MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC
Q2 2026 13F filing
Updated 32 days ago84 disclosed positions worth $166.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMAT APPLIED MATLS INC | $18.6M | 25.7K | 11.13% | Trimmed(-30.6%) |
| 2 | M MSFT MICROSOFT CORP | $8.7M | 23.2K | 5.19% | Trimmed(-25.6%) |
| 3 | M MPC MARATHON PETE CORP | $8.6M | 33.7K | 5.17% | Trimmed(-29.6%) |
| 4 | G GLW CORNING INC | $6.9M | 27.0K | 4.14% | Trimmed(-32.7%) |
| 5 | Q QQQ INVESCO QQQ TR | $6.8M | 9.2K | 4.08% | Trimmed(-1.7%) |
| 6 | N NEMCL NEWMONT CORP | $5.1M | 54.9K | 3.07% | Trimmed(-25.1%) |
| 7 | C CSCO CISCO SYS INC | $5.1M | 43.6K | 3.07% | Trimmed(-25.6%) |
| 8 | H HPE-PC HEWLETT PACKARD ENTERPRI | $5.1M | 113.0K | 3.06% | Trimmed(-13.0%) |
| 9 | R RTX RTX CORP | $5M | 26.5K | 3.02% | Trimmed(-23.3%) |
| 10 | B BX BLACKSTONE INC | $4.6M | 39.0K | 2.75% | Trimmed(-32.3%) |
| 11 | M MU MICRON TECHNOLOGY INC | $4.1M | 3.6K | 2.47% | Trimmed(-2.2%) |
| 12 | T TXN TEXAS INSTRS INC | $3.6M | 12.2K | 2.18% | Trimmed(-8.5%) |
| 13 | S SU SUNCOR ENERGY INC NEW F | $3.5M | 65.7K | 2.12% | Added(+3.2%) |
| 14 | N NFG NTNL FUEL GAS CO | $3.5M | 45.7K | 2.11% | Trimmed(-21.6%) |
| 15 | N NVSEF NOVARTIS AG F | $3.3M | 21.0K | 1.98% | Trimmed(-21.6%) |
| 16 | E EPDU ENTERPRISE PRODS PART LP | $3.3M | 89.3K | 1.97% | Trimmed(-17.6%) |
| 17 | E EBBGF ENBRIDGE INC F | $3.2M | 58.8K | 1.91% | Trimmed(-1.7%) |
| 18 | M MO ALTRIA GROUP INC | $3.1M | 42.8K | 1.85% | Trimmed(-23.0%) |
| 19 | M MRK MERCK & CO. INC. | $2.8M | 22.2K | 1.71% | Trimmed(-26.2%) |
| 20 | R RPRX SLB LIMITED F | $2.6M | 55.5K | 1.55% | Added(+1.3%) |
| 21 | ? N/A M-TRON INDS INC | $2.6M | 25.8K | 1.53% | Added(+20.0%) |
| 22 | Q Q QNITY ELECTRONICS INC | $2.6M | 15.7K | 1.53% | Trimmed(-24.2%) |
| 23 | E EQT EQT CORP | $2.5M | 46.7K | 1.49% | Trimmed(-8.1%) |
| 24 | V V VISA INC CLASS A | $2.4M | 7.1K | 1.45% | Trimmed(-17.6%) |
| 25 | P PEP PEPSICO INC | $2.3M | 17.2K | 1.40% | Added(+5.5%) |
| 26 | J JNJ JOHNSON & JOHNSON | $2.3M | 8.9K | 1.36% | Trimmed(-25.7%) |
| 27 | E ETHA ISHARES BIOTECHNOLOGY ETF | $2.2M | 11.5K | 1.31% | Trimmed(-5.2%) |
| 28 | C COP CONOCOPHILLIPS | $2.1M | 20.0K | 1.25% | Trimmed(-24.8%) |
| 29 | S STT-PG STATE STREET ENERGY SELECT SEC | $2M | 37.0K | 1.18% | Trimmed(-33.6%) |
| 30 | ? N/A ROLLS-ROYCE HOLDINGS P F SPONS | $1.8M | 95.8K | 1.11% | Added(+0.3%) |
| 31 | M MTB-PH M&T BK CORP | $1.8M | 7.4K | 1.06% | Trimmed(-24.9%) |
| 32 | M MDT MEDTRONIC PLC F | $1.8M | 22.5K | 1.06% | Added(+0.1%) |
| 33 | O OVV OVINTIV INC | $1.7M | 33.0K | 1.04% | Unchanged |
| 34 | M MRVL MARVELL TECHNOLOGY INC | $1.7M | 5.7K | 1.01% | Unchanged |
| 35 | O OXY-WT OCCIDENTAL PETE CORP | $1.6M | 32.5K | 0.95% | Added(+3.2%) |
| 36 | M MPLXP MPLX LP LP | $1.5M | 27.0K | 0.91% | Unchanged |
| 37 | V VGES VANGUARD INDUSTRIALS INDEX FUN | $1.4M | 4.0K | 0.86% | Trimmed(-7.2%) |
| 38 | D DD DUPONT DE NEMOURS INC | $1.4M | 10.3K | 0.84% | — |
| 39 | ? N/A ROUNDHILL MEMORY ETF | $1.4M | 18.3K | 0.81% | — |
| 40 | A AR ANTERO RES CORP | $1.3M | 38.3K | 0.81% | Unchanged |
| 41 | A AMD ADVANCED MICRO DEVICES I | $1.3M | 2.2K | 0.77% | Unchanged |
| 42 | E EXE EXPAND ENERGY CORP | $1.2M | 13.1K | 0.71% | Unchanged |
| 43 | A ANET ARISTA NETWORKS INC | $1.2M | 6.9K | 0.70% | Unchanged |
| 44 | B BTU PEABODY ENERGY CORP NEW | $1.1M | 46.0K | 0.64% | Unchanged |
| 45 | V VLO VANGUARD HEALTH CARE INDEX FUN | $1M | 3.4K | 0.61% | Trimmed(-19.2%) |
| 46 | E EPSN EPSILON ENERGY LTD F | $944K | 174.4K | 0.57% | Added(+3.0%) |
| 47 | V VGES VANGUARD CONSUMER STAPLES INDE | $893K | 4.0K | 0.54% | Trimmed(-18.6%) |
| 48 | A AAPL APPLE INC | $875K | 3.0K | 0.52% | Trimmed(-3.5%) |
| 49 | A AMZN AMAZON.COM INC | $792K | 3.3K | 0.48% | Added(+55.4%) |
| 50 | A ALC ALCON INC F | $751K | 11.2K | 0.45% | Added(+21.3%) |