Mcintyre Freedman & Flynn Investment Advisers Inc Portfolio Stock Holdings

Mcintyre Freedman & Flynn Investment Advisers Inc disclosed 81 stock positions valued at approximately $176.4 million in its latest SEC 13F filing. The largest holdings include APPLIED MATLS INC, MICROSOFT CORP, and NEWMONT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
81
Portfolio Value
$176.4M
Holdings by Sector
Mcintyre Freedman & Flynn Investment Advisers Inc Portfolio Holdings in Q1 2026

40 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLIED MATLS INCAMATTechnology7.17%37,000-1,210-3.17%$12,646,214
MICROSOFT CORPMSFTTechnology6.55%31,209+1,170+3.89%$11,552,597
NEWMONT CORPNEMBasic Materials4.50%73,317-99-0.13%$7,936,569
NTNL FUEL GAS CONFGEnergy3.10%58,241-749-1.27%$5,472,352
CORNING INCGLWTechnology3.10%40,174--$5,462,396
CISCO SYS INCCSCOOther2.58%58,575+526+0.91%$4,544,854
SUNCOR ENERGY INC NEW FSUEnergy2.39%63,640--$4,207,240
ENTERPRISE PRODS PART LPEPDEnergy2.32%108,356-490-0.45%$4,100,189
NOVARTIS AG FNVSOther2.32%26,795-100-0.37%$4,092,936
JOHNSON & JOHNSONJNJHealthcare1.66%11,970--$2,926,001
SLB LIMITED FSLBEnergy1.60%54,776+4,502+8.95%$2,814,953
TEXAS INSTRS INCTXNTechnology1.47%13,326+1+0.01%$2,587,064
PEPSICO INCPEPConsumer Defensive1.44%16,310+441+2.78%$2,532,799
OCCIDENTAL PETE CORPOXYEnergy1.16%31,500-2,000-5.97%$2,047,500
ISHARES BIOTECHNOLOGY ETFIBBOther1.16%12,115-87-0.71%$2,045,599
PEABODY ENERGY CORP NEWBTUEnergy0.86%46,000--$1,515,700
ROLLS-ROYCE HOLDINGS P F SPONSRYCEYIndustrials0.84%95,525+9,150+10.59%$1,472,996
EXPAND ENERGY CORPCHKEnergy0.81%13,067+2,131+19.49%$1,434,495
MICRON TECHNOLOGY INCMUTechnology0.70%3,650--$1,233,116
HERSHEY COHSYConsumer Defensive0.64%5,461+1+0.02%$1,135,213
EPSILON ENERGY LTD FEPSNEnergy0.59%169,400+33,500+24.65%$1,043,504
ARISTA NETWORKS INCANETOther0.48%6,880--$844,726
APPLE INCAAPLTechnology0.45%3,135+302+10.66%$795,632
MARVELL TECHNOLOGY INCMRVLTechnology0.32%5,670--$561,614
AMGEN INCAMGNHealthcare0.31%1,574--$553,812
DIAGEO PLC F SPONSORED ADR 1 ADEOOther0.30%7,196-1,635-18.51%$535,741
BRISTOL MYERS SQUIBB COBMYHealthcare0.28%8,000--$485,200
ADVANCED MICRO DEVICAMDTechnology0.25%2,200--$447,546
AMAZON.COM INCAMZNConsumer Cyclical0.25%2,140+65+3.13%$445,698
ONEOK INC NEWOKEEnergy0.23%4,528--$409,286
TAIWAN SEMICONDUCTOR M F SPONSTSMTechnology0.20%1,038--$350,792
QUALCOMM INCQCOMTechnology0.18%2,413--$310,746
GILEAD SCIENCES INCGILDHealthcare0.17%2,158--$300,760
META PLATFORMS INC CLASS AMETACommunication Services0.15%462--$264,324
ELI LILLY AND COLLYHealthcare0.15%282-17-5.69%$259,375
BERKSHIRE HATHAWAY CLASS BBRK-BFinancial Services0.12%459--$219,953
ABBOTT LABSABTHealthcare0.12%2,140--$219,714
COFFEE HLDG CO INCJVAConsumer Defensive0.06%24,000+7,500+45.45%$102,000
RITHM CAPITAL CORPRITMReal Estate0.05%10,000--$94,800
BED BATH AND BEYOND INCBYONConsumer Cyclical0.03%10,000+10,000+100.00%$46,400