Arkolith/Funds/McIntyre Freedman & Flynn Investment Advisers Inc

McIntyre Freedman & Flynn Investment Advisers Inc

CIK 1015877
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

McIntyre Freedman & Flynn Investment Advisers Inc holds a diversified book of 84 stocks worth $166.8M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 11% of the equity book.

Opened
9
bought for the first time
Added to
17
already held, bought more
Trimmed
40
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
45%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

89% mapped to company sectors

Information Technology
35%
Energy
17%
ETF / fund or unclassified
11%
Materials
9%
Health Care
8%
Industrials
6%
Financials
6%
Utilities
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as McIntyre Freedman & Flynn Investment Advisers Inc

Manager / fundShared namesTheir $ in those
Arax Advisory Partners76 / 80$2.3B
Integrated Wealth Concepts LLC76 / 80$1.8B
BlackRock, Inc.75 / 80$1.4T
MORGAN STANLEY75 / 80$340.2B
PNC FINANCIAL SERVICES GROUP, INC.75 / 80$68.3B
OSAIC HOLDINGS, INC.75 / 80$9.0B
IFP Advisors, Inc75 / 80$716.0M
JPMORGAN CHASE & CO74 / 80$309.3B

Ranked by how many of McIntyre Freedman & Flynn Investment Advisers Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

84 positions
#SecurityValueShares% PortLast moveHistory
1Applied Matls Inc
COM
$18.6M25.7K
11.1%
−33%
Reduced · −13K sh
2Microsoft Corp
COM
$8.7M23.2K
5.2%
−23%
Reduced · −7K sh
3Marathon Pete Corp
COM
$8.6M33.7K
5.2%
−30%
Reduced · −15K sh
4Corning Inc
COM
$6.9M27.0K
4.1%
−33%
Reduced · −13K sh
5Invesco QQQ TR
COM
$6.8M9.2K
4.1%
−2.7%
Reduced · −256 sh
6Newmont Corp
COM
$5.1M54.9K
3.1%
−25%
Reduced · −19K sh
7Cisco Sys Inc
COM
$5.1M43.6K
3.1%
−25%
Reduced · −14K sh
8Hewlett Packard Enterpri
COM
$5.1M113.0K
3.1%
−12%
Reduced · −15K sh
9RTX Corp
COM
$5.0M26.5K
3.0%
−24%
Reduced · −9K sh
10Blackstone Inc
COM
$4.6M39.0K
2.7%
−33%
Reduced · −19K sh
11Micron Technology Inc
COM
$4.1M3.6K
2.5%
−2.2%
Reduced · −80 sh
12Texas Instrs Inc
COM
$3.6M12.2K
2.2%
−8.5%
Reduced · −1K sh
13Suncor Energy Inc New F
COM
$3.5M65.7K
2.1%
+3.2%
Added · +2K sh
14NTNL Fuel Gas Co
COM
$3.5M45.7K
2.1%
−23%
Reduced · −13K sh
15Novartis AG F
ADR
$3.3M21.0K
2.0%
−22%
Reduced · −6K sh
16Enterprise Prods Part LP
COM
$3.3M89.3K
2.0%
−18%
Reduced · −20K sh
17Enbridge Inc F
COM
$3.2M58.8K
1.9%
−20%
Reduced · −15K sh
18Altria Group Inc
COM
$3.1M42.8K
1.8%
−23%
Reduced · −13K sh
19Merck & Co. Inc.
COM
$2.8M22.2K
1.7%
−26%
Reduced · −8K sh
20SLB Limited F
COM
$2.6M55.5K
1.5%
+10%
Added · +5K sh
21M-Tron Inds Inc
COM
$2.6M25.8K
1.5%
+17%
Added · +4K sh
22Qnity Electronics Inc
COM
$2.6M15.7K
1.5%
−24%
Reduced · −5K sh
23Eqt Corp
COM
$2.5M46.7K
1.5%
−7.8%
Reduced · −4K sh
24Visa Inc Class A
COM
$2.4M7.1K
1.5%
−17%
Reduced · −1K sh
25Pepsico Inc
COM
$2.3M17.2K
1.4%
+8.5%
Added · +1K sh
26Johnson & Johnson
COM
$2.3M8.9K
1.4%
−26%
Reduced · −3K sh
27Ishares Biotechnology ETF
COM
$2.2M11.5K
1.3%
−5.8%
Reduced · −714 sh
28ConocoPhillips
COM
$2.1M20.0K
1.2%
−25%
Reduced · −7K sh
29State Street Energy Select Sec
COM
$2.0M37.0K
1.2%
−34%
Reduced · −19K sh
30Rolls-Royce Holdings P F Spons
COM
$1.8M95.8K
1.1%
+11%
Added · +9K sh
31M&T BK Corp
COM
$1.8M7.4K
1.1%
−25%
Reduced · −2K sh
32Medtronic PLC F
COM
$1.8M22.5K
1.1%
−19%
Reduced · −5K sh
33Ovintiv Inc
COM
$1.7M33.0K
1.0%
Held
34Marvell Technology Inc
COM
$1.7M5.7K
1.0%
Held
35Occidental Pete Corp
COM
$1.6M32.5K
0.9%
−3.0%
Reduced · −1K sh
36MPLX LP LP
OTHER
$1.5M27.0K
0.9%
Held
37Vanguard Industrials Index Fun
COM
$1.4M4.0K
0.9%
−7.2%
Reduced · −310 sh
38Dupont De Nemours Inc
COM
$1.4M10.3K
0.8%
New
New position
39Roundhill Memory ETF
COM
$1.4M18.3K
0.8%
New
New position
40Antero Res Corp
COM
$1.3M38.3K
0.8%
Held
41Advanced Micro Devices I
COM
$1.3M2.2K
0.8%
Held
42Expand Energy Corp
COM
$1.2M13.1K
0.7%
+19%
Added · +2K sh
43Arista Networks Inc
COM
$1.2M6.9K
0.7%
Held
44Peabody Energy Corp New
COM
$1.1M46.0K
0.6%
Held
45Vanguard Health Care Index Fun
COM
$1.0M3.4K
0.6%
−21%
Reduced · −886 sh
46Epsilon Energy Ltd F
COM
$944K174.4K
0.6%
+28%
Added · +39K sh
47Vanguard Consumer Staples Inde
COM
$893K4.0K
0.5%
−19%
Reduced · −907 sh
48Apple Inc
COM
$875K3.0K
0.5%
+6.8%
Added · +192 sh
49Amazon.com Inc
COM
$792K3.3K
0.5%
+60%
Added · +1K sh
50Alcon Inc F
COM
$751K11.2K
0.5%
+86%
Added · +5K sh
Showing 50 of 84 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202684$166.8M13F-HR
Q1 2026Feb 12, 2026Feb 12, 202679$159.3M13F-HR
Q4 2025Nov 13, 2025Nov 13, 202580$166.7M13F-HR
Amended / restated
  • Q2 2026 · filed May 13, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.