, Inc.	−3,338	3,138	$1,225,106
LLY	ELI LILLY & Co	−2,845	1,882	$1,731,007
GLD	Spdr Gold Trust	−2,037	2,662	$1,145,431
PDI	PIMCO Dynamic Income Fund	−1,331	11,458	$196,046
GOOGL	Alphabet Inc.	−1,215	85,429	$24,565,963
TRGP	Targa Resources Corp.	−541	15,723	$3,942,227
SMCI	Super Micro Computer, Inc.	−360	21,603	$491,900
ADBE	Adobe Inc.	−296	2,441	$593,358
PGR	Progressive Corp/Oh/	−235	1,316	$260,883
NVDA	Nvidia Corp	−102	134,744	$23,499,353
GPC	Genuine Parts Co	−87	7,329	$775,041
QQQ	Invesco Qqq Trust, Series 1	−29	3,242	$1,871,217
JPM	Jpmorgan Chase & Co	−25	1,500	$441,240
JNJ	Johnson & Johnson	−25	1,066	$260,573
CSCO	Cisco Systems, Inc.	−14	3,206	$248,753
PG	PROCTER & GAMBLE Co	−12	2,030	$293,213
PM	Philip Morris International Inc.	−9	2,078	$343,576
BKNG	Booking Holdings Inc.	−5	163	$686,282
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
CLS	Celestica Inc	10,111	$2,848,066
MU	Micron Technology Inc	7,089	$2,394,947
KRMN	Karman Holdings Inc.	23,028	$1,843,391
ESLT	Elbit Systems Ltd	2,138	$1,815,354
AWP	abrdn Global Premier Properties Fund	46,642	$515,394
MPC	Marathon Petroleum Corp	1,060	$258,830
GLW	Corning Inc /Ny	1,679	$228,293
WMT	Walmart Inc.	1,736	$215,750
KGC	Kinross Gold Corp	6,600	$201,432
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ALL	Allstate Corp	23,918	$4,978,531
HOOD	Robinhood Markets, Inc.	23,065	$2,608,651
MO	Altria Group, Inc.	4,102	$236,521
SPOT	Spotify Technology S.A.	400	$232,284
AXP	American Express Co	572	$211,611
TY	TRI-CONTINENTAL Corp	6,249	$204,092
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 positions · $325,355,798 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 99 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	Added	67,264	+352	$25,005,392	−16.9%	7.69%
GOOGL	Alphabet Inc. Communication Services	Reduced	85,429	-1,215	$24,565,963	−9.4%	7.55%
AAPL	Apple Inc. Technology	Added	95,431	+1,640	$24,219,433	−5.0%	7.44%
NVDA	Nvidia Corp Technology	Reduced	134,744	-102	$23,499,353	−6.6%	7.22%
META	Meta Platforms, Inc. Communication Services	Added	36,670	+478	$20,980,007	−12.2%	6.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	67,951	+2,256	$14,152,154	−6.7%	4.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	29,469	+1,317	$14,121,544	−0.2%	4.34%
ANET	Arista Networks, Inc. Technology	Added	109,410	+1,993	$13,433,359	−4.6%	4.13%
V	Visa Inc. Financial Services	Added	37,141	+1,382	$11,225,495	−10.5%	3.45%
BE	Bloom Energy Corp Industrials	Added	80,420	+5,085	$10,896,105	+66.5%	3.35%
EME	EMCOR Group, Inc. Industrials	Added	12,964	+395	$9,571,450	+24.5%	2.94%
MSFT	Microsoft Corp Technology	Added	23,394	+1,080	$8,659,756	−19.8%	2.66%
SCHW	Schwab Charles Corp Financial Services	Added	88,567	+2,619	$8,323,526	−3.1%	2.56%
NFLX	Netflix Inc Communication Services	Added	83,228	+3,906	$8,002,372	+7.6%	2.46%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	26,973	+702	$7,422,430	+1.3%	2.28%
VRT	Vertiv Holdings Co Industrials	Added	27,152	+1,214	$6,803,748	+61.9%	2.09%
XOM	Exxon Mobil Corp Energy	Added	37,665	+2,874	$6,390,243	+52.6%	1.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,851	+557	$5,830,111	+27.7%	1.79%
CRS	Carpenter Technology Corp Industrials	Added	14,132	+975	$5,570,127	+34.5%	1.71%
TRGP	Targa Resources Corp. Energy	Reduced	15,723	-541	$3,942,227	+31.4%	1.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,569	+914	$3,909,743	+20.7%	1.20%
TDG	TransDigm Group INC Industrials	Added	3,035	+186	$3,517,443	−7.2%	1.08%
PLTR	Palantir Technologies Inc. Technology	Added	22,733	+3,387	$3,325,383	−3.3%	1.02%
HWM	Howmet Aerospace Inc. Industrials	Added	13,641	+1,756	$3,143,704	+29.0%	0.97%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Added	14,915	+2,403	$2,859,802	+49.1%	0.88%
CLS	Celestica Inc Technology	NEW	10,111	NEW	$2,848,066	NEW	0.88%
SLV	iShares Silver Trust	Reduced	40,292	-6,860	$2,745,496	−9.6%	0.84%
FIX	Comfort Systems USA Inc Industrials	Added	1,978	+421	$2,727,642	+87.7%	0.84%
AS	Amer Sports, Inc. Consumer Cyclical	Added	73,024	+46,648	$2,403,950	+144.0%	0.74%
MU	Micron Technology Inc Technology	NEW	7,089	NEW	$2,394,947	NEW	0.74%
SATS	EchoStar CORP Communication Services	Added	19,694	+5,259	$2,305,576	+46.9%	0.71%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Held	2,500	0	$1,931,600	+0.1%	0.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,242	-29	$1,871,217	−6.9%	0.58%
KRMN	Karman Holdings Inc. Industrials	NEW	23,028	NEW	$1,843,391	NEW	0.57%
ESLT	Elbit Systems Ltd Industrials	NEW	2,138	NEW	$1,815,354	NEW	0.56%
LLY	ELI LILLY & Co Healthcare	Reduced	1,882	-2,845	$1,731,007	−65.9%	0.53%
SPY	Spdr S&P 500 ETF Trust	Added	1,947	+3	$1,266,211	−4.5%	0.39%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,138	-3,338	$1,225,106	−59.6%	0.38%
GLD	Spdr Gold Trust	Reduced	2,662	-2,037	$1,145,431	−38.5%	0.35%
NVS	Novartis AG Healthcare	Added	6,658	+297	$1,017,009	+16.0%	0.31%
EXEL	Exelixis, Inc. Healthcare	Reduced	23,703	-48,041	$1,016,621	−67.7%	0.31%
PEG	Public Service Enterprise Group Inc Utilities	Held	12,261	0	$992,527	+0.8%	0.31%
GD	General Dynamics Corp Industrials	Added	2,559	+158	$878,299	+8.7%	0.27%
KLAC	Kla Corp Technology	Held	560	0	$824,549	+21.2%	0.25%
ADI	Analog Devices Inc Technology	Added	2,543	+141	$809,030	+24.2%	0.25%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	7,329	-87	$775,041	−15.0%	0.24%
EBAY	Ebay Inc Consumer Cyclical	Added	8,511	+562	$774,671	+11.9%	0.24%
AMAT	Applied Materials Inc /De Technology	Held	2,060	0	$704,087	+33.0%	0.22%
LMT	Lockheed Martin Corp Industrials	Added	1,151	+76	$695,652	+33.8%	0.21%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	163	-5	$686,282	−23.7%	0.21%