Mezzasalma Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Mezzasalma Advisors, LLC reported 154 stock positions worth $390.8 million. Its top holding was Tesla (TSLA) at 6.4% of the portfolio, followed by Alphabet Class A (GOOGL, 6.3%) and Apple (AAPL, 6.2%). Compared with Q4 2025, it opened 9 new positions, sold out of 15, added to 88 and reduced 35. The biggest buy was Bloom Energy Class A (BE, shares +7%) and the biggest sale an exit from Allstate (ALL).

Most Recent 13F
Q2 2026
Location
TINTON FALLS, NJ
CIK
0001864916
Portfolio Value
$390.8M (Q1 2026)
SEC Filing
0001864916-26-000002 ↗ filed Apr 17, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $211.4M Q1 2024 Q2 2024: $233.2M Q2 2024 Q3 2024: $253.6M Q3 2024 Q4 2024: $310.0M Q4 2024 Q1 2025: $289.3M Q1 2025 Q2 2025: $333.1M Q2 2025 Q3 2025: $390.7M Q3 2025 Q4 2025: $416.2M Q4 2025 Q1 2026: $390.8M $390.8M Q1 2026 Q2 2026: $497.9M Q2 2026

Holdings 154 stocks · $390.8M
TSLA Tesla Inc. 6.40% 67,264 $25.0M Add +0.5%
GOOGL Alphabet Inc. Class A 6.29% 85,429 $24.6M Reduce -1.4%
AAPL Apple Inc. 6.20% 95,431 $24.2M Add +1.8%
NVDA Nvidia Corp. 6.01% 134,744 $23.5M Reduce -0.1%
META Meta Platforms Inc. Class A 5.37% 36,670 $21.0M Add +1.3%
AMZN Amazon.com Inc. 3.62% 67,951 $14.2M Add +3.4%
BRK.B Berkshire Hathaway Inc. Class B 3.61% 29,469 $14.1M Add +4.7%
ANET Arista Networks Inc. 3.44% 109,410 $13.4M Add +1.9%
V Visa Inc. Class A 2.87% 37,141 $11.2M Add +3.9%
BE Bloom Energy Corp. Class A 2.79% 80,420 $10.9M Add +6.8%
EME Emcor Group Inc. 2.45% 12,964 $9.6M Add +3.1%
MSFT Microsoft Corp. 2.22% 23,394 $8.7M Add +4.8%
SCHW Schwab (charles) Corp. 2.13% 88,567 $8.3M Add +3.0%
NFLX Netflix Inc. 2.05% 83,228 $8.0M Add +4.9%
RCL Royal Caribbean Cruises Ltd. 1.90% 26,973 $7.4M Add +2.7%
VRT Vertiv Holdings Co. Class A 1.74% 27,152 $6.8M Add +4.7%
XOM Exxon Mobil Corp. 1.64% 37,665 $6.4M Add +8.3%
COST Costco Wholesale Corp. 1.49% 5,851 $5.8M Add +10.5%
CRS Carpenter Technology 1.43% 14,132 $5.6M Add +7.4%
IWY iShares Russell Top 200 Grow 1.26% 30,516 $4.9M Add +3.0%
XLK SS Technology Select Sector 1.10% 43,330 $4.3M Add +1.3%
VUG Vanguard Mrngstar GR ETF-Sui 1.04% 19,805 $4.1M Add +9.8%
IVV iShares Core S&P 500 ETF 1.02% 6,116 $4.0M Add +18.9%
TRGP Targa Resources Corp. 1.01% 15,723 $3.9M Reduce -3.3%
TSM Taiwan Semiconductor-SP ADR 1.00% 11,569 $3.9M Add +8.6%
FNDB Schwab Fndmntl US BRD Mr ETF 0.95% 144,099 $3.7M Reduce -3.8%
VONG Vanguard Russell 1000 Growth 0.94% 40,650 $3.7M Reduce -2.3%
TDG Transdigm Group Inc. 0.90% 3,035 $3.5M Add +6.5%
