MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

data from 30/09/2025

Capitalization

$ 166.670 M 17.60 %

Average holding period

8 ans

Performance

$ 83.732 M 117 452.50 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 9.60% 16.004 M $ 30899 2022/12/31 640.498 K $ 4.13 %
2025/09/30 BX BLACKSTONE INC 6.05% 10.086 M $ 59032 2022/12/31 1.270 M $ 14.22 %
2025/09/30 MPC MARATHON PETE CORP 5.85% 9.747 M $ 50569 2022/12/31 1.361 M $ 16.03 %
2025/09/30 AMAT APPLIED MATLS INC 4.97% 8.275 M $ 40417 2022/12/31 889.921 K $ 11.84 %
2025/09/30 NEM NEWMONT CORP 3.86% 6.430 M $ 76265 2022/12/31 2.043 M $ 44.71 %
2025/09/30 RTX RTX CORP 3.71% 6.176 M $ 36910 2022/12/31 781.075 K $ 14.59 %
2025/09/30 QQQ INVSC QQQ TRUST SRS 1 ETF 3.43% 5.710 M $ 9511 2022/12/31 468.636 K $ 8.83 %
2025/09/30 NFG NTNL FUEL GAS CO 3.37% 5.613 M $ 60769 2022/12/31 468.163 K $ 9.04 %
2025/09/30 CSCO CISCO SYS INC 2.47% 4.108 M $ 60047 2022/12/31 -57.815 K $ -1.38 %
2025/09/30 MO ALTRIA GROUP INC 2.32% 3.866 M $ 58524 2022/12/31 436.854 K $ 12.67 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRI 2.29% 3.818 M $ 155475 2024/09/30 632.837 K $ 20.10 %
2025/09/30 ENB ENBRIDGE INC F 2.26% 3.766 M $ 74627 2022/12/31 391.164 K $ 11.34 %
2025/09/30 V VISA INC CLASS A 2.18% 3.637 M $ 10655 2022/12/31 -94.254 K $ -3.85 %
2025/09/30 EPD ENTERPRISE PRODS PART LP 2.10% 3.505 M $ 112084 2022/12/31 29.268 K $ 0.84 %
2025/09/30 NVS NOVARTIS AG F SPONSORED ADR 1 2.08% 3.463 M $ 27005 2022/12/31 205.368 K $ 5.97 %
2025/09/30 GLW CORNING INC 2.06% 3.425 M $ 41759 2022/12/31 1.274 M $ 55.98 %
2025/09/30 CTVA CORTEVA INC 2.04% 3.406 M $ 50365 2022/12/31 -349.243 K $ -9.26 %
2025/09/30 DD DUPONT DE NEMOURS INC IA 2.04% 3.402 M $ 43671 2022/12/31 408.904 K $ 13.57 %
2025/09/30 EQT EQT CORP 2.01% 3.354 M $ 61625 2023/03/31 -73.910 K $ -6.67 %
2025/09/30 SU SUNCOR ENERGY INC NEW F 1.99% 3.309 M $ 79140 2022/12/31 299.858 K $ 11.64 %
2025/09/30 TXN TEXAS INSTRS INC 1.69% 2.824 M $ 15370 2022/12/31 -121.600 K $ -11.51 %
2025/09/30 MDT MEDTRONIC PLC F 1.65% 2.751 M $ 28880 2022/12/31 233.868 K $ 9.26 %
2025/09/30 MRK MERCK & CO. INC. 1.61% 2.681 M $ 31940 2022/12/31 153.541 K $ 6.03 %
2025/09/30 PEP PEPSICO INC 1.59% 2.646 M $ 18839 2022/12/31 156.307 K $ 6.36 %
2025/09/30 XLE ENERGY SELECT SECTOR SPDR ETF 1.56% 2.599 M $ 29090 2022/12/31 135.537 K $ 5.34 %
2025/09/30 COP CONOCOPHILLIPS 1.54% 2.573 M $ 27206 2024/12/31 131.139 K $ 5.40 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.45% 2.415 M $ 13026 2022/12/31 396.287 K $ 21.39 %
