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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 15 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MUB ISHARES TR 2,096.0 $222K 0.01% -84.0 -3.9% $105.93 +0.1%
282 CBOE CBOE GLOBAL MKTS INC Financial Services 785.0 $222K 0.01% NEW $282.30 +29.7%
283 NLR VANECK ETF TRUST 1,736.0 $221K 0.01% -555.0 -24.2% $127.14 +0.3%
284 IUSG ISHARES TR 1,479.0 $221K 0.01% NEW $149.11 +24.4%
285 VZ VERIZON COMMUNICATIONS INC Communication Services 4,289.0 $216K 0.01% -852.0 -16.6% $50.30 -7.8%
286 T AT&T INC Communication Services 7,490.0 $216K 0.01% NEW $28.78 -16.5%
287 AME AMETEK INC Industrials 1,018.0 $212K 0.01% $208.37 +8.3%
288 SMCI SUPER MICRO COMPUTER INC Technology 9,961.0 $210K 0.01% +1K +11.4% $21.06 +47.4%
289 SNA SNAP ON INC Industrials 588.0 $210K 0.01% $356.60 +0.9%
290 RACE FERRARI N V Consumer Cyclical 636.0 $208K 0.01% +54.0 +9.3% $327.18 -1.8%
291 AFL AFLAC INC Financial Services 1,912.0 $207K 0.01% +55.0 +3.0% $108.17 +9.7%
292 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 2,490.0 $205K 0.01% NEW $82.38 -8.9%
293 MLM MARTIN MARIETTA MATLS INC Basic Materials 357.0 $205K 0.01% -4.0 -1.1% $573.57 -2.6%
294 ECL ECOLAB INC Basic Materials 772.0 $203K 0.01% NEW $262.33 -5.6%
295 AXP AMERICAN EXPRESS CO Financial Services 677.0 $201K 0.01% +4.0 +0.6% $297.64 +4.9%
296 IXN ISHARES TR 2,103.0 $201K 0.01% +144.0 +7.3% $95.75 +36.7%
297 ROK ROCKWELL AUTOMATION INC Industrials 577.0 $201K 0.01% NEW $348.26 +28.9%
298 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 13,854.0 $201K 0.01% NEW $14.49 -4.8%
299 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,638.0 $200K 0.01% +167.0 +11.3% $122.01 +9.2%
300 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 300.0 $195K 0.01% -3K -91.4% $650.34 +13.6%
Page 15 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%