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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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NVDU DIREXION SHARES ETF TRUST 2,868.0 $249K 0.01% -468.0 -14.0% $86.97 +72.5%
102 APP APPLOVIN CORP Technology 655.0 $244K 0.01% -222.0 -25.3% $372.05 +28.2%
103 VEU VANGUARD INTL EQUITY INDEX F 3,186.0 $232K 0.01% -3K -45.1% $72.74 +11.0%
104 GLDM WORLD GOLD TR Financial Services 2,524.0 $225K 0.01% -51.0 -2.0% $89.31 -0.7%
105 QYLD GLOBAL X FDS 13,355.0 $223K 0.01% -1K -8.0% $16.70 +5.7%
106 MUB ISHARES TR 2,096.0 $222K 0.01% -84.0 -3.9% $105.93 -0.2%
107 NLR VANECK ETF TRUST 1,736.0 $221K 0.01% -555.0 -24.2% $127.14 -1.6%
108 VZ VERIZON COMMUNICATIONS INC Communication Services 4,289.0 $216K 0.01% -852.0 -16.6% $50.30 -7.0%
109 MLM MARTIN MARIETTA MATLS INC Basic Materials 357.0 $205K 0.01% -4.0 -1.1% $573.57 -3.1%
110 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 300.0 $195K 0.01% -3K -91.4% $650.34 +12.8%
111 SOFI SOFI TECHNOLOGIES INC Financial Services 10,636.0 $161K 0.01% -14K -56.9% $15.15 +3.7%
112 NVDY TIDAL TRUST II 11,225.0 $139K 0.01% -78.0 -0.7% $12.38 +14.0%
113 PROP PRAIRIE OPER CO Financial Services 62,552.0 $124K 0.01% -12K -15.8% $1.99 -56.0%
114 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,654.0 $83K 0.01% -5K -32.1% $7.83 +151.2%
115 POET POET TECHNOLOGIES INC Technology 12,500.0 $64K 0.00% -2K -12.6% $5.08 +179.7%
116 DFEN CALL DIREXION SHARES ETF TRUST 1,000.0 $63K 0.00% -500.0 -33.3% $63.10 -5.0%
117 QBTS D-WAVE QUANTUM INC Technology 4,541.0 $59K 0.00% -2K -30.6% $12.98 +46.8%
118 OKLO CALL OKLO INC Utilities 200.0 $10K 0.00% -100.0 -33.3% $49.59 +18.1%
Page 6 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%