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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  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC Consumer Defensive 4,201.0 $760K 0.04% -312.0 -6.9% $180.92 +8.1%
62 VBR VANGUARD INDEX FDS 3,065.0 $745K 0.03% -102.0 -3.2% $243.01 +2.5%
63 IEFA ISHARES TR 7,693.0 $743K 0.03% -488.0 -6.0% $96.58 +4.6%
64 CCK CROWN HLDGS INC Consumer Cyclical 6,600.0 $738K 0.03% -400.0 -5.7% $111.82 +7.3%
65 LQD ISHARES TR 6,661.0 $726K 0.03% -184.0 -2.7% $109.06 -2.2%
66 EVEREST GROUP LTD 1,996.0 $713K 0.03% -19.0 -0.9% $357.27
67 MA MASTERCARD INCORPORATED Financial Services 1,360.0 $699K 0.03% -76.0 -5.3% $513.78 +16.3%
68 UNH UNITEDHEALTH GROUP INC Healthcare 1,485.0 $617K 0.03% -394.0 -21.0% $415.67 -3.3%
69 SCHB SCHWAB STRATEGIC TR 20,955.0 $607K 0.03% -2K -6.8% $28.96 +2.2%
70 CLS CELESTICA INC Technology 1,523.0 $556K 0.03% -1K -46.8% $364.79 -15.9%
71 VLO VALERO ENERGY CORP Energy 2,100.0 $547K 0.03% -189.0 -8.3% $260.47 +33.2%
72 PG PROCTER & GAMBLE CO Consumer Defensive 3,637.0 $533K 0.02% -148.0 -3.9% $146.63 -1.3%
73 CURE DIREXION SHARES ETF TRUST 4,737.0 $531K 0.02% -475.0 -9.1% $112.17 +26.8%
74 IJT ISHARES TR 2,969.0 $530K 0.02% -576.0 -16.2% $178.62 -3.1%
75 EPD ENTERPRISE PRODS PARTNERS L 14,306.0 $526K 0.02% -215.0 -1.5% $36.76
76 IBIT ISHARES BITCOIN TRUST ETF Financial Services 15,679.0 $522K 0.02% -9K -35.7% $33.29 +32.8%
77 SCHW SCHWAB CHARLES CORP Financial Services 5,631.0 $520K 0.02% -80.0 -1.4% $92.27 +18.4%
78 FDIG FIDELITY COVINGTON TRUST 12,126.0 $518K 0.02% -663.0 -5.2% $42.73 +4.7%
79 PFF ISHARES TR 16,532.0 $504K 0.02% -683.0 -4.0% $30.49 +0.4%
80 SBUX STARBUCKS CORP Consumer Cyclical 4,887.0 $499K 0.02% -488.0 -9.1% $102.19 +4.7%
Page 4 of 7  ·  123 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%