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Portfolio (Quarterly) Guide ↗

Traynor Capital Management, Inc.

· CIK 0001666786
13F Portfolio $2.2B AUM 369 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 66 New 136 Added 123 Reduced 32 Exited
Page 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQM INVESCO EXCH TRADED FD TR II 3,377.0 $1.0M 0.05% +665.0 +24.5% $302.94 -3.3%
62 TQQQ PROSHARES TR 12,595.0 $1.0M 0.05% +389.0 +3.2% $81.00 -13.0%
63 AIBU DIREXION SHARES ETF TRUST 15,901.0 $1.0M 0.05% +1K +7.2% $63.44 -0.4%
64 IJR ISHARES TR 6,429.0 $953K 0.04% +133.0 +2.1% $148.31 -1.0%
65 SHOP SHOPIFY INC Technology 8,267.0 $944K 0.04% +1K +17.0% $114.17 +31.6%
66 FMAT FIDELITY COVINGTON TRUST 15,213.0 $890K 0.04% +5K +54.3% $58.51 +5.1%
67 PDI PIMCO DYNAMIC INCOME FD Financial Services 50,093.0 $837K 0.04% +30K +145.5% $16.70 -7.7%
68 JNJ JOHNSON & JOHNSON Healthcare 3,240.0 $823K 0.04% +188.0 +6.2% $253.96 +6.3%
69 NVS NOVARTIS AG Healthcare 5,144.0 $806K 0.04% +1K +36.0% $156.72 +0.5%
70 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 6,900.0 $805K 0.04% +6K +885.7% $116.67 +52.1%
71 NTAP NETAPP INC Technology 5,142.0 $796K 0.04% +33.0 +0.7% $154.76 +25.3%
72 ETN EATON CORP PLC Industrials 1,853.0 $790K 0.04% +531.0 +40.2% $426.13 -1.6%
73 VEA VANGUARD TAX-MANAGED FDS 11,000.0 $784K 0.04% +3K +33.4% $71.25 +3.1%
74 SYK STRYKER CORPORATION Healthcare 2,488.0 $783K 0.04% +268.0 +12.1% $314.89 +4.7%
75 FBND FIDELITY MERRIMACK STR TR 16,129.0 $734K 0.03% +946.0 +6.2% $45.49 -0.8%
76 CSCO CISCO SYS INC Technology 6,239.0 $733K 0.03% +140.0 +2.3% $117.47 -4.3%
77 ORA ORMAT TECHNOLOGIES INC Utilities 6,493.0 $707K 0.03% +3K +72.8% $108.90 -5.0%
78 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 729.0 $703K 0.03% +21.0 +3.0% $965.00 -12.3%
79 IEMG ISHARES INC 8,356.0 $692K 0.03% +1K +21.4% $82.84 -1.2%
80 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 16,489.0 $684K 0.03% +280.0 +1.7% $41.51 -29.0%
Page 4 of 7  ·  136 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 45.5%
Communication Services 15.3%
Consumer Cyclical 11.7%
Industrials 10.8%
Healthcare 7.7%
Financial Services 5.1%
Basic Materials 1.5%
Consumer Defensive 1.0%
Utilities 0.7%
Energy 0.7%