Mezzasalma Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Tinton Falls, NJ
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$391,360
Net value change ($000)
-24,899 (-6.0%)
New positions
11
Sold out positions
15
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BE 3,461 46.6%
CLS 2,848 NEW
MU 2,395 NEW
VRT 2,249 49.4%
XOM 2,123 49.8%
KRMN 1,843 NEW
ESLT 1,815 NEW
EME 1,544 19.2%
AS 1,415 143.1%
COST 1,306 28.9%
Top Reduces (Value $000, Stocks/ETFs)
ALL -4,875 -100.0%
TIP -4,574 -89.7%
TSLA -4,307 -14.7%
JPST -4,082 -100.0%
LLY -3,376 -66.1%
GOOGL -2,740 -10.0%
HOOD -2,657 -100.0%
META -2,560 -10.9%
XLU -2,535 -100.0%
EXEL -2,110 -67.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type