Mezzasalma Advisors, LLC

13F filer · CIK 0001864916

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$498MU.S. long equity reported on 13F

Positions10913 new · 9 closed

Net flow last quarter+$15.7MBuys minus sells

Top 10 positions weight43.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026109 positions
GOOGLAlphabet Inc.	$29.4M	5.90%	0.00%	-3.8%	Q4 2020
TSLATesla, Inc.	$28M	5.61%	0.00%	-1.1%	Q4 2020
AAPLApple Inc.	$27.1M	5.44%	0.00%	-1.8%	Q4 2020
NVDANvidia Corp	$24.9M	5.00%	0.00%	-7.5%	Q2 2021
BEBloom Energy Corp	$24.5M	4.93%	0.03%	+0.8%	Q4 2024
METAMeta Platforms, Inc.	$20.5M	4.12%	Not reported	-0.6%	Q4 2020
ANETArista Networks, Inc.	$18.6M	3.74%	0.01%	+0.3%	Q2 2021
AMZNAmazon Com Inc	$16.1M	3.23%	0.00%	-0.7%	Q4 2020
BRK.BBerkshire Hathaway Inc	$14.6M	2.94%	Not reported	-0.7%	Q4 2020
VVisa Inc.	$13.1M	2.62%	0.00%	+2.6%	Q4 2020
EMEEMCOR Group, Inc.	$11.1M	2.23%	0.03%	+3.1%	Q1 2024
MUMicron Technology Inc	$10.4M	2.09%	0.00%	+27.3%	Q1 2026
VRTVertiv Holdings Co	$9.22M	1.85%	0.01%	+1.4%	Q2 2024
CRSCarpenter Technology Corp	$8.93M	1.79%	0.03%	+2.5%	Q1 2025
MSFTMicrosoft Corp	$8.9M	1.79%	0.00%	+2.0%	Q4 2020
RCLRoyal Caribbean Cruises Ltd	$7.79M	1.56%	0.01%	-9.1%	Q1 2024
AMDAdvanced Micro Devices Inc	$7.02M	1.41%	0.00%	New	Q2 2026
SMHMarket Vectors ETF Trust	$6.75M	1.36%	Not reported	+39.7%	Q1 2024
NFLXNetflix Inc	$6.18M	1.24%	0.00%	+3.9%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.94M	1.19%	0.00%	+7.4%	Q3 2024
STXSeagate Technology Holdings plc	$5.72M	1.15%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$5.6M	1.12%	0.00%	+2.3%	Q4 2020
XOMExxonMobil Holdings Corp	$5.49M	1.10%	0.00%	+6.6%	Q1 2021
