Mezzasalma Advisors, LLC
156 holdingsFiling period: 2026-03-31Current AUM: $445.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 67.3K | $25.0M | $20.9M | 4.70% | +352 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 85.4K | $24.6M | $30.4M | 6.83% | -1,215 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 95.4K | $24.2M | $29.5M | 6.62% | +1.6K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 134.7K | $23.5M | $27.0M | 6.08% | -102 | 2026-03-31 |
| 5 | META | META PLATFORMS INC | 36.7K | $21.0M | $20.4M | 4.58% | +478 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 68.0K | $14.2M | $18.5M | 4.14% | +2.3K | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 29.5K | $14.1M | $14.1M | 3.17% | +1.3K | 2026-03-31 |
| 8 | ANET | ARISTA NETWORKS INC | 109.4K | $13.4M | $19.7M | 4.43% | +2.0K | 2026-03-31 |
| 9 | V | VISA INC | 37.1K | $11.2M | $13.6M | 3.05% | +1.4K | 2026-03-31 |
| 10 | BE | BLOOM ENERGY CORP | 80.4K | $10.9M | $16.6M | 3.72% | +5.1K | 2026-03-31 |
| 11 | EME | EMCOR GROUP INC | 13.0K | $9.6M | $10.3M | 2.32% | +395 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 23.4K | $8.7M | $10.9M | 2.44% | +1.1K | 2026-03-31 |
| 13 | SCHW | SCHWAB CHARLES CORP | 88.6K | $8.3M | $9.3M | 2.09% | +2.6K | 2026-03-31 |
| 14 | NFLX | NETFLIX INC. | 83.2K | $8.0M | $6.0M | 1.34% | +3.9K | 2026-03-31 |
| 15 | — | ROYAL CARIBBEAN GROUP | 27.0K | $7.4M | $7.4M | 1.67% | +702 | 2026-03-31 |
| 16 | VRT | VERTIV HOLDINGS CO | 27.2K | $6.8M | $6.6M | 1.47% | +1.2K | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 37.7K | $6.4M | $5.9M | 1.31% | +2.9K | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 37.7K | $6.4M | $5.9M | 1.31% | +2.9K | 2026-03-31 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 5.9K | $5.8M | $5.6M | 1.25% | +557 | 2026-03-31 |
| 20 | CRS | CARPENTER TECHNOLOGY CORP | 14.1K | $5.6M | $7.3M | 1.65% | +975 | 2026-03-31 |
| 21 | IWY | ISHARES TR | 30.5K | $4.9M | $5.5M | 1.23% | +875 | 2026-03-31 |
| 22 | XLK | SELECT SECTOR SPDR TR | 43.3K | $4.3M | $5.7M | 1.27% | +562 | 2026-03-31 |
| 23 | VUG | VANGUARD INDEX FDS | 19.8K | $4.1M | $4.8M | 1.07% | +1.8K | 2026-03-31 |
| 24 | IVV | ISHARES TR | 6.1K | $4.0M | $4.6M | 1.03% | +971 | 2026-03-31 |
| 25 | TRGP | TARGA RES CORP | 15.7K | $3.9M | $4.3M | 0.95% | -541 | 2026-03-31 |
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