Mcintyre Freedman & Flynn Investment Advisers Inc

13F filer · CIK 0001015877

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$167MU.S. long equity reported on 13F

Positions776 new · 3 closed

Net flow last quarter-$38.1MBuys minus sells

Top 10 positions weight44.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202677 positions
AMATApplied Materials Inc	$18.6M	11.13%	0.00%	-30.6%	Q4 2022
MSFTMicrosoft Corp	$8.66M	5.19%	0.00%	-25.6%	Q4 2022
MPCMarathon Petroleum Corp	$8.62M	5.17%	0.01%	-29.6%	Q4 2022
GLWCorning Inc	$6.91M	4.14%	0.00%	-32.7%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$6.8M	4.08%	Not reported	-1.7%	Q4 2022
NEMNEWMONT Corp	$5.13M	3.07%	0.01%	-25.1%	Q4 2022
CSCOCisco Systems, Inc.	$5.12M	3.07%	0.00%	-25.6%	Q4 2022
HPEHewlett Packard Enterprise Co	$5.1M	3.06%	0.01%	-13.0%	Q3 2024
RTXRTX Corp	$5.04M	3.02%	0.00%	-23.3%	Q4 2022
BXBlackstone Inc.	$4.58M	2.75%	0.01%	-32.3%	Q4 2022
MUMicron Technology Inc	$4.12M	2.47%	0.00%	-2.2%	Q2 2025
TXNTexas Instruments Inc	$3.63M	2.18%	0.00%	-8.5%	Q4 2022
SUSuncor Energy Inc	$3.53M	2.12%	0.01%	+3.2%	Q4 2022
NFGNational Fuel Gas Co	$3.53M	2.11%	0.05%	-21.6%	Q4 2022
NVSNovartis AG	$3.29M	1.98%	0.00%	-21.6%	Q4 2022
EPDEnterprise Products Partners L.P.	$3.28M	1.97%	0.00%	-17.6%	Q4 2022
ENBEnbridge Inc	$3.19M	1.91%	0.00%	-1.7%	Q4 2022
MOAltria Group, Inc.	$3.08M	1.85%	0.00%	-23.0%	Q4 2022
MRKMerck & Co., Inc.	$2.85M	1.71%	0.00%	-26.2%	Q4 2022
SLBSLB Limited	$2.58M	1.55%	0.00%	+1.3%	Q4 2023
MPTIM-tron Industries, Inc.	$2.56M	1.53%	0.59%	+20.0%	Q4 2022
QQnity Electronics, Inc.	$2.56M	1.53%	0.01%	-24.2%	Q4 2025
