Mezzasalma Advisors, LLC — 13F Holdings & Portfolio
CIK 1864916 · latest 13F-HR filed 2026-04-17
Mezzasalma Advisors, LLC manages $391.4M in 13F-reported U.S. long-equity assets across 155 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSLA (6.39%), GOOGL (6.28%), AAPL (6.19%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 16, added to 48, and trimmed 43.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$391.4M
Long-equity book
155
Distinct positions
2026-03-31
Filed 2026-04-17
+11 / −16 / ↑48 / ↓43
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLOOM ENERGY CORP$3.5M +46.6%
- VERTIV HOLDINGS CO$2.2M +49.4%
- EXXON MOBIL CORP$2.1M +49.8%
- EMCOR GROUP INC$1.5M +19.2%
- AMER SPORTS INC$1.4M +143.0%
Top Trims
- ISHARES TR-$4.6M -89.7%
- TESLA INC-$4.3M -14.7%
- ELI LILLY & CO-$3.4M -66.1%
- ALPHABET INC-$2.7M -10.0%
- META PLATFORMS INC-$2.6M -10.9%
New Positions
- CELESTICA INC$2.8M
- MICRON TECHNOLOGY INC$2.4M
- KARMAN HLDGS INC$1.8M
- ELBIT SYS LTD$1.8M
- ABRDN ETFS$585.4K
Exited Positions
- ALLSTATE CORP$4.9M
- J P MORGAN EXCHANGE TRADED F$4.1M
- ROBINHOOD MKTS INC$2.7M
- SELECT SECTOR SPDR TR$2.5M
- VANGUARD BD INDEX FDS$2.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 88160R101 | $25.0M | 6.39% | 67,264 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $24.6M | 6.28% | 85,429 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $24.2M | 6.19% | 95,431 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $23.5M | 6.00% | 134,744 | SH |
| 5 | META PLATFORMS INC | META | 30303M102 | $21.0M | 5.36% | 36,670 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $14.2M | 3.62% | 67,951 | SH |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $14.1M | 3.61% | 29,469 | SH |
| 8 | ARISTA NETWORKS INC | ANET | 040413205 | $13.4M | 3.43% | 109,410 | SH |
| 9 | VISA INC | V | 92826C839 | $11.2M | 2.87% | 37,141 | SH |
| 10 | BLOOM ENERGY CORP | BE | 093712107 | $10.9M | 2.78% | 80,420 | SH |
| 11 | EMCOR GROUP INC | EME | 29084Q100 | $9.6M | 2.45% | 12,964 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $8.7M | 2.21% | 23,394 | SH |
| 13 | SCHWAB CHARLES CORP | SCHW | 808513105 | $8.3M | 2.13% | 88,567 | SH |
| 14 | NETFLIX INC. | NFLX | 64110L106 | $8.0M | 2.04% | 83,228 | SH |
| 15 | ROYAL CARIBBEAN GROUP | RCL | V7780T103 | $7.4M | 1.90% | 26,973 | SH |
| 16 | VERTIV HOLDINGS CO | VRT | 92537N108 | $6.8M | 1.74% | 27,152 | SH |
| 17 | EXXON MOBIL CORP | XOM | 30231G102 | $6.4M | 1.63% | 37,665 | SH |
| 18 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $5.8M | 1.49% | 5,851 | SH |
| 19 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $5.6M | 1.42% | 14,132 | SH |
| 20 | ISHARES TR | IWY | 464289438 | $4.9M | 1.26% | 30,516 | SH |
| 21 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $4.3M | 1.10% | 43,330 | SH |
| 22 | VANGUARD INDEX FDS | VUG | 922908736 | $4.1M | 1.04% | 19,805 | SH |
| 23 | ISHARES TR | IVV | 464287200 | $4.0M | 1.02% | 6,116 | SH |
| 24 | TARGA RES CORP | TRGP | 87612G101 | $3.9M | 1.01% | 15,723 | SH |
| 25 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $3.9M | 1.00% | 11,569 | SH |
| 26 | SCHWAB STRATEGIC TR | FNDB | 808524789 | $3.7M | 0.95% | 144,099 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $3.7M | 0.94% | 40,650 | SH |
| 28 | TRANSDIGM GROUP INC | TDG | 893641100 | $3.5M | 0.90% | 3,035 | SH |
| 29 | VANECK ETF TRUST | SMH | 92189F676 | $3.4M | 0.87% | 15,813 | SH |
| 30 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $3.3M | 0.85% | 22,733 | SH |
| 31 | ISHARES TR | OEF | 464287101 | $3.2M | 0.82% | 20,885 | SH |
| 32 | HOWMET AEROSPACE INC | HWM | 443201108 | $3.1M | 0.80% | 13,641 | SH |
| 33 | VANGUARD INDEX FDS | VOO | 922908363 | $3.1M | 0.80% | 5,212 | SH |
| 34 | GOLDMAN SACHS ETF TR | GBIL | 381430529 | $2.9M | 0.73% | 28,641 | SH |
| 35 | COCA COLA CONS INC | COKE | 191098102 | $2.9M | 0.73% | 14,915 | SH |
| 36 | CELESTICA INC | CLS | 15101Q207 | $2.8M | 0.73% | 10,111 | SH |
| 37 | ISHARES SILVER TR | SLV | 46428Q109 | $2.7M | 0.70% | 40,292 | SH |
| 38 | COMFORT SYS USA INC | FIX | 199908104 | $2.7M | 0.70% | 1,978 | SH |
| 39 | AMER SPORTS INC | AS | G0260P102 | $2.4M | 0.61% | 73,024 | SH |
| 40 | MICRON TECHNOLOGY INC | MU | 595112103 | $2.4M | 0.61% | 7,089 | SH |
| 41 | ECHOSTAR CORP | SATS | 278768106 | $2.3M | 0.59% | 19,694 | SH |
| 42 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $2.1M | 0.54% | 83,755 | SH |
| 43 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $1.9M | 0.49% | 2,500 | SH |
| 44 | INVESCO QQQ TR | QQQ | 46090E103 | $1.9M | 0.48% | 3,242 | SH |
| 45 | KARMAN HLDGS INC | KRMN | 485924104 | $1.8M | 0.47% | 23,028 | SH |
| 46 | ELBIT SYS LTD | ESLT | M3760D101 | $1.8M | 0.46% | 2,138 | SH |
| 47 | ELI LILLY & CO | LLY | 532457108 | $1.7M | 0.44% | 1,882 | SH |
| 48 | ALPS ETF TR | AMLP | 00162Q452 | $1.4M | 0.36% | 26,416 | SH |
| 49 | VANECK ETF TRUST | GDX | 92189F106 | $1.3M | 0.32% | 13,830 | SH |
| 50 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.3M | 0.32% | 1,947 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $391.4M | 155 | 0001864916-26-000002 |
| 2025-12-31 | 2026-01-21 | $416.3M | 161 | 0001864916-26-000001 |