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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 2 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UBER UBER TECHNOLOGIES INC Technology 209,540.0 $17.1M 0.91% NEW $81.71 -8.6%
22 HD HOME DEPOT INC Consumer Cyclical 49,016.0 $16.9M 0.90% NEW $344.10 -11.6%
23 FCX FREEPORT-MCMORAN INC Basic Materials 296,068.0 $15.0M 0.80% NEW $50.79 +30.2%
24 TSLA TESLA INC Consumer Cyclical 31,618.0 $14.2M 0.76% NEW $449.72 -1.4%
25 IVW ISHARES TR 111,813.0 $13.8M 0.74% NEW $123.26 +10.9%
26 NVDA CALL NVIDIA CORPORATION Technology 72,000.0 $13.4M 0.72% NEW $186.50 +26.4%
27 NOC NORTHROP GRUMMAN CORP Industrials 23,423.0 $13.4M 0.71% NEW $570.21 -3.8%
28 VRT VERTIV HOLDINGS CO Industrials 79,309.0 $12.8M 0.69% NEW $162.01 +132.2%
29 AMD ADVANCED MICRO DEVICES INC Technology 59,132.0 $12.7M 0.68% NEW $214.16 +98.0%
30 VOO VANGUARD INDEX FDS 19,983.0 $12.5M 0.67% NEW $627.14 +8.3%
31 LHX L3HARRIS TECHNOLOGIES INC Industrials 42,646.0 $12.5M 0.67% NEW $293.57 +4.8%
32 QQQ INVESCO QQQ TR Financial Services 18,183.0 $11.2M 0.60% NEW $614.30 +15.4%
33 SPXL DIREXION SHS ETF TR 46,872.0 $10.3M 0.55% NEW $220.61 +20.8%
34 IVE ISHARES TR 46,257.0 $9.8M 0.52% NEW $212.07 +5.4%
35 META META PLATFORMS INC Communication Services 14,316.0 $9.4M 0.51% NEW $660.08 -6.3%
36 SPLV INVESCO EXCH TRADED FD TR II 129,957.0 $9.3M 0.50% NEW $71.42 +1.3%
37 TECL DIREXION SHS ETF TR 77,619.0 $9.1M 0.49% NEW $117.49 +66.0%
38 SOXX ISHARES TR 29,749.0 $9.0M 0.48% NEW $301.15 +69.1%
39 URI UNITED RENTALS INC Industrials 10,933.0 $8.8M 0.47% NEW $809.28 +20.2%
40 LMT LOCKHEED MARTIN CORP Industrials 17,467.0 $8.4M 0.45% NEW $483.68 +7.6%
Page 2 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%