Fund HoldingsMCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

Total Portfolio Value
$133.89M
Total Bought
$10.33M
Total Sold
$8.80M
Net Transaction
+$1.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CONOCOPHILLIPS(COP)026,435+26,43502,6221.96%+2,622
BLACKSTONE INC60,12659,498-6289,20710,2597.66%+1,052
EXPAND ENERGY CORP(EXE)010,470+10,47001,0420.78%+1,042
CISCO SYS INC(CSCO)60,78960,741-483,2353,5962.69%+361
VISA INC CLASS A(V)6,5956,59501,8132,0841.56%+271
ENTERPRISE PRODS PART LP(EPD)113,091112,952-1393,2923,5422.65%+250
INVSC QQQ TRUST SRS 1 ETF9,8429,84204,8035,0313.76%+228
ALCON INC F3,0956,260+3,1653105310.40%+222
ANTERO RES CORP(AR)33,30033,30009541,1670.87%+213
KRAKEN ROBOTICS INC F33,000130,000+97,000432490.19%+206
EQT CORP(EQT)19,00019,00006968760.65%+180
ENBRIDGE INC F(ENB)76,42976,42903,1043,2432.42%+139
M-TRON INDS INC23,00022,000-1,0009591,0650.80%+107
M & T BK CORP10,70810,70801,9072,0131.50%+106
CORNING INC(GLW)42,60942,60901,9242,0251.51%+101
MPLX LP LP(MPLX)27,00027,00001,2001,2920.97%+92
OCCIDENTAL PETE CORP(OXY)26,50029,500+3,0001,3661,4581.09%+92
ALTRIA GROUP INC(MO)58,83658,890+543,0033,0792.30%+76
ENERGY TRANSFER L P LP(ET)15,49015,49002493030.23%+55
EPSILON ENERGY LTD F115,400117,077+1,6776767270.54%+51
FEDERAL HOME LN MTG CORP(FMCC)010,000+10,0000330.02%+33
APPLE INC(AAPL)1,0401,04002422600.19%+18
HEWLETT PACKARD ENTERPRI(HPE)18,25018,25003733900.29%+16
PANTHEON RESOURCES ORDF40,00040,00009150.01%+6
NTNL FUEL GAS CO(NFG)61,26461,265+13,7133,7182.78%+4
ANTERO MIDSTREAM CORP(AM)10,37010,37001561560.12%0
ALLIANCE RESOURCE PAR LP20,00019,000-1,0005005000.37%-0
ABBOTT LABS2,3902,39002722700.20%-2
LGL GROUP INC 25 WTS WARRANTS57,00057,00001190.01%-2
RITHM CAPITAL CORP(RITM)10,00010,00001141080.08%-5
SANDOZ GROUP AG F UNSPONSORED5,3335,33302222160.16%-6
ORACLE CORP(ORCL)1,6221,62202762700.20%-6
DELL TECHNOLOGIES INC CLASS C(DELL)2,0002,00002372300.17%-7
LGL GROUP INC TRADES WITH DUE73,65873,65804524400.33%-12
PETROTAL CORP F225,000225,0000105870.06%-18
OVINTIV INC(OVV)28,60026,600-2,0001,0961,0770.80%-18
VANGUARD INDUSTRIALS ETF4,3004,30001,1181,0940.82%-24
BRISTOL MYERS SQUIBB CO(BMY)6,0525,052-1,0003132860.21%-27
EXXON MOBIL CORP3,3393,33903913590.27%-32
VANGUARD CONSUMER STAPLES ETF5,3875,388+11,1771,1390.85%-38
TRANSOCEAN LTD F(RIG)10,0000-10,000430-42
SUNCOR ENERGY INC NEW F(SU)67,52568,525+1,0002,4932,4451.83%-48
PHILLIPS 66(PSX)2,9582,95803893370.25%-52
AMGEN INC(AMGN)84284202712190.16%-52
ENERGY SELECT SECTOR SPDR ETF29,87029,920+502,6232,5631.91%-60
KENVUE INC34,92034,623-2978087390.55%-69
ENLINK MIDSTREAM LLC XXX MANDA32,70028,200-4,5004743990.30%-75
TEXAS INSTRS INC(TXN)5,0505,090+401,0439540.71%-89
CORTEVA INC(CTVA)50,60550,640+352,9752,8842.15%-91
PROCTER & GAMBLE CO(PG)18,64618,626-203,2293,1232.33%-107
DOW INC(DOW)41,83653,833+11,9972,2852,1601.61%-125
VANGUARD HEALTH CARE ETF4,4054,40501,2431,1180.83%-126
ISHARES BIOTECHNOLOGY ETF13,90213,90202,0241,8381.37%-186
HERSHEY CO(HSY)8,6278,628+11,6551,4611.09%-193
PALADIN ENERGY LTD ORDF25,0000-25,0002000-200
RTX CORP(RTX)36,78136,732-494,4564,2513.17%-206
DIAGEO PLC F SPONSORED ADR 1 A15,92715,928+12,2352,0251.51%-210
BIOGEN INC(BIIB)1,0890-1,0892110-211
PEPSICO INC(PEP)16,91017,500+5902,8762,6611.99%-214
PEABODY ENERGY CORP NEW(BTU)40,00040,00001,0628380.63%-224
JOHNSON & JOHNSON(JNJ)12,19211,948-2441,9761,7281.29%-248
SCHLUMBERGER LTD F(SLB)58,83556,763-2,0722,4682,1761.63%-292
MICROSOFT CORP(MSFT)31,48831,408-8013,54913,2399.89%-311
MEDTRONIC PLC F29,56528,940-6252,6622,3121.73%-350
MERCK & CO. INC.(MRK)31,88631,987+1013,6213,1822.38%-439
NOVARTIS AG F SPONSORED ADR 127,93027,955+253,2132,7202.03%-492
NESTLE S A F SPONSORED ADR 1 A20,90018,900-2,0002,1041,5441.15%-560
DUPONT DE NEMOURS INC IA(DD)43,96843,919-493,9183,3492.50%-569
SOUTHWESTERN ENERGY CXXX MANDA142,7000-142,7001,0150-1,015
NEWMONT CORP(NEM)77,05778,410+1,3534,1192,9182.18%-1,200
MARATHON PETE CORP(MPC)51,34851,350+28,3657,1635.35%-1,202
APPLIED MATLS INC40,86641,051+1858,2576,6764.99%-1,581
MARATHON OIL CORP102,7260-102,7262,7360-2,736
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