EQTEQT Corp	$2.48M	1.49%	0.01%	-8.1%	Q1 2023
VVisa Inc.	$2.42M	1.45%	0.00%	-17.6%	Q4 2022
PEPPepsico Inc	$2.33M	1.40%	0.00%	+5.6%	Q4 2022
JNJJohnson & Johnson	$2.26M	1.36%	0.00%	-25.7%	Q4 2022
COPConocophillips	$2.08M	1.25%	0.00%	-24.8%	Q4 2024
MTBM&T Bank Corp	$1.76M	1.06%	0.01%	-24.9%	Q4 2022
MDTMedtronic plc	$1.76M	1.06%	0.00%	+0.1%	Q4 2022
OVVOvintiv Inc.	$1.74M	1.04%	0.01%	Not reported	Q4 2022
MRVLMarvell Technology, Inc.	$1.69M	1.01%	0.00%	Not reported	Q3 2025
OXYOccidental Petroleum Corp	$1.58M	0.95%	0.00%	+3.2%	Q4 2022
MPLXMPLX LP	$1.52M	0.91%	0.00%	Not reported	Q4 2022
DDDuPont de Nemours, Inc.	$1.4M	0.84%	0.01%	-14.2%	Q4 2022
DRAMU.S. Gold Corp.	$1.35M	0.81%	Not reported	New	Q2 2026
ARANTERO RESOURCES Corp	$1.35M	0.81%	0.01%	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$1.28M	0.77%	0.00%	Not reported	Q3 2025
EXEEXPAND ENERGY Corp	$1.19M	0.71%	0.01%	Not reported	Q4 2024
ANETArista Networks, Inc.	$1.17M	0.70%	0.00%	Not reported	Q3 2025
BTUPeabody Energy Corp	$1.06M	0.64%	0.04%	Not reported	Q4 2022
EPSNEpsilon Energy Ltd.	$944K	0.57%	0.58%	+3.0%	Q4 2022
AAPLApple Inc.	$875K	0.52%	0.00%	-3.5%	Q2 2023
AMZNAmazon Com Inc	$792K	0.48%	0.00%	+55.4%	Q3 2025
ALCAlcon Inc	$751K	0.45%	0.00%	+21.3%	Q4 2022
NOWServiceNow, Inc.	$613K	0.37%	0.00%	New	Q2 2026
LGLLGL Group Inc	$605K	0.36%	1.34%	Not reported	Q4 2022
HSYHershey Co	$575K	0.34%	0.00%	-40.0%	Q4 2022
AMGNAmgen Inc	$564K	0.34%	0.00%	-1.1%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$496K	0.30%	0.00%	Not reported	Q3 2025
AMRZAmrize Ltd	$468K	0.28%	0.00%	New	Q2 2026

