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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  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VIG VANGUARD SPECIALIZED FUNDS 1,208.0 $286K 0.01% -234.0 -16.2% $236.57 +3.2%
102 SMCI SUPER MICRO COMPUTER INC Technology 9,550.0 $280K 0.01% -411.0 -4.1% $29.33 +28.7%
103 IHI ISHARES TR 5,573.0 $275K 0.01% -1K -15.3% $49.41 +12.1%
104 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,489.0 $250K 0.01% -4K -42.1% $45.52 +32.7%
105 VEU VANGUARD INTL EQUITY INDEX F 2,983.0 $250K 0.01% -203.0 -6.4% $83.74 +2.5%
106 GPN GLOBAL PMTS INC Industrials 3,239.0 $235K 0.01% -1K -24.1% $72.56 +28.6%
107 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 13,486.0 $234K 0.01% -368.0 -2.7% $17.35 -7.9%
108 RACE FERRARI N V Consumer Cyclical 612.0 $228K 0.01% -24.0 -3.8% $372.27 +11.7%
109 PML PIMCO MUN INCOME FD II Financial Services 29,696.0 $226K 0.01% -15K -33.7% $7.61 -3.9%
110 ERX DIREXION SHARES ETF TRUST 2,947.0 $225K 0.01% -3K -46.6% $76.20 +37.8%
111 CME CME GROUP INC Financial Services 1,005.0 $222K 0.01% -96.0 -8.7% $220.82 +26.6%
112 AFL AFLAC INC Financial Services 1,867.0 $219K 0.01% -45.0 -2.4% $117.25 +0.1%
113 NIO CALL NIO INC Consumer Cyclical 40,000.0 $202K 0.01% -94K -70.0% $5.06 -12.9%
114 IONQ CALL IONQ INC Technology 3,500.0 $186K 0.01% -5K -58.8% $53.26 -24.1%
115 IONQ IONQ INC Technology 3,278.0 $175K 0.01% -4K -54.8% $53.26 -24.1%
116 POET CALL POET TECHNOLOGIES INC Technology 14,800.0 $152K 0.01% -4K -20.0% $10.28 -23.6%
117 COIN COINBASE GLOBAL INC Financial Services 708.0 $103K 0.01% -1K -66.7% $146.10 +23.8%
118 NIO NIO INC Consumer Cyclical 16,974.0 $86K 0.00% -4K -18.7% $5.06 -12.9%
119 UAMY UNITED STATES ANTIMONY CORP Basic Materials 10,138.0 $74K 0.00% -323.0 -3.1% $7.26 -30.5%
120 NEM NEWMONT CORP Basic Materials 320.0 $30K 0.00% -35.0 -9.9% $93.54 +41.5%
Page 6 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%