13F Insight
DOSSIER · 13F-HR · Q3 2026

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

$169M in tracked AUM across 79 positions as of Q3 2026.

MF
CIK 0001015877 · last filed Sep 30, 2026
Total AUM
$169M
as of Q3 2026
Holdings
79
−5 QoQ
positions
Whale Score
57
57
tracked
Activity
61
+3 new, −8 sold
changes this Q
AI Analysis · Q3 2026

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC filed its latest 13F-HR for Q3 2026. 61 position changes this quarter — 3 new, 8 exited, 25 added, 25 trimmed.

Quarter at a glance — Q3 2026

61 material changes this filing.

ADD
AMATAPPLIED MATLS INC
+642 sh
$-5M
8.0%
TRIM
MSFTMICROSOFT CORP
-75 sh
+$3M
7.0%
NEW
CCJCAMECO CORP F
+37K sh
+$3M
1.9%
ADD
NOWSERVICENOW INC
+16K sh
+$2M
1.8%
TRIM
MPCMARATHON PETE CORP
-6K sh
+$2M
6.4%
ADD
HPEHEWLETT PACKARD ENTERPRI
+830 sh
+$2M
4.3%
NEW
SONYSONY GROUP CORP
+91K sh
+$2M
1.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$13M26K8.0%02
MSFT
MICROSOFT CORP
$12M23K7.0%03
MPC
MARATHON PETE CORP
$11M27K6.4%04
HPE
HEWLETT PACKARD ENTERPRI
$7M114K4.3%05
QQQ
INVESCO QQQ TR
$7M9K4.0%06
NEM
NEWMONT CORP
$6M55K3.8%07
GLW
CORNING INC
$5M34K3.1%08
RTX
RTX CORP
$5M25K2.8%09
CSCO
CISCO SYS INC
$5M43K2.8%10
SU
SUNCOR ENERGY INC NEW F
$4M65K2.6%

Filing history

2026Q3Sep 30
$169M▲ 1.5%
79 positionsView →2026Q2Jun 30
$167M▼ 5.5%
84 positionsView →2026Q1Mar 31
$176M▲ 10.7%
81 positionsView →2025Q4Dec 31
$159M▼ 4.4%
79 positionsView →2025Q3Sep 30
$167M▲ 17.6%
80 positionsLocked2025Q2Jun 30
$142M▲ 4.3%
70 positionsLocked2025Q1Mar 31
$136M▲ 1.5%
68 positionsLocked2024Q4Dec 31
$134M▼ 4.4%
68 positionsLocked2024Q3Sep 30
$140M▲ 1.1%
70 positionsLocked2024Q2Jun 30
$139M▲ 0.7%
67 positionsLocked2024Q1Mar 31
$138M▲ 10.2%
65 positionsLocked2023Q4Dec 31
$125M▲ 5.4%
66 positionsLocked
Showing 12 of 56