Latest Mezzasalma Advisors, LLC Stock Portfolio

Mezzasalma Advisors, LLC Performance:

2026 Q1: -3.28%YTD: -3.28%2025: 16.7%

Performance for 2026 Q1 is -3.28%, and YTD is -3.28%, and 2025 is 16.7%.

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

Mezzasalma Advisors, LLC is a hedge fund based in Tinton Falls, NJ. On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mezzasalma Advisors, LLC reported an equity portfolio of $391.4 Millions as of 31 Mar, 2026.

The top stock holdings of Mezzasalma Advisors, LLC are TSLA, GOOG, AAPL. The fund has invested 6.4% of it's portfolio in TESLA INC and 6.3% of portfolio in ALPHABET INC.

The fund managers got completely rid off ALLSTATE CORP (ALL), J P MORGAN EXCHANGE TRADED F (BBAX) and ROBINHOOD MKTS INC (HOOD) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANECK ETF TRUST (AFK) and EXELIXIS INC (EXEL). Mezzasalma Advisors, LLC opened new stock positions in CELESTICA INC (CLS), MICRON TECHNOLOGY INC (MU) and KARMAN HLDGS INC. The fund showed a lot of confidence in some stocks as they added substantially to AMER SPORTS INC, ECHOSTAR CORP (SATS) and WPP PLC NEW (WPP).

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

Our best estimate is that Mezzasalma Advisors, LLC made a return of -3.28% in the last quarter. In trailing 12 months, it's portfolio return was 22.13%.

Performance
S&P 500

New Buys

Ticker	$ Bought
celestica inc	2,848,070
micron technology inc	2,394,950
karman hldgs inc	1,843,390
elbit sys ltd	1,815,350
abrdn etfs	585,389
abrdn global premier pptys f	515,398
energy transfer l p	513,014
marathon pete corp	258,831

New stocks bought by Mezzasalma Advisors, LLC

Additions

Ticker	% Inc.
amer sports inc	176
echostar corp	36.43
wpp plc new	27.69
comfort sys usa inc	27.04
listed fds tr	26.59
vanguard index fds	19.93
coca cola cons inc	19.21
ishares tr	18.87

Additions to existing portfolio by Mezzasalma Advisors, LLC

Reductions

Ticker	% Reduced
ishares tr	-89.76
vaneck etf trust	-87.27
exelixis inc	-66.96
eli lilly & co	-60.19
ishares tr	-53.39
crowdstrike hldgs inc	-51.54
spdr gold tr	-43.35
schwab strategic tr	-15.94

Mezzasalma Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
abrdn global premier pptys f	-517,542
j p morgan exchange traded f	-4,082,300
select sector spdr tr	-2,534,540
vanguard tax-managed fds	-2,067,600
vanguard bd index fds	-2,174,050
allstate corp	-4,875,000
robinhood mkts inc	-2,657,320
etfis ser tr i	-453,054

Mezzasalma Advisors, LLC got rid off the above stocks

Sector Distribution

Mezzasalma Advisors, LLC has about 27.3% of it's holdings in Others sector.

Sector	%
Others	27.3
Technology	21.4
Communication Services	14.4
Consumer Cyclical	12.6
Industrials	11.6
Financial Services	5.8
Energy	2.7
Consumer Defensive	2.6
Healthcare	1.3

Market Cap. Distribution

Mezzasalma Advisors, LLC has about 72% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	48.2
UNALLOCATED	27.3
LARGE-CAP	23.8

Stocks belong to which Index?

About 66.9% of the stocks held by Mezzasalma Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60.5
Others	33.1
RUSSELL 2000	6.4

Top 5 Winners (%)		%
VRT	vertiv holdings co	41.3 %
XOM	exxon mobil corp	36.3 %
BE	bloom energy corp	35.7 %
AAXJ	ishares tr	34.9 %
TRGP	targa res corp	33.7 %

Top 5 Winners ($)		$
BE	bloom energy corp	2.9 M
VRT	vertiv holdings co	2.0 M
XOM	exxon mobil corp	1.7 M
EME	emcor group inc	1.3 M
TRGP	targa res corp	1.0 M

Top 5 Losers (%)		%
WPP	wpp plc new	-29.7 %
SMCI	super micro computer inc	-26.2 %
ADBE	adobe inc	-25.6 %
ORCL	oracle corp	-24.1 %
MSFT	microsoft corp	-21.3 %

Top 5 Losers ($)		$
TSLA	tesla inc	-4.4 M
META	meta platforms inc	-2.9 M
GOOG	alphabet inc	-2.4 M
MSFT	microsoft corp	-2.3 M
NVDA	nvidia corporation	-1.9 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 153 stocks in it's portfolio. About 46.5% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. BE was the most profitable stock for Mezzasalma Advisors, LLC last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.19	95,431	24,219,300	added	1.75

AAXJ	ishares tr	0.22	6,958	869,073	reduced	-12.32

AAXJ	ishares tr	0.12	10,785	459,003	added	0.46

AAXJ	ishares tr	0.11	13,879	420,826	reduced	-53.39

AAXJ	ishares tr	0.09	3,396	361,672	reduced	-14.16

ACES	alps etf tr	0.36	26,416	1,390,560	added	0.85

ACWF	ishares tr	0.17	9,731	663,161	unchanged	0.00

ADBE	adobe inc	0.15	2,441	593,358	reduced	-10.81

ADI	analog devices inc	0.21	2,543	809,030	added	5.87

AFK	vaneck etf trust	0.88	15,813	3,423,840	added	4.31

AFK	vaneck etf trust	0.32	13,830	1,269,180	reduced	-1.00

AFK	vaneck etf trust	0.16	22,495	646,056	reduced	-1.77

AFK	vaneck etf trust	0.06	14,085	247,049	reduced	-87.27

AGZD	wisdomtree tr	0.07	2,365	273,635	added	0.3

AGZD	wisdomtree tr	0.06	4,467	241,740	added	0.09

ALL	allstate corp	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	0.18	2,060	704,087	unchanged	0.00

AMPS	ishares tr	0.07	5,144	262,087	reduced	-3.31

AMZA	etfis ser tr i	0.00	0.00	0.00	sold off	-100

AMZA	etfis ser tr i	0.00	0.00	0.00	sold off	-100