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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 15 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ONEQ FIDELITY COMWLTH TR 2,672.0 $244K 0.01% NEW $91.39 +13.2%
282 NVDA PUT NVIDIA CORPORATION Technology 1,300.0 $242K 0.01% NEW $186.50 +26.4%
283 FAS DIREXION SHS ETF TR 1,426.0 $240K 0.01% NEW $168.38 -23.2%
284 PCAR PACCAR INC Industrials 2,167.0 $237K 0.01% NEW $109.50 +2.8%
285 IWF ISHARES TR 494.0 $234K 0.01% NEW $473.26 -73.7%
286 MUB ISHARES TR 2,180.0 $233K 0.01% NEW $107.09 -0.9%
287 ULTA ULTA BEAUTY INC Consumer Cyclical 380.0 $230K 0.01% NEW $605.01 -17.6%
288 IJK ISHARES TR 2,344.0 $227K 0.01% NEW $96.88 +13.9%
289 MLM MARTIN MARIETTA MATLS INC Basic Materials 361.0 $225K 0.01% NEW $622.66 -7.6%
290 PSX PHILLIPS 66 Energy 1,733.0 $224K 0.01% NEW $129.04 +32.9%
291 NVDL GRANITESHARES ETF TR 2,528.0 $222K 0.01% NEW $88.01 +33.4%
292 ZION ZIONS BANCORPORATION N A Financial Services 3,792.0 $222K 0.01% NEW $58.54 +2.6%
293 NOW SERVICENOW INC Technology 1,446.0 $222K 0.01% NEW $153.23 -40.9%
294 CPT CAMDEN PPTY TR Real Estate 2,000.0 $220K 0.01% NEW $110.08 -5.5%
295 GLDM WORLD GOLD TR Financial Services 2,575.0 $220K 0.01% NEW $85.37 +5.4%
296 EOS EATON VANCE ENHANCED EQUITY Financial Services 9,292.0 $218K 0.01% NEW $23.41 -4.5%
297 QDVO AMPLIFY ETF TR 7,433.0 $216K 0.01% NEW $29.02 +5.6%
298 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,471.0 $216K 0.01% NEW $146.54 -9.5%
299 RACE FERRARI N V Consumer Cyclical 582.0 $215K 0.01% NEW $369.53 -10.1%
300 BP BP PLC Energy 6,181.0 $215K 0.01% NEW $34.73 +27.7%
Page 15 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%