Mezzasalma Advisors, LLC
Filing Date
Global Rank
#3,297
/ 8,586
▲ 43
Top Industry
Internet Content & Information
14.3%
3Y Alpha vs SPY
-0.4%
Period ended 3 months ago
Filed Apr 17, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+76.2%
SPY
+78.1%
Annualised alpha
-0.4%
Max drawdown
−23.6%
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
100 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.7%
−1.4 pts
Top 5
36.3%
−3.5 pts
Top 10
55.8%
−4.1 pts
HHI
403
Diversified−46
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.0% | $87,948,978 |
| Communication Services | 17.4% | $56,608,362 |
| Consumer Cyclical | 15.8% | $51,531,378 |
| Industrials | 15.0% | $48,804,005 |
| Financial Services | 13.8% | $44,871,370 |
| Consumer Defensive | 3.3% | $10,772,519 |
| Energy | 3.2% | $10,591,300 |
| Unclassified | 2.2% | $7,028,355 |
| Healthcare | 2.0% | $6,612,828 |
| Utilities | 0.3% | $992,527 |
| Real Estate | 0.1% | $251,866 |
| Basic Materials | 0.1% | $201,432 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| JNJ | Johnson & Johnson | −25 | 1,066 | $260,573 | |
| JPM | Jpmorgan Chase & Co | −25 | 1,500 | $441,240 | |
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
17 positions ·
$87,948,978 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 95,431 | $24,219,433 | 27.54% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 134,744 | $23,499,353 | 26.72% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 109,410 | $13,433,359 | 15.27% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,394 | $8,659,756 | 9.85% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 11,569 | $3,909,743 | 4.45% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 22,733 | $3,325,383 | 3.78% | |
| CLS |
Celestica Inc
Technology
|
NEW | 10,111 | $2,848,066 | 3.24% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 7,089 | $2,394,947 | 2.72% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 3,138 | $1,225,106 | 1.39% | |
| KLAC |
Kla Corp
Technology
|
Held | 560 | $824,549 | 0.94% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 2,543 | $809,030 | 0.92% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 2,060 | $704,087 | 0.80% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 2,441 | $593,358 | 0.67% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,629 | $533,862 | 0.61% | |
| SMCI |
Super Micro Computer, Inc.
Technology
|
Reduced | 21,603 | $491,900 | 0.56% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,206 | $248,753 | 0.28% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,679 | $228,293 | 0.26% |