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Latest Mezzasalma Advisors, LLC Stock Portfolio

$493Million | No. of Holdings #156

Mezzasalma Advisors, LLC Performance

2026 Q3-0.48%
YTD+8.40%
2025+16.70%

About Mezzasalma Advisors, LLC and 13F Hedge Fund Stock Holdings

Mezzasalma Advisors, LLC is a hedge fund based in Tinton Falls, NJ. On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mezzasalma Advisors, LLC reported an equity portfolio of $493.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Mezzasalma Advisors, LLC are AAPL, NVDA, GOOG. The fund has invested 6.3% of it's portfolio in APPLE INC and 5.7% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), EXXON MOBIL CORP (XOM) and ECHOSTAR CORP (SATS) stocks. They significantly reduced their stock positions in GLOBAL X FDS (AGNG), ROYAL CARIBBEAN GROUP (RCL) and SPDR SERIES TRUST (BIL). Mezzasalma Advisors, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, VANGUARD SCOTTSDALE FDS (BNDW) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to COHERENT CORP (COHR), CIENA CORP (CIEN) and ALPS ETF TR (ACES).
Mezzasalma Advisors, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$493Million
  as of Oct 14, 2026

Mezzasalma Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Mezzasalma Advisors, LLC made a return of -0.48% in the last quarter. In trailing 12 months, it's portfolio return was 7.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp6,681,780
vanguard scottsdale fds1,417,080
global x fds1,217,150
vaneck etf trust800,416
schwab strategic tr201,208
New stocks bought by Mezzasalma Advisors, LLC

Additions

Ticker% Inc.
ishares tr669
coherent corp314
ciena corp300
alps etf tr216
space exploration techn corp206
spdr gold tr55.82
coca cola cons inc52.96
spdr series trust41.95
Additions to existing portfolio by Mezzasalma Advisors, LLC

Reductions

Ticker% Reduced
global x fds-70.09
royal caribbean group-65.93
spdr series trust-55.73
vaneck etf trust-50.89
kla corp-31.05
transdigm group inc-29.85
franklin master inter income-24.41
targa res corp-24.02
Mezzasalma Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
etfis ser tr i-1,849,060
ishares inc-1,560,030
exxon mobil corp-5,486,850
tema etf trust-1,560,190
invesco exchange traded fd t-6,088,200
echostar corp-2,228,330
super micro computer inc-500,575
wpp plc new-200,611
Mezzasalma Advisors, LLC got rid off the above stocks

Sector Distribution

Mezzasalma Advisors, LLC has about 31.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Healthcare
Sector%
Others31.2
Technology26.1
Communication Services12.9
Industrials11.9
Consumer Cyclical9.5
Financial Services3.6
Consumer Defensive2.8
Healthcare1.1

Market Cap. Distribution

Mezzasalma Advisors, LLC has about 68.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP45.6
UNALLOCATED31.2
LARGE-CAP23.2

Stocks belong to which Index?

About 63.2% of the stocks held by Mezzasalma Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50055.4
Others36.7
RUSSELL 20007.8
Top 5 Winners (%)%
PLTR
palantir technologies inc
55.4 %
MPC
marathon pete corp
52.9 %
CRWD
crowdstrike hldgs inc
38.7 %
MSFT
microsoft corp
37.4 %
META
meta platforms inc
28.7 %
Top 5 Winners ($)$
META
meta platforms inc
5.9 M
AAPL
apple inc
4.1 M
ANET
arista networks inc
3.7 M
NVDA
nvidia corporation
3.5 M
MSFT
microsoft corp
3.3 M
Top 5 Losers (%)%
GLW
corning inc
-39.6 %
CRS
carpenter technology corp
-36.9 %
KLAC
kla corp
-29.9 %
AMAT
applied matls inc
-29.3 %
VRT
vertiv holdings co
-27.6 %
Top 5 Losers ($)$
TSLA
tesla inc
-4.7 M
CRS
carpenter technology corp
-3.3 M
VRT
vertiv holdings co
-2.6 M
BE
bloom energy corp
-2.1 M
GOOG
alphabet inc
-1.1 M

Mezzasalma Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mezzasalma Advisors, LLC

Mezzasalma Advisors, LLC has 156 stocks in it's portfolio. About 46.3% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. META was the most profitable stock for Mezzasalma Advisors, LLC last quarter.

$493.40MTotal Value
176Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Mezzasalma Advisors, LLC, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.56%93,785
$2.77M
0.56%
increased 669.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.17%6,360
$839.5K
0.17%
decreased 7.88 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.1%11,174
$471.4K
0.1%
increased 1.14 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.06%2,771
$289.7K
0.06%
decreased 7.91 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Mezzasalma Advisors, LLC's holding in Alps Etf Tr over time
0.69%65,418
$3.39M
0.69%
increased 216.01 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.16%9,731
$811.6K
0.16%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Mezzasalma Advisors, LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
1.04%19,363
$5.13M
1.04%
decreased 12.33 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.53%148,911
$2.61M
0.53%
decreased 50.89 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.23%12,785
$1.12M
0.23%
decreased 6.54 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.16%31,278
$800.4K
0.16%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.14%24,522
$682.0K
0.14%
increased 8.45 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Mezzasalma Advisors, LLC's holding in Global X Fds over time
0.25%103,494
$1.22M
0.25%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Mezzasalma Advisors, LLC's holding in Global X Fds over time
0.08%7,774
$408.1K
0.08%
decreased 70.09 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Mezzasalma Advisors, LLC's holding in Wisdomtree Tr over time
0.06%2,383
$304.8K
0.06%
increased 0.38 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Mezzasalma Advisors, LLC's holding in Wisdomtree Tr over time
0.05%4,561
$263.6K
0.05%
increased 0.29 percentadded