Mezzasalma Advisors, LLC
Sector Allocation
- Technology47.7%$235.5M
- Other20.3%$100.2M
- Consumer Discretionary8.9%$44.2M
- Financials8.3%$40.9M
- Industrials4.9%$24.2M
- Consumer Staples2.9%$14.1M
- Energy2.0%$10.0M
- Materials2.0%$9.7M
- Healthcare1.4%$6.8M
- Communication Services1.4%$6.7M
AUM History
13fpro.ai/research/fund/mezzasalma-advisors-llc-1864916
Conviction and streaks
Concentrating · top 10 = 46.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$31.3MNVDA
$28.1MGOOGL
$27.9MMETA
$26.3MTSLA
$26.0MBE
$22.3MANET
$21.9MAMZN
$17.0MBRK.B
$14.2MV
$13.3MMSFT
$12.2MEME
$9.9MAMD
$8.5M
SPCX$8.5MMU
$7.8MTSM
$7.0MVRT
$6.8MXOM.R34088
$6.7MCOST
$6.2M- SELECT$6.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mezzasalma-advisors-llc-1864916
Mezzasalma Advisors, LLC 13F holdings — Q3 2026
$493.4M portfolio (-1.0% QoQ) · 159 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio
$31.3M
6.3% of stocks
+0.2%This quarter+1.2%Since filed11+ qtrsHeld$28.1M
5.7% of stocks
-1%This quarter-1.5%Since filed11+ qtrsHeld$27.9M
5.7% of stocks
-1%This quarter-7.8%Since filed11+ qtrsHeld$26.3M
5.3% of stocks
-0.5%This quarter-15.9%Since filed11+ qtrsHeld$26.0M
5.3% of stocks
+11%This quarter+11.0%Since filed11+ qtrsHeld$22.3M
4.5% of stocks
-0.8%This quarter-8.7%Since filed8 qtrsHeld$21.9M
4.5% of stocks
-2%This quarter-4.3%Since filed11+ qtrsHeld$17.0M
3.5% of stocks
+1%This quarter-0.4%Since filed11+ qtrsHeld$14.2M
2.9% of stocks
-3%This quarter—Since filed11+ qtrsHeld$13.3M
2.7% of stocks
-3%This quarter+2.7%Since filed11+ qtrsHeld
All holdings — Mezzasalma Advisors, LLC (Q3 2026)
159 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $12.2M | 2.5% | 24K | -0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | EMCOR Group, Inc. | Industrials | $9.9M | 2.0% | 13K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ADVANCED MICRO DEVICES INC | Technology | $8.5M | 1.7% | 14K | +15% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $8.5M | 1.7% | 56K | +206% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F |
| 15 | MICRON TECHNOLOGY INC | Technology | $7.8M | 1.6% | 7,294 | -19% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $7.0M | 1.4% | 15K | +24% | 9 qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Vertiv Holdings Co | Technology | $6.8M | 1.4% | 28K | +3% | 10 qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $6.7M | 1.4% | 41K | +2% | 11+ qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.2M | 1.3% | 6,840 | +14% | 11+ qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $6.2M | 1.3% | 48K | -8% | — | — | 13F |
| 21 | NETFLIX INC | Communication Services | $6.2M | 1.3% | 89K | +3% | 11+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $5.9M | 1.2% | 7,732 | +21% | — | — | 13F |
| 23 | Coca-Cola Consolidated, Inc. | Consumer Staples | $5.8M | 1.2% | 31K | +53% | 8 qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - RUS TP200 GR ETFetf/fund | — | $5.8M | 1.2% | 35K | +7% | — | — | 13F |
| 25 | Seagate Technology Holdings plc | Technology | $5.7M | 1.2% | 6,198 | +5% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $5.6M | 1.1% | 15K | +0.3% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $5.5M | 1.1% | 76K | +7% | |||