FIXComfort Systems USA Inc	$4.41M	0.88%	0.01%	+12.4%	Q1 2025
TDGTransDigm Group INC	$4.24M	0.85%	0.01%	+5.0%	Q4 2023
HWMHowmet Aerospace Inc.	$4.23M	0.85%	0.00%	+15.2%	Q4 2024
CLSCelestica Inc	$4.12M	0.83%	0.01%	+11.8%	Q1 2026
SNDKSandisk Corp	$3.89M	0.78%	0.00%	New	Q2 2026
COKECoca-Cola Consolidated, Inc.	$3.86M	0.77%	0.03%	+35.4%	Q4 2024
TRGPTarga Resources Corp.	$3.79M	0.76%	0.01%	-10.0%	Q4 2023
SPCXSpace Exploration Technologies Corp	$3.13M	0.63%	Not reported	New	Q2 2026
CRWDCrowdStrike Holdings, Inc.	$2.4M	0.48%	0.00%	0.0%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.3M	0.46%	Not reported	-3.7%	Q4 2020
LLYELI LILLY & Co	$2.26M	0.45%	0.00%	+0.1%	Q4 2023
ECHOEchoStar CORP	$2.23M	0.45%	0.05%	+11.5%	Q4 2025
ESLTElbit Systems Ltd	$2.18M	0.44%	0.01%	+34.5%	Q1 2026
SLViShares Silver Trust	$2.15M	0.43%	0.01%	-0.2%	Q4 2024
VOLTVolt Solar Systems, Inc.	$1.56M	0.31%	Not reported	New	Q2 2026
POWRPowersecure International, Inc.	$1.56M	0.31%	Not reported	New	Q2 2026
REGNRegeneron Pharmaceuticals, Inc.	$1.56M	0.31%	0.00%	Not reported	Q4 2020
KLACKla Corp	$1.52M	0.31%	0.00%	-10.0%	Q4 2023
AMATApplied Materials Inc	$1.49M	0.30%	0.00%	+0.2%	Q1 2021
GOOGAlphabet Inc.	$1.25M	0.25%	Not reported	+0.2%	Q4 2020
EXELExelixis, Inc.	$1.2M	0.24%	0.01%	-6.8%	Q1 2025
NVSNovartis AG	$1.09M	0.22%	0.00%	+4.6%	Q4 2020
GLDSPDR Gold Trust	$1M	0.20%	0.00%	+2.3%	Q4 2024
EBAYEbay Inc	$985K	0.20%	0.00%	+3.6%	Q1 2024
PEGPublic Service Enterprise Group Inc	$982K	0.20%	0.00%	-1.3%	Q4 2020
ADIAnalog Devices Inc	$970K	0.19%	0.00%	-3.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$963K	0.19%	Not reported	-33.7%	Q4 2022

