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Portfolio (Quarterly) Guide ↗

Mezzasalma Advisors, LLC

· CIK 0001864916
13F Portfolio $391M AUM 155 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 76 Added 32 Reduced 17 Exited
Page 7 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IYZ ISHARES TR 8,538.0 $336K 0.09% $39.32 +5.8%
122 STPZ PIMCO ETF TR 6,140.0 $332K 0.09% +366.0 +6.3% $54.11 -1.5%
123 PDT HANCOCK JOHN PREM DIVID FD Financial Services 24,346.0 $319K 0.08% +451.0 +1.9% $13.10 -2.9%
124 XLB SELECT SECTOR SPDR TR 6,346.0 $317K 0.08% $49.97 +3.7%
125 IWO ISHARES TR 1,008.0 $316K 0.08% $313.81 +24.0%
126 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 12,750.0 $316K 0.08% +238.0 +1.9% $24.77 +1.3%
127 HD HOME DEPOT INC Consumer Cyclical 947.0 $311K 0.08% $328.89 +1.6%
128 PG PROCTER & GAMBLE CO Consumer Defensive 2,030.0 $293K 0.07% -12.0 -0.6% $144.47 +4.1%
129 PEP PEPSICO INC Consumer Defensive 1,779.0 $276K 0.07% $155.30 -8.5%
130 WIA WESTERN ASSET INFLT LNK INC Financial Services 34,166.0 $276K 0.07% +534.0 +1.6% $8.08 +0.4%
131 AIVL WISDOMTREE TR 2,365.0 $274K 0.07% $115.70 +11.5%
132 NANR SPDR INDEX SHS FDS 3,177.0 $267K 0.07% $84.00 -7.1%
133 PPT PUTNAM PREMIER INCOME TR Financial Services 74,400.0 $264K 0.07% +1K +1.8% $3.55 -3.1%
134 ABRDN ASIA PACIFIC INCOME FU 18,311.0 $264K 0.07% +612.0 +3.5% $14.42
135 FLOT ISHARES TR 5,144.0 $262K 0.07% -176.0 -3.3% $50.95 +0.1%
136 PGR PROGRESSIVE CORP Financial Services 1,316.0 $261K 0.07% -235.0 -15.2% $198.24 +3.3%
137 JNJ JOHNSON & JOHNSON Healthcare 1,066.0 $261K 0.07% -25.0 -2.3% $244.37 -6.5%
138 MPC MARATHON PETE CORP Energy 1,060.0 $259K 0.07% NEW $244.18 -0.5%
139 KIM KIMCO REALTY CORP Real Estate 11,209.0 $252K 0.06% $22.47 +8.5%
140 CSCO CISCO SYS INC Technology 3,206.0 $249K 0.06% $77.58 +54.1%
Page 7 of 8  ·  155 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 29.1%
Communication Services 17.9%
Consumer Cyclical 15.9%
Industrials 15.8%
Financial Services 12.1%
Energy 3.4%
Consumer Defensive 3.3%
Healthcare 2.1%
Utilities 0.3%
Real Estate 0.1%