§ 13F · FUND PROFILE
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC.
AUM · $167M (13F)Positions · 84Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 26K | $19M | 11.1% | −31% |
| 2 | MSFT | MICROSOFT CORP | 23K | $9M | 5.2% | −26% |
| 3 | MPC | MARATHON PETE CORP | 34K | $9M | 5.2% | −30% |
| 4 | GLW | CORNING INC | 27K | $7M | 4.1% | −33% |
| 5 | QQQ | INVESCO QQQ TR | 9K | $7M | 4.1% | −2% |
| 6 | NEM | NEWMONT CORP | 55K | $5M | 3.1% | −25% |
| 7 | CSCO | CISCO SYS INC | 44K | $5M | 3.1% | −26% |
| 8 | HPE | HEWLETT PACKARD ENTERPRI | 113K | $5M | 3.1% | −13% |
| 9 | RTX | RTX CORP | 27K | $5M | 3.0% | −23% |
| 10 | BX | BLACKSTONE INC | 39K | $5M | 2.7% | −32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCINTYRE SIGNAL
AC read
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC is a Other fund managing $167 million in assets. The fund runs a portfolio of 84 positions.
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