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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 3,376.0 $243K 0.05% NEW $71.96 -4.8%
22 NURE NUSHARES ETF TR 7,200.0 $233K 0.05% NEW $32.34 +0.5%
23 TY TRI CONTL CORP Financial Services 6,444.0 $222K 0.04% NEW $34.42 +2.8%
24 XLY SELECT SECTOR SPDR TR 1,708.0 $200K 0.04% NEW $117.28 +0.9%
25 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 10,657.0 $47K 0.01% NEW $4.40 +0.2%
Page 2 of 2  ·  25 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%