StockDriftsStockDriftsTop 50 Mezzasalma Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.9% | 82.2K | $29.4M | -3.76%(-3.21K) | $88.37(+290.07%) | 2026-06-30 | |
| TSLA | TESLA INC | 5.61% | 66.5K | $28.0M | -1.10%(-738) | $193.31(+76.19%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.44% | 93.7K | $27.1M | -1.80%(-1.71K) | $146.33(+108.69%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5% | 124.6K | $24.9M | -7.51%(-10.12K) | $49.86(+353.44%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 4.93% | 81.1K | $24.5M | +0.82%(+661) | $48.80(+371.18%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.12% | 36.4K | $20.5M | -0.61%(-225) | $245.07(+136.79%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 3.74% | 109.7K | $18.6M | +0.25%(+276) | $42.59(+372.21%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.23% | 67.5K | $16.1M | -0.73%(-499) | $165.56(+58.57%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.94% | 29.3K | $14.6M | -0.65%(-193) | $306.65(+63.49%) | 2026-06-30 | |
| V | VISA INC | 2.62% | 38.1K | $13.1M | +2.56%(+951) | $234.30(+54.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.48% | +97.59% | +9.72% | +59.00% |
| Top 20 Holdings Unweighted | +26.15% | +100.75% | +8.43% | +49.88% |
Mezzasalma Advisors, LLC reports $498.33M in US-listed equity holdings across 171 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.9%), TSLA (5.6%) and AAPL (5.4%). The top 20 holdings account for 60.25% of reported assets. Its disclosed equity book has returned +97.59% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mezzasalma Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1864916). View Mezzasalma Advisors, LLC’s 13F filings on SEC