1y return+25.9%S&P 500 +20.9%
3y return+86.3%S&P 500 +68.5%
5y return+52.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $169 against $200 in the S&P 500.2
Mezzasalma Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $29.4M | 5.9% | −3.8% |
| TSLATesla Inc | $28.0M | 5.6% | −1.1% |
| AAPLApple Inc | $27.1M | 5.4% | −1.8% |
| NVDANvidia Corporation | $24.9M | 5.0% | −7.5% |
| BEBloom Energy Corp | $24.5M | 4.9% | |
| METAMeta Platforms Inc | $20.5M | 4.1% | |
| ANETArista Networks Inc | $18.6M | 3.7% | |
| AMZNAmazon Com Inc | $16.1M | 3.2% | |
| BRK/BBerkshire Hathaway Inc Del | $14.6M | 2.9% | |
| VVisa Inc | $13.1M | 2.6% | +2.6% |
| EMEEmcor Group Inc | $11.1M | 2.2% | +3.1% |
| MUMicron Technology Inc | $10.4M | 2.1% | +27.3% |
| VRTVertiv Holdings Co | $9.2M | 1.8% | +1.4% |
| CRSCarpenter Technology Corp | $8.9M | 1.8% | +2.5% |
| MSFTMicrosoft Corp | $8.9M | 1.8% | +1.9% |
| Royal Caribbean GroupCUSIP V7780T103 | $7.8M | 1.6% | −9.1% |
| AMDAdvanced Micro Devices Inc | $7.0M | 1.4% | New |
| XLKSelect Sector Spdr Tr | $7.0M | 1.4% | +21.1% |
| SMHVaneck Etf Trust | $6.8M | 1.4% | +39.7% |
| NFLXNetflix Inc. | $6.2M | 1.2% | +3.9% |
| RSPInvesco Exchange Traded Fd T | $6.1M | 1.2% | New |
| TSMTaiwan Semiconductor Manufac | $5.9M | 1.2% | +7.4% |
| SJNKSpdr Series Trust | $5.8M | 1.2% | New |
| IWYIshares Tr | $5.8M | 1.2% | +6.4% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $5.7M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $24.9M |
| FIXComfort Sys Usa Inc | March 31, 2025 | +514.9% | $4.4M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $29.4M |
| VRTVertiv Holdings Co | June 30, 2024 | +286.8% | $9.2M |
| CRSCarpenter Technology Corp | March 31, 2025 | +240.5% | $8.9M |
| TRGPTarga Res Corp | December 31, 2023 | +208.7% | $3.8M |
| SMHVaneck Etf Trust | March 31, 2024 | +191.5% | $6.8M |
| TSMTaiwan Semiconductor Manufac | September 30, 2024 | +175.0% | $5.9M |
| COSTCostco Wholesale Corporation | December 31, 2020 | +148.3% | $5.6M |
| HWMHowmet Aerospace Inc | December 31, 2024 | +145.8% | $4.2M |
Sold off last quarter
- Amer Sports IncCUSIP G0260P102 was $2.4M
- KRMNKarman Hldgs Inc was $1.8M
- GPCGenuine Parts Co was $775K
- BKNGBooking Holdings Inc was $686K
- USALiberty All Star Equity Fd was $427K
- WMTWalmart Inc was $216K
- SPGIS&p Global Inc was $214K
- KGCKinross Gold Corp was $201K
- WIWWestern Ast Infl Lkd Opp & I was $100K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.9% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +10.4% | +7.8% |
| June 30, 2025 | +15.2% | +10.5% |
| March 31, 2025 | −8.0% | −4.6% |
| December 31, 2024 | +8.1% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | +7.7% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −1.6% | −3.6% |
| June 30, 2023 | +13.5% | +8.3% |
| March 31, 2023 | +20.8% | +7.0% |
| December 31, 2022 | −11.0% | +7.1% |
| September 30, 2022 | +0.1% | −5.3% |
| June 30, 2022 | −26.3% | −16.5% |
| March 31, 2022 | −9.5% | −4.9% |
| December 31, 2021 | +2.0% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mezzasalma Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1864916&type=13F-HR&dateb=&owner=include&count=40CIK 1864916
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1864916/000186491626000003/Filed August 10, 2026 · accession 0001864916-26-000003