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Portfolio (Quarterly) Guide ↗

Traynor Capital Management, Inc.

· CIK 0001666786
13F Portfolio $1.7B AUM 335 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 142 Added 118 Reduced 62 Exited
Page 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Q QNITY ELECTRONICS INC Technology 9,402.0 $1.0M 0.06% -346.0 -3.5% $107.11 +46.8%
42 SPYI NEOS ETF TRUST 19,847.0 $952K 0.06% -3K -14.0% $47.98 +11.6%
43 ASTS AST SPACEMOBILE INC Technology 12,454.0 $919K 0.05% -292.0 -2.3% $73.82 +17.6%
44 GEV GE VERNOVA INC Utilities 1,059.0 $866K 0.05% -45.0 -4.1% $817.50 +28.3%
45 SHOP SHOPIFY INC Technology 7,065.0 $790K 0.05% -832.0 -10.5% $111.77 -10.3%
46 IJR ISHARES TR 6,296.0 $761K 0.04% -84.0 -1.3% $120.87 +11.2%
47 LQD ISHARES TR 6,845.0 $741K 0.04% -174.0 -2.5% $108.32 -0.7%
48 UNP UNION PAC CORP Industrials 3,096.0 $741K 0.04% -138.0 -4.3% $239.21 +13.1%
49 JNJ JOHNSON & JOHNSON Healthcare 3,052.0 $740K 0.04% -158.0 -4.9% $242.51 -6.5%
50 CSX CSX CORP Industrials 18,593.0 $739K 0.04% -588.0 -3.1% $39.77 +14.8%
51 SYK STRYKER CORPORATION Healthcare 2,220.0 $724K 0.04% -124.0 -5.3% $326.08 -5.9%
52 MA MASTERCARD INCORPORATED Financial Services 1,436.0 $709K 0.04% -97.0 -6.3% $494.08 +0.0%
53 FBND FIDELITY MERRIMACK STR TR 15,183.0 $691K 0.04% -5K -26.2% $45.48 -0.6%
54 CCK CROWN HLDGS INC Consumer Cyclical 7,000.0 $688K 0.04% -1K -13.2% $98.22 -1.1%
55 EVEREST GROUP LTD 2,015.0 $651K 0.04% -202.0 -9.1% $323.32
56 CRWV COREWEAVE INC Technology 8,136.0 $563K 0.03% -2K -15.8% $69.15 +55.2%
57 PG PROCTER & GAMBLE CO Consumer Defensive 3,785.0 $548K 0.03% -78.0 -2.0% $144.72 -2.2%
58 AGG ISHARES TR 5,428.0 $538K 0.03% -1K -17.6% $99.04 -1.1%
59 PFF ISHARES TR 17,215.0 $519K 0.03% -5K -22.8% $30.12 +3.5%
60 NTAP NETAPP INC Technology 5,109.0 $517K 0.03% -33.0 -0.6% $101.18 +18.5%
Page 3 of 6  ·  118 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 39.5%
Communication Services 18.6%
Consumer Cyclical 12.2%
Healthcare 10.1%
Industrials 9.2%
Financial Services 5.5%
Basic Materials 1.7%
Consumer Defensive 1.2%
Energy 1.0%
Utilities 0.9%