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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 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAH CARDINAL HEALTH INC Healthcare 2,708.0 $643K 0.03% +556.0 +25.8% $237.58 +0.3%
82 VO VANGUARD INDEX FDS 7,649.0 $616K 0.03% +6K +406.2% $80.57 +3.2%
83 NEM CALL NEWMONT CORP Basic Materials 6,500.0 $607K 0.03% +4K +116.7% $93.40 +40.9%
84 IXUS ISHARES TR 6,303.0 $602K 0.03% +327.0 +5.5% $95.44 +2.7%
85 ANET ARISTA NETWORKS INC Technology 3,387.0 $575K 0.03% +30.0 +0.9% $169.89 +19.0%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 2,022.0 $569K 0.03% +143.0 +7.6% $281.24 -18.3%
87 CLH CLEAN HARBORS INC Industrials 1,835.0 $548K 0.03% +450.0 +32.5% $298.75 +5.0%
88 VTV VANGUARD INDEX FDS 2,444.0 $533K 0.02% +172.0 +7.6% $217.95 +4.1%
89 PPL PPL CORP Utilities 14,425.0 $524K 0.02% +8K +139.2% $36.35 -3.7%
90 VT VANGUARD INTL EQUITY INDEX F 3,265.0 $512K 0.02% +63.0 +2.0% $156.93 +2.5%
91 VWO VANGUARD INTL EQUITY INDEX F 8,215.0 $490K 0.02% +4K +85.3% $59.69 +1.6%
92 SLV CALL ISHARES SILVER TR Financial Services 9,000.0 $481K 0.02% +2K +25.0% $53.47 +15.2%
93 PFE PFIZER INC Healthcare 19,204.0 $462K 0.02% +1K +8.1% $24.08 +17.5%
94 SGOV ISHARES TR 4,575.0 $461K 0.02% +1K +48.4% $100.66 -0.0%
95 SCHF SCHWAB STRATEGIC TR 16,408.0 $455K 0.02% +3K +26.1% $27.70 +2.7%
96 MS MORGAN STANLEY Financial Services 2,132.0 $446K 0.02% +114.0 +5.7% $209.07 +2.4%
97 MPLX MPLX LP Energy 7,637.0 $430K 0.02% +313.0 +4.3% $56.33 +5.3%
98 SHW SHERWIN WILLIAMS CO Basic Materials 1,218.0 $420K 0.02% +28.0 +2.4% $344.45 +1.2%
99 APP APPLOVIN CORP Technology 783.0 $403K 0.02% +128.0 +19.5% $515.30 -40.2%
100 VNQ VANGUARD INDEX FDS 4,153.0 $400K 0.02% +448.0 +12.1% $96.42 +2.3%
Page 5 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%