Q1 2026Reported Apr 17, 2026105 positions
TSLATesla, Inc.	$25M	6.39%	0.00%	+0.5%	Q4 2020
GOOGLAlphabet Inc.	$24.6M	6.28%	0.00%	-1.4%	Q4 2020
AAPLApple Inc.	$24.2M	6.19%	0.00%	+1.8%	Q4 2020
NVDANvidia Corp	$23.5M	6.00%	0.00%	-0.1%	Q2 2021
METAMeta Platforms, Inc.	$21M	5.36%	Not reported	+1.3%	Q4 2020
AMZNAmazon Com Inc	$14.2M	3.62%	0.00%	+3.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$14.1M	3.61%	Not reported	+4.7%	Q4 2020
ANETArista Networks, Inc.	$13.4M	3.43%	0.01%	+1.9%	Q2 2021
VVisa Inc.	$11.2M	2.87%	0.00%	+3.9%	Q4 2020
BEBloom Energy Corp	$10.9M	2.78%	0.03%	+6.8%	Q4 2024
EMEEMCOR Group, Inc.	$9.57M	2.45%	0.03%	+3.1%	Q1 2024
MSFTMicrosoft Corp	$8.66M	2.21%	0.00%	+4.8%	Q4 2020
SCHWSchwab Charles Corp	$8.32M	2.13%	0.01%	+3.1%	Q1 2023
NFLXNetflix Inc	$8M	2.04%	0.00%	+4.9%	Q4 2020
RCLRoyal Caribbean Cruises Ltd	$7.42M	1.90%	0.01%	+2.7%	Q1 2024
VRTVertiv Holdings Co	$6.8M	1.74%	0.01%	+4.7%	Q2 2024
XOMExxonMobil Holdings Corp	$6.39M	1.63%	0.00%	+8.3%	Q1 2021
COSTCostco Wholesale Corp	$5.83M	1.49%	0.00%	+10.5%	Q4 2020
CRSCarpenter Technology Corp	$5.57M	1.42%	0.03%	+7.4%	Q1 2025
TRGPTarga Resources Corp.	$3.94M	1.01%	0.01%	-3.3%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.91M	1.00%	0.00%	+8.6%	Q3 2024
TDGTransDigm Group INC	$3.52M	0.90%	0.01%	+6.5%	Q4 2023
SMHMarket Vectors ETF Trust	$3.42M	0.87%	Not reported	+4.3%	Q1 2024
PLTRPalantir Technologies Inc.	$3.33M	0.85%	0.00%	+17.5%	Q4 2024
HWMHowmet Aerospace Inc.	$3.14M	0.80%	0.00%	+14.8%	Q4 2024
COKECoca-Cola Consolidated, Inc.	$2.86M	0.73%	0.02%	+19.2%	Q4 2024
CLSCelestica Inc	$2.85M	0.73%	0.01%	New	Q1 2026
SLViShares Silver Trust	$2.75M	0.70%	0.01%	-14.6%	Q4 2024
FIXComfort Systems USA Inc	$2.73M	0.70%	0.01%	+27.0%	Q1 2025
ASAmer Sports, Inc.	$2.4M	0.61%	0.01%	+176.9%	Q4 2025
MUMicron Technology Inc	$2.39M	0.61%	0.00%	New	Q1 2026
ECHOEchoStar CORP	$2.31M	0.59%	0.04%	+36.4%	Q4 2025
REGNRegeneron Pharmaceuticals, Inc.	$1.93M	0.49%	0.00%	Not reported	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.87M	0.48%	Not reported	-0.9%	Q4 2020
KRMNKarman Holdings Inc.	$1.84M	0.47%	0.02%	New	Q1 2026
ESLTElbit Systems Ltd	$1.82M	0.46%	0.00%	New	Q1 2026
LLYELI LILLY & Co	$1.73M	0.44%	0.00%	-60.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.27M	0.32%	Not reported	+0.2%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$1.23M	0.31%	0.00%	-51.5%	Q4 2020
GLDSPDR Gold Trust	$1.15M	0.29%	0.00%	-43.4%	Q4 2024
NVSNovartis AG	$1.02M	0.26%	0.00%	+4.7%	Q4 2020
EXELExelixis, Inc.	$1.02M	0.26%	0.01%	-67.0%	Q1 2025
GOOGAlphabet Inc.	$1.01M	0.26%	Not reported	+3.0%	Q4 2020
PEGPublic Service Enterprise Group Inc	$993K	0.25%	0.00%	Not reported	Q4 2020
GDGeneral Dynamics Corp	$878K	0.22%	0.00%	+6.6%	Q1 2024
BCVBancroft Fund Ltd	$859K	0.22%	Not reported	+1.3%	Q4 2024
KLACKla Corp	$825K	0.21%	0.00%	Not reported	Q4 2023
ADIAnalog Devices Inc	$809K	0.21%	0.00%	+5.9%	Q4 2024
GPCGenuine Parts Co	$775K	0.20%	0.01%	-1.2%	Q4 2023
EBAYEbay Inc	$775K	0.20%	0.00%	+7.1%	Q1 2024

