Fund HoldingsMCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

Total Portfolio Value
$124.95M
Total Bought
$3.91M
Total Sold
$7.61M
Net Transaction
-$3.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)33,93733,633-30410,71612,64710.12%+1,931
BLACKSTONE INC62,35062,253-976,6808,1506.52%+1,470
APPLIED MATERIALS41,57441,525-495,7566,7305.39%+974
SCHLUMBERGER LTD F(SLB)011,150+11,15005800.46%+580
INVSC QQQ TRUST SRS 1 ETF IV10,10610,097-93,6214,1353.31%+514
RTX CORP(RTX)37,26337,339+762,6823,1422.51%+460
M-TRON INDS INC28,75024,750-4,0005098840.71%+375
NEWMONT CORP(NEM)70,20071,601+1,4012,5942,9642.37%+370
DUKE ENERGY CORP(DUK)25,73625,727-92,2712,4972.00%+225
ENERGY TRANSFER L P LP(ET)015,490+15,49002140.17%+214
VISA INC CLASS A(V)6,6706,67001,5341,7371.39%+202
APPLE INC(AAPL)01,040+1,04002000.16%+200
DOW INC(DOW)41,07542,228+1,1532,1182,3161.85%+198
MERCK & CO. INC.(MRK)32,56332,564+13,3523,5502.84%+198
ISHARES BIOTECHNOLOGY ETF14,45114,401-501,7671,9561.57%+189
ENBRIDGE INC F(ENB)76,18176,18102,5552,7442.20%+189
ANHEUSER BUSCH INBEV S F SPONS(BUD)19,32519,32501,0691,2491.00%+180
ARBOR REALTY TR REIT011,127+11,12701690.14%+169
LGL GROUP INC TRADES WITH DUE59,00062,000+3,0002533810.30%+128
DUPONT DE NEMOURS INC IA(DD)32,41832,969+5512,4182,5362.03%+118
VANGUARD INDUSTRIALS ETF4,3004,30008389480.76%+109
M & T BANK CORP11,27911,079-2001,4261,5191.22%+92
TEXAS INSTRUMENTS(TXN)4,7004,900+2007478350.67%+88
VANGUARD HEALTH CARE ETF4,8804,88001,1471,2230.98%+76
KENVUE INC38,11638,117+17658210.66%+55
NESTLE S A F SPONSORED ADR 1 A20,07520,07502,2722,3211.86%+49
VANGUARD CONSUMER STAPLES ETF5,5835,585+21,0201,0670.85%+47
PHILLIPS 66(PSX)2,9912,99103593980.32%+39
ABBOTT LABORATORIES2,4902,49002412740.22%+33
MPLX LP LP(MPLX)26,86426,86409569860.79%+31
EQT CORP(EQT)17,30018,700+1,4007027230.58%+21
AMGEN INC.(AMGN)84284202262430.19%+16
RITHM CAPITAL CORP(RITM)10,00010,0000931070.09%+14
PROCTER & GAMBLE(PG)18,84418,845+12,7492,7622.21%+13
JOHNSON & JOHNSON(JNJ)11,17111,172+11,7401,7511.40%+11
LGL GROUP INC 25 WTF WARRANTS57,00057,00009160.01%+7
PETROTAL CORP F205,000205,00001181240.10%+6
ANTERO MIDSTREAM CORP(AM)10,37010,37001241300.10%+6
PEPSICO INC(PEP)13,78213,783+12,3352,3411.87%+6
ALCON INC F3,1353,13502422450.20%+3
BIOGEN INC(BIIB)1,1391,13902932950.24%+2
BCE INC F34,30033,300-1,0001,3101,3111.05%+1
ENLINK MIDSTREAM LLC29,50029,50003603590.29%-2
PALADIN ENERGY LTD ORDF250,000250,00001771680.13%-9
EPSILON ENERGY LTD F112,400114,400+2,0005935810.47%-12
NOVARTIS AG F SPONSORED ADR 128,24028,330+902,8772,8602.29%-16
PANTHEON RESOURCES ORDF40,0000-40,000170-17
SOUTHWESTERN ENERGY147,900142,700-5,2009549350.75%-19
ALLIANCE RESOURCE PAR LP20,00020,00004514240.34%-27
DIAGEO PLC F SPONSORED ADR 1 A14,70514,682-232,1942,1391.71%-55
EXXON MOBIL CORP3,3393,33903933340.27%-59
PEABODY ENERGY CORPORATI(BTU)38,00038,00009889240.74%-63
ANTERO RESOURCES COR(AR)33,30034,300+1,0008457780.62%-67
SUNCOR ENERGY INC F(SU)66,12568,600+2,4752,2732,1981.76%-75
MEDTRONIC PLC F31,61529,015-2,6002,4772,3901.91%-87
NTNL FUEL GAS CO(NFG)61,01761,209+1923,1673,0712.46%-97
ENERGY SELECT SECTOR SPDR ETF29,23030,150+9202,6422,5282.02%-114
OCCIDENTAL PETROL CO(OXY)22,50022,50001,4601,3431.08%-116
HERSHEY CO(HSY)8,7508,751+11,7511,6321.31%-119
ENTERPRISE PRODS PART LP(EPD)114,769114,631-1383,1413,0212.42%-121
CORNING INC(GLW)47,35542,856-4,4991,4431,3051.04%-138
CORTEVA INC(CTVA)45,12945,130+12,3092,1631.73%-146
MARATHON PETE CORP(MPC)51,95351,830-1237,8637,6906.15%-173
CISCO SYSTEMS INC(CSCO)59,55459,756+2023,2023,0192.42%-183
CRESTWOOD EQUITY PARTXXX MANDA7,0000-7,0002050-205
OVINTIV INC(OVV)30,80028,600-2,2001,4651,2561.01%-209
MARATHON OIL CORP101,772104,023+2,2512,7222,5132.01%-209
ALTRIA GROUP INC(MO)58,14352,023-6,1202,4452,0991.68%-346
BRISTOL-MYERS SQUIBB(BMY)8,0510-8,0514670-467
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