Mezzasalma Advisors, LLC
Mezzasalma Advisors, LLC reported 159 holdings worth US$493M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Mezzasalma Advisors, LLC reported 159 holdings worth US$493M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 159
- Value as reported
- US$493M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 93,859 | US$31.3M | 6.3% |
| Alphabet Inc (google) Class C | 84,649 | US$29.1M | 5.9% |
| Nvidia Corporation | 123K | US$28.1M | 5.7% |
| Meta Platforms, Inc. | 36,280 | US$26.3M | 5.3% |
| Tesla, Inc. | 73,627 | US$26M | 5.3% |
| Bloom Energy Corporation | 80,458 | US$22.3M | 4.5% |
| Arista Networks, Inc. | 108K | US$21.9M | 4.4% |
| Amazon.com, Inc. | 68,249 | US$17M | 3.4% |
| Berkshire Hathaway Inc. | 28,418 | US$14.2M | 2.9% |
| Visa Inc. | 36,920 | US$13.3M | 2.7% |
| Microsoft Corp. | 23,729 | US$12.2M | 2.5% |
| Emcor Group, Inc. | 13,164 | US$9.93M | 2.0% |
| Advanced Micro Devices Inc | 13,902 | US$8.5M | 1.7% |
| Space Exploration Technologies Corp | 56,104 | US$8.46M | 1.7% |
| Micron Technology, Inc. | 7,294 | US$7.77M | 1.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 15,402 | US$7.03M | 1.4% |
| Vertiv Holdings, Llc | 28,299 | US$6.83M | 1.4% |
| Costco Wholesale Corporation | 6,840 | US$6.23M | 1.3% |
| Netflix, Inc. | 88,877 | US$6.18M | 1.3% |
| Coca-cola Consolidated, Inc. | 30,890 | US$5.85M | 1.2% |
| Carpenter Technology Corporation | 14,518 | US$5.64M | 1.1% |
| Celestica Inc. | 12,588 | US$4.55M | 0.92% |
| Comfort Systems Usa, Inc. | 2,560 | US$4.23M | 0.86% |
| Howmet Aerospace Inc. | 16,653 | US$3.77M | 0.76% |
| Sandisk Corporation | 2,074 | US$3.61M | 0.73% |
| Crowdstrike Holdings, Inc. | 12,584 | US$3.33M | 0.68% |
| Targa Resources, Inc. | 10,748 | US$2.91M | 0.59% |
| Transdigm Group Inc. | 2,235 | US$2.42M | 0.49% |
| Coherent Corp. | 8,132 | US$2.34M | 0.47% |
| Eli Lilly And Company | 1,764 | US$2.04M | 0.41% |
| Ciena Corporation | 5,682 | US$2M | 0.41% |
| Regeneron Pharmaceuticals, Inc. | 2,501 | US$1.9M | 0.38% |
| Exelixis, Inc. | 19,194 | US$1.12M | 0.23% |
| Applied Materials, Inc. | 2,067 | US$1.06M | 0.21% |
| Novartis Ag | 6,735 | US$960K | 0.19% |
| Analog Devices, Inc. | 2,385 | US$946K | 0.19% |
| Charles Schwab Corporation (the) | 9,675 | US$946K | 0.19% |
| Ebay Inc. | 8,478 | US$899K | 0.18% |
| General Dynamics Corporation | 2,628 | US$872K | 0.18% |
| Public Service Enterprise Group Incorporated | 12,100 | US$815K | 0.17% |
| The Bank Of New York Mellon Corporation | 5,394 | US$780K | 0.16% |
| Heico Corporation | 2,436 | US$739K | 0.15% |
| Bank Of America Corporation | 12,931 | US$704K | 0.14% |
| Kla Corporation | 3,475 | US$677K | 0.14% |
| Unilever Plc | 11,083 | US$673K | 0.14% |
| Rtx Corporation | 3,470 | US$644K | 0.13% |
| Palantir Technologies Inc. | 3,310 | US$619K | 0.13% |
| Lockheed Martin Corporation | 1,197 | US$610K | 0.12% |
| Oracle Corporation | 4,092 | US$562K | 0.11% |
| Omnicom Group Inc. | 7,429 | US$547K | 0.11% |
| Jp Morgan Chase & Co. | 1,598 | US$529K | 0.11% |
| Wells Fargo & Company | 6,447 | US$516K | 0.10% |
| Sanofi Sa | 12,320 | US$508K | 0.10% |
| Goldman Sachs Group, Inc. (the) | 558 | US$502K | 0.10% |
| Philip Morris International Inc | 2,504 | US$478K | 0.10% |
| Energy Transfer Lp | 40,640 | US$447K | 0.09% |
| Coca-cola Company (the) | 4,803 | US$413K | 0.08% |
| Marathon Petroleum Corporation | 1,005 | US$397K | 0.08% |
| Cisco Systems, Inc. | 3,123 | US$336K | 0.07% |
| Allstate Corporation (the) | 1,319 | US$293K | 0.06% |
| Johnson & Johnson | 1,084 | US$287K | 0.06% |
| Progressive Corporation (the) | 1,320 | US$274K | 0.06% |
| Procter & Gamble Company (the) | 1,855 | US$269K | 0.05% |
| Home Depot, Inc. (the) | 910 | US$259K | 0.05% |
| Kimco Realty Corporation (hc) | 11,209 | US$249K | 0.05% |
| Corning Incorporated | 1,577 | US$243K | 0.05% |
| Altria Group, Inc. | 3,432 | US$231K | 0.05% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Super Micro Computer, Inc. | 0 | US$0 | 0.00% |
| Wpp Plc | 0 | US$0 | 0.00% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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