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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 8 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CLS CELESTICA INC Technology 2,600.0 $768K 0.04% NEW $295.56 +15.9%
142 IJR ISHARES TR 6,380.0 $767K 0.04% NEW $120.19 +11.8%
143 SHY ISHARES TR 9,200.0 $762K 0.04% NEW $82.82 -0.9%
144 EVEREST GROUP LTD 2,217.0 $752K 0.04% NEW $339.34
145 KMI KINDER MORGAN INC DEL Energy 27,281.0 $750K 0.04% NEW $27.49 +22.3%
146 UNP UNION PAC CORP Industrials 3,234.0 $748K 0.04% NEW $231.30 +17.0%
147 PM PHILIP MORRIS INTL INC Consumer Defensive 4,503.0 $722K 0.04% NEW $160.39 +18.2%
148 GEV GE VERNOVA INC Utilities 1,104.0 $721K 0.04% NEW $653.47 +60.6%
149 TQQQ PROSHARES TR 13,646.0 $719K 0.04% NEW $52.72 +40.9%
150 AIBU DIREXION SHS ETF TR 14,493.0 $716K 0.04% NEW $49.37 +21.8%
151 CSX CSX CORP Industrials 19,181.0 $695K 0.04% NEW $36.25 +26.0%
152 CRWV COREWEAVE INC Technology 9,665.0 $692K 0.04% NEW $71.61 +49.8%
153 PFF ISHARES TR 22,291.0 $690K 0.04% NEW $30.96 +0.6%
154 HWM HOWMET AEROSPACE INC Industrials 3,353.0 $687K 0.04% NEW $205.04 +27.0%
155 HOOD ROBINHOOD MKTS INC Financial Services 5,970.0 $675K 0.04% NEW $113.11 -31.8%
156 PFE PFIZER INC Healthcare 26,980.0 $672K 0.04% NEW $24.90 +1.7%
157 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 9,817.0 $671K 0.04% NEW $68.36 -12.7%
158 SCHG SCHWAB STRATEGIC TR 20,390.0 $665K 0.04% NEW $32.62 +4.8%
159 JNJ JOHNSON & JOHNSON Healthcare 3,210.0 $664K 0.04% NEW $206.95 +9.5%
160 VBR VANGUARD INDEX FDS 3,110.0 $659K 0.04% NEW $211.79 +7.8%
Page 8 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%