Mezzasalma Advisors, LLC
CIK: 0001864916Latest portfolio: $416.3M · Q4 2025
Holdings
161
Total Value
$416.3M
New Positions
160
Closed Positions
0
Top Holdings
View All 161 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 66,912 | $29.3M | 7.04% | NEW | |
| 2 | GOOGLALPHABET INC | 86,644 | $27.3M | 6.56% | NEW | |
| 3 | NVDANVIDIA CORPORATION | 134,846 | $25.5M | 6.12% | NEW | |
| 4 | AAPLAPPLE INC | 93,791 | $25.4M | 6.11% | NEW | |
| 5 | METAMETA PLATFORMS INC | 36,192 | $23.5M | 5.65% | NEW | |
| 6 | AMZNAMAZON COM INC | 65,695 | $14.9M | 3.57% | NEW | |
| 7 | ANETARISTA NETWORKS INC | 107,417 | $14.3M | 3.45% | NEW | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 28,152 | $14.0M | 3.36% | NEW | |
| 9 | VVISA INC | 35,759 | $12.4M | 2.98% | NEW | |
| 10 | MSFTMICROSOFT CORP | 22,314 | $10.6M | 2.53% | NEW | |
| 11 | SCHWSCHWAB CHARLES CORP | 85,948 | $8.7M | 2.10% | NEW | |
| 12 | EMEEMCOR GROUP INC | 12,569 | $8.0M | 1.93% | NEW | |
| 13 | RCLROYAL CARIBBEAN GROUP | 26,271 | $7.4M | 1.79% | NEW | |
| 14 | BEBLOOM ENERGY CORP | 75,335 | $7.4M | 1.79% | NEW | |
| 15 | NFLXNETFLIX INC | 79,322 | $7.2M | 1.73% | NEW | |
| 16 | IWYISHARES TR | 29,641 | $5.5M | 1.33% | NEW | |
| 17 | LLYELI LILLY & CO | 4,727 | $5.1M | 1.23% | NEW | |
| 18 | TIPISHARES TR | 46,410 | $5.1M | 1.22% | NEW | |
| 19 | ALSALLSTATE CORP | 23,918 | $4.9M | 1.17% | NEW | |
| 20 | XLKSELECT SECTOR SPDR TR | 42,768 | $4.7M | 1.14% | NEW | |
| 21 | VRTVERTIV HOLDINGS CO | 25,938 | $4.6M | 1.09% | NEW | |
| 22 | COSTCOSTCO WHSL CORP NEW | 5,294 | $4.5M | 1.09% | NEW | |
| 23 | CRSCARPENTER TECHNOLOGY CORP | 13,157 | $4.5M | 1.07% | NEW | |
| 24 | VUGVANGUARD INDEX FDS | 18,036 | $4.3M | 1.03% | NEW | |
| 25 | XOMEXXON MOBIL CORP | 34,791 | $4.3M | 1.03% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.2389872955215098e+246T)
Technology0.0% ($2.546525423143501e+89T)
Unknown0.0% ($1.3987487538703127e+45T)
Industrials0.0% ($8.027743445544451e+26T)
Communication Services0.0% ($273052353972171072.0T)
Consumer Cyclical0.0% ($29312148797441992.0T)
Consumer Defensive0.0% ($45231874566347.3T)
Healthcare0.0% ($51061.9T)
Energy0.0% ($42.7B)
Utilities0.0% ($993K)
Real Estate0.0% ($225K)
Filing History
Fund Information
Mezzasalma Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $416.3M across 161 holdings. The largest position is TESLA INC (TSLA), representing 7.0% of the portfolio. Compared to the previous quarter, the fund opened 161 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.