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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 16 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IONQ IONQ INC Technology 7,252.0 $193K 0.01% +993.0 +15.9% $26.59 +85.4%
302 PCG PG&E CORP Utilities 10,361.0 $181K 0.01% NEW $17.48 -9.3%
303 GLD CALL SPDR GOLD TR Financial Services 400.0 $172K 0.01% $430.29 -2.8%
304 MU CALL MICRON TECHNOLOGY INC Technology 500.0 $169K 0.01% NEW $337.84 +101.7%
305 AGNC AGNC INVT CORP Real Estate 16,532.0 $163K 0.01% +1K +8.7% $9.84 +2.9%
306 SOFI SOFI TECHNOLOGIES INC Financial Services 10,636.0 $161K 0.01% -14K -56.9% $15.15 +3.7%
307 SOUN SOUNDHOUND AI INC Technology 25,687.0 $155K 0.01% +895.0 +3.6% $6.03 +38.5%
308 NVDY TIDAL TRUST II 11,225.0 $139K 0.01% -78.0 -0.7% $12.38 +14.0%
309 PROP PRAIRIE OPER CO Financial Services 62,552.0 $124K 0.01% -12K -15.8% $1.99 -56.0%
310 PTON PELOTON INTERACTIVE INC Consumer Cyclical 29,248.0 $117K 0.01% +5K +20.6% $4.00 +32.5%
311 NIO NIO INC Consumer Cyclical 20,884.0 $115K 0.01% +4K +22.1% $5.51 +6.7%
312 POET CALL POET TECHNOLOGIES INC Technology 18,500.0 $110K 0.01% +5K +34.1% $5.94 +139.2%
313 AMZY TIDAL TRUST II 10,000.0 $107K 0.01% $10.74 +11.2%
314 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 700.0 $102K 0.01% +400.0 +133.3% $146.28 -7.6%
315 NGEN NERVGEN PHARMA CORP Healthcare 25,500.0 $95K 0.01% NEW $3.73 -2.4%
316 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,654.0 $83K 0.01% -5K -32.1% $7.83 +151.2%
317 UAMY UNITED STATES ANTIMONY CORP Basic Materials 10,461.0 $82K 0.01% NEW $7.87 +2.2%
318 QBTS CALL D-WAVE QUANTUM INC Technology 5,700.0 $82K 0.01% +700.0 +14.0% $14.43 +32.1%
319 ASTS CALL AST SPACEMOBILE INC Technology 800.0 $66K 0.00% +200.0 +33.3% $82.87 +6.3%
320 POET POET TECHNOLOGIES INC Technology 12,500.0 $64K 0.00% -2K -12.6% $5.08 +179.7%
Page 16 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%