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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 11 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PNC PNC FINL SVCS GROUP INC Financial Services 1,938.0 $391K 0.02% $201.64 +5.0%
202 ANET ARISTA NETWORKS INC Technology 3,357.0 $390K 0.02% -600.0 -15.2% $116.13 +21.3%
203 CLH CLEAN HARBORS INC Industrials 1,385.0 $387K 0.02% -200.0 -12.6% $279.76 +6.8%
204 AAPL CALL APPLE INC Technology 1,500.0 $381K 0.02% -100.0 -6.2% $253.79 +17.9%
205 BLK BLACKROCK INC Financial Services 403.0 $376K 0.02% +12.0 +3.1% $933.01 +14.4%
206 SHW SHERWIN WILLIAMS CO Basic Materials 1,190.0 $376K 0.02% -6.0 -0.5% $315.96 -6.3%
207 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,392.0 $375K 0.02% -14.0 -0.6% $156.97 -0.4%
208 QQQI NEOS ETF TRUST 7,780.0 $374K 0.02% +3K +67.1% $48.12 +16.8%
209 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,282.0 $374K 0.02% $291.66 +0.6%
210 IWM ISHARES TR 1,552.0 $372K 0.02% +292.0 +23.2% $239.67 +13.5%
211 AVGO CALL BROADCOM INC Technology 1,200.0 $371K 0.02% -1K -52.0% $309.51 +33.1%
212 XLF SELECT SECTOR SPDR TR 7,647.0 $370K 0.02% $48.36 +6.1%
213 INTU INTUIT Technology 847.0 $364K 0.02% $429.17 -3.4%
214 WCN WASTE CONNECTIONS INC Industrials 2,234.0 $362K 0.02% -239.0 -9.7% $161.86 -1.8%
215 PEP PEPSICO INC Consumer Defensive 2,295.0 $360K 0.02% +105.0 +4.8% $156.83 -4.5%
216 FFBC 1ST FINL BANCORP Financial Services 12,800.0 $349K 0.02% NEW $27.30 +8.5%
217 DUK DUKE ENERGY CORP NEW Utilities 2,629.0 $346K 0.02% -161.0 -5.8% $131.70 -6.5%
218 IHI ISHARES TR 6,582.0 $346K 0.02% -79.0 -1.2% $52.60 -5.3%
219 GSLC GOLDMAN SACHS ETF TR 2,831.0 $344K 0.02% -130.0 -4.4% $121.61 +14.6%
220 COIN COINBASE GLOBAL INC Financial Services 2,123.0 $341K 0.02% +53.0 +2.6% $160.76 +16.8%
Page 11 of 17  ·  335 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%