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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 3 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 URI UNITED RENTALS INC Industrials 11,103.0 $7.9M 0.47% +170.0 +1.6% $713.83 +34.6%
42 BERKSHIRE HATHAWAY INC DEL 16,625.0 $7.9M 0.46% $474.65
43 FTEC FIDELITY COVINGTON TRUST 38,815.0 $7.7M 0.45% +1K +3.8% $199.44 +34.2%
44 META META PLATFORMS INC Communication Services 14,038.0 $7.5M 0.44% -278.0 -1.9% $536.38 +14.5%
45 XPO XPO INC Industrials 37,011.0 $6.9M 0.41% -973.0 -2.6% $186.40 +9.6%
46 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,237.0 $6.5M 0.38% +1K +13.5% $631.99 +16.9%
47 AMZN CALL AMAZON COM INC Consumer Cyclical 29,400.0 $6.1M 0.36% -53K -64.4% $208.27 +27.2%
48 TECL DIREXION SHARES ETF TRUST 78,939.0 $6.1M 0.35% +1K +1.7% $76.70 +145.2%
49 FIDELITY COVINGTON TRUST 86,045.0 $5.9M 0.35% -3K -3.0% $68.79
50 GLD SPDR GOLD TR Financial Services 13,578.0 $5.6M 0.33% +2K +13.0% $414.58 +0.7%
51 CVX CHEVRON CORPORATION Energy 26,363.0 $5.6M 0.33% +1K +4.0% $210.71 -9.3%
52 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 95,549.0 $5.5M 0.32% $57.89 +18.9%
53 CEG CONSTELLATION ENERGY CORP Utilities 18,374.0 $5.5M 0.32% +9K +93.1% $298.62 -12.3%
54 FIDU FIDELITY COVINGTON TRUST 62,979.0 $5.3M 0.31% +2K +2.7% $83.66 +10.2%
55 VRTX VERTEX PHARMACEUTICALS INC Healthcare 11,806.0 $5.2M 0.31% $443.16 -1.4%
56 IVV ISHARES TR 8,163.0 $5.2M 0.30% +329.0 +4.2% $634.90 +16.9%
57 PWR QUANTA SVCS INC Industrials 9,695.0 $5.2M 0.30% +1K +17.1% $533.78 +44.3%
58 VTI VANGUARD INDEX FDS 16,358.0 $5.1M 0.30% +860.0 +5.5% $311.69 +16.3%
59 FENY FIDELITY COVINGTON TRUST 146,975.0 $5.1M 0.30% $34.41 -2.0%
60 FFLG FIDELITY COVINGTON TRUST 185,566.0 $4.9M 0.29% $26.53 +26.1%
Page 3 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%