Mezzasalma Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Tinton Falls, NJ
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$498,328
Net value change ($000)
+106,968 (27.3%)
New positions
25
Sold out positions
9
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 13,647 125.2%
MU 8,020 334.9%
AMD 7,016 NEW
RSP 6,088 NEW
SJNK 5,841 NEW
STX 5,718 NEW
ANET 5,200 38.7%
PFXF 5,162 2089.9%
GOOGL 4,815 19.6%
SNDK 3,888 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHW -7,383 -88.7%
PLTR -2,863 -86.1%
AS -2,404 -100.0%
KRMN -1,843 -100.0%
NFLX -1,827 -22.8%
XOM -903 -14.1%
GPC -775 -100.0%
BKNG -686 -100.0%
SLV -594 -21.6%
META -451 -2.1%
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