McIntyre Freedman & Flynn Investment Advisers Inc 13F 持仓 · 2026年Q2
McIntyre Freedman & Flynn Investment Advisers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 1.67 亿美元。前几大持仓：AMAT（11.13%）、MSFT（5.19%）、MPC（5.17%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $18.6M | 11.13% | 25,679 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $8.7M | 5.19% | 23,211 | 减持 |
| 3 | MPC | MARATHON PETE CORP | $8.6M | 5.17% | 33,718 | 减持 |
| 4 | GLW | CORNING INC | $6.9M | 4.14% | 27,040 | 减持 |
| 5 | QQQ | INVESCO QQQ TR | $6.8M | 4.08% | 9,230 | 减持 |
| 6 | CSCO | CISCO SYS INC | $5.1M | 3.07% | 43,575 | 减持 |
| 7 | NEM | NEWMONT CORP | $5.1M | 3.07% | 54,891 | 减持 |
| 8 | HPE | HEWLETT PACKARD ENTERPRI | $5.1M | 3.06% | 113,029 | 减持 |
| 9 | RTX | RTX CORP | $5.0M | 3.02% | 26,544 | 减持 |
| 10 | BX | BLACKSTONE INC | $4.6M | 2.75% | 38,964 | 减持 |
| 11 | MU | MICRON TECHNOLOGY INC | $4.1M | 2.47% | 3,570 | 减持 |
| 12 | TXN | TEXAS INSTRS INC | $3.6M | 2.18% | 12,190 | 减持 |
| 13 | SU | SUNCOR ENERGY INC NEW F | $3.5M | 2.12% | 65,705 | 增持 |
| 14 | NFG | NTNL FUEL GAS CO | $3.5M | 2.11% | 45,656 | 减持 |
| 15 | NVS | NOVARTIS AG F | $3.3M | 1.98% | 21,020 | 减持 |
| 16 | EPD | ENTERPRISE PRODS PART LP | $3.3M | 1.97% | 89,340 | 减持 |
| 17 | ENB | ENBRIDGE INC F | $3.2M | 1.91% | 58,830 | 减持 |
| 18 | MO | ALTRIA GROUP INC | $3.1M | 1.85% | 42,836 | 减持 |
| 19 | MRK | MERCK & CO. INC. | $2.8M | 1.71% | 22,154 | 减持 |
| 20 | SLB | SLB LIMITED F | $2.6M | 1.55% | 55,507 | 增持 |
| 21 | MPTI | M-TRON INDS INC | $2.6M | 1.53% | 25,800 | 增持 |
| 22 | Q | QNITY ELECTRONICS INC | $2.6M | 1.53% | 15,655 | 减持 |
| 23 | EQT | EQT CORP | $2.5M | 1.49% | 46,663 | 减持 |
| 24 | V | VISA INC CLASS A | $2.4M | 1.45% | 7,053 | 减持 |
| 25 | PEP | PEPSICO INC | $2.3M | 1.40% | 17,215 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR