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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 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DDOG DATADOG INC Technology 979.0 $255K 0.01% NEW $260.38 -12.6%
22 MVV PROSHARES TR 2,668.0 $246K 0.01% NEW $92.06 -2.4%
23 DRAM ROUNDHILL ETF TRUST 3,297.0 $243K 0.01% NEW $73.84 -23.6%
24 IREN IREN LIMITED Financial Services 5,317.0 $243K 0.01% NEW $45.73 -13.5%
25 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 18,197.0 $241K 0.01% NEW $13.22 -4.6%
26 VLUE ISHARES TR 1,201.0 $240K 0.01% NEW $199.88 +1.0%
27 GLW CORNING INC Technology 915.0 $234K 0.01% NEW $255.32 -40.2%
28 KORU DIREXION SHARES ETF TRUST 298.0 $233K 0.01% NEW $781.35 -97.4%
29 QDVO AMPLIFY ETF TR 7,771.0 $232K 0.01% NEW $29.84 -0.7%
30 NTSX WISDOMTREE TR 3,887.0 $230K 0.01% NEW $59.05 +1.5%
31 CRWD CALL CROWDSTRIKE HLDGS INC Technology 300.0 $229K 0.01% NEW $190.78 -0.8%
32 SPG SIMON PPTY GROUP INC NEW Real Estate 1,003.0 $224K 0.01% NEW $223.76 -3.0%
33 FELG FIDELITY COVINGTON TRUST 5,093.0 $223K 0.01% NEW $43.75 -0.2%
34 O REALTY INCOME CORP Real Estate 3,531.0 $219K 0.01% NEW $61.95 +0.5%
35 DAL DELTA AIR LINES INC Industrials 2,314.0 $217K 0.01% NEW $93.67 -11.3%
36 DOV DOVER CORP Industrials 966.0 $217K 0.01% NEW $224.36 -8.8%
37 IOO ISHARES TR 1,571.0 $215K 0.01% NEW $136.61 +4.8%
38 SPYG SPDR SERIES TRUST 1,795.0 $214K 0.01% NEW $119.01 +0.8%
39 IWO ISHARES TR 537.0 $212K 0.01% NEW $394.12 -2.3%
40 UPST UPSTART HLDGS INC Financial Services 5,967.0 $211K 0.01% NEW $35.43 -14.0%
Page 2 of 4  ·  66 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%