Latest Mezzasalma Advisors, LLC Stock Portfolio
Mezzasalma Advisors, LLC Performance:
2025 Q3: 9.71%YTD: 15.11%2024: 27.6%
Performance for 2025 Q3 is 9.71%, and YTD is 15.11%, and 2024 is 27.6%.
About Mezzasalma Advisors, LLC and 13F Hedge Fund Stock Holdings
Mezzasalma Advisors, LLC is a hedge fund based in TINTON FALLS, NJ. On 15-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $161 Millions. In it's latest 13F Holdings report, Mezzasalma Advisors, LLC reported an equity portfolio of $390.7 Millions as of 30 Sep, 2025.
The top stock holdings of Mezzasalma Advisors, LLC are TSLA, META, NVDA. The fund has invested 8% of it's portfolio in TESLA INC and 6.9% of portfolio in META PLATFORMS INC.
They significantly reduced their stock positions in LOWES COS INC (LOW), KLA CORP (KLAC) and SUPER MICRO COMPUTER INC (SMCI). Mezzasalma Advisors, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), J P MORGAN EXCHANGE TRADED F (BBAX) and PUBLIC SVC ENTERPRISE GRP IN (PEG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), PIMCO DYNAMIC INCOME FD and SCHWAB STRATEGIC TR (FNDA).
The top stock holdings of Mezzasalma Advisors, LLC are TSLA, META, NVDA. The fund has invested 8% of it's portfolio in TESLA INC and 6.9% of portfolio in META PLATFORMS INC.
They significantly reduced their stock positions in LOWES COS INC (LOW), KLA CORP (KLAC) and SUPER MICRO COMPUTER INC (SMCI). Mezzasalma Advisors, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), J P MORGAN EXCHANGE TRADED F (BBAX) and PUBLIC SVC ENTERPRISE GRP IN (PEG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), PIMCO DYNAMIC INCOME FD and SCHWAB STRATEGIC TR (FNDA).
Mezzasalma Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Mezzasalma Advisors, LLC made a return of 9.71% in the last quarter. In trailing 12 months, it's portfolio return was 23.8%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard bd index fds | 2,834,710 |
| j p morgan exchange traded f | 2,394,480 |
| public svc enterprise grp in | 1,039,240 |
| select sector spdr tr | 1,009,380 |
| ishares tr | 970,247 |
| j p morgan exchange traded f | 680,918 |
| brookfield infrastructure co | 645,132 |
| legg mason etf invt | 335,162 |
New stocks bought by Mezzasalma Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 370 |
| pimco dynamic income fd | 287 |
| schwab strategic tr | 203 |
| spdr gold tr | 97.69 |
| vanguard index fds | 61.19 |
| home depot inc | 48.4 |
| wpp plc new | 37.18 |
| spotify technology s a | 33.33 |
Additions to existing portfolio by Mezzasalma Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| lowes cos inc | -20.02 |
| kla corp | -16.91 |
| super micro computer inc | -15.22 |
| novo-nordisk a s | -14.84 |
| genuine parts co | -13.03 |
| eli lilly & co | -12.35 |
| booking holdings inc | -11.28 |
| ishares tr | -10.67 |
Mezzasalma Advisors, LLC reduced stake in above stock
Sold off
Sector Distribution
Mezzasalma Advisors, LLC has about 27.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 27.4 |
| Technology | 21.7 |
| Communication Services | 15.3 |
| Consumer Cyclical | 14.3 |
| Financial Services | 7.3 |
| Industrials | 7.1 |
| Consumer Defensive | 2.6 |
| Healthcare | 2.1 |
| Energy | 1.7 |
Market Cap. Distribution
Mezzasalma Advisors, LLC has about 69% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 49 |
| UNALLOCATED | 27.4 |
| LARGE-CAP | 20 |
| MID-CAP | 3.6 |
Stocks belong to which Index?
About 67.3% of the stocks held by Mezzasalma Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 63.8 |
| Others | 32.8 |
| RUSSELL 2000 | 3.5 |
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 159 stocks in it's portfolio. About 49.3% of the portfolio is in top 10 stocks. SFM proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for Mezzasalma Advisors, LLC last quarter.
Last Reported on: 16 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.68 | 87,134 | 22,186,900 | added | 0.03 | ||
| AAXJ | ishares tr | 0.22 | 9,066 | 839,520 | reduced | -0.31 | ||
| AAXJ | ishares tr | 0.13 | 15,808 | 499,858 | reduced | -6.79 | ||
| AAXJ | ishares tr | 0.11 | 3,932 | 419,817 | reduced | -4.45 | ||
| AAXJ | ishares tr | 0.10 | 10,585 | 386,898 | added | 0.98 | ||
| ACES | alps etf tr | 0.23 | 19,158 | 899,082 | added | 6.02 | ||
| ACWF | ishares tr | 0.18 | 9,731 | 700,054 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.28 | 3,141 | 1,107,990 | reduced | -3.47 | ||
| ADI | analog devices inc | 0.14 | 2,237 | 549,631 | added | 5.92 | ||
| AFK | vaneck etf trust | 0.75 | 9,029 | 2,946,730 | added | 0.57 | ||
| AFK | vaneck etf trust | 0.28 | 14,550 | 1,111,600 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.05 | 11,760 | 208,979 | new | |||
| AGZD | wisdomtree tr | 0.08 | 7,054 | 324,413 | new | |||
| AGZD | wisdomtree tr | 0.07 | 2,348 | 268,296 | added | 0.38 | ||
| AGZD | wisdomtree tr | 0.06 | 4,416 | 219,180 | added | 0.41 | ||
| ALL | allstate corp | 0.83 | 15,081 | 3,237,140 | added | 11.33 | ||
| AMAT | applied matls inc | 0.11 | 2,060 | 421,764 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.07 | 5,320 | 271,772 | reduced | -2.85 | ||
| AMZN | amazon com inc | 3.33 | 59,311 | 13,022,900 | added | 0.81 | ||
| ANET | arista networks inc | 3.86 | 103,620 | 15,098,500 | reduced | -0.46 | ||