StockDriftsStockDriftsTop 50 Mezzasalma Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.33% | 93.9K | $31.3M | +0.15%(+141) | $146.58(+133.97%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.7% | 123.1K | $28.1M | -1.25%(-1.56K) | $49.86(+335.44%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.65% | 81.1K | $27.9M | -1.39%(-1.15K) | $88.37(+289.46%) | 2026-09-30 | |
| META | META PLATFORMS INC | 5.33% | 36.3K | $26.3M | -0.45%(-165) | $245.07(+187.85%) | 2026-09-30 | |
| TSLA | TESLA INC | 5.27% | 73.6K | $26.0M | +10.67%(+7.10K) | $212.06(+73.57%) | 2026-09-30 | |
| BE | BLOOM ENERGY CORP | 4.52% | 80.5K | $22.3M | -0.77%(-623) | $48.80(+363.56%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 4.45% | 107.7K | $21.9M | -1.77%(-1.94K) | $42.59(+329.60%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.45% | 68.2K | $17.0M | +1.18%(+797) | $166.47(+57.65%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.87% | 28.4K | $14.2M | -2.93%(-858) | $306.65(+73.56%) | 2026-09-30 | |
| V | VISA INC | 2.69% | 36.9K | $13.3M | -3.08%(-1.17K) | $234.30(+71.97%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.63% | +98.30% | +10.29% | +63.17% |
| Top 20 Holdings Unweighted | +26.12% | +100.61% | +9.09% | +54.51% |
Mezzasalma Advisors LLC reports $493.40M in US-listed equity holdings across 159 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.3%), NVDA (5.7%) and GOOGL (5.7%). The top 20 holdings account for 61.8% of reported assets. Its disclosed equity book has returned +98.30% on a three-year cumulative basis. Figures reflect the Q3 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