| 28 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $5.1M | 1.0% | 19K | -12% | |||
| 29 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $4.7M | 0.9% | 6,667 | +22% | |||
| 30 | $CLS | CELESTICA INC | Technology | $4.5M | 0.9% | 13K | +11% | |||
| 31 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $4.2M | 0.9% | 2,560 | +15% | |||
| 32 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $4.2M | 0.9% | 43K | +2% | |||
| 33 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | — | $4.1M | 0.8% | 141K | -3% | |||
| 34 | — | ISHARES TR - S&P 100 ETF | — | $4.1M | 0.8% | 25K | +12% | |||
| 35 | $HWM | Howmet Aerospace Inc. | Materials | $3.8M | 0.8% | 17K | +6% | |||
| 36 | $SNDK | Sandisk Corp | Technology | $3.6M | 0.7% | 2,074 | +21% | |||
| 37 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $3.4M | 0.7% | 38K | +42% | |||
| 38 | — | ALPS ETF TR - ALERIAN MLP | — | $3.4M | 0.7% | 65K | +216% | |||
| 39 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.3M | 0.7% | 13K | +301% | |||
| 40 | $TRGP | Targa Resources Corp. | Energy | $2.9M | 0.6% | 11K | -24% | |||
| 41 | — | ISHARES TR - PFD AND INCM SEC | — | $2.8M | 0.6% | 94K | +669% | |||
| 42 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.7M | 0.6% | 27K | +0.3% | |||
| 43 | — | VANECK ETF TRUST - PREFERRED SECURT | — | $2.6M | 0.5% | 149K | -51% | |||
| 44 | $ESLT | ELBIT SYSTEMS LTD | Industrials | $2.6M | 0.5% | 3,740 | +30% | |||
| 45 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $2.5M | 0.5% | 89K | +2% | |||
| 46 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | — | $2.5M | 0.5% | 103K | -56% | |||
| 47 | $TDG | TransDigm Group INC | Industrials | $2.4M | 0.5% | 2,235 | -30% | |||
| 48 | $COHR | COHERENT CORP. | Technology | $2.3M | 0.5% | 8,132 | +315% | |||
| 49 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $2.2M | 0.5% | 8,355 | -66% | |||
| 50 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.2M | 0.5% | 2,988 | -4% | |||
| 51 | $SLV | iShares Silver Trust | Financials | $2.2M | 0.4% | 39K | -2% | |||
| 52 | $LLY | ELI LILLY & Co | Healthcare | $2.0M | 0.4% | 1,764 | -6% | |||
| 53 | $CIEN | CIENA CORP | Technology | $2.0M | 0.4% | 5,682 | +300% | |||
| 54 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $1.9M | 0.4% | 2,501 | +0.0% | |||
| 55 | $GLD | SPDR GOLD TRUST | Financials | $1.6M | 0.3% | 4,243 | +56% | |||
| 56 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $1.4M | 0.3% | 25K | New | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.3% | 59K | -10% | |||
| 58 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.3% | 3,580 | +2% | |||
| 59 | — | GLOBAL X FDS - ALTERNATIVE INCM | — | $1.2M | 0.3% | 103K | New | |||
| 60 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.2M | 0.2% | 6,984 | -2% | |||
| 61 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.1M | 0.2% | 13K | -7% | |||
| 62 | $EXEL | EXELIXIS, INC. | Healthcare | $1.1M | 0.2% | 19K | -13% | |||
| 63 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.1M | 0.2% | 4,433 | — | |||
| 64 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.1M | 0.2% | 2,067 | +0.1% | |||
