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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 5 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BSX BOSTON SCIENTIFIC CORP Healthcare 25,017.0 $2.4M 0.13% NEW $95.35 -44.8%
82 MRK MERCK & CO INC Healthcare 22,541.0 $2.4M 0.13% NEW $105.26 +7.7%
83 AMZU DIREXION SHS ETF TR 67,287.0 $2.4M 0.13% NEW $34.95 +20.9%
84 NEE NEXTERA ENERGY INC Utilities 28,260.0 $2.3M 0.12% NEW $80.28 +19.2%
85 VXUS VANGUARD STAR FDS 29,946.0 $2.3M 0.12% NEW $75.44 +10.2%
86 GS GOLDMAN SACHS GROUP INC Financial Services 2,435.0 $2.1M 0.11% NEW $878.86 +10.3%
87 TSLA PUT TESLA INC Consumer Cyclical 4,500.0 $2.0M 0.11% NEW $449.72 -1.4%
88 MCD MCDONALDS CORP Consumer Cyclical 6,491.0 $2.0M 0.11% NEW $305.64 -10.0%
89 IBB ISHARES TR 11,633.0 $2.0M 0.10% NEW $168.78 -1.2%
90 AVAV AEROVIRONMENT INC Industrials 7,723.0 $1.9M 0.10% NEW $241.89 -34.7%
91 DVY ISHARES TR 13,087.0 $1.8M 0.10% NEW $141.14 +7.0%
92 ABNB AIRBNB INC Consumer Cyclical 13,341.0 $1.8M 0.10% NEW $135.72 -2.1%
93 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 5,954.0 $1.8M 0.10% NEW $303.89 +37.5%
94 AMAT APPLIED MATLS INC Technology 6,865.0 $1.8M 0.09% NEW $256.99 +69.9%
95 XOM EXXON MOBIL CORP Energy 14,609.0 $1.8M 0.09% NEW $120.34 +27.0%
96 PANW PALO ALTO NETWORKS INC Technology 9,503.0 $1.8M 0.09% NEW $184.20 +29.3%
97 BA BOEING CO Industrials 7,924.0 $1.7M 0.09% NEW $217.13 +1.5%
98 XMMO INVESCO EXCHANGE TRADED FD T 12,046.0 $1.7M 0.09% NEW $138.46 +18.3%
99 VB VANGUARD INDEX FDS 6,279.0 $1.6M 0.09% NEW $257.97 +9.2%
100 IJH ISHARES TR 24,509.0 $1.6M 0.09% NEW $66.00 +9.4%
Page 5 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%