MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

ORLEANS, MA · CIK 1015877 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2022 · corporation

Assets managed$172.0m
Staff5 · 2 in investment roles
Main clients (by assets)High net worth individuals 75%, Companies 16%, Individuals 9%
Websitemcintyreinvestments.net
Form ADV · 2026-03-20SEC adviser record

$166.8m reported value -5.5% vs Q1 2026

84positions

44.7%in top 10

7 new 16 added 38 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	25,679	$18.6m11.13%	11.13%	Reduced -11.3k	-11,321 -30.6%
2	MICROSOFT CORP COM MSFT	MSFT	23,211	$8.7m5.19%	5.19%	Reduced -8.0k	-7,998 -25.6%
3	MARATHON PETE CORP COM MPC	MPC	33,718	$8.6m5.17%	5.17%	Reduced -14.2k	-14,183 -29.6%
4	CORNING INC COM GLW	GLW	27,040	$6.9m4.14%	4.14%	Reduced -13.1k	-13,134 -32.7%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	9,230	$6.8m4.08%	4.08%	Reduced -156	-156 -1.7%
6	NEWMONT CORP COM NEM	NEM	54,891	$5.1m3.07%	3.07%	Reduced -18.4k	-18,426 -25.1%
7	CISCO SYS INC COM CSCO	CSCO	43,575	$5.1m3.07%	3.07%	Reduced -15.0k	-15,000 -25.6%
8	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	113,029	$5.1m3.06%	3.06%	Reduced -16.9k	-16,877 -13.0%
9	RTX CORPORATION COM RTX	RTX	26,544	$5.0m3.02%	3.02%	Reduced -8.1k	-8,051 -23.3%
10	BLACKSTONE INC COM BX	BX	38,964	$4.6m2.75%	2.75%	Reduced -18.6k	-18,571 -32.3%
11	MICRON TECHNOLOGY INC COM MU	MU	3,570	$4.1m2.47%	2.47%	Reduced -80	-80 -2.2%
12	TEXAS INSTRS INC COM TXN	TXN	12,190	$3.6m2.18%	2.18%	Reduced -1.1k	-1,136 -8.5%
13	SUNCOR ENERGY INC NEW COM SU	SU	65,705	$3.5m2.12%	2.12%	Added +2.1k	+2,065 3.2%
14	NATIONAL FUEL GAS CO COM NFG	NFG	45,656	$3.5m2.11%	2.11%	Reduced -12.6k	-12,585 -21.6%
15	NOVARTIS AG SPONSORED ADR NVS	NVS	21,020	$3.3m1.98%	1.98%	Reduced -5.8k	-5,775 -21.6%
16	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	89,340	$3.3m1.97%	1.97%	Reduced -19.0k	-19,016 -17.6%
17	ENBRIDGE INC COM ENB	ENB	58,830	$3.2m1.91%	1.91%	Reduced -1.0k	-1,001 -1.7%
18	ALTRIA GROUP INC COM MO	MO	42,836	$3.1m1.85%	1.85%	Reduced -12.8k	-12,783 -23.0%
19	MERCK & CO INC COM MRK	MRK	22,154	$2.8m1.71%	1.71%	Reduced -7.8k	-7,850 -26.2%
20	SCHLUMBERGER LTD COM STK SLB	SLB	55,507	$2.6m1.55%	1.55%	Added +731	+731 1.3%
21	M-TRON INDS INC COM MPTI	MPTI	25,800	$2.6m1.53%	1.53%	Added +4.3k	+4,300 20.0%
22	QNITY ELECTRONICS INC COMMON STOCK Q	Q	15,655	$2.6m1.53%	1.53%	Reduced -5.0k	-5,001 -24.2%
23	EQT CORP COM EQT	EQT	46,663	$2.5m1.49%	1.49%	Reduced -4.1k	-4,102 -8.1%
24	VISA INC COM CL A V	V	7,053	$2.4m1.45%	1.45%	Reduced -1.5k	-1,502 -17.6%
