Institutions / Mezzasalma Advisors, LLC

Mezzasalma Advisors, LLC

CIK 1864916 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$416.22M
Positions
160
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Tesla Incโ€”$29.31M66,9127.0%
Alphabet Inc.โ€”$27.31M86,6446.6%
NVIDIA Corpโ€”$25.47M134,8466.1%
Apple Inc.โ€”$25.42M93,7916.1%
Meta Platforms Incโ€”$23.54M36,1925.7%
Amazon.com Incโ€”$14.88M65,6953.6%
Arista Networks, Inc.ANETCommon Stock$14.35M107,4173.4%
Warren E. Buffettโ€”$13.99M28,1523.4%
Visa Incโ€”$12.39M35,7593.0%
Microsoft Corpโ€”$10.55M22,3142.5%
Schwab Charles Corpโ€”$8.73M85,9482.1%
EMCOR Group Incโ€”$8.03M12,5691.9%
Royal Caribbean Cruises Ltdโ€”$7.44M26,2711.8%
Bloom Energy Corpโ€”$7.43M75,3351.8%
Netflix Incโ€”$7.22M79,3221.7%
iShares Trโ€”$5.52M29,6411.3%
ELI LILLY & Coโ€”$5.11M4,7271.2%
iShares Trโ€”$5.10M46,4101.2%
Allstate Corpโ€”$4.88M23,9181.2%
Select Sector SPDR Trโ€”$4.73M42,7681.1%
Vertiv Holdings Coโ€”$4.55M25,9381.1%
Costco Wholesale Corp /Newโ€”$4.52M5,2941.1%
Carpenter Technology Corpโ€”$4.45M13,1571.1%
Vanguard Index Fdsโ€”$4.27M18,0361.0%
Exxon Mobil Corpโ€”$4.27M34,7911.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.