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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 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IONQ CALL IONQ INC Technology 8,500.0 $245K 0.01% +6K +325.0% $28.83 +80.2%
122 GAMESTOP CORP 10,677.0 $238K 0.01% +2K +29.7% $22.27
123 TXN TEXAS INSTRS INC Technology 1,258.0 $234K 0.01% +23.0 +1.9% $186.38 +62.4%
124 PPL PPL CORP Utilities 6,030.0 $229K 0.01% +150.0 +2.5% $38.02 -8.3%
125 IWF ISHARES TR 545.0 $224K 0.01% +51.0 +10.3% $410.91 -69.8%
126 SMCI SUPER MICRO COMPUTER INC Technology 9,961.0 $210K 0.01% +1K +11.4% $21.06 +47.4%
127 RACE FERRARI N V Consumer Cyclical 636.0 $208K 0.01% +54.0 +9.3% $327.18 -1.8%
128 AFL AFLAC INC Financial Services 1,912.0 $207K 0.01% +55.0 +3.0% $108.17 +9.7%
129 AXP AMERICAN EXPRESS CO Financial Services 677.0 $201K 0.01% +4.0 +0.6% $297.64 +4.9%
130 IXN ISHARES TR 2,103.0 $201K 0.01% +144.0 +7.3% $95.75 +36.7%
131 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,638.0 $200K 0.01% +167.0 +11.3% $122.01 +9.2%
132 IONQ IONQ INC Technology 7,252.0 $193K 0.01% +993.0 +15.9% $26.59 +95.4%
133 AGNC AGNC INVT CORP Real Estate 16,532.0 $163K 0.01% +1K +8.7% $9.84 +4.7%
134 SOUN SOUNDHOUND AI INC Technology 25,687.0 $155K 0.01% +895.0 +3.6% $6.03 +39.5%
135 PTON PELOTON INTERACTIVE INC Consumer Cyclical 29,248.0 $117K 0.01% +5K +20.6% $4.00 +32.2%
136 NIO NIO INC Consumer Cyclical 20,884.0 $115K 0.01% +4K +22.1% $5.51 +10.7%
137 POET CALL POET TECHNOLOGIES INC Technology 18,500.0 $110K 0.01% +5K +34.1% $5.94 +168.9%
138 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 700.0 $102K 0.01% +400.0 +133.3% $146.28 -8.4%
139 QBTS CALL D-WAVE QUANTUM INC Technology 5,700.0 $82K 0.01% +700.0 +14.0% $14.43 +41.0%
140 ASTS CALL AST SPACEMOBILE INC Technology 800.0 $66K 0.00% +200.0 +33.3% $82.87 +4.8%
Page 7 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%