Fund HoldingsMCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

Total Portfolio Value
$135.94M
Total Bought
$6.79M
Total Sold
$6.08M
Net Transaction
+$706.0K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NTNL FUEL GAS CO(NFG)61,26561,117-1483,7184,8403.56%+1,122
NEWMONT CORP(NEM)78,41078,412+22,9183,7862.78%+867
RTX CORP(RTX)36,73236,672-604,2514,8583.57%+607
NOVARTIS AG F SPONSORED ADR 127,95528,455+5002,7203,1722.33%+452
ALTRIA GROUP INC(MO)58,89058,794-963,0793,5292.60%+449
ONEOK INC NEW(OKE)04,148+4,14804120.30%+412
NESTLE S A F SPONSORED ADR 1 A18,90018,90001,5441,9121.41%+368
SCHLUMBERGER LTD F(SLB)56,76359,765+3,0022,1762,4981.84%+322
CORTEVA INC(CTVA)50,64050,64002,8843,1872.34%+302
MEDTRONIC PLC F28,94028,930-102,3122,6001.91%+288
JOHNSON & JOHNSON(JNJ)11,94812,129+1811,7282,0111.48%+284
ENTERPRISE PRODS PART LP(EPD)112,952111,862-1,0903,5423,8192.81%+277
MARATHON PETE CORP(MPC)51,35051,051-2997,1637,4385.47%+274
ENERGY SELECT SECTOR SPDR ETF29,92029,92002,5632,7962.06%+233
VISA INC CLASS A(V)6,5956,59502,0842,3111.70%+227
SUNCOR ENERGY INC NEW F(SU)68,52568,775+2502,4452,6631.96%+218
OCCIDENTAL PETE CORP(OXY)29,50033,500+4,0001,4581,6541.22%+196
ANTERO RES CORP(AR)33,30033,30001,1671,3470.99%+179
CONOCOPHILLIPS(COP)26,43526,638+2032,6222,7982.06%+176
MPLX LP LP(MPLX)27,00027,00001,2921,4451.06%+153
EPSILON ENERGY LTD F117,077124,400+7,3237278780.65%+151
EQT CORP(EQT)19,00019,00008761,0150.75%+139
ENBRIDGE INC F(ENB)76,42976,102-3273,2433,3722.48%+129
PEPSICO INC(PEP)17,50018,551+1,0512,6612,7822.05%+121
CISCO SYS INC(CSCO)60,74160,223-5183,5963,7162.73%+120
EXPAND ENERGY CORP(EXE)10,47010,336-1341,0421,1510.85%+108
KENVUE INC34,62334,626+37398300.61%+91
ALCON INC F6,2606,26005315940.44%+63
OVINTIV INC(OVV)26,60026,60001,0771,1380.84%+61
VANGUARD HEALTH CARE ETF4,4054,40501,1181,1660.86%+49
ABBOTT LABS2,3902,39002703170.23%+47
DELL TECHNOLOGIES INC CLASS C(DELL)2,0003,000+1,0002302730.20%+43
AMGEN INC(AMGN)84284202192620.19%+43
LGL GROUP INC TRADES WITH DUE73,65873,65804404810.35%+41
VANGUARD CONSUMER STAPLES ETF5,3885,389+11,1391,1790.87%+40
EXXON MOBIL CORP3,3393,33903593970.29%+38
PROCTER & GAMBLE CO(PG)18,62618,526-1003,1233,1572.32%+35
ANTERO MIDSTREAM CORP(AM)10,37010,37001561870.14%+30
PHILLIPS 66(PSX)2,9582,95803373650.27%+28
FEDERAL HOME LN MTG CORP(FMCC)10,00010,000033540.04%+21
PETROTAL CORP F225,000225,0000871070.08%+20
BRISTOL MYERS SQUIBB CO(BMY)5,0525,000-522863050.22%+19
PANTHEON RESOURCES ORDF40,00040,000015330.02%+18
HERSHEY CO(HSY)8,6288,62801,4611,4761.09%+15
LGL GROUP INC 25 WTS WARRANTS57,00057,00009180.01%+10
SANDOZ GROUP AG F SPONSORED AD5,3335,323-102162230.16%+7
RITHM CAPITAL CORP(RITM)10,00010,00001081150.08%+6
KRAKEN ROBOTICS INC F130,000137,500+7,5002492330.17%-16
VANGUARD INDUSTRIALS ETF4,3004,30001,0941,0640.78%-29
APPLE INC(AAPL)1,0401,04002602310.17%-29
ALLIANCE RESOURCE PAR LP19,00017,000-2,0005004640.34%-36
TEXAS INSTRS INC(TXN)5,0905,09009549150.67%-40
ORACLE CORP(ORCL)1,6221,62202702270.17%-44
CORNING INC(GLW)42,60943,259+6502,0251,9801.46%-44
ENERGY TRANSFER L P LP(ET)15,49013,490-2,0003032510.18%-53
DUPONT DE NEMOURS INC IA(DD)43,91943,920+13,3493,2802.41%-69
M-TRON INDS INC22,00022,00001,0659800.72%-86
M & T BK CORP10,70810,70802,0131,9141.41%-99
HEWLETT PACKARD ENTERPRI(HPE)18,25018,25003902820.21%-108
ISHARES BIOTECHNOLOGY ETF13,90213,452-4501,8381,7201.27%-117
DOW INC(DOW)53,83357,437+3,6042,1602,0061.48%-155
PEABODY ENERGY CORP NEW(BTU)40,00048,000+8,0008386500.48%-187
MERCK & CO. INC.(MRK)31,98731,988+13,1822,8712.11%-311
DIAGEO PLC F SPONSORED ADR 1 A15,92815,92802,0251,6691.23%-356
ENLINK MIDSTREAM LLC XXX MANDA28,2000-28,2003990-399
INVESCO QQQ TRUST9,8429,617-2255,0314,5103.32%-522
APPLIED MATLS INC41,05141,052+16,6765,9574.38%-719
MICROSOFT CORP(MSFT)31,40831,223-18513,23911,7218.62%-1,518
BLACKSTONE INC59,49859,697+19910,2598,3446.14%-1,914
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