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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 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SUB ISHARES TR 3,009.0 $320K 0.06% -387.0 -11.4% $106.47 -0.1%
42 PG PROCTER & GAMBLE CO Consumer Defensive 1,841.0 $270K 0.05% -189.0 -9.3% $146.64 -0.0%
43 ABRDN ASIA PACIFIC INCOME FU 18,191.0 $268K 0.05% -120.0 -0.7% $14.71
44 JNJ JOHNSON & JOHNSON Healthcare 1,050.0 $267K 0.05% -16.0 -1.5% $253.90 +7.5%
45 WIA WESTERN ASSET INFLT LNK INC Financial Services 32,791.0 $267K 0.05% -1K -4.0% $8.13 -2.5%
46 MPC MARATHON PETE CORP Energy 962.0 $246K 0.05% -98.0 -9.2% $255.67 +41.8%
47 PEP PEPSICO INC Consumer Defensive 1,482.0 $201K 0.04% -297.0 -16.7% $135.38 +6.9%
48 WPP WPP PLC NEW Communication Services 12,951.0 $201K 0.04% -207.0 -1.6% $15.49 +74.4%
49 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 15,910.0 $187K 0.04% -2K -13.4% $11.74 -5.0%
Page 3 of 3  ·  49 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%