Q4 2025Reported Jan 21, 2026103 positions
TSLATesla, Inc.	$29.3M	7.04%	0.00%	-4.2%	Q4 2020
GOOGLAlphabet Inc.	$27.3M	6.56%	0.00%	-3.6%	Q4 2020
NVDANvidia Corp	$25.5M	6.12%	0.00%	+0.2%	Q2 2021
AAPLApple Inc.	$25.4M	6.11%	0.00%	+7.6%	Q4 2020
METAMeta Platforms, Inc.	$23.5M	5.66%	Not reported	-1.5%	Q4 2020
AMZNAmazon Com Inc	$14.9M	3.57%	0.00%	+10.8%	Q4 2020
ANETArista Networks, Inc.	$14.4M	3.45%	0.01%	+3.7%	Q2 2021
BRK.BBerkshire Hathaway Inc	$14M	3.36%	Not reported	+3.4%	Q4 2020
VVisa Inc.	$12.4M	2.98%	0.00%	+1.3%	Q4 2020
MSFTMicrosoft Corp	$10.6M	2.54%	0.00%	+0.9%	Q4 2020
SCHWSchwab Charles Corp	$8.73M	2.10%	0.00%	+1.8%	Q1 2023
EMEEMCOR Group, Inc.	$8.03M	1.93%	0.03%	+3.7%	Q1 2024
RCLRoyal Caribbean Cruises Ltd	$7.44M	1.79%	0.01%	+1.9%	Q1 2024
BEBloom Energy Corp	$7.43M	1.79%	0.03%	+45.5%	Q4 2024
NFLXNetflix Inc	$7.22M	1.73%	0.00%	+6.8%	Q4 2020
LLYELI LILLY & Co	$5.11M	1.23%	0.00%	-11.9%	Q4 2023
ALLAllstate Corp	$4.88M	1.17%	0.01%	+58.6%	Q4 2024
VRTVertiv Holdings Co	$4.55M	1.09%	0.01%	+4.5%	Q2 2024
COSTCostco Wholesale Corp	$4.52M	1.09%	0.00%	+5.3%	Q4 2020
CRSCarpenter Technology Corp	$4.45M	1.07%	0.03%	+7.1%	Q1 2025
XOMExxonMobil Holdings Corp	$4.27M	1.03%	0.00%	+8.7%	Q1 2021
TDGTransDigm Group INC	$3.87M	0.93%	0.01%	+8.4%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.41M	0.82%	0.00%	+13.0%	Q3 2024
SMHMarket Vectors ETF Trust	$3.38M	0.81%	Not reported	+67.9%	Q1 2024
PLTRPalantir Technologies Inc.	$3.25M	0.78%	0.00%	+42.8%	Q4 2024
EXELExelixis, Inc.	$3.13M	0.75%	0.03%	+12.2%	Q1 2025
SLViShares Silver Trust	$3.09M	0.74%	0.01%	-3.0%	Q4 2024
TRGPTarga Resources Corp.	$3.04M	0.73%	0.01%	-10.1%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$2.94M	0.71%	0.00%	-2.9%	Q4 2020
HOODRobinhood Markets, Inc.	$2.66M	0.64%	0.01%	New	Q4 2025
HWMHowmet Aerospace Inc.	$2.52M	0.60%	0.00%	+22.7%	Q4 2024
BSVNBank7 Corp.	$2.17M	0.52%	0.29%	-23.2%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$2.01M	0.48%	Not reported	-1.2%	Q4 2020
REGNRegeneron Pharmaceuticals, Inc.	$1.94M	0.47%	0.00%	Not reported	Q4 2020
COKECoca-Cola Consolidated, Inc.	$1.87M	0.45%	0.02%	+29.5%	Q4 2024
GLDSPDR Gold Trust	$1.87M	0.45%	0.00%	-19.1%	Q4 2024
ECHOEchoStar CORP	$1.62M	0.39%	0.03%	New	Q4 2025
FIXComfort Systems USA Inc	$1.56M	0.38%	0.00%	+55.9%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.33M	0.32%	Not reported	+11.5%	Q4 2022
GOOGAlphabet Inc.	$1.08M	0.26%	Not reported	-2.3%	Q4 2020
PEGPublic Service Enterprise Group Inc	$993K	0.24%	0.00%	-1.5%	Q4 2020
ASAmer Sports, Inc.	$989K	0.24%	0.00%	New	Q4 2025
GPCGenuine Parts Co	$920K	0.22%	0.01%	-5.5%	Q4 2023
ADBEAdobe Inc.	$912K	0.22%	0.00%	-12.9%	Q4 2020
BKNGBooking Holdings Inc.	$894K	0.21%	0.00%	-2.9%	Q4 2023
NVSNovartis AG	$881K	0.21%	0.00%	+5.4%	Q4 2020
BCVBancroft Fund Ltd	$866K	0.21%	Not reported	+1.4%	Q4 2024
GDGeneral Dynamics Corp	$825K	0.20%	0.00%	+0.8%	Q1 2024
HEIHeico Corp	$802K	0.19%	0.00%	Not reported	Q4 2020
KLACKla Corp	$714K	0.17%	0.00%	-2.6%	Q4 2023