Q1 2026Reported May 13, 202674 positions
AMATApplied Materials Inc	$12.6M	7.17%	0.00%	-3.2%	Q4 2022
MPCMarathon Petroleum Corp	$11.7M	6.63%	0.02%	-1.1%	Q4 2022
MSFTMicrosoft Corp	$11.6M	6.55%	0.00%	+3.9%	Q4 2022
NEMNEWMONT Corp	$7.94M	4.50%	0.01%	-0.1%	Q4 2022
RTXRTX Corp	$6.67M	3.78%	0.00%	-1.4%	Q4 2022
BXBlackstone Inc.	$6.62M	3.75%	0.01%	-0.5%	Q4 2022
NFGNational Fuel Gas Co	$5.47M	3.10%	0.06%	-1.3%	Q4 2022
GLWCorning Inc	$5.46M	3.10%	0.00%	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$5.42M	3.07%	Not reported	-1.1%	Q4 2022
CSCOCisco Systems, Inc.	$4.54M	2.58%	0.00%	+0.9%	Q4 2022
SUSuncor Energy Inc	$4.21M	2.39%	0.01%	Not reported	Q4 2022
EPDEnterprise Products Partners L.P.	$4.1M	2.32%	0.01%	-0.5%	Q4 2022
NVSNovartis AG	$4.09M	2.32%	0.00%	-0.4%	Q4 2022
CTVACorteva, Inc.	$3.99M	2.26%	0.01%	-1.2%	Q4 2022
MOAltria Group, Inc.	$3.67M	2.08%	0.00%	0.0%	Q4 2022
MRKMerck & Co., Inc.	$3.61M	2.05%	0.00%	+0.5%	Q4 2022
COPConocophillips	$3.52M	1.99%	0.00%	-0.1%	Q4 2024
ENBEnbridge Inc	$3.24M	1.84%	0.00%	-18.4%	Q4 2022
EQTEQT Corp	$3.23M	1.83%	0.01%	+0.3%	Q1 2023
HPEHewlett Packard Enterprise Co	$3.09M	1.75%	0.01%	+1.2%	Q3 2024
JNJJohnson & Johnson	$2.93M	1.66%	0.00%	Not reported	Q4 2022
SLBSLB Limited	$2.81M	1.60%	0.00%	+9.0%	Q4 2023
TXNTexas Instruments Inc	$2.59M	1.47%	0.00%	0.0%	Q4 2022
VVisa Inc.	$2.59M	1.47%	0.00%	+0.6%	Q4 2022
PEPPepsico Inc	$2.53M	1.44%	0.00%	+2.8%	Q4 2022
QQnity Electronics, Inc.	$2.38M	1.35%	0.01%	Not reported	Q4 2025
OXYOccidental Petroleum Corp	$2.05M	1.16%	0.00%	-6.0%	Q4 2022
MTBM&T Bank Corp	$2.04M	1.16%	0.01%	Not reported	Q4 2022
OVVOvintiv Inc.	$1.96M	1.11%	0.01%	Not reported	Q4 2022
MDTMedtronic plc	$1.95M	1.11%	0.00%	-19.0%	Q4 2022
DDDuPont de Nemours, Inc.	$1.66M	0.94%	0.01%	-0.5%	Q4 2022
ASMLAsml Holding NV	$1.63M	0.92%	0.00%	Not reported	Q2 2025
ARANTERO RESOURCES Corp	$1.63M	0.92%	0.01%	Not reported	Q4 2022
MPLXMPLX LP	$1.54M	0.87%	0.00%	Not reported	Q4 2022
BTUPeabody Energy Corp	$1.52M	0.86%	0.04%	Not reported	Q4 2022
MPTIM-tron Industries, Inc.	$1.44M	0.81%	0.60%	-2.3%	Q4 2022
EXEEXPAND ENERGY Corp	$1.43M	0.81%	0.01%	+19.5%	Q4 2024
MUMicron Technology Inc	$1.23M	0.70%	0.00%	Not reported	Q2 2025
HSYHershey Co	$1.14M	0.64%	0.00%	0.0%	Q4 2022
EPSNEpsilon Energy Ltd.	$1.04M	0.59%	0.56%	+24.7%	Q4 2022
ANETArista Networks, Inc.	$845K	0.48%	0.00%	Not reported	Q3 2025
AAPLApple Inc.	$796K	0.45%	0.00%	+10.7%	Q2 2023
ALCAlcon Inc	$695K	0.39%	0.00%	+53.3%	Q4 2022
LGLLGL Group Inc	$608K	0.34%	1.34%	Not reported	Q4 2022
VALValaris Ltd	$588K	0.33%	0.01%	-20.0%	Q2 2025
MRVLMarvell Technology, Inc.	$562K	0.32%	0.00%	Not reported	Q3 2025
AMGNAmgen Inc	$554K	0.31%	0.00%	Not reported	Q4 2022
DEODiageo PLC	$536K	0.30%	0.00%	-18.5%	Q4 2022
BMYBristol Myers Squibb Co	$485K	0.28%	0.00%	Not reported	Q4 2022
ARLPAlliance Resource Partners LP	$470K	0.27%	0.01%	Not reported	Q4 2022

