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Latest Mezzasalma Advisors, LLC Stock Portfolio

$391Million | No. of Holdings #153

Mezzasalma Advisors, LLC Performance

2026 Q1-3.28%
YTD-3.28%
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 2026-04-17, 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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 17 Apr, 2026
$391Million
  as of Apr 17, 2026

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 inc2,848,070
micron technology inc2,394,950
karman hldgs inc1,843,390
elbit sys ltd1,815,350
abrdn etfs585,389
abrdn global premier pptys f515,398
energy transfer l p513,014
marathon pete corp258,831
New stocks bought by Mezzasalma Advisors, LLC

Additions

Ticker% Inc.
amer sports inc176
echostar corp36.43
wpp plc new27.69
comfort sys usa inc27.04
listed fds tr26.59
vanguard index fds19.93
coca cola cons inc19.21
ishares tr18.87
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.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Energy
  • Consumer Defensive
  • Healthcare
Sector%
Others27.3
Technology21.4
Communication Services14.4
Consumer Cyclical12.6
Industrials11.6
Financial Services5.8
Energy2.7
Consumer Defensive2.6
Healthcare1.3

Market Cap. Distribution

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

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP48.2
UNALLOCATED27.3
LARGE-CAP23.8

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.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50060.5
Others33.1
RUSSELL 20006.4
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.

$391.36MTotal Value
171Positions
17 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Mezzasalma Advisors, LLC, last reported on 17 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.22%6,958
$869.1K
0.22%
decreased 12.32 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.12%10,785
$459.0K
0.12%
increased 0.46 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.11%13,879
$420.8K
0.11%
decreased 53.39 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.09%3,396
$361.7K
0.09%
decreased 14.16 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Mezzasalma Advisors, LLC's holding in Alps Etf Tr over time
0.36%26,416
$1.39M
0.36%
increased 0.85 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.17%9,731
$663.2K
0.17%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.88%15,813
$3.42M
0.88%
increased 4.31 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.32%13,830
$1.27M
0.32%
decreased 1 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.16%22,495
$646.1K
0.16%
decreased 1.77 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.06%14,085
$247.0K
0.06%
decreased 87.27 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Mezzasalma Advisors, LLC's holding in Wisdomtree Tr over time
0.07%2,365
$273.6K
0.07%
increased 0.3 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Mezzasalma Advisors, LLC's holding in Wisdomtree Tr over time
0.06%4,467
$241.7K
0.06%
increased 0.09 percentadded
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
Mezzasalma Advisors, LLC's holding in Etfis Ser Tr I over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
Mezzasalma Advisors, LLC's holding in Etfis Ser Tr I over time
0%0.00
$0.00
0%
decreased 100 percentsold off