Mezzasalma Advisors, LLC Portfolio Holdings

Mezzasalma Advisors, LLC

  • $410 Million
  • Q4 2025

Mezzasalma Advisors, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $410 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $27.4M, Nvidia Corp with a value of $25.2M, Apple Inc. with a value of $25.1M, Alphabet Inc. with a value of $23.9M, and Meta Platforms, Inc. with a value of $22.1M.

Examining the 13F form we can see an increase of $39M in the current position value, from $371M to 410M.

Below you can find more details about Mezzasalma Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $410 Million
ETFs: $112 Million
Technology: $78.8 Million
Communication Services: $56.6 Million
Consumer Cyclical: $52.2 Million
Financial Services: $50.3 Million
Industrials: $33.1 Million
Healthcare: $11.2 Million
Consumer Defensive: $8.3 Million
Other: $8.15 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29T
$27.4 Million 6.67% of portfolio
66,912
Q4 2025 Reduced 4.16%
$465B
$25.2 Million 6.13% of portfolio
134,846
Q4 2025 Added 0.19%
$4.3T
$25.1 Million 6.11% of portfolio
93,791
Q4 2025 Added 7.64%
$1.65T
$23.9 Million 5.84% of portfolio
86,644
Q4 2025 Reduced 3.58%
$1.37T
$22.1 Million 5.38% of portfolio
36,192
Q4 2025 Reduced 1.49%
$2.39T
$15.4 Million 3.76% of portfolio
65,695
Q4 2025 Added 10.76%
$662B
$14.3 Million 3.49% of portfolio
28,152
Q4 2025 Added 3.39%
$533B
$11.6 Million 2.84% of portfolio
35,759
Q4 2025 Added 1.27%
$3.78T
$11.3 Million 2.76% of portfolio
22,314
Q4 2025 Added 0.86%
$49.1B
$8.75 Million 2.13% of portfolio
79,322
Q4 2025 Added 967.88%
$20B
$8.43 Million 2.05% of portfolio
75,335
Q4 2025 Added 45.53%
$167B
$7.9 Million 1.93% of portfolio
85,948
Q4 2025 Added 1.76%
$29.5B
$7.79 Million 1.9% of portfolio
12,569
Q4 2025 Added 3.7%
$64.5B
$6.64 Million 1.62% of portfolio
26,271
Q4 2025 Added 1.94%
$57.9B
$5.13 Million 1.25% of portfolio
23,918
Q4 2025 Added 58.6%
$404B
$4.83 Million 1.18% of portfolio
5,294
Q4 2025 Added 5.33%
$16B
$4.35 Million 1.06% of portfolio
13,157
Q4 2025 Added 7.08%
$490B
$4.09 Million 1.0% of portfolio
34,791
Q4 2025 Added 8.74%
$72.7B
$3.82 Million 0.93% of portfolio
2,849
Q4 2025 Added 8.37%
$115B
$3.48 Million 0.85% of portfolio
6,476
Q4 2025 Reduced 2.94%
$342B
$3.37 Million 0.82% of portfolio
19,346
Q4 2025 Added 42.79%
$13.4B
$2.99 Million 0.73% of portfolio
71,744
Q4 2025 Added 12.2%
$1.46T
$3 Million 0.73% of portfolio
10,655
Q4 2025 Added 13.0%
$39.2B
$2.82 Million 0.69% of portfolio
16,264
Q4 2025 Reduced 10.06%
$102B
$2.83 Million 0.69% of portfolio
23,065
Q4 2025 New
$84.4B
$2.42 Million 0.59% of portfolio
11,885
Q4 2025 Added 22.68%
$32.7B
$2.25 Million 0.55% of portfolio
25,938
Q4 2025 Added 4.48%
$1.34B
$2 Million 0.49% of portfolio
12,512
Q4 2025 Added 29.52%
$74.3B
$1.73 Million 0.42% of portfolio
2,500
Q2 2024 Reduced 1.3%
$32.5B
$1.42 Million 0.35% of portfolio
1,557
Q4 2025 Added 55.86%
$41.3B
$1.02 Million 0.25% of portfolio
12,261
Q4 2025 Reduced 1.53%
$1.74T
$975,000 0.24% of portfolio
3,417
Q4 2025 Reduced 2.29%
$2.39B
$972,000 0.24% of portfolio
14,435
Q4 2025 New
$18B
$943,000 0.23% of portfolio
7,416
Q4 2025 Reduced 5.52%
$151B
$889,000 0.22% of portfolio
2,737
Q4 2025 Reduced 12.86%
$0
$861,000 0.21% of portfolio
39,356
Q4 2025 Added 1.35%
$283B
$836,000 0.2% of portfolio
6,361
Q4 2025 Added 5.38%
$94.5B
$826,000 0.2% of portfolio
2,401
Q4 2025 Added 0.8%
$191B
$807,000 0.2% of portfolio
168
Q4 2025 Reduced 2.89%
$17.1B
$763,000 0.19% of portfolio
2,435
Q2 2024 Reduced 52.86%
$593B
$734,000 0.18% of portfolio
3,341
Q4 2025 Reduced 1.12%
$46.1B
$666,000 0.16% of portfolio
7,949
Q4 2025 Reduced 0.48%
$130B
$641,000 0.16% of portfolio
12,386
Q4 2025 Added 4.35%
$161B
$635,000 0.15% of portfolio
560
Q4 2025 Reduced 2.61%
$89.3B
$570,000 0.14% of portfolio
5,161
Q4 2025 Reduced 0.17%
$413B
$578,000 0.14% of portfolio
11,229
Q4 2025 Added 2.23%
$258B
$572,000 0.14% of portfolio
3,257
Q4 2025 Added 0.96%
$0
$555,000 0.14% of portfolio
32,365
Q4 2025 Added 1.94%
$0
$518,000 0.13% of portfolio
134,777
Q4 2025 Added 2.3%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $410 Million
  • Prior Value $371 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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