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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NURE NUSHARES ETF TR 7,200.0 $233K 0.05% NEW $32.34 +0.3%
162 VPU VANGUARD WORLD FD 1,165.0 $228K 0.05% +8.0 +0.7% $195.69 -4.5%
163 TY TRI CONTL CORP Financial Services 6,444.0 $222K 0.04% NEW $34.42 +2.8%
164 PEP PEPSICO INC Consumer Defensive 1,482.0 $201K 0.04% -297.0 -16.7% $135.38 +6.9%
165 WPP WPP PLC NEW Communication Services 12,951.0 $201K 0.04% -207.0 -1.6% $15.49 +74.4%
166 XLY SELECT SECTOR SPDR TR 1,708.0 $200K 0.04% NEW $117.28 +0.9%
167 PDI PIMCO DYNAMIC INCOME FD Financial Services 11,742.0 $196K 0.04% +284.0 +2.5% $16.70 -8.2%
168 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 15,910.0 $187K 0.04% -2K -13.4% $11.74 -5.0%
169 PIM PUTNAM MASTER INTER INCOME T Financial Services 55,840.0 $180K 0.04% +1K +2.1% $3.23 -2.5%
170 BGR BLACKROCK ENERGY & RES TR Financial Services 11,597.0 $172K 0.03% +98.0 +0.8% $14.82 +16.4%
171 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 10,657.0 $47K 0.01% NEW $4.40 +0.2%
Page 9 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%