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Portfolio (Quarterly) Guide ↗

Mezzasalma Advisors, LLC

· CIK 0001864916
13F Portfolio $498M AUM 171 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 71 Added 49 Reduced 9 Exited
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STPZ PIMCO ETF TR 6,921.0 $369K 0.07% +781.0 +12.7% $53.34 -1.2%
62 HD HOME DEPOT INC Consumer Cyclical 953.0 $336K 0.07% +6.0 +0.6% $352.68 -4.3%
63 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 12,987.0 $331K 0.07% +237.0 +1.9% $25.49 -1.3%
64 PDT HANCOCK JOHN PREM DIVID FD Financial Services 24,812.0 $321K 0.06% +466.0 +1.9% $12.95 -3.1%
65 PPT PUTNAM PREMIER INCOME TR Financial Services 75,816.0 $265K 0.05% +1K +1.9% $3.49 -1.4%
66 AIVI WISDOMTREE TR 4,548.0 $256K 0.05% +81.0 +1.8% $56.29 +7.3%
67 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 14,734.0 $238K 0.05% +201.0 +1.4% $16.17 -2.6%
68 VPU VANGUARD WORLD FD 1,165.0 $228K 0.05% +8.0 +0.7% $195.69 -4.5%
69 PDI PIMCO DYNAMIC INCOME FD Financial Services 11,742.0 $196K 0.04% +284.0 +2.5% $16.70 -8.2%
70 PIM PUTNAM MASTER INTER INCOME T Financial Services 55,840.0 $180K 0.04% +1K +2.1% $3.23 -2.5%
71 BGR BLACKROCK ENERGY & RES TR Financial Services 11,597.0 $172K 0.03% +98.0 +0.8% $14.82 +16.4%
Page 4 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Industrials 19.3%
Communication Services 15.3%
Consumer Cyclical 14.3%
Financial Services 8.6%
Consumer Defensive 3.0%
Energy 2.6%
Healthcare 1.9%
Utilities 0.3%
Real Estate 0.1%