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 $391.4M across 155 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSLA ($25.0M, 6.39%), GOOGL ($24.6M, 6.28%), AAPL ($24.2M, 6.19%), NVDA ($23.5M, 6.00%), META ($21.0M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $25.0M | 6.39% | 67,264 | Added |
| 2 | GOOGL | ALPHABET INC | $24.6M | 6.28% | 85,429 | Trimmed |
| 3 | AAPL | APPLE INC | $24.2M | 6.19% | 95,431 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $23.5M | 6.00% | 134,744 | Trimmed |
| 5 | META | META PLATFORMS INC | $21.0M | 5.36% | 36,670 | Added |
| 6 | AMZN | AMAZON COM INC | $14.2M | 3.62% | 67,951 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.1M | 3.61% | 29,469 | Added |
| 8 | ANET | ARISTA NETWORKS INC | $13.4M | 3.43% | 109,410 | Added |
| 9 | V | VISA INC | $11.2M | 2.87% | 37,141 | Added |
| 10 | BE | BLOOM ENERGY CORP | $10.9M | 2.78% | 80,420 | Added |
| 11 | EME | EMCOR GROUP INC | $9.6M | 2.45% | 12,964 | Added |
| 12 | MSFT | MICROSOFT CORP | $8.7M | 2.21% | 23,394 | Added |
| 13 | SCHW | SCHWAB CHARLES CORP | $8.3M | 2.13% | 88,567 | Added |
| 14 | NFLX | NETFLIX INC. | $8.0M | 2.04% | 83,228 | Added |
| 15 | RCL | ROYAL CARIBBEAN GROUP | $7.4M | 1.90% | 26,973 | Added |
| 16 | VRT | VERTIV HOLDINGS CO | $6.8M | 1.74% | 27,152 | Added |
| 17 | XOM | EXXON MOBIL CORP | $6.4M | 1.63% | 37,665 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $5.8M | 1.49% | 5,851 | Added |
| 19 | CRS | CARPENTER TECHNOLOGY CORP | $5.6M | 1.42% | 14,132 | Added |
| 20 | IWY | ISHARES TR | $4.9M | 1.26% | 30,516 | Added |
| 21 | XLK | SELECT SECTOR SPDR TR | $4.3M | 1.10% | 43,330 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $4.1M | 1.04% | 19,805 | Added |
| 23 | IVV | ISHARES TR | $4.0M | 1.02% | 6,116 | Added |
| 24 | TRGP | TARGA RES CORP | $3.9M | 1.01% | 15,723 | Trimmed |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.9M | 1.00% | 11,569 | Added |
Source: SEC Form 13F filings · as of 2026-03-31