| 65 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.1M | 0.2% | 14K | +1% | |||
| 66 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $995K | 0.2% | 4,308 | -0.7% | |||
| 67 | $SPY | SPDR S&P 500 ETF TRUST | — | $985K | 0.2% | 1,291 | +0.1% | |||
| 68 | — | ISHARES TR - MSCI EAFE ETF | — | $961K | 0.2% | 9,253 | -4% | |||
| 69 | $NVS | NOVARTIS AG | Healthcare | $960K | 0.2% | 6,735 | -3% | |||
| 70 | $ADI | ANALOG DEVICES INC | Technology | $946K | 0.2% | 2,385 | -2% | |||
| 71 | $SCHW | SCHWAB CHARLES CORP | Financials | $946K | 0.2% | 9,675 | -5% | |||
| 72 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $923K | 0.2% | 9,177 | +4% | |||
| 73 | $EBAY | EBAY INC | Consumer Discretionary | $899K | 0.2% | 8,478 | -4% | |||
| 74 | $GD | GENERAL DYNAMICS CORP | Industrials | $872K | 0.2% | 2,628 | -2% | |||
| 75 | $BCV | BANCROFT FUND LTD | Other | $860K | 0.2% | 37K | +1% | |||
| 76 | — | LISTED FDS TR - HORI KI INFL ETF | — | $854K | 0.2% | 17K | -3% | |||
| 77 | — | ISHARES TR - US OIL GS EX ETF | — | $840K | 0.2% | 6,360 | -8% | |||
| 78 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $815K | 0.2% | 12K | -0.0% | |||
| 79 | — | ISHARES TR - FUTU EXPO TE ETF | — | $812K | 0.2% | 9,731 | — | |||
| 80 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $803K | 0.2% | 25K | +12% | |||
| 81 | — | VANECK ETF TRUST - IG FLOA RATE ETF | — | $800K | 0.2% | 31K | New | |||
| 82 | $BNY | Bank of New York Mellon Corp | Financials | $780K | 0.2% | 5,394 | -6% | |||
| 83 | — | ISHARES TR - 1 3 YR TREAS BD | — | $739K | 0.1% | 9,101 | +7% | |||
| 84 | $HEI | HEICO CORP | Industrials | $739K | 0.1% | 2,436 | +0.0% | |||
| 85 | — | PIMCO ETF TR - ENHANCD SHORT | — | $712K | 0.1% | 7,224 | +22% | |||
| 86 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $704K | 0.1% | 13K | +1% | |||
| 87 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $682K | 0.1% | 25K | +8% | |||
| 88 | $KLAC | KLA CORP | Technology | $677K | 0.1% | 3,475 | -31% | |||
| 89 | — | ABRDN ETFS - BBRG ALL COMD K1 | — | $675K | 0.1% | 26K | +8% | |||
| 90 | $UL | UNILEVER PLC | Consumer Staples | $673K | 0.1% | 11K | -0.4% | |||
| 91 | $RTX | RTX Corp | Industrials | $644K | 0.1% | 3,470 | -5% | |||
| 92 | — | VANGUARD WORLD FD - INF TECH ETF | — | $628K | 0.1% | 5,000 | -8% | |||
| 93 | $PLTR | Palantir Technologies Inc. | Technology | $619K | 0.1% | 3,310 | -16% | |||
| 94 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $615K | 0.1% | 13K | +0.5% | |||
| 95 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $615K | 0.1% | 1,643 | — | |||
| 96 | $LMT | LOCKHEED MARTIN CORP | Industrials | $610K | 0.1% | 1,197 | -3% | |||
| 97 | $ORCL | ORACLE CORP | Technology | $562K | 0.1% | 4,092 | +4% | |||
| 98 | $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | Other | $560K | 0.1% | 51K | +28% | |||
| 99 | $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | Other | $548K | 0.1% | 21K | +2% | |||
| 100 | $OMC | OMNICOM GROUP INC. | Communication Services | $547K | 0.1% | 7,429 | -2% | |||
| 101 | — | ISHARES TR - S&P MC 400GR ETF | — | $537K | 0.1% | 4,903 | — | |||
| 102 | $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | Other | $533K | 0.1% | 26K | -3% | |||
