StockDriftsStockDriftsTop 39 Mcintyre Freedman & Flynn Investment Advisers INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 11.13% | 25.7K | $18.6M | -30.60%(-11.32K) | $90.10(+492.14%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.19% | 23.2K | $8.7M | -25.63%(-8.00K) | $243.50(+106.47%) | 2026-06-30 | |
| GLW | CORNING INC | 4.14% | 27.0K | $6.9M | -32.69%(-13.13K) | $30.94(+415.10%) | 2026-06-30 | |
| NEM | NEWMONT CORP | 3.07% | 54.9K | $5.1M | -25.13%(-18.43K) | $43.37(+172.00%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.47% | 3.6K | $4.1M | -2.19%(-80) | $128.24(+572.18%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 2.18% | 12.2K | $3.6M | -8.52%(-1.14K) | $184.42(+54.37%) | 2026-06-30 | |
| SU | SUNCOR ENERGY INC NEW F | 2.12% | 65.7K | $3.5M | +3.24%(+2.06K) | $32.31(+96.23%) | 2026-06-30 | |
| NFG | NTNL FUEL GAS CO | 2.11% | 45.7K | $3.5M | -21.61%(-12.59K) | $62.12(+30.81%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PART LP | 1.97% | 89.3K | $3.3M | -17.55%(-19.02K) | $24.00(+58.61%) | 2026-06-30 | |
| SLB | SLB LIMITED F | 1.55% | 55.5K | $2.6M | +1.33%(+731) | $49.85(+7.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.47% | +79.24% | +13.88% | +91.52% |
| Top 20 Holdings Unweighted | +19.48% | +70.55% | +11.83% | +74.92% |
Mcintyre Freedman & Flynn Investment Advisers INC reports $166.75M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (11.1%), MSFT (5.2%) and GLW (4.1%). The top 20 holdings account for 45.89% of reported assets. Its disclosed equity book has returned +79.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mcintyre Freedman & Flynn Investment Advisers INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1015877). View Mcintyre Freedman & Flynn Investment Advisers INC’s 13F filings on SEC