Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mezzasalma Advisors, LLC (CIK 1864916) reported $498.3M across 171 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($29.4M, 5.90%), TSLA ($28.0M, 5.61%), AAPL ($27.1M, 5.44%), NVDA ($24.9M, 5.00%), BE ($24.5M, 4.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $29.4M | 5.90% | 82,214 | Trimmed |
| 2 | TSLA | TESLA INC | $28.0M | 5.61% | 66,526 | Trimmed |
| 3 | AAPL | APPLE INC | $27.1M | 5.44% | 93,718 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $24.9M | 5.00% | 124,625 | Trimmed |
| 5 | BE | BLOOM ENERGY CORP | $24.5M | 4.93% | 81,081 | Added |
| 6 | META | META PLATFORMS INC | $20.5M | 4.12% | 36,445 | Trimmed |
| 7 | ANET | ARISTA NETWORKS INC | $18.6M | 3.74% | 109,686 | Added |
| 8 | AMZN | AMAZON COM INC | $16.1M | 3.23% | 67,452 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.6M | 2.94% | 29,276 | Trimmed |
| 10 | V | VISA INC | $13.1M | 2.62% | 38,092 | Added |
| 11 | EME | EMCOR GROUP INC | $11.1M | 2.23% | 13,364 | Added |
| 12 | MU | MICRON TECHNOLOGY INC | $10.4M | 2.09% | 9,023 | Added |
| 13 | VRT | VERTIV HOLDINGS CO | $9.2M | 1.85% | 27,525 | Added |
| 14 | MSFT | MICROSOFT CORP | $8.9M | 1.79% | 23,850 | Added |
| 15 | CRS | CARPENTER TECHNOLOGY CORP | $8.9M | 1.79% | 14,481 | Added |
| 16 | RCL | ROYAL CARIBBEAN GROUP | $7.8M | 1.56% | 24,526 | Trimmed |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $7.0M | 1.41% | 12,077 | New |
| 18 | XLK | SELECT SECTOR SPDR TR | $7.0M | 1.40% | 52,454 | Added |
| 19 | SMH | VANECK ETF TRUST | $6.8M | 1.36% | 22,086 | Added |
| 20 | NFLX | NETFLIX INC. | $6.2M | 1.24% | 86,490 | Added |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $6.1M | 1.22% | 28,614 | New |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.9M | 1.19% | 12,428 | Added |
| 23 | IWY | ISHARES TR | $5.8M | 1.17% | 32,471 | Added |
| 24 | SJNK | SPDR SERIES TRUST | $5.8M | 1.17% | 233,377 | New |
| 25 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.7M | 1.15% | 5,925 | New |
Source: SEC Form 13F filings · as of 2026-06-30