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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 11 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KLAC KLA CORP Technology 1,648.0 $497K 0.02% NEW $301.77 -39.2%
202 VWO VANGUARD INTL EQUITY INDEX F 8,215.0 $490K 0.02% +4K +85.3% $59.69 +1.6%
203 SLV CALL ISHARES SILVER TR Financial Services 9,000.0 $481K 0.02% +2K +25.0% $53.47 +16.6%
204 PNC PNC FINL SVCS GROUP INC Financial Services 1,947.0 $479K 0.02% $246.20 -0.8%
205 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 45,229.0 $478K 0.02% $10.57 -4.7%
206 PFE PFIZER INC Healthcare 19,204.0 $462K 0.02% +1K +8.1% $24.08 +18.6%
207 AGG ISHARES TR 4,666.0 $462K 0.02% -762.0 -14.0% $98.98 -1.0%
208 SGOV ISHARES TR 4,575.0 $461K 0.02% +1K +48.4% $100.66 -0.0%
209 SCHF SCHWAB STRATEGIC TR 16,408.0 $455K 0.02% +3K +26.1% $27.70 +3.2%
210 MS MORGAN STANLEY Financial Services 2,132.0 $446K 0.02% +114.0 +5.7% $209.07 +3.7%
211 FFBC 1ST FINL BANCORP Financial Services 12,800.0 $433K 0.02% $33.83 -3.5%
212 MPLX MPLX LP Energy 7,637.0 $430K 0.02% +313.0 +4.3% $56.33 +3.6%
213 HYG ISHARES TR 5,352.0 $428K 0.02% -554.0 -9.4% $79.97 -0.1%
214 ARM ARM HOLDINGS PLC Technology 1,207.0 $428K 0.02% NEW $354.56 -31.9%
215 SHW SHERWIN WILLIAMS CO Basic Materials 1,218.0 $420K 0.02% +28.0 +2.4% $344.45 +1.7%
216 IWM ISHARES TR 1,377.0 $414K 0.02% -175.0 -11.3% $300.53 -0.4%
217 XLF SELECT SECTOR SPDR TR 7,662.0 $411K 0.02% $53.61 +8.8%
218 APP APPLOVIN CORP Technology 783.0 $403K 0.02% +128.0 +19.5% $515.30 -39.7%
219 VNQ VANGUARD INDEX FDS 4,153.0 $400K 0.02% +448.0 +12.1% $96.42 +2.9%
220 XLG INVESCO EXCHANGE TRADED FD T 6,485.0 $397K 0.02% +56.0 +0.9% $61.23 +1.4%
Page 11 of 19  ·  369 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%