Q3 2025Reported Oct 16, 2025103 positions
TSLATesla, Inc.	$31M	7.95%	0.00%	-1.0%	Q4 2020
METAMeta Platforms, Inc.	$27M	6.91%	Not reported	-1.8%	Q4 2020
NVDANvidia Corp	$25.1M	6.43%	0.00%	-1.5%	Q2 2021
AAPLApple Inc.	$22.2M	5.68%	0.00%	0.0%	Q4 2020
GOOGLAlphabet Inc.	$21.8M	5.59%	0.00%	-0.1%	Q4 2020
ANETArista Networks, Inc.	$15.1M	3.86%	0.01%	-0.5%	Q2 2021
BRK.BBerkshire Hathaway Inc	$13.7M	3.50%	Not reported	0.0%	Q4 2020
AMZNAmazon Com Inc	$13M	3.33%	0.00%	+0.8%	Q4 2020
VVisa Inc.	$12.1M	3.09%	0.00%	+0.8%	Q4 2020
MSFTMicrosoft Corp	$11.5M	2.93%	0.00%	+2.1%	Q4 2020
NFLXNetflix Inc	$8.91M	2.28%	0.00%	+1.7%	Q4 2020
RCLRoyal Caribbean Cruises Ltd	$8.34M	2.13%	0.01%	+1.8%	Q1 2024
SCHWSchwab Charles Corp	$8.06M	2.06%	0.00%	-0.2%	Q1 2023
EMEEMCOR Group, Inc.	$7.87M	2.02%	0.03%	+1.0%	Q1 2024
COSTCostco Wholesale Corp	$4.65M	1.19%	0.00%	+9.5%	Q4 2020
BEBloom Energy Corp	$4.38M	1.12%	0.02%	+13.4%	Q4 2024
LLYELI LILLY & Co	$4.09M	1.05%	0.00%	-12.4%	Q4 2023
VRTVertiv Holdings Co	$3.75M	0.96%	0.01%	+5.9%	Q2 2024
XOMExxonMobil Holdings Corp	$3.61M	0.92%	0.00%	+5.8%	Q1 2021
TDGTransDigm Group INC	$3.47M	0.89%	0.00%	-0.1%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$3.27M	0.84%	0.00%	-0.6%	Q4 2020
ALLAllstate Corp	$3.24M	0.83%	0.01%	+11.3%	Q4 2024
TRGPTarga Resources Corp.	$3.03M	0.78%	0.01%	-10.2%	Q4 2023
CRSCarpenter Technology Corp	$3.02M	0.77%	0.02%	+4.7%	Q1 2025
SMHMarket Vectors ETF Trust	$2.95M	0.75%	Not reported	+0.6%	Q1 2024
BSVNBank7 Corp.	$2.83M	0.73%	0.38%	New	Q3 2025
SFMSprouts Farmers Market, Inc.	$2.7M	0.69%	0.03%	+10.7%	Q4 2024
EXELExelixis, Inc.	$2.64M	0.68%	0.02%	+13.2%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.63M	0.67%	0.00%	+4.9%	Q3 2024
PLTRPalantir Technologies Inc.	$2.47M	0.63%	0.00%	+13.8%	Q4 2024
PGRProgressive Corp	$2.43M	0.62%	0.00%	+9.2%	Q4 2023
GLDSPDR Gold Trust	$2.07M	0.53%	0.00%	+97.7%	Q4 2024
SLViShares Silver Trust	$2.06M	0.53%	0.01%	-2.0%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.99M	0.51%	Not reported	+0.5%	Q4 2020
HWMHowmet Aerospace Inc.	$1.9M	0.49%	0.00%	+14.1%	Q4 2024
REGNRegeneron Pharmaceuticals, Inc.	$1.41M	0.36%	0.00%	Not reported	Q4 2020
PDIPIMCO Dynamic Income Fund	$1.24M	0.32%	Not reported	+287.9%	Q4 2024
SMCISuper Micro Computer, Inc.	$1.19M	0.30%	0.00%	-15.2%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$1.16M	0.30%	Not reported	+2.9%	Q4 2022
COKECoca-Cola Consolidated, Inc.	$1.13M	0.29%	0.01%	+26.9%	Q4 2024
ADBEAdobe Inc.	$1.11M	0.28%	0.00%	-3.5%	Q4 2020
GPCGenuine Parts Co	$1.09M	0.28%	0.01%	-13.0%	Q4 2023
PEGPublic Service Enterprise Group Inc	$1.04M	0.27%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$950K	0.24%	0.00%	-1.9%	Q1 2024
BKNGBooking Holdings Inc.	$934K	0.24%	0.00%	-11.3%	Q4 2023
GOOGAlphabet Inc.	$852K	0.22%	Not reported	Not reported	Q4 2020
BCVBancroft Fund Ltd	$850K	0.22%	Not reported	-4.9%	Q4 2024
FIXComfort Systems USA Inc	$824K	0.21%	0.00%	+13.0%	Q1 2025
GDGeneral Dynamics Corp	$812K	0.21%	0.00%	+1.0%	Q1 2024
HEIHeico Corp	$786K	0.20%	0.00%	Not reported	Q4 2020

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