Mcintyre Freedman & Flynn Investment Advisers Inc Portfolio Holdings by Sector
Mcintyre Freedman & Flynn Investment Advisers Inc
- $142 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$15.9 Million
11.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
QQQ XLE IBB VIS VDC VHT 6 stocks |
$13 Million
9.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP OXY AR CHK EQT OVV EPSN PANR.L 8 stocks |
$9.44 Million
6.69% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ENB MPLX OKE ET AM 6 stocks |
$9.14 Million
6.48% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$8.93 Million
6.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$8.84 Million
6.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
NVS MRK JNJ BMY AMGN 5 stocks |
$8.35 Million
5.92% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
NFG SU XOM 3 stocks |
$8.11 Million
5.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$7.81 Million
5.53% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE 2 stocks |
$7.33 Million
5.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$5.35 Million
3.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$4.57 Million
3.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$3.77 Million
2.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW MPTI LGL 3 stocks |
$3.74 Million
2.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$3.45 Million
2.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD 1 stocks |
$3.01 Million
2.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT 2 stocks |
$2.85 Million
2.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB VAL 2 stocks |
$2.48 Million
1.76% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$2.46 Million
1.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$2.45 Million
1.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB 1 stocks |
$2.08 Million
1.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$1.61 Million
1.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$1.55 Million
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$1.43 Million
1.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TXN MU 2 stocks |
$1.27 Million
0.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
BTU ARLP 2 stocks |
$1.09 Million
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ALC 1 stocks |
$605,601
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$213,377
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
FNMA FMCC 2 stocks |
$196,880
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NRZ 1 stocks |
$112,900
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
JVA 1 stocks |
$43,300
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|