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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 14 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FETH FIDELITY ETHEREUM FD Financial Services 9,587.0 $284K 0.01% NEW $29.61 -28.5%
262 UPS UNITED PARCEL SERVICE INC Industrials 2,837.0 $281K 0.01% NEW $99.19 -3.6%
263 IONQ IONQ INC Technology 6,259.0 $281K 0.01% NEW $44.87 +13.3%
264 MRVL MARVELL TECHNOLOGY INC Technology 3,239.0 $275K 0.01% NEW $84.97 +109.9%
265 EMR EMERSON ELEC CO Industrials 2,044.0 $271K 0.01% NEW $132.72 -0.3%
266 SPYG SPDR SERIES TRUST 2,469.0 $263K 0.01% NEW $106.70 +10.8%
267 SMCI SUPER MICRO COMPUTER INC Technology 8,941.0 $262K 0.01% NEW $29.27 +4.8%
268 UPST UPSTART HLDGS INC Financial Services 5,961.0 $261K 0.01% NEW $43.73 -34.6%
269 CB CHUBB LIMITED Financial Services 835.0 $261K 0.01% NEW $312.12 +4.4%
270 QYLD GLOBAL X FDS 14,519.0 $257K 0.01% NEW $17.67 +0.3%
271 RLI RLI CORP Financial Services 4,001.0 $256K 0.01% NEW $63.97 -19.6%
272 IAU ISHARES GOLD TR Financial Services 3,149.0 $256K 0.01% NEW $81.18 +6.0%
273 IDV ISHARES TR 6,386.0 $252K 0.01% NEW $39.45 +13.7%
274 TTD THE TRADE DESK INC Technology 6,631.0 $252K 0.01% NEW $37.96 -43.7%
275 FLUTTER ENTMT PLC 1,168.0 $251K 0.01% NEW $214.95
276 QQQI NEOS ETF TRUST 4,656.0 $251K 0.01% NEW $53.86 +4.8%
277 NVS NOVARTIS AG Healthcare 1,817.0 $251K 0.01% NEW $137.87 +8.2%
278 AXP AMERICAN EXPRESS CO Financial Services 673.0 $249K 0.01% NEW $369.73 -15.8%
279 SOUN SOUNDHOUND AI INC Technology 24,792.0 $247K 0.01% NEW $9.97 -18.8%
280 TBIL RBB FD INC 4,900.0 $244K 0.01% NEW $49.88 +0.1%
Page 14 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%