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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 T AT&T INC Communication Services 7,490 $216K 0.01% SOLD
22 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 2,490 $205K 0.01% SOLD
23 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,638 $200K 0.01% SOLD
24 PCG PG&E CORP Utilities 10,361 $181K 0.01% SOLD
25 MU CALL MICRON TECHNOLOGY INC Technology 500 $169K 0.01% SOLD
26 SOFI SOFI TECHNOLOGIES INC Financial Services 10,636 $161K 0.01% SOLD
27 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,654 $83K 0.01% SOLD
28 DFEN CALL DIREXION SHARES ETF TRUST 1,000 $63K 0.00% SOLD
29 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 500 $63K 0.00% SOLD
30 HTZ HERTZ GLOBAL HLDGS INC Industrials 12,605 $56K 0.00% SOLD
31 MU PUT MICRON TECHNOLOGY INC Technology 100 $34K 0.00% SOLD
32 REI RING ENERGY INC Energy 10,830 $17K 0.00% SOLD
Page 2 of 2  ·  32 positions
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%