MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC — 13F Holdings & Portfolio

CIK 1015877 · latest 13F-HR filed 2026-05-13

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC manages $176.4M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMAT (7.17%), MPC (6.63%), MSFT (6.55%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 50, and trimmed 20.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$176.4M

Long-equity book

Holdings

81

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+2 / −0 / ↑50 / ↓20

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MARATHON PETE CORP$3.8M +48.6%
  • APPLIED MATLS INC$2.8M +28.8%
  • CORNING INC$1.9M +55.3%
  • SUNCOR ENERGY INC NEW F$1.4M +49.0%
  • CONOCOPHILLIPS$1.0M +40.8%
Show all 50

Top Trims

  • MICROSOFT CORP-$3.0M -20.5%
  • BLACKSTONE INC-$2.3M -25.8%
  • MEDTRONIC PLC F-$718.5K -26.9%
  • INVESCO QQQ TR-$409.9K -7.0%
  • VISA INC CLASS CLASS A-$397.1K -13.3%
Show all 20

New Positions

  • CALUMET INC CLASS EQUITY$215.4K
  • BED BATH AND BEYOND INC$46.4K
Show all 2

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLIED MATLS INC AMAT 038222105 $12.6M 7.17% 37,000 SH
2 MARATHON PETE CORP MPC 56585A102 $11.7M 6.63% 47,901 SH
3 MICROSOFT CORP MSFT 594918104 $11.6M 6.55% 31,209 SH
4 NEWMONT CORP NEM 651639106 $7.9M 4.50% 73,317 SH
5 RTX CORP RTX 75513E101 $6.7M 3.78% 34,595 SH
6 BLACKSTONE INC BX 09260D107 $6.6M 3.75% 57,535 SH
7 NTNL FUEL GAS CO NFG 636180101 $5.5M 3.10% 58,241 SH
8 CORNING INC GLW 219350105 $5.5M 3.10% 40,174 SH
9 INVESCO QQQ TR QQQ 46090E103 $5.4M 3.07% 9,386 SH
10 CISCO SYS INC CSCO 17275R102 $4.5M 2.58% 58,575 SH
11 SUNCOR ENERGY INC NEW F SU 867224107 $4.2M 2.39% 63,640 SH
12 ENTERPRISE PRODS PART LP EPD 293792107 $4.1M 2.32% 108,356 SH
13 NOVARTIS AG F NVS 66987V109 $4.1M 2.32% 26,795 SH
14 CORTEVA INC CTVA 22052L104 $4.0M 2.26% 47,657 SH
15 ALTRIA GROUP INC MO 02209S103 $3.7M 2.08% 55,619 SH
16 MERCK & CO. INC. MRK 58933Y105 $3.6M 2.05% 30,004 SH
17 CONOCOPHILLIPS COP 20825C104 $3.5M 1.99% 26,632 SH
18 STATE STREET ENERGY SELECT SEC XLE 81369Y506 $3.4M 1.94% 55,780 SH
19 ENBRIDGE INC F ENB 29250N105 $3.2M 1.84% 59,831 SH
20 EQT CORP EQT 26884L109 $3.2M 1.83% 50,765 SH
21 HEWLETT PACKARD ENTERPRI HPE 42824C109 $3.1M 1.75% 129,906 SH
22 JOHNSON & JOHNSON JNJ 478160104 $2.9M 1.66% 11,970 SH
23 SLB LIMITED F SLB 806857108 $2.8M 1.60% 54,776 SH
24 TEXAS INSTRS INC TXN 882508104 $2.6M 1.47% 13,326 SH
25 VISA INC CLASS CLASS A V 92826C839 $2.6M 1.47% 8,555 SH
26 PEPSICO INC PEP 713448108 $2.5M 1.44% 16,310 SH
27 QNITY ELECTRONICS INC Q 74743L100 $2.4M 1.35% 20,656 SH
28 OCCIDENTAL PETE CORP OXY 674599105 $2.0M 1.16% 31,500 SH
29 ISHARES BIOTECHNOLOGY ETF IBB 464287556 $2.0M 1.16% 12,115 SH
30 M&T BK CORP MTB 55261F104 $2.0M 1.16% 9,865 SH
31 OVINTIV INC OVV 69047Q102 $2.0M 1.11% 32,985 SH
32 MEDTRONIC PLC F MDT G5960L103 $2.0M 1.11% 22,505 SH
33 DUPONT DE NEMOURS INC IA DD 26614N102 $1.7M 0.94% 36,148 SH
34 ASML HLDG N V F SPONSORED ADR ASML N07059210 $1.6M 0.92% 1,235 SH
35 ANTERO RES CORP AR 03674X106 $1.6M 0.92% 38,300 SH
36 MPLX LP LP MPLX 55336V100 $1.5M 0.87% 27,000 SH
37 PEABODY ENERGY CORP NEW BTU 704551100 $1.5M 0.86% 46,000 SH
38 ROLLS-ROYCE HOLDINGS P F SPONS RYCEF 775781206 $1.5M 0.84% 95,525 SH
39 M-TRON INDS INC MPTI 55380K109 $1.4M 0.81% 21,500 SH
40 EXPAND ENERGY CORP EXE 165167735 $1.4M 0.81% 13,067 SH
41 VANGUARD INDUSTRIALS INDEX FUN VIS 92204A603 $1.3M 0.76% 4,280 SH
42 MICRON TECHNOLOGY INC MU 595112103 $1.2M 0.70% 3,650 SH
43 VANGUARD HEALTH CARE INDEX FUN VHT 92204A504 $1.1M 0.65% 4,205 SH
44 HERSHEY CO HSY 427866108 $1.1M 0.64% 5,461 SH
45 VANGUARD CONSUMER STAPLES INDE VDC 92204A207 $1.1M 0.62% 4,866 SH
46 EPSILON ENERGY LTD F EPSN 294375209 $1.0M 0.59% 169,400 SH
47 KRAKEN ROBOTICS INC F KRKNF 50077N102 $911.9K 0.52% 157,500 SH
48 ARISTA NETWORKS INC ANET 040413205 $844.7K 0.48% 6,880 SH
49 APPLE INC AAPL 037833100 $795.6K 0.45% 3,135 SH
50 ALCON INC F ALC H01301128 $694.7K 0.39% 9,220 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $176.4M 81 0001015877-26-000004
2025-12-31 2026-02-12 $159.3M 79 0001015877-26-000002
2025-09-30 2025-11-13 $166.7M 80 0001015877-25-000011