2025/09/30 SLB SLB LIMITED F 1.43% 2.377 M $ 69171 2023/12/31 36.461 K $ 1.69 %
2025/09/30 MTB M&T BK CORP 1.21% 2.010 M $ 10171 2022/12/31 38.870 K $ 1.87 %
2025/09/30 IBB ISHARES BIOTECHNOLOGY ETF 1.16% 1.935 M $ 13402 2022/12/31 240.252 K $ 14.12 %
2025/09/30 RYCEY ROLLS-ROYCE HOLDINGS P F SPONS 1.01% 1.690 M $ 104325 2025/09/30 0.000 $ 0.00 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.95% 1.583 M $ 33500 2022/12/31 175.540 K $ 12.47 %
2025/09/30 DEO DIAGEO PLC F SPONSORED ADR 1 A 0.90% 1.506 M $ 15779 2022/12/31 -86.175 K $ -5.36 %
2025/09/30 MPLX MPLX LP LP 0.81% 1.349 M $ 27000 2023/09/30 -42.119 K $ -3.03 %
2025/09/30 OVV OVINTIV INC 0.80% 1.332 M $ 32985 2022/12/31 61.978 K $ 6.12 %
2025/09/30 AR ANTERO RES CORP 0.77% 1.285 M $ 38300 2022/12/31 -223.775 K $ -16.68 %
2025/09/30 VIS VANGUARD INDUSTRIALS ETF 0.76% 1.274 M $ 4300 2022/12/31 69.746 K $ 5.79 %
2025/09/30 BTU PEABODY ENERGY CORP NEW 0.76% 1.273 M $ 48000 2022/12/31 628.800 K $ 97.62 %
2025/09/30 ASML ASML HLDG N V F SPONSORED ADR 0.76% 1.259 M $ 1300 2025/06/30 60.845 K $ 20.80 %
2025/09/30 MPTI M-TRON INDS INC 0.73% 1.221 M $ 22000 2022/12/31 296.559 K $ 32.10 %
2025/09/30 EXE EXPAND ENERGY CORP 0.70% 1.162 M $ 10936 2024/12/31 -110.595 K $ -9.15 %
2025/09/30 VHT VANGUARD HEALTH CARE ETF 0.68% 1.138 M $ 4385 2022/12/31 49.600 K $ 4.53 %
2025/09/30 HSY HERSHEY CO 0.63% 1.054 M $ 5635 2022/12/31 182.071 K $ 12.72 %
2025/09/30 VDC VANGUARD CONSUMER STAPLES ETF 0.62% 1.040 M $ 4865 2022/12/31 -28.400 K $ -2.41 %
2025/09/30 ANET ARISTA NETWORKS INC 0.60% 1.002 M $ 6880 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALC ALCON INC F 0.53% 879.963 K $ 11810 2022/12/31 -94.462 K $ -15.60 %
2025/09/30 AAPL APPLE INC 0.44% 734.098 K $ 2883 2023/06/30 51.438 K $ 24.11 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.41% 677.646 K $ 4050 2025/06/30 77.122 K $ 35.76 %
2025/09/30 EPSN EPSILON ENERGY LTD F 0.40% 672.336 K $ 133400 2022/12/31 -293.436 K $ -31.71 %
2025/09/30 LGL LGL GROUP INC TRADES WITH DUE 0.30% 493.728 K $ 74000 2022/12/31 -67.450 K $ -12.47 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.29% 476.677 K $ 5670 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.27% 456.171 K $ 1622 2024/09/30 101.553 K $ 28.64 %
2025/09/30 AMZN AMAZON.COM INC 0.27% 455.608 K $ 2075 2025/09/30 0.000 $ 0.00 %
2025/09/30 KRAKEN ROBOTICS INC F 0.27% 449.625 K $ 137500 2024/09/30 138.875 K $ 44.69 %
2025/09/30 AMGN AMGEN INC 0.27% 444.183 K $ 1574 2022/12/31 2.517 K $ 1.07 %
2025/09/30 ARLP ALLIANCE RESOURCE PAR LP 0.26% 429.845 K $ 17000 2023/09/30 -14.450 K $ -3.25 %