SMH Vaneck Semiconductor ETF 0.88% 15,813 $3.4M Add +4.3%
PLTR Palantir Technologies Inc. Class A 0.85% 22,733 $3.3M Add +17.5%
OEF iShares S&P 100 ETF 0.82% 20,885 $3.2M Add +7.6%
HWM Howmet Aerospace Inc. 0.80% 13,641 $3.1M Add +14.8%
VOO Vanguard S&P 500 ETF 0.80% 5,212 $3.1M Add +19.9%
GBIL Goldman Sachs Access Treasur 0.73% 28,641 $2.9M Reduce -0.8%
COKE Coca-Cola Consolidated Inc. 0.73% 14,915 $2.9M Add +19.2%
CLS Celestica Inc. 0.73% 10,111 $2.8M New
SLV iShares Silver Trust 0.70% 40,292 $2.7M Reduce -14.6%
FIX Comfort Systems USA Inc. 0.70% 1,978 $2.7M Add +27.0%
AS Amer Sports Inc. 0.62% 73,024 $2.4M Add +176.9%
MU Micron Technology Inc. 0.61% 7,089 $2.4M New
ECHO Echostar Corp. Class A 0.59% 19,694 $2.3M Add +36.4%
FNDX Schwab Fndmntl US LRG Co. ETF 0.54% 83,755 $2.1M Add +5.8%
REGN Regeneron Pharmaceuticals 0.49% 2,500 $1.9M No change
QQQ Invesco QQQ Trust Series 1 0.48% 3,242 $1.9M Reduce -0.9%
KRMN Karman Holdings Inc. 0.47% 23,028 $1.8M New
ESLT Elbit Systems Ltd. 0.46% 2,138 $1.8M New
LLY Eli Lilly & Co. 0.44% 1,882 $1.7M Reduce -60.2%
AMLP Alerian MLP ETF 0.36% 26,416 $1.4M Add +0.8%
GDX Vaneck Gold Miners ETF 0.32% 13,830 $1.3M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 1,947 $1.3M Add +0.1%
CRWD CrowdStrike Holdings Inc. Class A 0.31% 3,138 $1.2M Reduce -51.5%
GLD SPDR Gold Shares 0.29% 2,662 $1.1M Reduce -43.4%
XLV SS Health Care Select Sector 0.29% 7,785 $1.1M Reduce -1.4%
VCSH Vanguard S/T Corp. Bond ETF 0.29% 14,201 $1.1M Add +0.7%
NVS Novartis AG-Sponsored ADR 0.26% 6,658 $1.0M Add +4.7%
EXEL Exelixis Inc. 0.26% 23,703 $1.0M Reduce -67.0%
GOOG Alphabet Inc. Class C 0.26% 3,518 $1.0M Add +3.0%
PEG Public Service Enterprise GP 0.25% 12,261 $993K No change
INFL Horizon Kinetics Infl Benef 0.24% 18,183 $947K Add +26.6%
EFA iShares MSCI Eafe ETF 0.24% 9,579 $930K No change
IWD iShares Russell 1000 Value E 0.24% 4,333 $926K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.24% 4,248 $923K Add +0.5%
MINT PIMCO Enhanced Short Maturit 0.23% 8,812 $886K Add +2.8%
GD General Dynamics Corp. 0.22% 2,559 $878K Add +6.6%
IEO iShares U.S. Oil & Gas Explo 0.22% 6,958 $869K Reduce -12.3%
BCV Bancroft Fund Ltd. 0.22% 39,885 $859K Add +1.3%
KLAC KLA Corp. 0.21% 560 $825K No change
ADI Analog Devices Inc. 0.21% 2,543 $809K Add +5.9%
GPC Genuine Parts Co. 0.20% 7,329 $775K Reduce -1.2%
EBAY eBay Inc. 0.20% 8,511 $775K Add +7.1%
AMAT Applied Materials Inc. 0.18% 2,060 $704K No change
LMT Lockheed Martin Corp. 0.18% 1,151 $696K Add +7.1%
SHY iShares 1-3 Year Treasury Bo 0.18% 8,375 $692K Add +0.5%
