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Latest Mezzasalma Advisors, LLC Stock Portfolio

$498Million | No. of Holdings #168

Mezzasalma Advisors, LLC Performance

2026 Q2+12.62%
YTD+8.93%
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 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mezzasalma Advisors, LLC reported an equity portfolio of $498.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Mezzasalma Advisors, LLC are GOOG, TSLA, AAPL. The fund has invested 5.9% of it's portfolio in ALPHABET INC and 5.6% of portfolio in TESLA INC. <br><br> The fund managers got completely rid off AMER SPORTS INC, GENUINE PARTS CO (GPC) and BOOKING HOLDINGS INC (BKNG) stocks. They significantly reduced their stock positions in SCHWAB CHARLES CORP (SCHW), PALANTIR TECHNOLOGIES INC (PLTR) and ADOBE INC (ADBE). Mezzasalma Advisors, LLC opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), VANGUARD WORLD FD (VAW) and VANGUARD INDEX FDS (VB).
Mezzasalma Advisors, LLC Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$498Million
  as of Aug 10, 2026

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

Our best estimate is that Mezzasalma Advisors, LLC made a return of 12.62% in the last quarter. In trailing 12 months, it's portfolio return was 19.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc7,015,650
invesco exchange traded fd t6,088,200
spdr series trust5,841,420
seagate technology hldngs pl5,717,620
sandisk corp3,888,080
space exploration techn corp3,129,130
spdr series trust2,362,210
etfis ser tr i1,849,060
New stocks bought by Mezzasalma Advisors, LLC

Additions

Ticker% Inc.
vaneck etf trust2,052
vanguard world fd768
vanguard index fds256
vaneck etf trust39.67
coca cola cons inc35.4
elbit sys ltd34.52
micron technology inc27.28
select sector spdr tr21.06
Additions to existing portfolio by Mezzasalma Advisors, LLC

Reductions

Ticker% Reduced
schwab charles corp-88.49
palantir technologies inc-82.58
adobe inc-34.94
state str spdr s&p 500 etf t-33.74
alps etf tr-21.63
super micro computer inc-21.00
ishares tr-18.98
pepsico inc-16.69
Mezzasalma Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
liberty all star equity fd-426,724
amer sports inc-2,403,950
karman hldgs inc-1,843,390
western ast infl lkd opp & i-100,036
genuine parts co-775,042
kinross gold corp-201,432
booking holdings inc-686,312
walmart inc-215,750
Mezzasalma Advisors, LLC got rid off the above stocks

Sector Distribution

Mezzasalma Advisors, LLC has about 31% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Energy
  • Healthcare
Sector%
Others31
Technology23.3
Industrials14.1
Communication Services11.8
Consumer Cyclical10.7
Financial Services3.6
Consumer Defensive2.2
Energy1.9
Healthcare1.1

Market Cap. Distribution

Mezzasalma Advisors, LLC has about 69.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP43.7
UNALLOCATED31
LARGE-CAP25.4

Stocks belong to which Index?

About 63.6% 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 50054.6
Others36.4
RUSSELL 20009
Top 5 Winners (%)%
MU
micron technology inc
171.4 %
BE
bloom energy corp
122.3 %
AMAT
applied matls inc
111.3 %
KLAC
kla corp
99.7 %
CRWD
crowdstrike hldgs inc
95.4 %
Top 5 Winners ($)$
BE
bloom energy corp
13.5 M
MU
micron technology inc
6.6 M
GOOG
alphabet inc
5.9 M
ANET
arista networks inc
5.2 M
AAPL
apple inc
3.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.0 %
VB
vanguard index fds
-54.8 %
NFLX
netflix inc.
-25.4 %
SLV
ishares silver tr
-21.5 %
REGN
regeneron pharmaceuticals
-19.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-6.1 M
NFLX
netflix inc.
-2.1 M
VAW
vanguard world fd
-1.8 M
XOM
exxon mobil corp
-1.3 M
SLV
ishares silver tr
-0.6 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 168 stocks in it's portfolio. About 43.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. BE was the most profitable stock for Mezzasalma Advisors, LLC last quarter.

$498.33MTotal Value
180Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Mezzasalma Advisors, LLC, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.15%6,904
$758.3K
0.15%
decreased 0.78 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.09%11,048
$457.7K
0.09%
increased 2.44 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.07%12,195
$371.8K
0.07%
decreased 12.13 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.06%3,009
$320.4K
0.06%
decreased 11.4 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Mezzasalma Advisors, LLC's holding in Alps Etf Tr over time
0.22%20,701
$1.07M
0.22%
decreased 21.63 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Mezzasalma Advisors, LLC's holding in Ishares Tr over time
0.16%9,731
$804.1K
0.16%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Mezzasalma Advisors, LLC's holding in Ishares Inc over time
0.31%55,795
$1.56M
0.31%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
1.35%22,086
$6.75M
1.35%
increased 39.67 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
1.09%303,219
$5.41M
1.09%
increased 2052.78 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.21%13,680
$1.03M
0.21%
decreased 1.08 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Mezzasalma Advisors, LLC's holding in Vaneck Etf Trust over time
0.13%22,611
$661.1K
0.13%
increased 0.52 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Mezzasalma Advisors, LLC's holding in Global X Fds over time
0.31%25,992
$1.53M
0.31%
new position
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Mezzasalma Advisors, LLC's holding in Wisdomtree Tr over time
0.06%2,374
$311.3K
0.06%
increased 0.38 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Mezzasalma Advisors, LLC's holding in Wisdomtree Tr over time
0.05%4,548
$256.0K
0.05%
increased 1.81 percentadded