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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 14 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSTR STRATEGY INC Technology 2,143.0 $260K 0.01% -2K -41.4% $121.42 +37.2%
262 XLV SELECT SECTOR SPDR TR 1,786.0 $257K 0.01% -226.0 -11.2% $143.81 +2.4%
263 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 708.0 $257K 0.01% NEW $362.43 +104.4%
264 QUAL ISHARES TR 1,342.0 $250K 0.01% -313.0 -18.9% $186.46 +12.4%
265 NVDU DIREXION SHARES ETF TRUST 2,868.0 $249K 0.01% -468.0 -14.0% $86.97 +72.5%
266 GUSH DIREXION SHARES ETF TRUST 5,401.0 $249K 0.01% NEW $46.03 -9.9%
267 TBG EA SERIES TRUST 7,130.0 $246K 0.01% +917.0 +14.8% $34.56 +5.6%
268 IONQ CALL IONQ INC Technology 8,500.0 $245K 0.01% +6K +325.0% $28.83 +71.0%
269 PCAR PACCAR INC Industrials 2,170.0 $244K 0.01% $112.45 -0.7%
270 APP APPLOVIN CORP Technology 655.0 $244K 0.01% -222.0 -25.3% $372.05 +28.2%
271 GAMESTOP CORP 10,677.0 $238K 0.01% +2K +29.7% $22.27
272 VDE VANGUARD WORLD FD 1,359.0 $238K 0.01% NEW $174.94 -1.0%
273 TXN TEXAS INSTRS INC Technology 1,258.0 $234K 0.01% +23.0 +1.9% $186.38 +61.3%
274 VWO VANGUARD INTL EQUITY INDEX F 4,434.0 $232K 0.01% NEW $52.42 +10.4%
275 VEU VANGUARD INTL EQUITY INDEX F 3,186.0 $232K 0.01% -3K -45.1% $72.74 +11.0%
276 IUSV ISHARES TR 2,299.0 $231K 0.01% NEW $100.47 +8.0%
277 PPL PPL CORP Utilities 6,030.0 $229K 0.01% +150.0 +2.5% $38.02 -8.1%
278 GLDM WORLD GOLD TR Financial Services 2,524.0 $225K 0.01% -51.0 -2.0% $89.31 -0.7%
279 IWF ISHARES TR 545.0 $224K 0.01% +51.0 +10.3% $410.91 -70.0%
280 QYLD GLOBAL X FDS 13,355.0 $223K 0.01% -1K -8.0% $16.70 +5.7%
Page 14 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%