BKNG Booking Holdings Inc. 0.18% 163 $686K Reduce -3.0%
SCHD Schwab US DVD Equity ETF 0.17% 22,258 $683K Reduce -15.9%
RTX RTX Corp. 0.17% 3,491 $673K Add +7.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.17% 5,672 $673K Add +9.9%
HEI Heico Corp. 0.17% 2,435 $668K No change
XT Ishar Fture Exp Tech ETF-Usd 0.17% 9,731 $663K No change
SNY Sanofi-ADR 0.17% 13,616 $656K Add +9.9%
ANGL Vaneck Fallen Angel High YLD 0.17% 22,495 $646K Reduce -1.8%
FVD First Trust Value Line DVD 0.16% 12,988 $611K Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 12,329 $601K Add +9.8%
ADBE Adobe Inc. 0.15% 2,441 $593K Reduce -10.8%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.15% 24,100 $585K New
UL Unilever PLC-Sponsored ADR 0.15% 10,029 $571K Add +15.1%
EMNT PIMCO Enhcd St M-Active ESG 0.14% 5,694 $563K Reduce -1.7%
IGE iShares North American Natur 0.14% 8,840 $556K Add +0.4%
OMC Omnicom Group 0.14% 7,301 $550K Add +13.7%
DVY iShares Select Dividend ETF 0.14% 3,557 $539K Add +0.6%
UTF Cohen & Steers Infrastructur 0.14% 20,805 $538K Add +0.9%
ORCL Oracle Corp. 0.14% 3,629 $534K Add +8.6%
VTI VG Morningstar TS MKT ETF-US 0.13% 1,643 $527K No change
XLGIX Lazard GLBL TTL RTRN & Inc. 0.13% 32,695 $526K Add +1.0%
TIP iShares Tips Bond ETF 0.13% 4,754 $525K Reduce -89.8%
RQI Cohen & Steers Qual Inc. RLTY 0.13% 42,814 $516K Add +3.5%
AWP Abrdn Global Premier Propert 0.13% 46,642 $515K Add +3.8%
WFC Wells Fargo & Co. 0.13% 6,343 $505K Add +8.7%
IJK iShares S&P Mid-Cap 400 Grow 0.13% 4,903 $493K No change
SMCI Super Micro Computer Inc. 0.13% 21,603 $492K Reduce -1.6%
GS Goldman Sachs Group Inc. 0.12% 554 $469K No change
CSQ Calamos Strat TTL RTRN FND 0.12% 27,046 $463K Add +1.2%
IDV iShares International Select 0.12% 10,785 $459K Add +0.5%
XLG Invesco S&P 500 Top 50 ETF 0.12% 8,411 $459K No change
ADX Adams Diversified Equity 0.12% 20,659 $452K Add +1.7%
JPM JPMorgan Chase & Co. 0.11% 1,500 $441K Reduce -1.6%
VGT Vanguard Info Tech ETF 0.11% 625 $436K No change
USA Liberty All Star Equity Fund 0.11% 76,887 $427K Add +0.1%
PFF iShares Preferred & Income S 0.11% 13,879 $421K Reduce -53.4%
RVT Royce Small-Cap Trust Inc. 0.11% 25,298 $420K Add +1.7%
TAIL Cambria Tail Risk ETF 0.10% 34,150 $400K Add +0.6%
BDJ BlackRock Enhanced Eqty DVD 0.10% 45,782 $395K Add +1.7%
KO The Coca-Cola Co. 0.10% 5,029 $382K No change
BTZ BlackRock Credit Allocation 0.10% 36,808 $372K Add +2.4%
VYM Vanguard High DVD Yield ETF 0.09% 2,504 $371K Reduce -3.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.09% 3,386 $369K No change
