Position in HWM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,226,479
+$1,082,775 QoQ
Shares Held
15,720
+15.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#483
of 1,603 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Mezzasalma Advisors, LLC holds $16,923,399 across 8 Aerospace & Defense names. HWM ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
3,186 | $4,243,879 | |
| 2 | HWM |
Howmet Aerospace Inc.
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|
15,720 | $4,226,479 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
18,314 | $3,129,130 | |
| 4 | ESLT |
Elbit Systems Ltd
|
2,876 | $2,182,078 | |
| 5 | GD |
General Dynamics Corp
|
2,694 | $954,322 | |
| 6 | HEI |
Heico Corp
|
2,435 | $867,322 | |
| 7 | RTX |
RTX Corp
|
3,634 | $689,478 | |
| 8 | LMT |
Lockheed Martin Corp
|
1,238 | $630,711 |
All Filings in HWM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,226,479 | 15,720 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,143,704 | 13,641 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,436,662 | 11,885 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,901,076 | 9,688 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,580,243 | 8,490 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $974,531 | 7,512 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $566,317 | 5,178 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||