MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC
โขCIK: 1015877โขFiling: Q4 2025
**MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC** manages $159M across a diversified portfolio of 79 positions. The firm maintains significant exposure to technology and industrials, highlighted by a $14.5M holding in MSFT and $9.8M in AMAT. Further allocations include substantial positions in BX ($8.9M), MPC ($7.9M), and NEM ($7.3M). This concentrated approach suggests a focus on established market leaders and cyclical industrial plays.
Total AUM
$159.3M
QoQ Performance
-4.4%
Positions
79
Top 10 Concentration
46.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AMAT
BX
MSFT9.1%
AMAT6.2%
BX5.6%
MPC4.9%
NEM4.6%
RTX4.0%
NDQ3.7%
NFG3.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other60.5%
Technology14.8%
Energy8.6%
Healthcare6.3%
Industrial4.0%
Consumer Staples3.4%
Financial1.9%
Consumer0.5%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
โ6 increased
โ43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022