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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 17 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GLD CALL SPDR GOLD TR Financial Services 400.0 $159K 0.01% NEW $396.31 +7.8%
322 PTON PELOTON INTERACTIVE INC Consumer Cyclical 24,248.0 $149K 0.01% NEW $6.16 -15.9%
323 RIG TRANSOCEAN LTD Energy 35,652.0 $147K 0.01% NEW $4.13 +67.3%
324 AMZY TIDAL TRUST II 10,000.0 $133K 0.01% NEW $13.28 -8.4%
325 QBTS CALL D-WAVE QUANTUM INC Technology 5,000.0 $131K 0.01% NEW $26.15 -15.4%
326 PROP PRAIRIE OPER CO Financial Services 74,252.0 $125K 0.01% NEW $1.69 -49.4%
327 ONDS ONDAS HLDGS INC Technology 12,569.0 $123K 0.01% NEW $9.76 +14.9%
328 ORCL CALL ORACLE CORP Technology 600.0 $117K 0.01% NEW $194.91 +0.4%
329 NVTS NAVITAS SEMICONDUCTOR CORP Technology 15,695.0 $112K 0.01% NEW $7.14 +212.6%
330 BA CALL BOEING CO Industrials 500.0 $109K 0.01% NEW $217.12 +1.6%
331 DFEN CALL DIREXION SHS ETF TR 1,500.0 $96K 0.01% NEW $63.88 -7.2%
332 POET POET TECHNOLOGIES INC Technology 14,300.0 $91K 0.01% NEW $6.33 +225.0%
333 IONQ CALL IONQ INC Technology 2,000.0 $90K 0.01% NEW $44.87 +28.1%
334 POET CALL POET TECHNOLOGIES INC Technology 13,800.0 $87K 0.01% NEW $6.33 +225.0%
335 NIO NIO INC Consumer Cyclical 17,105.0 $87K 0.01% NEW $5.10 +22.5%
336 NVO CALL NOVO-NORDISK A S Healthcare 1,500.0 $76K 0.00% NEW $50.88 -10.0%
337 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 500.0 $73K 0.00% NEW $146.58 -9.5%
338 META CALL META PLATFORMS INC Communication Services 100.0 $66K 0.00% NEW $660.09 -6.3%
339 HTZ HERTZ GLOBAL HLDGS INC Industrials 12,605.0 $65K 0.00% NEW $5.14 +13.4%
340 GRAB GRAB HOLDINGS LIMITED Technology 12,061.0 $60K 0.00% NEW $4.99 -28.5%
Page 17 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%