Mezzasalma Advisors, LLC
Mezzasalma Advisors, LLC reported 171 holdings worth US$498M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Mezzasalma Advisors, LLC reported 171 holdings worth US$498M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Tesla, Inc. and Apple Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 171
- Value as reported
- US$498M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 85,698 | US$30.6M | 6.1% |
| Tesla, Inc. | 66,526 | US$28M | 5.6% |
| Apple Inc | 93,718 | US$27.1M | 5.4% |
| Nvidia Corporation | 125K | US$24.9M | 5.0% |
| Bloom Energy Corporation | 81,081 | US$24.5M | 4.9% |
| Meta Platforms, Inc. | 36,445 | US$20.5M | 4.1% |
| Arista Networks, Inc. | 110K | US$18.6M | 3.7% |
| Amazon.com, Inc. | 67,452 | US$16.1M | 3.2% |
| Berkshire Hathaway Inc. | 29,276 | US$14.6M | 2.9% |
| Visa Inc. | 38,092 | US$13.1M | 2.6% |
| Emcor Group, Inc. | 13,364 | US$11.1M | 2.2% |
| Micron Technology, Inc. | 9,023 | US$10.4M | 2.1% |
| Vertiv Holdings, Llc | 27,525 | US$9.22M | 1.8% |
| Carpenter Technology Corporation | 14,481 | US$8.93M | 1.8% |
| Microsoft Corp. | 23,850 | US$8.9M | 1.8% |
| Advanced Micro Devices Inc | 12,077 | US$7.02M | 1.4% |
| Netflix, Inc. | 86,490 | US$6.18M | 1.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 12,428 | US$5.94M | 1.2% |
| Costco Wholesale Corporation | 5,985 | US$5.6M | 1.1% |
| Exxon Mobil Corporation | 40,132 | US$5.49M | 1.1% |
| Comfort Systems Usa, Inc. | 2,223 | US$4.41M | 0.88% |
| Transdigm Group Inc. | 3,186 | US$4.24M | 0.85% |
| Howmet Aerospace Inc. | 15,720 | US$4.23M | 0.85% |
| Celestica Inc. | 11,303 | US$4.12M | 0.83% |
| Sandisk Corporation | 1,710 | US$3.89M | 0.78% |
| Coca-cola Consolidated, Inc. | 20,195 | US$3.86M | 0.77% |
| Targa Resources, Inc. | 14,145 | US$3.79M | 0.76% |
| Space Exploration Technologies Corp | 18,314 | US$3.13M | 0.63% |
| Crowdstrike Holdings, Inc. | 3,139 | US$2.4M | 0.48% |
| Eli Lilly And Company | 1,883 | US$2.26M | 0.45% |
| Echostar Corporation | 21,954 | US$2.23M | 0.45% |
| Regeneron Pharmaceuticals, Inc. | 2,500 | US$1.56M | 0.31% |
| Kla Corporation | 5,040 | US$1.52M | 0.31% |
| Applied Materials, Inc. | 2,064 | US$1.49M | 0.30% |
| Exelixis, Inc. | 22,095 | US$1.2M | 0.24% |
| Novartis Ag | 6,965 | US$1.09M | 0.22% |
| Ebay Inc. | 8,816 | US$985K | 0.20% |
| Public Service Enterprise Group Incorporated | 12,102 | US$982K | 0.20% |
| Analog Devices, Inc. | 2,443 | US$970K | 0.19% |
| General Dynamics Corporation | 2,694 | US$954K | 0.19% |
| Charles Schwab Corporation (the) | 10,196 | US$941K | 0.19% |
| Heico Corporation | 3,363 | US$867K | 0.17% |
| The Bank Of New York Mellon Corporation | 5,715 | US$826K | 0.17% |
| Coherent Corp. | 1,960 | US$773K | 0.16% |
| Bank Of America Corporation | 12,772 | US$728K | 0.15% |
| Ciena Corporation | 1,420 | US$697K | 0.14% |
| Rtx Corporation | 3,634 | US$689K | 0.14% |
| Unilever Plc | 11,129 | US$669K | 0.13% |
| Lockheed Martin Corporation | 1,238 | US$631K | 0.13% |
| Oracle Corporation | 3,936 | US$577K | 0.12% |
| Goldman Sachs Group, Inc. (the) | 555 | US$561K | 0.11% |
| Omnicom Group Inc. | 7,610 | US$554K | 0.11% |
| Wells Fargo & Company | 6,664 | US$551K | 0.11% |
| Sanofi Sa | 12,586 | US$537K | 0.11% |
| Super Micro Computer, Inc. | 17,067 | US$501K | 0.10% |
| Jp Morgan Chase & Co. | 1,514 | US$496K | 0.10% |
| Energy Transfer Lp | 24,359 | US$466K | 0.09% |
| Palantir Technologies Inc. | 3,959 | US$462K | 0.09% |
| Philip Morris International Inc | 2,478 | US$448K | 0.09% |
| Corning Incorporated | 1,552 | US$396K | 0.08% |
| Coca-cola Company (the) | 4,735 | US$385K | 0.08% |
| Cisco Systems, Inc. | 3,223 | US$379K | 0.08% |
| Home Depot, Inc. (the) | 953 | US$336K | 0.07% |
| Adobe Inc. | 1,588 | US$326K | 0.07% |
| Progressive Corporation (the) | 1,318 | US$288K | 0.06% |
| Kimco Realty Corporation (hc) | 11,209 | US$284K | 0.06% |
| Procter & Gamble Company (the) | 1,841 | US$270K | 0.05% |
| Johnson & Johnson | 1,050 | US$267K | 0.05% |
| Allstate Corporation (the) | 1,079 | US$257K | 0.05% |
| Marathon Petroleum Corporation | 962 | US$246K | 0.05% |
| Altria Group, Inc. | 3,376 | US$243K | 0.05% |
| Pepsico, Inc. | 1,482 | US$201K | 0.04% |
| Wpp Plc | 12,951 | US$201K | 0.04% |
| Kinross Gold Corporation | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Amer Sports, Inc. | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Genuine Parts Company | 0 | US$0 | 0.00% |
| Karman Holdings Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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