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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 7 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MU MICRON TECHNOLOGY INC Technology 3,796.0 $1.1M 0.06% NEW $285.41 +171.9%
122 XT ISHARES TR 15,489.0 $1.1M 0.06% NEW $69.74 +13.4%
123 DD DUPONT DE NEMOURS INC Basic Materials 25,757.0 $1.0M 0.06% NEW $40.20 +25.9%
124 BKNG BOOKING HOLDINGS INC Consumer Cyclical 187.0 $1.0M 0.05% NEW $5362.32 -97.1%
125 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,194.0 $1.0M 0.05% NEW $49.65 -9.7%
126 KR KROGER CO Consumer Defensive 15,936.0 $996K 0.05% NEW $62.48 +6.9%
127 SHEL SHELL PLC Energy 13,496.0 $992K 0.05% NEW $73.48 +15.0%
128 FBND FIDELITY MERRIMACK STR TR 20,575.0 $947K 0.05% NEW $46.04 -1.8%
129 ASTS AST SPACEMOBILE INC Technology 12,746.0 $926K 0.05% NEW $72.63 +15.2%
130 MA MASTERCARD INCORPORATED Financial Services 1,533.0 $875K 0.05% NEW $570.92 -14.2%
131 AVGO CALL BROADCOM INC Technology 2,500.0 $865K 0.05% NEW $346.10 +22.9%
132 FIDELITY GREENWOOD STREET TR 29,854.0 $856K 0.05% NEW $28.68
133 OKE ONEOK INC NEW Energy 11,595.0 $852K 0.05% NEW $73.50 +23.9%
134 CCK CROWN HLDGS INC Consumer Cyclical 8,060.0 $830K 0.04% NEW $102.97 -6.7%
135 APH AMPHENOL CORP NEW Technology 6,115.0 $826K 0.04% NEW $135.15 -7.5%
136 SYK STRYKER CORPORATION Healthcare 2,344.0 $824K 0.04% NEW $351.52 -13.1%
137 QQQ CALL INVESCO QQQ TR Financial Services 1,300.0 $799K 0.04% NEW $614.31 +15.4%
138 QQQ PUT INVESCO QQQ TR Financial Services 1,300.0 $799K 0.04% NEW $614.31 +15.4%
139 Q QNITY ELECTRONICS INC Technology 9,748.0 $796K 0.04% NEW $81.65 +101.0%
140 LQD ISHARES TR 7,019.0 $773K 0.04% NEW $110.19 -2.1%
Page 7 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%