Fund HoldingsMCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

Total Portfolio Value
$140.12M
Total Bought
$3.18M
Total Sold
$13.71M
Net Transaction
-$10.53M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BLACKSTONE INC61,04960,126-9237,5589,2076.57%+1,649
NEWMONT CORP(NEM)77,65477,057-5973,2514,1192.94%+867
RTX CORP(RTX)36,91636,781-1353,7064,4563.18%+750
NTNL FUEL GAS CO(NFG)61,48761,264-2233,3323,7132.65%+381
HEWLETT PACKARD ENTERPRI(HPE)018,250+18,25003730.27%+373
ENBRIDGE INC F(ENB)76,74876,429-3192,7313,1042.22%+372
CISCO SYS INC(CSCO)60,88660,789-972,8933,2352.31%+342
DUPONT DE NEMOURS INC IA(DD)44,56743,968-5993,5873,9182.80%+331
MEDTRONIC PLC F29,81529,565-2502,3472,6621.90%+315
ALTRIA GROUP INC(MO)59,25758,836-4212,6993,0032.14%+304
DIAGEO PLC F SPONSORED ADR 1 A15,35715,927+5701,9362,2351.60%+299
ORACLE CORP(ORCL)01,622+1,62202760.20%+276
M & T BK CORP10,84310,708-1351,6411,9071.36%+266
CORNING INC(GLW)42,85842,609-2491,6651,9241.37%+259
DELL TECHNOLOGIES INC CLASS C(DELL)02,000+2,00002370.17%+237
CORTEVA INC(CTVA)50,90550,605-3002,7462,9752.12%+229
SANDOZ GROUP AG F UNSPONSORED05,333+5,33302220.16%+222
PEABODY ENERGY CORP NEW(BTU)38,00040,000+2,0008411,0620.76%+221
NOVARTIS AG F SPONSORED ADR 128,13027,930-2002,9953,2132.29%+218
JOHNSON & JOHNSON(JNJ)12,29112,192-991,7961,9761.41%+179
PROCTER & GAMBLE CO(PG)18,64518,646+13,0753,2292.30%+154
M-TRON INDS INC23,00023,00008109590.68%+149
KENVUE INC36,65434,920-1,7346668080.58%+141
VANGUARD INDUSTRIALS ETF4,3004,30001,0111,1180.80%+107
ISHARES BIOTECHNOLOGY ETF14,10113,902-1991,9362,0241.44%+89
VANGUARD CONSUMER STAPLES ETF5,3865,387+11,0931,1770.84%+83
TEXAS INSTRS INC(TXN)5,0005,050+509731,0430.74%+71
LGL GROUP INC TRADES WITH DUE71,00073,658+2,6583814520.32%+70
HERSHEY CO(HSY)8,6528,627-251,5901,6551.18%+64
VISA INC CLASS A(V)6,6706,595-751,7511,8131.29%+63
DOW INC(DOW)41,93341,836-972,2252,2851.63%+61
SOUTHWESTERN ENERGY CXXX MANDA142,700142,70009601,0150.72%+54
EPSILON ENERGY LTD F114,400115,400+1,0006236760.48%+53
MPLX LP LP(MPLX)27,00027,00001,1501,2000.86%+50
PEPSICO INC(PEP)17,13416,910-2242,8262,8762.05%+50
INVSC QQQ TRUST SRS 1 ETF9,9279,842-854,7564,8033.43%+47
KRAKEN ROBOTICS INC F033,000+33,0000430.03%+43
TRANSOCEAN LTD F(RIG)010,000+10,0000430.03%+43
ALCON INC F3,0953,09502763100.22%+34
VANGUARD HEALTH CARE ETF4,5804,405-1751,2181,2430.89%+25
ENLINK MIDSTREAM LLC32,70032,70004504740.34%+25
APPLE INC(AAPL)1,0401,04002192420.17%+23
BRISTOL MYERS SQUIBB CO(BMY)7,0526,052-1,0002933130.22%+20
ABBOTT LABS2,4902,390-1002592720.19%+14
ALLIANCE RESOURCE PAR LP20,00020,00004895000.36%+11
AMGEN INC(AMGN)84284202632710.19%+8
EXXON MOBIL CORP3,3393,33903843910.28%+7
RITHM CAPITAL CORP(RITM)10,00010,00001091140.08%+4
ANTERO MIDSTREAM CORP(AM)10,37010,37001531560.11%+3
PANTHEON RESOURCES ORDF40,00040,00001190.01%-2
ENERGY TRANSFER L P LP(ET)15,49015,49002512490.18%-3
PALADIN ENERGY LTD ORDF25,00025,00002082000.14%-8
LGL GROUP INC 25 WTS WARRANTS57,00057,000020110.01%-9
PETROTAL CORP F225,000225,00001201050.08%-15
ENTERPRISE PRODS PART LP(EPD)114,253113,091-1,1623,3113,2922.35%-19
EQT CORP(EQT)19,50019,000-5007216960.50%-25
NESTLE S A F SPONSORED ADR 1 A20,80020,900+1002,1312,1041.50%-27
PHILLIPS 66(PSX)2,9582,95804183890.28%-29
BIOGEN INC(BIIB)1,0891,08902522110.15%-41
SUNCOR ENERGY INC NEW F(SU)68,00067,525-4752,5912,4931.78%-98
ENERGY SELECT SECTOR SPDR ETF30,07029,870-2002,7412,6231.87%-118
ANTERO RES CORP(AR)33,30033,30001,0879540.68%-133
OCCIDENTAL PETE CORP(OXY)24,50026,500+2,0001,5441,3660.97%-178
CALUMET INC(CLMT)11,5000-11,5001850-185
MARATHON OIL CORP103,125102,726-3992,9572,7361.95%-221
OVINTIV INC(OVV)28,60028,60001,3401,0960.78%-245
SCHLUMBERGER LTD F(SLB)58,48558,835+3502,7592,4681.76%-291
MERCK & CO. INC.(MRK)31,96131,886-753,9573,6212.58%-336
MARATHON PETE CORP(MPC)51,32251,348+268,9038,3655.97%-538
MICROSOFT CORP(MSFT)31,61831,488-13014,13213,5499.67%-582
ANHEUSER BUSCH INBEV S F SPONS(BUD)19,3250-19,3251,1240-1,124
APPLIED MATLS INC40,91540,866-499,6568,2575.89%-1,399
DUKE ENERGY CORP(DUK)25,6380-25,6382,5700-2,570
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