Q4 2025Reported Feb 12, 202672 positions
MSFTMicrosoft Corp	$14.5M	9.12%	0.00%	-2.8%	Q4 2022
AMATApplied Materials Inc	$9.82M	6.16%	0.00%	-5.5%	Q4 2022
BXBlackstone Inc.	$8.91M	5.59%	0.01%	-2.1%	Q4 2022
MPCMarathon Petroleum Corp	$7.87M	4.94%	0.02%	-4.3%	Q4 2022
NEMNEWMONT Corp	$7.33M	4.60%	0.01%	-3.7%	Q4 2022
RTXRTX Corp	$6.43M	4.04%	0.00%	-4.9%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$5.83M	3.66%	Not reported	-0.3%	Q4 2022
NFGNational Fuel Gas Co	$4.72M	2.96%	0.06%	-2.9%	Q4 2022
CSCOCisco Systems, Inc.	$4.47M	2.81%	0.00%	-3.3%	Q4 2022
NVSNovartis AG	$3.71M	2.33%	0.00%	-0.4%	Q4 2022
GLWCorning Inc	$3.52M	2.21%	0.00%	-3.8%	Q4 2022
ENBEnbridge Inc	$3.51M	2.20%	0.00%	-1.7%	Q4 2022
EPDEnterprise Products Partners L.P.	$3.49M	2.19%	0.01%	-2.9%	Q4 2022
CTVACorteva, Inc.	$3.23M	2.03%	0.01%	-4.2%	Q4 2022
MOAltria Group, Inc.	$3.21M	2.01%	0.00%	-5.0%	Q4 2022
MRKMerck & Co., Inc.	$3.14M	1.97%	0.00%	-6.5%	Q4 2022
HPEHewlett Packard Enterprise Co	$3.08M	1.94%	0.01%	-17.4%	Q3 2024
VVisa Inc.	$2.98M	1.87%	0.00%	-20.2%	Q4 2022
SUSuncor Energy Inc	$2.82M	1.77%	0.01%	-19.6%	Q4 2022
EQTEQT Corp	$2.71M	1.70%	0.01%	-17.9%	Q1 2023
MDTMedtronic plc	$2.67M	1.68%	0.00%	-3.8%	Q4 2022
COPConocophillips	$2.5M	1.57%	0.00%	-2.0%	Q4 2024
JNJJohnson & Johnson	$2.48M	1.55%	0.00%	-8.1%	Q4 2022
TXNTexas Instruments Inc	$2.31M	1.45%	0.00%	-13.3%	Q4 2022
PEPPepsico Inc	$2.28M	1.43%	0.00%	-15.8%	Q4 2022
MTBM&T Bank Corp	$1.99M	1.25%	0.01%	-3.0%	Q4 2022
SLBSLB Limited	$1.93M	1.21%	0.00%	-27.3%	Q4 2023
QQnity Electronics, Inc.	$1.69M	1.06%	0.01%	-5.4%	Q4 2025
DDDuPont de Nemours, Inc.	$1.46M	0.92%	0.01%	-16.8%	Q4 2022
MPLXMPLX LP	$1.44M	0.90%	0.00%	Not reported	Q4 2022
OXYOccidental Petroleum Corp	$1.38M	0.86%	0.00%	Not reported	Q4 2022
BTUPeabody Energy Corp	$1.37M	0.86%	0.04%	-4.2%	Q4 2022
ASMLAsml Holding NV	$1.32M	0.83%	0.00%	-5.0%	Q2 2025
ARANTERO RESOURCES Corp	$1.32M	0.83%	0.01%	Not reported	Q4 2022
OVVOvintiv Inc.	$1.29M	0.81%	0.01%	Not reported	Q4 2022
EXEEXPAND ENERGY Corp	$1.21M	0.76%	0.00%	Not reported	Q4 2024
MPTIM-tron Industries, Inc.	$1.17M	0.73%	0.65%	-50.0%	Q4 2022
MUMicron Technology Inc	$1.04M	0.65%	0.00%	-9.9%	Q2 2025
HSYHershey Co	$994K	0.62%	0.00%	-3.1%	Q4 2022
ANETArista Networks, Inc.	$901K	0.57%	0.00%	Not reported	Q3 2025
AAPLApple Inc.	$770K	0.48%	0.00%	-1.7%	Q2 2023
DEODiageo PLC	$762K	0.48%	0.00%	-44.0%	Q4 2022
EPSNEpsilon Energy Ltd.	$631K	0.40%	0.45%	+1.9%	Q4 2022
AMGNAmgen Inc	$515K	0.32%	0.00%	Not reported	Q4 2022
LGLLGL Group Inc	$503K	0.32%	1.42%	-33.2%	Q4 2022
MRVLMarvell Technology, Inc.	$482K	0.30%	0.00%	Not reported	Q3 2025
AMZNAmazon Com Inc	$479K	0.30%	0.00%	Not reported	Q3 2025
ALCAlcon Inc	$474K	0.30%	0.00%	-49.1%	Q4 2022
AMDAdvanced Micro Devices Inc	$471K	0.30%	0.00%	Not reported	Q3 2025
BMYBristol Myers Squibb Co	$432K	0.27%	0.00%	Not reported	Q4 2022

Q3 2025Reported Nov 13, 202571 positions
MSFTMicrosoft Corp	$16M	9.60%	0.00%	-0.9%	Q4 2022
BXBlackstone Inc.	$10.1M	6.05%	0.01%	-1.1%	Q4 2022
MPCMarathon Petroleum Corp	$9.75M	5.85%	0.02%	-1.0%	Q4 2022
AMATApplied Materials Inc	$8.28M	4.96%	0.01%	-1.6%	Q4 2022
NEMNEWMONT Corp	$6.43M	3.86%	0.01%	-2.7%	Q4 2022
RTXRTX Corp	$6.18M	3.71%	0.00%	+0.7%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$5.71M	3.43%	Not reported	-1.1%	Q4 2022
NFGNational Fuel Gas Co	$5.61M	3.37%	0.07%	-0.6%	Q4 2022
CSCOCisco Systems, Inc.	$4.11M	2.46%	0.00%	-0.3%	Q4 2022
MOAltria Group, Inc.	$3.87M	2.32%	0.00%	-0.5%	Q4 2022
HPEHewlett Packard Enterprise Co	$3.82M	2.29%	0.01%	+1.0%	Q3 2024
ENBEnbridge Inc	$3.77M	2.26%	0.00%	-1.9%	Q4 2022
VVisa Inc.	$3.64M	2.18%	0.00%	+54.5%	Q4 2022
EPDEnterprise Products Partners L.P.	$3.5M	2.10%	0.01%	-0.4%	Q4 2022
NVSNovartis AG	$3.46M	2.08%	0.00%	-4.9%	Q4 2022
GLWCorning Inc	$3.43M	2.06%	0.00%	-3.5%	Q4 2022
CTVACorteva, Inc.	$3.41M	2.04%	0.01%	-0.5%	Q4 2022
DDDuPont de Nemours, Inc.	$3.4M	2.04%	0.01%	-0.6%	Q4 2022
EQTEQT Corp	$3.35M	2.01%	0.01%	+224.3%	Q1 2023
SUSuncor Energy Inc	$3.31M	1.99%	0.01%	+15.1%	Q4 2022
TXNTexas Instruments Inc	$2.82M	1.69%	0.00%	+202.0%	Q4 2022
MDTMedtronic plc	$2.75M	1.65%	0.00%	-0.4%	Q4 2022
MRKMerck & Co., Inc.	$2.68M	1.61%	0.00%	-0.8%	Q4 2022
PEPPepsico Inc	$2.65M	1.59%	0.00%	+1.2%	Q4 2022
COPConocophillips	$2.57M	1.54%	0.00%	+0.6%	Q4 2024
JNJJohnson & Johnson	$2.42M	1.45%	0.00%	+7.4%	Q4 2022
SLBSLB Limited	$2.38M	1.43%	0.00%	+8.1%	Q4 2023
MTBM&T Bank Corp	$2.01M	1.21%	0.01%	-5.0%	Q4 2022
OXYOccidental Petroleum Corp	$1.58M	0.95%	0.00%	Not reported	Q4 2022
DEODiageo PLC	$1.51M	0.90%	0.00%	-0.9%	Q4 2022
MPLXMPLX LP	$1.35M	0.81%	0.00%	Not reported	Q4 2022
OVVOvintiv Inc.	$1.33M	0.80%	0.01%	+24.0%	Q4 2022
ARANTERO RESOURCES Corp	$1.29M	0.77%	0.01%	+15.0%	Q4 2022
BTUPeabody Energy Corp	$1.27M	0.76%	0.04%	Not reported	Q4 2022
MPTIM-tron Industries, Inc.	$1.26M	0.76%	1.50%	Not reported	Q4 2022
ASMLAsml Holding NV	$1.26M	0.76%	0.00%	+256.2%	Q2 2025
EXEEXPAND ENERGY Corp	$1.16M	0.70%	0.00%	+5.8%	Q4 2024
HSYHershey Co	$1.05M	0.63%	0.00%	-34.7%	Q4 2022
ANETArista Networks, Inc.	$1M	0.60%	0.00%	New	Q3 2025
ALCAlcon Inc	$880K	0.53%	0.00%	+72.2%	Q4 2022
AAPLApple Inc.	$734K	0.44%	0.00%	+177.2%	Q2 2023
MUMicron Technology Inc	$678K	0.41%	0.00%	+131.4%	Q2 2025
EPSNEpsilon Energy Ltd.	$672K	0.40%	0.60%	+6.4%	Q4 2022
LGLLGL Group Inc	$512K	0.31%	2.42%	+2.3%	Q4 2022
MRVLMarvell Technology, Inc.	$477K	0.29%	0.00%	New	Q3 2025
ORCLOracle Corp	$456K	0.27%	0.00%	Not reported	Q3 2024
AMZNAmazon Com Inc	$456K	0.27%	0.00%	New	Q3 2025
AMGNAmgen Inc	$444K	0.27%	0.00%	+86.9%	Q4 2022
ARLPAlliance Resource Partners LP	$430K	0.26%	0.01%	Not reported	Q4 2022
QCOMQualcomm Inc	$401K	0.24%	0.00%	New	Q3 2025

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