SUB iShares Short-Term National 0.09% 3,396 $362K Reduce -14.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.09% 2,727 $361K No change
PM Philip Morris International 0.09% 2,078 $344K Reduce -0.4%
IYZ iShares US Telecommunication 0.09% 8,538 $336K Add +0.2%
STPZ PIMCO 1-5 Year US Tips Index 0.09% 6,140 $332K Add +6.3%
PDT John Hancock Prem DVD FND 0.08% 24,346 $319K Add +1.9%
XLB SS Materials Select Sector 0.08% 6,346 $317K Add +0.3%
IWO iShares Russell 2000 Growth 0.08% 1,008 $316K No change
HTD John Hancock Tax Adv DVD Inc. filed as HANCOCK JOHN TAX-ADVANTAGED 0.08% 12,750 $316K Add +1.9%
HD Home Depot Inc. 0.08% 947 $311K No change
PG The Procter & Gamble Co. 0.07% 2,030 $293K Reduce -0.6%
PEP Pepsico Inc. 0.07% 1,779 $276K Add +0.5%
XWIAX Western Asset Infl-Link Sec 0.07% 34,166 $276K Add +1.6%
AIVL Wisdomtree US AI Enhanced Va 0.07% 2,365 $274K Add +0.3%
NANR Sta STR SP S&P Nor An Res-Ui 0.07% 3,177 $267K No change
PPT Franklin Premir Inc. Trust-Ui 0.07% 74,400 $264K Add +1.8%
FAX Abrdn Asia-Pacific Income 0.07% 18,311 $264K Add +3.5%
FLOT iShares Floating Rate Bond E 0.07% 5,144 $262K Reduce -3.3%
PGR Progressive Corp. 0.07% 1,316 $261K Reduce -15.2%
JNJ Johnson & Johnson 0.07% 1,066 $261K Reduce -2.3%
MPC Marathon Petroleum Corp. 0.07% 1,060 $259K New
KIM Kimco Realty Corp. 0.06% 11,209 $252K No change
CSCO Cisco Systems Inc. 0.06% 3,206 $249K Reduce -0.4%
PFXF Vaneck Pref Sec X-Financials 0.06% 14,085 $247K Reduce -87.3%
AIVI Wisdomtree International AI 0.06% 4,467 $242K Add +0.1%
BBN BlackRock Taxable Muni BND 0.06% 14,533 $235K Add +1.4%
VPU Vanguard Utilities ETF 0.06% 1,157 $229K Add +0.6%
GLW Corning Inc. 0.06% 1,679 $228K New
KOMP SS SPDR S&P Kensho Ne Comp 0.06% 3,776 $221K No change
WMT Walmart Inc. 0.06% 1,736 $216K New
SPGI S&P Global Inc. 0.05% 502 $214K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.05% 18,377 $206K Add +1.1%
WPP WPP PLC-Sponsored ADR 0.05% 13,158 $205K Add +27.7%
KGC Kinross Gold Corp. 0.05% 6,600 $201K New
BGR BlackRock Enrgy & Res TR 0.05% 11,499 $199K Add +0.8%
PDI PIMCO Dynamic Income Fund 0.05% 11,458 $196K Reduce -10.4%
PIM Franklin Master Interm IT-Ui filed as PUTNAM MASTER INTER INCOME T 0.05% 54,708 $179K Add +2.0%
WIW Western Asst Infl-LNK Opp 0.03% 11,825 $100K Add +2.2%
Other holdings (1): bonds, preferreds, convertibles and warrants · $513K (not counted above)
SecurityClassShares / PrincipalValueChange
ENERGY TRANSFER LP (ET 9.25 PERP I) 9.250% FXD PFD I 44,340$513KNew

Total filed on the 13F, all lines: $391.4M.

