account_balance
Investment manager · 13F filer · SEC CIK 1015877
McIntyre Freedman & Flynn Investment Advisers Inc
Reported value$169Mas of Sep 30, 2026
Positions79 2 new, 7 sold out
Top 10 weight44.6%AMAT alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMATApplied Materials Inc
8.0%Added +3%
MSFTMicrosoft Corp
7.0%
MPCMarathon Petroleum Corp
6.4%Trimmed −19%
HPEHewlett Packard Enterprise Co
4.3%
QQQInvesco QQQ Tr
4.0%
NEMNewmont Corp
3.8%
GLWCorning Inc
3.1%Added +25%
RTXRTX Corp
2.8%Trimmed −4%
CSCOCisco Systems, Inc.
2.8%
SUSuncor Energy Inc
2.6%
BXBlackstone Inc.
2.6%
MUMicron Technology Inc
2.2%
AMATApplied Materials Inc
8.0%Added +3%
MSFTMicrosoft Corp
7.0%
MPCMarathon Petroleum Corp
6.4%Trimmed −19%
HPEHewlett Packard Enterprise Co
4.3%
QQQInvesco QQQ Tr
4.0%
NEMNewmont Corp
3.8%
GLWCorning Inc
3.1%
RTXRTX Corp
2.8%
CSCOCisco Systems, Inc.
2.8%
SU2.6%BX2.6%MUBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMAT Applied Materials Inc 8.0% Added +3%MSFT Microsoft Corp 7.0% HeldMPC Marathon Petroleum Corp 6.4% Trimmed −19%HPE Hewlett Packard Enterprise Co 4.3% Held
QQQ Invesco QQQ Tr 4.0% Held
NEM Newmont Corp 3.8% HeldGLW Corning Inc 3.1% Added +25%RTX RTX Corp 2.8% Trimmed −4%CSCO Cisco Systems, Inc. 2.8% HeldSU Suncor Energy Inc 2.6% HeldBX Blackstone Inc. 2.6% HeldMU Micron Technology Inc 2.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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