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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 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLB SELECT SECTOR SPDR TR 6,363.0 $323K 0.07% $50.83 +5.4%
142 PDT HANCOCK JOHN PREM DIVID FD Financial Services 24,812.0 $321K 0.06% +466.0 +1.9% $12.95 -3.1%
143 SUB ISHARES TR 3,009.0 $320K 0.06% -387.0 -11.4% $106.47 -0.1%
144 AIVL WISDOMTREE TR 2,374.0 $311K 0.06% $131.13 +2.4%
145 PGR PROGRESSIVE CORP Financial Services 1,318.0 $288K 0.06% $218.45 +2.5%
146 KIM KIMCO REALTY CORP Real Estate 11,209.0 $284K 0.06% $25.35 -4.5%
147 KOMP SPDR SERIES TRUST 3,776.0 $270K 0.05% $71.50 -5.2%
148 PG PROCTER & GAMBLE CO Consumer Defensive 1,841.0 $270K 0.05% -189.0 -9.3% $146.64 -0.0%
149 ABRDN ASIA PACIFIC INCOME FU 18,191.0 $268K 0.05% -120.0 -0.7% $14.71
150 JNJ JOHNSON & JOHNSON Healthcare 1,050.0 $267K 0.05% -16.0 -1.5% $253.90 +7.5%
151 WIA WESTERN ASSET INFLT LNK INC Financial Services 32,791.0 $267K 0.05% -1K -4.0% $8.13 -2.5%
152 PPT PUTNAM PREMIER INCOME TR Financial Services 75,816.0 $265K 0.05% +1K +1.9% $3.49 -1.4%
153 FLOT ISHARES TR 5,144.0 $263K 0.05% $51.05 -0.1%
154 SETM SPROTT FDS TR 8,389.0 $261K 0.05% NEW $31.16 +12.9%
155 ALL ALLSTATE CORP Financial Services 1,079.0 $257K 0.05% NEW $237.94 +9.4%
156 AIVI WISDOMTREE TR 4,548.0 $256K 0.05% +81.0 +1.8% $56.29 +7.3%
157 MPC MARATHON PETE CORP Energy 962.0 $246K 0.05% -98.0 -9.2% $255.67 +41.8%
158 MO ALTRIA GROUP INC Consumer Defensive 3,376.0 $243K 0.05% NEW $71.96 -4.8%
159 NANR SPDR INDEX SHS FDS 3,177.0 $240K 0.05% $75.50 +20.3%
160 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 14,734.0 $238K 0.05% +201.0 +1.4% $16.17 -2.6%
Page 8 of 9  ·  171 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%