2025/09/30 QCOM QUALCOMM INC 0.24% 401.427 K $ 2413 2025/09/30 0.000 $ 0.00 %
2025/09/30 VAL VALARIS LTD F 0.22% 365.775 K $ 7500 2025/06/30 49.950 K $ 15.82 %
2025/09/30 BMY BRISTOL MYERS SQUIBB CO 0.22% 360.800 K $ 8000 2024/06/30 -7.139 K $ -2.57 %
2025/09/30 AMD ADVANCED MICRO DEVIC 0.21% 355.938 K $ 2200 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC CLASS A 0.20% 339.284 K $ 462 2025/09/30 0.000 $ 0.00 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.20% 333.098 K $ 3400 2025/09/30 0.000 $ 0.00 %
2025/09/30 OKE ONEOK INC NEW 0.20% 330.408 K $ 4528 2025/03/31 -39.212 K $ -10.61 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR M F SPONS 0.17% 289.903 K $ 1038 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABT ABBOTT LABS 0.17% 286.632 K $ 2140 2022/12/31 -4.947 K $ -1.52 %
2025/09/30 LLY ELI LILLY AND CO 0.15% 241.871 K $ 317 2025/09/30 0.000 $ 0.00 %
2025/09/30 GILD GILEAD SCIENCES INC 0.14% 239.538 K $ 2158 2025/09/30 0.000 $ 0.00 %
2025/09/30 REGN REGENERON PHARMACEUTICAL 0.14% 239.527 K $ 426 2025/09/30 0.000 $ 0.00 %
2025/09/30 ET ENERGY TRANSFER L P LP 0.14% 231.488 K $ 13490 2023/12/31 -13.085 K $ -5.35 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY CLASS CLASS 0.14% 230.758 K $ 459 2025/09/30 0.000 $ 0.00 %
2025/09/30 FIP FTAI INFRASTRUCTURE INC 0.13% 222.360 K $ 51000 2025/06/30 -23.529 K $ -29.34 %
2025/09/30 SCCO SOUTHERN COPPER CORP 0.12% 204.734 K $ 1687 2025/09/30 0.000 $ 0.00 %
2025/09/30 AM ANTERO MIDSTREAM CORP 0.12% 201.593 K $ 10370 2022/12/31 5.081 K $ 2.59 %
2025/09/30 FNMA FEDERAL NATIONAL MORTGAGE ASSO 0.09% 144.600 K $ 12000 2025/06/30 30.120 K $ 26.31 %
2025/09/30 FMCC FEDERAL HOME LN MTG CORP 0.08% 141.240 K $ 12000 2024/12/31 35.299 K $ 42.84 %
2025/09/30 RITM RITHM CAPITAL CORP 0.07% 113.900 K $ 10000 2023/06/30 1.000 K $ 0.89 %
2025/09/30 JVA COFFEE HLDG CO INC 0.05% 75.405 K $ 16500 2025/06/30 2.400 K $ 5.54 %
2025/09/30 M-TRON INDS INC 28 WTS WARRANT 0.02% 38.500 K $ 22000 2025/06/30 15.620 K $ 68.51 %
2025/09/30 LGL GROUP INC 25 WTS WARRANTS 0.01% 18.240 K $ 57000 2022/12/31 -14.819 K $ -44.83 %
2025/09/30 PANR.L PANTHEON RESOURCES ORDF 0.01% 13.179 K $ 40000 2022/12/31 45.999 K $ 358.56 %
2025/09/30 DOW DOW INC 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 PSX PHILLIPS 66 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 XOM EXXON MOBIL CORP 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 PTAL.L PETROTAL CORP F 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %