Mcintyre Freedman & Flynn Investment Advisers Inc.
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$2B
Holdings
81
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMAT
APPLIED MATLS INC
Q1 2026: New position (58.5k shares)
7.2%
02
$MPC
MARATHON PETE CORP
Q1 2026: New position (854 shares)
6.6%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (171.4k shares)
6.5%
04
$NEM
NEWMONT CORP
Held since at least Q1 2024
4.5%
05
$RTX
RTX CORP
Held since at least Q1 2024
3.8%
06
$BX
BLACKSTONE INC
Held since at least Q1 2024
3.8%
07
$NFG
NTNL FUEL GAS CO
Held since at least Q1 2024
3.1%
08
$GLW
CORNING INC
Held since at least Q1 2024
3.1%
09
$NDQ
INVESCO QQQ TR
Q1 2026: New position (1.5k shares)
3.1%
10
$CSCO
CISCO SYS INC
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:28 UTC.