25	PEPSICO INC COM PEP	PEP	17,215	$2.3m1.40%	1.40%	Added +905	+905 5.5%
26	JOHNSON & JOHNSON COM JNJ	JNJ	8,899	$2.3m1.36%	1.36%	Reduced -3.1k	-3,071 -25.7%
27	ISHARES TR ISHARES BIOTECH IBB	IBB	11,488	$2.2m1.31%	1.31%	Reduced -627	-627 -5.2%
28	CONOCOPHILLIPS COM COP	COP	20,031	$2.1m1.25%	1.25%	Reduced -6.6k	-6,601 -24.8%
29	SELECT SECTOR SPDR TR ENERGY XLE	XLE	37,030	$2.0m1.18%	1.18%	Reduced -18.8k	-18,750 -33.6%
30	ROLLS ROYCE HOLDINGS PLC COM RYCEY	RYCEY	95,823	$1.8m1.11%	1.11%	Added +298	+298 0.3%
31	M & T BK CORP COM MTB	MTB	7,412	$1.8m1.06%	1.06%	Reduced -2.5k	-2,453 -24.9%
32	MEDTRONIC PLC SHS MDT	MDT	22,517	$1.8m1.06%	1.06%	Added +12	+12 0.1%
33	OVINTIV INC COM OVV	OVV	32,985	$1.7m1.04%	1.04%	Unchanged
34	MARVELL TECHNOLOGY INC COM MRVL	MRVL	5,670	$1.7m1.01%	1.01%	Unchanged
35	OCCIDENTAL PETE CORP COM OXY	OXY	32,500	$1.6m0.95%	0.95%	Added +1.0k	+1,000 3.2%
36	MPLX LP COM UNIT REP LTD MPLX	MPLX	27,000	$1.5m0.91%	0.91%	Unchanged
37	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	3,970	$1.4m0.86%	0.86%	Reduced -310	-310 -7.2%
38	DUPONT DE NEMOURS INC COMMON STOCK DD	DD	10,340	$1.4m0.84%	0.84%	New
39	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	18,345	$1.4m0.81%	0.81%	New
40	ANTERO RESOURCES CORP COM AR	AR	38,300	$1.3m0.81%	0.81%	Unchanged
41	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,200	$1.3m0.77%	0.77%	Unchanged
42	EXPAND ENERGY CORPORATION COM EXE	EXE	13,067	$1.2m0.71%	0.71%	Unchanged
43	ARISTA NETWORKS INC COM SHS ANET	ANET	6,880	$1.2m0.70%	0.70%	Unchanged
44	PEABODY ENERGY CORP COM BTU	BTU	46,000	$1.1m0.64%	0.64%	Unchanged
45	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	3,399	$1.0m0.61%	0.61%	Reduced -806	-806 -19.2%
46	EPSILON ENERGY LTD COM EPSN	EPSN	174,400	$943.5k0.57%	0.57%	Added +5.0k	+5,000 3.0%
47	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	3,959	$892.7k0.54%	0.54%	Reduced -907	-907 -18.6%
48	APPLE INC COM AAPL	AAPL	3,025	$875.3k0.52%	0.52%	Reduced -110	-110 -3.5%
49	AMAZON COM INC COM AMZN	AMZN	3,325	$792.5k0.48%	0.48%	Added +1.2k	+1,185 55.4%
50	ALCON AG ORD SHS ALC	ALC	11,185	$750.5k0.45%	0.45%	Added +2.0k	+1,965 21.3%
51	KRAKEN ROBOTICS INC F COM KRKNF	KRKNF	157,500	$708.8k0.43%	0.43%	Unchanged
52	SERVICENOW INC COM NOW	NOW	6,175	$613.1k0.37%	0.37%	New
53	LGL GROUP INC COM LGL	LGL	87,500	$604.6k0.36%	0.36%	Unchanged
54	HERSHEY CO COM HSY	HSY	3,279	$575.3k0.34%	0.34%	Reduced -2.2k	-2,182 -40.0%
55	AMGEN INC COM AMGN	AMGN	1,557	$563.8k0.34%	0.34%	Reduced -17	-17 -1.1%