| 103 | $JPM | JPMORGAN CHASE & CO | Financials | $529K | 0.1% | 1,598 | +6% | |||
| 104 | $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | Other | $527K | 0.1% | 21K | +1.0% | |||
| 105 | — | ISHARES TR - NORTH AMERN NAT | — | $526K | 0.1% | 8,527 | -4% | |||
| 106 | — | LAZARD GLOBAL TOTAL RETURN & - COM | — | $521K | 0.1% | 31K | +2% | |||
| 107 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $516K | 0.1% | 6,447 | -3% | |||
| 108 | $SNY | Sanofi | Healthcare | $508K | 0.1% | 12K | -2% | |||
| 109 | $GS | GOLDMAN SACHS GROUP INC | Financials | $502K | 0.1% | 558 | +0.5% | |||
| 110 | $AWP | abrdn Global Premier Properties Fund | Other | $502K | 0.1% | 48K | +0.8% | |||
| 111 | — | ISHARES TR - TIPS BD ETF | — | $485K | 0.1% | 4,659 | +1% | |||
| 112 | $PM | Philip Morris International Inc. | Consumer Staples | $478K | 0.1% | 2,504 | +1% | |||
| 113 | — | ISHARES TR - INTL SEL DIV ETF | — | $471K | 0.1% | 11K | +1% | |||
| 114 | — | PIMCO ETF TR - 1-5 US TIP IDX | — | $465K | 0.1% | 8,968 | +30% | |||
| 115 | $RVT | ROYCE SMALL-CAP TRUST, INC. | — | $448K | 0.1% | 26K | +2% | |||
| 116 | — | ENERGY TRANSFER L P - 9.250% FXD PFD I | — | $447K | 0.1% | 41K | — | |||
| 117 | $BDJ | BlackRock Enhanced Equity Dividend Trust | — | $444K | 0.1% | 47K | +2% | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $441K | 0.1% | 6,933 | -18% | |||
| 119 | — | ISHARES TR - SELECT DIVID ETF | — | $441K | 0.1% | 2,899 | +0.6% | |||
| 120 | $KO | COCA COLA CO | Consumer Staples | $413K | 0.1% | 4,803 | +1% | |||
| 121 | — | GLOBAL X FDS - US INFR DEV ETF | — | $408K | 0.1% | 7,774 | -70% | |||
| 122 | $MPC | Marathon Petroleum Corp | Energy | $397K | 0.1% | 1,005 | +4% | |||
| 123 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $381K | 0.1% | 2,453 | — | |||
| 124 | — | ISHARES TR - S&P MC 400VL ETF | — | $376K | 0.1% | 2,727 | — | |||
| 125 | — | ISHARES TR - RUS 2000 GRW ETF | — | $360K | 0.1% | 1,008 | — | |||
| 126 | — | ISHARES TR - US TELECOM ETF | — | $353K | 0.1% | 8,579 | +0.3% | |||
| 127 | — | CAMBRIA ETF TR - TAIL RISK | — | $338K | 0.1% | 35K | +0.7% | |||
| 128 | $CSCO | CISCO SYSTEMS, INC. | Technology | $336K | 0.1% | 3,123 | -3% | |||
| 129 | — | ISHARES TR - IBOXX INV CP ETF | — | $316K | 0.1% | 3,090 | -5% | |||
| 130 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $315K | 0.1% | 6,353 | -7% | |||
| 131 | $WT | WisdomTree, Inc. | Financials | $305K | 0.1% | 2,383 | +0.4% | |||
| 132 | $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | — | $300K | 0.1% | 32K | -10% | |||
| 133 | $PDT | JOHN HANCOCK PREMIUM DIVIDEND FUND | Other | $297K | 0.1% | 25K | +2% | |||
| 134 | $HTD | JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Other | $294K | 0.1% | 13K | +2% | |||
| 135 | $ALL | ALLSTATE CORP | Financials | $293K | 0.1% | 1,319 | +22% | |||
| 136 | — | ISHARES TR - SHRT NAT MUN ETF | — | $290K | 0.1% | 2,771 | -8% | |||
| 137 | $JNJ | JOHNSON & JOHNSON | Healthcare | $287K | 0.1% | 1,084 | +3% | |||
| 138 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $286K | 0.1% | 5,881 | -8% | |||
| 139 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $274K | 0.1% | 1,320 | +0.2% | |||
| 140 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $269K | 0.1% | 1,855 | +0.8% | |||
