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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLG INVESCO EXCHANGE TRADED FD T 6,485.0 $397K 0.02% +56.0 +0.9% $61.23 +1.3%
102 KO COCA COLA CO Consumer Defensive 4,879.0 $397K 0.02% +463.0 +10.5% $81.27 +10.8%
103 TXN TEXAS INSTRS INC Technology 1,325.0 $395K 0.02% +67.0 +5.3% $298.13 -12.2%
104 BLK BLACKROCK INC Financial Services 407.0 $391K 0.02% +4.0 +1.0% $961.26 +22.0%
105 DGRO ISHARES TR 4,971.0 $377K 0.02% +117.0 +2.4% $75.79 +5.2%
106 XLI SELECT SECTOR SPDR TR 1,979.0 $367K 0.02% +18.0 +0.9% $185.23 -2.6%
107 AMGN AMGEN INC Healthcare 960.0 $348K 0.02% +40.0 +4.3% $362.12 +21.6%
108 QUAL ISHARES TR 1,540.0 $338K 0.02% +198.0 +14.8% $219.41 +2.0%
109 OEF ISHARES TR 912.0 $334K 0.01% +60.0 +7.0% $365.68 +3.2%
110 FUTY FIDELITY COVINGTON TRUST 5,621.0 $328K 0.01% +159.0 +2.9% $58.42 -3.9%
111 EMR EMERSON ELEC CO Industrials 2,255.0 $323K 0.01% +105.0 +4.9% $143.15 +10.6%
112 JIVE J P MORGAN EXCHANGE TRADED F 3,453.0 $318K 0.01% +280.0 +8.8% $91.95 +6.9%
113 UPS UNITED PARCEL SVCS INC Industrials 2,900.0 $312K 0.01% +135.0 +4.9% $107.52 -1.7%
114 IXN ISHARES TR 2,123.0 $307K 0.01% +20.0 +0.9% $144.46 -4.0%
115 CB CHUBB LIMITED Financial Services 871.0 $297K 0.01% +15.0 +1.8% $340.74 +0.9%
116 ROK ROCKWELL AUTOMATION INC Industrials 591.0 $292K 0.01% +14.0 +2.4% $494.73 -12.7%
117 XLV SELECT SECTOR SPDR TR 1,836.0 $291K 0.01% +50.0 +2.8% $158.70 +9.4%
118 IAU ISHARES GOLD TR Financial Services 3,751.0 $283K 0.01% +281.0 +8.1% $75.52 +14.4%
119 INTU INTUIT Technology 1,019.0 $266K 0.01% +172.0 +20.3% $261.03 +32.5%
120 QBTS CALL D-WAVE QUANTUM INC Technology 10,700.0 $257K 0.01% +5K +87.7% $23.99 -27.0%
Page 6 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%