MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC: 13F holdings
CIK 10158772026Q2
| Positions | 84 |
|---|
| Reported value | $166.8m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 84 (+3 vs prior quarter) |
|---|
| Reported value | $166.8m (-5.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 25,679 | $18.6m | 11.1% |
| MSFT MICROSOFT CORP | 23,211 | $8.7m | 5.2% |
| MPC MARATHON PETE CORP | 33,718 | $8.6m | 5.2% |
| GLW CORNING INC | 27,040 | $6.9m | 4.1% |
| QQQ INVESCO QQQ TR | 9,230 | $6.8m | 4.1% |
| NEM NEWMONT CORP | 54,891 | $5.1m | 3.1% |
| CSCO CISCO SYS INC | 43,575 | $5.1m | 3.1% |
| HPE HEWLETT PACKARD ENTERPRI | 113,029 | $5.1m | 3.1% |
| RTX RTX CORP | 26,544 | $5.0m | 3.0% |
| BX BLACKSTONE INC | 38,964 | $4.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1015877")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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