Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1015877) reported $176.4M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMAT ($12.6M, 7.17%), MPC ($11.7M, 6.63%), MSFT ($11.6M, 6.55%), NEM ($7.9M, 4.50%), RTX ($6.7M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $12.6M | 7.17% | 37,000 | Trimmed |
| 2 | MPC | MARATHON PETE CORP | $11.7M | 6.63% | 47,901 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $11.6M | 6.55% | 31,209 | Added |
| 4 | NEM | NEWMONT CORP | $7.9M | 4.50% | 73,317 | Trimmed |
| 5 | RTX | RTX CORP | $6.7M | 3.78% | 34,595 | Trimmed |
| 6 | BX | BLACKSTONE INC | $6.6M | 3.75% | 57,535 | Trimmed |
| 7 | NFG | NTNL FUEL GAS CO | $5.5M | 3.10% | 58,241 | Trimmed |
| 8 | GLW | CORNING INC | $5.5M | 3.10% | 40,174 | Hold |
| 9 | QQQ | INVESCO QQQ TR | $5.4M | 3.07% | 9,386 | Trimmed |
| 10 | CSCO | CISCO SYS INC | $4.5M | 2.58% | 58,575 | Added |
| 11 | SU | SUNCOR ENERGY INC NEW F | $4.2M | 2.39% | 63,640 | Hold |
| 12 | EPD | ENTERPRISE PRODS PART LP | $4.1M | 2.32% | 108,356 | Trimmed |
| 13 | NVS | NOVARTIS AG F | $4.1M | 2.32% | 26,795 | Trimmed |
| 14 | CTVA | CORTEVA INC | $4.0M | 2.26% | 47,657 | Trimmed |
| 15 | MO | ALTRIA GROUP INC | $3.7M | 2.08% | 55,619 | Trimmed |
| 16 | MRK | MERCK & CO. INC. | $3.6M | 2.05% | 30,004 | Added |
| 17 | COP | CONOCOPHILLIPS | $3.5M | 1.99% | 26,632 | Trimmed |
| 18 | XLE | STATE STREET ENERGY SELECT SEC | $3.4M | 1.94% | 55,780 | Trimmed |
| 19 | ENB | ENBRIDGE INC F | $3.2M | 1.84% | 59,831 | Trimmed |
| 20 | EQT | EQT CORP | $3.2M | 1.83% | 50,765 | Added |
| 21 | HPE | HEWLETT PACKARD ENTERPRI | $3.1M | 1.75% | 129,906 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.66% | 11,970 | Hold |
| 23 | SLB | SLB LIMITED F | $2.8M | 1.60% | 54,776 | Added |
| 24 | V | VISA INC CLASS CLASS A | $2.6M | 1.47% | 8,555 | Added |
| 25 | TXN | TEXAS INSTRS INC | $2.6M | 1.47% | 13,326 | Added |
Source: SEC Form 13F filings · as of 2026-03-31