Portfolio Sells Q4 2025 → Q1 2026
ALL Allstate Corp. Sold out 0.00% −1.17
TIP iShares Tips Bond ETF Reduce -89.8% 0.13% −1.09
JPST JPMorgan Ultra-Short Income Sold out 0.00% −0.98
LLY Eli Lilly & Co. Reduce -60.2% 0.44% −0.78
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.64
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.61
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.52
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.50
EXEL Exelixis Inc. Reduce -67.0% 0.26% −0.49
PFXF Vaneck Pref Sec X-Financials Reduce -87.3% 0.06% −0.41
CRWD CrowdStrike Holdings Inc. Class A Reduce -51.5% 0.31% −0.39
GOOGL Alphabet Inc. Class A Reduce -1.4% 6.29% −0.28
GLD SPDR Gold Shares Reduce -43.4% 0.29% −0.16
PFF iShares Preferred & Income S Reduce -53.4% 0.11% −0.12
PFFA Virtus Infracap US Pref STCK Sold out 0.00% −0.11
NVDA Nvidia Corp. Reduce -0.1% 6.01% −0.11
VONG Vanguard Russell 1000 Growth Reduce -2.3% 0.94% −0.08
AMZA Infracap MLP ETF Sold out 0.00% −0.07
ADBE Adobe Inc. Reduce -10.8% 0.15% −0.07
MO Altria Group Inc. Sold out 0.00% −0.06
SPOT Spotify Technology SA Sold out 0.00% −0.06
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.05
AXP American Express Co. Sold out 0.00% −0.05
VOX Vanguard Communication Servi Sold out 0.00% −0.05
TY Tri-Continental Corp. Sold out 0.00% −0.05
NURE Nuveen Shortterm REIT ETF Sold out 0.00% −0.05
SLV iShares Silver Trust Reduce -14.6% 0.70% −0.04
BKNG Booking Holdings Inc. Reduce -3.0% 0.18% −0.04
SMCI Super Micro Computer Inc. Reduce -1.6% 0.13% −0.04
GPC Genuine Parts Co. Reduce -1.2% 0.20% −0.02
PGR Progressive Corp. Reduce -15.2% 0.07% −0.01
SUB iShares Short-Term National Reduce -14.2% 0.09% −0.01
JPM JPMorgan Chase & Co. Reduce -1.6% 0.11% −0.01
PDI PIMCO Dynamic Income Fund Reduce -10.4% 0.05% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -0.9% 0.48% −0.00
XLV SS Health Care Select Sector Reduce -1.4% 0.29% −0.00
SCHD Schwab US DVD Equity ETF Reduce -15.9% 0.17% −0.00
FLOT iShares Floating Rate Bond E Reduce -3.3% 0.07% +0.00
ANGL Vaneck Fallen Angel High YLD Reduce -1.8% 0.17% +0.00
VYM Vanguard High DVD Yield ETF Reduce -3.9% 0.09% +0.00
CSCO Cisco Systems Inc. Reduce -0.4% 0.06% +0.00
PG The Procter & Gamble Co. Reduce -0.6% 0.07% +0.01
EMNT PIMCO Enhcd St M-Active ESG Reduce -1.7% 0.14% +0.01
PM Philip Morris International Reduce -0.4% 0.09% +0.01
JNJ Johnson & Johnson Reduce -2.3% 0.07% +0.01
FNDB Schwab Fndmntl US BRD Mr ETF Reduce -3.8% 0.95% +0.03
GDX Vaneck Gold Miners ETF Reduce -1.0% 0.32% +0.04
GBIL Goldman Sachs Access Treasur Reduce -0.8% 0.73% +0.04
IEO iShares U.S. Oil & Gas Explo Reduce -12.3% 0.22% +0.05
TRGP Targa Resources Corp. Reduce -3.3% 1.01% +0.28

Portfolio Buys Q4 2025 → Q1 2026
BE Bloom Energy Corp. Class A Add +6.8% 2.79% +1.00
CLS Celestica Inc. New 0.73% +0.73
VRT Vertiv Holdings Co. Class A Add +4.7% 1.74% +0.65
MU Micron Technology Inc. New 0.61% +0.61
XOM Exxon Mobil Corp. Add +8.3% 1.64% +0.61
