Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC (CIK 1015877) reported $166.8M across 84 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMAT ($18.6M, 11.13%), MSFT ($8.7M, 5.19%), MPC ($8.6M, 5.17%), GLW ($6.9M, 4.14%), QQQ ($6.8M, 4.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AMATAPPLIED MATLS INC$18.6M11.13%25,679Trimmed
2MSFTMICROSOFT CORP$8.7M5.19%23,211Trimmed
3MPCMARATHON PETE CORP$8.6M5.17%33,718Trimmed
4GLWCORNING INC$6.9M4.14%27,040Trimmed
5QQQINVESCO QQQ TR$6.8M4.08%9,230Trimmed
6CSCOCISCO SYS INC$5.1M3.07%43,575Trimmed
7NEMNEWMONT CORP$5.1M3.07%54,891Trimmed
8HPEHEWLETT PACKARD ENTERPRI$5.1M3.06%113,029Trimmed
9RTXRTX CORP$5.0M3.02%26,544Trimmed
10BXBLACKSTONE INC$4.6M2.75%38,964Trimmed
11MUMICRON TECHNOLOGY INC$4.1M2.47%3,570Trimmed
12TXNTEXAS INSTRS INC$3.6M2.18%12,190Trimmed
13SUSUNCOR ENERGY INC NEW F$3.5M2.12%65,705Added
14NFGNTNL FUEL GAS CO$3.5M2.11%45,656Trimmed
15NVSNOVARTIS AG F$3.3M1.98%21,020Trimmed
16EPDENTERPRISE PRODS PART LP$3.3M1.97%89,340Trimmed
17ENBENBRIDGE INC F$3.2M1.91%58,830Trimmed
18MOALTRIA GROUP INC$3.1M1.85%42,836Trimmed
19MRKMERCK & CO. INC.$2.8M1.71%22,154Trimmed
20SLBSLB LIMITED F$2.6M1.55%55,507Added
21MPTIM-TRON INDS INC$2.6M1.53%25,800Added
22QQNITY ELECTRONICS INC$2.6M1.53%15,655Trimmed
23EQTEQT CORP$2.5M1.49%46,663Trimmed
24VVISA INC CLASS A$2.4M1.45%7,053Trimmed
25PEPPEPSICO INC$2.3M1.40%17,215Added

Source: SEC Form 13F filings · as of 2026-06-30