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Portfolio (Quarterly) Guide ↗

Traynor Capital Management, Inc.

· CIK 0001666786
13F Portfolio $1.7B AUM 335 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 142 Added 118 Reduced 62 Exited
Page 5 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NVS NOVARTIS AG Healthcare 3,782.0 $569K 0.03% +2K +108.2% $150.36 -1.5%
82 EPD ENTERPRISE PRODS PARTNERS L Energy 14,521.0 $567K 0.03% +814.0 +5.9% $39.08 +0.4%
83 NEBIUS GROUP N.V. 6,146.0 $567K 0.03% +712.0 +13.1% $92.26
84 FMAT FIDELITY COVINGTON TRUST 9,861.0 $555K 0.03% +4K +65.1% $56.30 +2.9%
85 SCHB SCHWAB STRATEGIC TR 22,476.0 $548K 0.03% +4K +24.4% $24.39 +16.4%
86 VEA VANGUARD TAX-MANAGED FDS 8,246.0 $511K 0.03% +224.0 +2.8% $62.03 +12.1%
87 SCHX SCHWAB STRATEGIC TR 20,278.0 $505K 0.03% +10K +91.8% $24.92 +16.5%
88 IXUS ISHARES TR 5,976.0 $500K 0.03% +705.0 +13.4% $83.74 +12.1%
89 UNH UNITEDHEALTH GROUP INC Healthcare 1,879.0 $492K 0.03% +360.0 +23.7% $261.80 +50.4%
90 SLV CALL ISHARES SILVER TR Financial Services 7,200.0 $491K 0.03% +7K +1340.0% $68.14 +2.6%
91 AIBU DIREXION SHARES ETF TRUST 14,827.0 $488K 0.03% +334.0 +2.3% $32.91 +82.8%
92 HYG ISHARES TR 5,906.0 $465K 0.03% +167.0 +2.9% $78.81 +0.9%
93 IEMG ISHARES INC 6,885.0 $463K 0.03% +1K +18.7% $67.32 +18.0%
94 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,540.0 $450K 0.03% +2K +36.9% $59.73 -4.1%
95 HOOD ROBINHOOD MKTS INC Financial Services 6,821.0 $444K 0.03% +851.0 +14.2% $65.16 +18.4%
96 CAH CARDINAL HEALTH INC Healthcare 2,152.0 $444K 0.03% +35.0 +1.6% $206.31 -3.2%
97 VTV VANGUARD INDEX FDS 2,272.0 $438K 0.03% +731.0 +47.4% $192.99 +7.5%
98 MPLX MPLX LP Energy 7,324.0 $422K 0.03% +55.0 +0.8% $57.67 -5.0%
99 SLV ISHARES SILVER TR Financial Services 6,564.0 $417K 0.02% +490.0 +8.1% $63.52 +10.1%
100 FDIG FIDELITY COVINGTON TRUST 12,789.0 $396K 0.02% +402.0 +3.2% $30.98 +37.8%
Page 5 of 8  ·  142 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Communication Services 18.6%
Consumer Cyclical 12.2%
Healthcare 10.1%
Industrials 9.2%
Financial Services 5.5%
Basic Materials 1.7%
Consumer Defensive 1.2%
Energy 1.0%
Utilities 0.9%