EME Emcor Group Inc. Add +3.1% 2.45% +0.52
KRMN Karman Holdings Inc. New 0.47% +0.47
ESLT Elbit Systems Ltd. New 0.46% +0.46
COST Costco Wholesale Corp. Add +10.5% 1.49% +0.40
AS Amer Sports Inc. Add +176.9% 0.62% +0.38
CRS Carpenter Technology Add +7.4% 1.43% +0.36
FIX Comfort Systems USA Inc. Add +27.0% 0.70% +0.32
NFLX Netflix Inc. Add +4.9% 2.05% +0.31
COKE Coca-Cola Consolidated Inc. Add +19.2% 0.73% +0.28
BRK.B Berkshire Hathaway Inc. Class B Add +4.7% 3.61% +0.25
ECHO Echostar Corp. Class A Add +36.4% 0.59% +0.20
HWM Howmet Aerospace Inc. Add +14.8% 0.80% +0.20
TSM Taiwan Semiconductor-SP ADR Add +8.6% 1.00% +0.18
IVV iShares Core S&P 500 ETF Add +18.9% 1.02% +0.17
BCI Abrdn Bloomberg All Commodit New 0.15% +0.15
VOO Vanguard S&P 500 ETF Add +19.9% 0.80% +0.14
RCL Royal Caribbean Cruises Ltd. Add +2.7% 1.90% +0.11
AAPL Apple Inc. Add +1.8% 6.20% +0.09
INFL Horizon Kinetics Infl Benef Add +26.6% 0.24% +0.09
PLTR Palantir Technologies Inc. Class A Add +17.5% 0.85% +0.07
MPC Marathon Petroleum Corp. New 0.07% +0.07
SMH Vaneck Semiconductor ETF Add +4.3% 0.88% +0.06
FNDX Schwab Fndmntl US LRG Co. ETF Add +5.8% 0.54% +0.06
GLW Corning Inc. New 0.06% +0.06
AMLP Alerian MLP ETF Add +0.8% 0.36% +0.06
WMT Walmart Inc. New 0.06% +0.06
KGC Kinross Gold Corp. New 0.05% +0.05
LMT Lockheed Martin Corp. Add +7.1% 0.18% +0.05
ADI Analog Devices Inc. Add +5.9% 0.21% +0.05
NVS Novartis AG-Sponsored ADR Add +4.7% 0.26% +0.05
AMZN Amazon.com Inc. Add +3.4% 3.62% +0.05
OEF iShares S&P 100 ETF Add +7.6% 0.82% +0.04
IGE iShares North American Natur Add +0.4% 0.14% +0.03
SCHW Schwab (charles) Corp. Add +3.0% 2.13% +0.03
EBAY eBay Inc. Add +7.1% 0.20% +0.03
BNY Bank of New York Mellon Corp. Add +9.9% 0.17% +0.03
GD General Dynamics Corp. Add +6.6% 0.22% +0.03
RTX RTX Corp. Add +7.2% 0.17% +0.03
SNY Sanofi-ADR Add +9.9% 0.17% +0.02
MINT PIMCO Enhanced Short Maturit Add +2.8% 0.23% +0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.5% 0.24% +0.02
RQI Cohen & Steers Qual Inc. RLTY Add +3.5% 0.13% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +9.8% 1.04% +0.02
VCSH Vanguard S/T Corp. Bond ETF Add +0.7% 0.29% +0.02
DVY iShares Select Dividend ETF Add +0.6% 0.14% +0.02

Options Activity Q4 2025 → Q1 2026
YBTC Roundhill Bitcoin CC STR ETF call Sold out 116,257 $34Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q4 2025 → Q1 2026
ENERGY TRANSFER LP (ET 9.25 PERP I) 9.250% FXD PFD I New 44,340 $513K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 170$497.9MGOOGL, TSLA, AAPL, NVDA, BE
Q1 2026 154$390.8MTSLA, GOOGL, AAPL, NVDA, META
Q4 2025 160$416.2MTSLA, GOOGL, NVDA, AAPL, META
Q3 2025 160$390.7MTSLA, META, NVDA, AAPL, GOOGL
Q2 2025 145$333.1MMETA, TSLA, NVDA, AAPL, GOOGL
Q1 2025 147$289.3MMETA, AAPL, TSLA, NVDA, BRK.B
Q4 2024 143$310.0MTSLA, META, AAPL, NVDA, GOOGL
Q3 2024 86$253.6MMETA, TSLA, AAPL, NVDA, GOOGL
Q2 2024 76$233.2MMETA, AAPL, NVDA, GOOGL, TSLA
Q1 2024 101$211.4MMETA, TSLA, AAPL, GOOGL, NVDA