Mezzasalma Advisors, LLC
173 holdingsFiling period: 2026-06-30Current AUM: $490.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | 82.2K | $29.4M | $26.7M | 5.44% | -3,215 | 2026-06-30 |
| 2 | TSLA | Tesla Inc | 66.5K | $28.0M | $24.9M | 5.08% | -738 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 93.7K | $27.1M | $32.6M | 6.65% | -1,713 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 124.6K | $24.9M | $26.4M | 5.39% | -10,119 | 2026-06-30 |
| 5 | BE | Bloom Energy Corp | 81.1K | $24.5M | $17.7M | 3.60% | +661 | 2026-06-30 |
| 6 | META | Meta Platforms Inc | 36.4K | $20.5M | $23.6M | 4.82% | -225 | 2026-06-30 |
| 7 | ANET | Arista Networks Inc | 109.7K | $18.6M | $18.8M | 3.83% | +276 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 67.5K | $16.1M | $16.9M | 3.44% | -499 | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc Del | 29.3K | $14.6M | $14.6M | 2.99% | -193 | 2026-06-30 |
| 10 | V | Visa Inc | 38.1K | $13.1M | $15.8M | 3.22% | +951 | 2026-06-30 |
| 11 | EME | Emcor Group Inc | 13.4K | $11.1M | $8.8M | 1.80% | +400 | 2026-06-30 |
| 12 | MU | Micron Technology Inc | 9.0K | $10.4M | $7.7M | 1.58% | +1.9K | 2026-06-30 |
| 13 | VRT | Vertiv Holdings Co | 27.5K | $9.2M | $5.4M | 1.10% | +373 | 2026-06-30 |
| 14 | CRS | Carpenter Technology Corp | 14.5K | $8.9M | $4.2M | 0.86% | +349 | 2026-06-30 |
| 15 | MSFT | Microsoft Corp | 23.9K | $8.9M | $12.4M | 2.53% | +456 | 2026-06-30 |
| 16 | — | Royal Caribbean Group | 24.5K | $7.8M | $7.8M | 1.59% | -2,447 | 2026-06-30 |
| 17 | AMD | Advanced Micro Devices Inc | 12.1K | $7.0M | $6.1M | 1.25% | -- | 2026-06-30 |
| 18 | XLK | Select Sector Spdr TR | 52.5K | $7.0M | $6.7M | 1.36% | +9.1K | 2026-06-30 |
| 19 | SMH | VanEck ETF Trust | 22.1K | $6.8M | $5.4M | 1.10% | +6.3K | 2026-06-30 |
| 20 | NFLX | Netflix Inc. | 86.5K | $6.2M | $5.8M | 1.18% | +3.3K | 2026-06-30 |
| 21 | RSP | Invesco Exchange Traded FD T | 28.6K | $6.1M | $6.2M | 1.27% | -- | 2026-06-30 |
| 22 | TSM | Taiwan Semiconductor Manufac | 12.4K | $5.9M | $5.1M | 1.04% | +859 | 2026-06-30 |
| 23 | SJNK | Spdr Series Trust | 233.4K | $5.8M | $5.6M | 1.15% | -- | 2026-06-30 |
| 24 | IWY | iShares TR | 32.5K | $5.8M | $5.7M | 1.15% | +2.0K | 2026-06-30 |
| 25 | — | Seagate Technology Hldngs PL | 5.9K | $5.7M | $5.7M | 1.17% | -- | 2026-06-30 |
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