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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 9 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IEFA ISHARES TR 7,359.0 $658K 0.04% NEW $89.45 +7.0%
162 AGG ISHARES TR 6,583.0 $658K 0.04% NEW $99.88 -1.8%
163 SOFI SOFI TECHNOLOGIES INC Financial Services 24,703.0 $647K 0.04% NEW $26.18 -40.7%
164 ASML ASML HOLDING N V Technology 601.0 $643K 0.03% NEW $1069.34 +37.6%
165 GE GE AEROSPACE Industrials 2,073.0 $638K 0.03% NEW $308.00 -7.5%
166 XLK SELECT SECTOR SPDR TR 4,365.0 $628K 0.03% NEW $143.97 +20.5%
167 SGOV ISHARES TR 5,985.0 $601K 0.03% NEW $100.38 +0.2%
168 QQQM INVESCO EXCH TRADED FD TR II 2,373.0 $600K 0.03% NEW $252.94 +14.4%
169 J P MORGAN EXCHANGE TRADED F 11,745.0 $594K 0.03% NEW $50.59
170 APP APPLOVIN CORP Technology 877.0 $591K 0.03% NEW $673.98 -27.3%
171 CURE DIREXION SHS ETF TR 5,222.0 $583K 0.03% NEW $111.57 -22.3%
172 SCHW SCHWAB CHARLES CORP Financial Services 5,698.0 $569K 0.03% NEW $99.91 -7.5%
173 INTU INTUIT Technology 849.0 $562K 0.03% NEW $662.37 -39.2%
174 STBA S & T BANCORP INC Financial Services 14,252.0 $561K 0.03% NEW $39.35 +12.2%
175 IBM INTERNATIONAL BUSINESS MACHS Technology 1,892.0 $560K 0.03% NEW $296.20 -25.2%
176 MSTR STRATEGY INC Technology 3,655.0 $555K 0.03% NEW $151.95 +7.6%
177 PG PROCTER AND GAMBLE CO Consumer Defensive 3,863.0 $554K 0.03% NEW $143.30 -1.1%
178 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 54,317.0 $553K 0.03% NEW $10.19 -0.9%
179 IJT ISHARES TR 3,903.0 $551K 0.03% NEW $141.17 +12.4%
180 NTAP NETAPP INC Technology 5,142.0 $551K 0.03% NEW $107.09 +12.5%
Page 9 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%