Mcintyre Freedman & Flynn Investment Advisers
Mcintyre Freedman & Flynn Investment Advisers reported 84 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AMAT (11.1%), MSFT (5.2%) and MPC (5.2%). Compared with Q1 2026, the fund opened new positions in DD, DRAM and NOW, added to SU, SLB and MPTI, trimmed AMAT, MSFT and MPC and sold out of DD, DEO and BMY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMAT Applied Matls Inc | $18.6M | 11.1% | 26K | −11K (−31%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $8.7M | 5.2% | 23K | −7,998 (−26%) | 8 of 8 | |
| 3 |  MPC Marathon Petroleum | $8.6M | 5.2% | 34K | −14K (−30%) | 8 of 8 | |
| 4 |  GLW Corning Inc | $6.9M | 4.1% | 27K | −13K (−33%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $6.8M | 4.1% | 9,230 | −156 (−2%) | 8 of 8 | |
| 6 |  NEM Newmont Corp | $5.1M | 3.1% | 55K | −18K (−25%) | 8 of 8 | |
| 7 |  CSCO Cisco Sys Inc | $5.1M | 3.1% | 44K | −15K (−26%) | 8 of 8 | |
| 8 |  HPE Hewlett Packard Enterprise C | $5.1M | 3.1% | 113K | −17K (−13%) | 8 of 8 | |
| 9 |  RTX Rtx Corp | $5M | 3.0% | 27K | −8,051 (−23%) | 8 of 8 | |
| 10 |  BX Blackstone Inc | $4.6M | 2.8% | 39K | −19K (−32%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Mcintyre Freedman & Flynn Investment Advisers 13F FAQ
What does Mcintyre Freedman & Flynn Investment Advisers own?
Mcintyre Freedman & Flynn Investment Advisers reported 84 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AMAT (11.1%), MSFT (5.2%) and MPC (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Mcintyre Freedman & Flynn Investment Advisers buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 15 added to, 38 trimmed and 4 sold out. New positions include DD, DRAM and NOW. It sold all of DD, DEO and BMY.
When will Mcintyre Freedman & Flynn Investment Advisers file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mcintyre Freedman & Flynn Investment Advisers's portfolio worth?
The Q2 2026 filing reports $167M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.