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Portfolio (Quarterly) Guide ↗

Traynor Capital Management, Inc.

· CIK 0001666786
13F Portfolio $1.9B AUM 366 positions Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 366 New
Page 12 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VLO VALERO ENERGY CORP Energy 2,293.0 $373K 0.02% NEW $162.79 +59.3%
222 CLH CLEAN HARBORS INC Industrials 1,585.0 $372K 0.02% NEW $234.48 +29.3%
223 ZS ZSCALER INC Technology 1,647.0 $371K 0.02% NEW $224.97 -22.1%
224 INTC INTEL CORP Technology 9,667.0 $357K 0.02% NEW $36.90 +188.6%
225 ITOT ISHARES TR 2,350.0 $349K 0.02% NEW $148.66 +8.0%
226 MS MORGAN STANLEY Financial Services 1,961.0 $348K 0.02% NEW $177.48 +8.3%
227 DFAC DIMENSIONAL ETF TRUST 8,490.0 $336K 0.02% NEW $39.59 +8.3%
228 BX BLACKSTONE INC Financial Services 2,151.0 $332K 0.02% NEW $154.16 -24.1%
229 OEF ISHARES TR 963.0 $330K 0.02% NEW $343.14 +7.2%
230 QUAL ISHARES TR 1,655.0 $329K 0.02% NEW $198.66 +5.7%
231 TW TRADEWEB MKTS INC Financial Services 3,045.0 $327K 0.02% NEW $107.54 +4.6%
232 DUK DUKE ENERGY CORP NEW Utilities 2,790.0 $327K 0.02% NEW $117.20 +4.0%
233 GPN GLOBAL PMTS INC Industrials 4,221.0 $327K 0.02% NEW $77.40 -11.0%
234 KO COCA COLA CO Consumer Defensive 4,671.0 $327K 0.02% NEW $69.91 +15.6%
235 PDI PIMCO DYNAMIC INCOME FD Financial Services 18,340.0 $325K 0.02% NEW $17.71 -5.6%
236 AZTA AZENTA INC Healthcare 9,750.0 $324K 0.02% NEW $33.26 -50.8%
237 GXO GXO LOGISTICS INCORPORATED Industrials 6,096.0 $321K 0.02% NEW $52.64 -10.8%
238 ABT ABBOTT LABS Healthcare 2,561.0 $321K 0.02% NEW $125.29 -30.7%
239 BANKFINANCIAL CORP 26,667.0 $320K 0.02% NEW $12.00
240 FMAT FIDELITY COVINGTON TRUST 5,974.0 $317K 0.02% NEW $53.11 +9.4%
Page 12 of 19  ·  366 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 41.3%
Communication Services 18.6%
Consumer Cyclical 12.8%
Healthcare 11.1%
Industrials 7.0%
Financial Services 5.6%
Basic Materials 1.3%
Consumer Defensive 1.0%
Energy 0.7%
Utilities 0.6%