MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC
•CIK: 1015877•Filing: 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
BLAC
MSFT9.1%
AMAT6.2%
BLACKSTONE5.6%
MARATHON4.9%
NEM4.6%
RTX4.0%
INVESCO3.7%
NFG3.0%
📈 Biggest Buys
—
QNITY ELECTRONICS INC
NEW
1.1% of portfolio
—
STATE STRET ENRGY SLECT SEC SP
+93.1%
1.6% of portfolio
—
ASTRAZENECA PLC F
NEW
0.1% of portfolio
—
LGL GROUP INC TRADES WITH DUE
+18.2%
0.3% of portfolio
EPSN
EPSILON ENERGY LTD F
+1.9%
0.4% of portfolio
📉 Biggest Sells
Sector Breakdown
Other76.8%
Technology14.6%
Healthcare4.7%
Energy2.1%
Consumer Staples1.4%
Consumer0.3%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
—
M-TRON INDS INC 28 WTS WARRANT
SOLD
$38.5K
—
LGL GROUP INC 25 WTS WARRANTS
SOLD
$18.2K
—
PANTHEON RESOURCES ORDF
SOLD
$13.2K
Changes from Q3 2025
NEW2 new positions
↑6 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023