56	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,038	$495.7k0.30%	0.30%	Unchanged
57	AMRIZE LTD SHS AMRZ	AMRZ	8,775	$467.7k0.28%	0.28%	New
58	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	235	$467.5k0.28%	0.28%	Reduced -1.0k	-1,000 -81.0%
59	QUALCOMM INC COM QCOM	QCOM	2,413	$445.9k0.27%	0.27%	Unchanged
60	ALLIANCE RESOURCE PARTNERS L UT LTD PART ARLP	ARLP	17,000	$407.7k0.24%	0.24%	Unchanged
61	ONEOK INC NEW COM OKE	OKE	4,528	$393.7k0.24%	0.24%	Unchanged
62	VALARIS LTD CL A VAL	VAL	5,000	$363.0k0.22%	0.22%	Reduced -1.0k	-1,000 -16.7%
63	ELI LILLY & CO COM LLY	LLY	262	$314.3k0.19%	0.19%	Reduced -20	-20 -7.1%
64	SOUTHERN COPPER CORP COM SCCO	SCCO	1,732	$301.8k0.18%	0.18%	Added +17	+17 1.0%
65	ORACLE CORP COM ORCL	ORCL	1,957	$286.8k0.17%	0.17%	Added +225	+225 13.0%
66	GILEAD SCIENCES INC COM GILD	GILD	2,158	$272.6k0.16%	0.16%	Unchanged
67	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	1,000	$271.9k0.16%	0.16%	New
68	REGENERON PHARMACEUTICALS COM REGN	REGN	426	$265.6k0.16%	0.16%	Unchanged
69	FTAI INFRASTRUCTURE INC COMMON STOCK FIP	FIP	57,000	$264.5k0.16%	0.16%	Added +2.0k	+2,000 3.6%
70	META PLATFORMS INC CL A META	META	462	$260.2k0.16%	0.16%	Unchanged
71	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	13,420	$256.6k0.15%	0.15%	Reduced -70	-70 -0.5%
72	CORTEVA INC COM CTVA	CTVA	3,000	$254.1k0.15%	0.15%	Reduced -44.7k	-44,657 -93.7%
73	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	1,000	$250.0k0.15%	0.15%	New
74	UBER TECHNOLOGIES INC COM UBER	UBER	3,400	$245.3k0.15%	0.15%	Unchanged
75	ANTERO MIDSTREAM CORP COM AM	AM	10,370	$235.9k0.14%	0.14%	Unchanged
76	CLEARPOINT NEURO INC COM CLPT	CLPT	13,000	$231.9k0.14%	0.14%	New
77	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	454	$227.2k0.14%	0.14%	Reduced -5	-5 -1.1%
78	CALUMET INC COM CLMT	CLMT	6,000	$216.1k0.13%	0.13%	Unchanged
79	ASTRAZENECA PLC ORD AZN	AZN	1,108	$210.1k0.13%	0.13%	Unchanged
80	FEDERAL NATL MTG ASSN COM FNMA	FNMA	17,000	$110.7k0.07%	0.07%	Added +2.0k	+2,000 13.3%
81	COFFEE HLDG CO INC COM JVA	JVA	29,000	$96.9k0.06%	0.06%	Added +5.0k	+5,000 20.8%
82	RITHM CAPITAL CORP COM NEW RITM	RITM	10,000	$93.9k0.06%	0.06%	Unchanged
83	FEDERAL HOME LN MTG CORP COM FMCC	FMCC	14,000	$83.7k0.05%	0.05%	Added +2.0k	+2,000 16.7%
84	BEYOND INC COM NXH	NXH	10,000	$57.9k0.03%	0.03%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DUPONT DE NEMOURS INC DWDP	DWDP	12,049	$1.7m12.0k shares
DIAGEO PLC DEO	DEO	7,196	$535.7k7.2k shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	8,000	$485.2k8.0k shares
ABBOTT LABS ABT	ABT	2,140	$219.7k2.1k shares