| 141 | — | SPDR INDEX SHS FDS - ST STR SP N AM | — | $266K | 0.1% | 3,177 | — | |||
| 142 | $WT | WisdomTree, Inc. | Financials | $264K | 0.1% | 4,561 | +0.3% | |||
| 143 | — | ISHARES TR - FLTG RATE NT ETF | — | $260K | 0.1% | 5,102 | -0.8% | |||
| 144 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $259K | 0.1% | 910 | -5% | |||
| 145 | — | WESTERN ASSET INFLT LNK INC - COM SH BEN INT | — | $254K | 0.1% | 33K | +2% | |||
| 146 | $PPT | FRANKLIN PREMIER INCOME TRUST | — | $254K | 0.1% | 77K | +2% | |||
| 147 | — | SPDR SERIES TRUST - SP KENSHO NEWEC | — | $251K | 0.1% | 3,776 | — | |||
| 148 | $KIM | KIMCO REALTY CORP | Real Estate | $249K | 0.1% | 11K | — | |||
| 149 | $FAX | ABRDN ASIA-PACIFIC INCOME FUND, INC. | Other | $244K | 0.1% | 19K | +3% | |||
| 150 | $GLW | CORNING INC /NY | Materials | $243K | 0.1% | 1,577 | +2% |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 85 added to, 58 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$1.4M
first bought this quarter
- GLOBAL X FDS - ALTERNATIVE INCM$1.2M
first bought this quarter
- VANECK ETF TRUST - IG FLOA RATE ETF$800K
first bought this quarter
- SCHWAB STRATEGIC TR - US LCAP GR ETF$201K
first bought this quarter
Added to (85)
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP+206%
now $8.5M · held 2 qtrs, 2 adds in a row
now $26.0M · held 11+ qtrs
$CRWDCrowdStrike Holdings, Inc.+301%
now $3.3M · held 11+ qtrs
- ISHARES TR - PFD AND INCM SEC+669%
now $2.8M
- ALPS ETF TR - ALERIAN MLP+216%
now $3.4M
$COKECoca-Cola Consolidated, Inc.+53%
now $5.8M · held 8 qtrs, 6 adds in a row
+79 more in the Excel export
Trimmed (58)
$RCLROYAL CARIBBEAN CRUISES LTD-66%
now $2.2M · held 11+ qtrs, 2 trims in a row
- SPDR SERIES TRUST - ST TERM HIGH ETF-56%
now $2.5M
- VANECK ETF TRUST - PREFERRED SECURT-51%
now $2.6M
now $7.8M · held 3 qtrs
$TDGTransDigm Group INC-30%
now $2.4M · held 11+ qtrs
- GLOBAL X FDS - US INFR DEV ETF-70%
now $408K
+52 more in the Excel export
Sold out (15)
$ECHOEchoStar CORPwas $2.2M
held 3 qtrs
- ETFIS SER TR I - VIRTUS INFRCAPwas $1.8M
- TEMA ETF TRUST - ELECTRIFICATIONwas $1.6M
- ISHARES INC - US PWR INFRA ETFwas $1.6M
- FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGEwas $903K
- SPDR SERIES TRUST - ST STR SP REGBNKwas $873K
+9 more in the Excel export
Holdings by quarter
Every 13F Mezzasalma Advisors, LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Mezzasalma Advisors?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Mezzasalma Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.9%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 23% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Mezzasalma Advisors, LLC disclosed 159 positions worth $493.4M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.3% of the equity portfolio, followed by $NVDA and $GOOGL. During the quarter the fund opened 4 new positions and exited 15 and a full exit from $ECHO. The portfolio is most concentrated in Technology (47.7% of disclosed assets). All figures are sourced directly from Mezzasalma Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1864916.
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