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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 14 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ROK ROCKWELL AUTOMATION INC Industrials 591.0 $292K 0.01% +14.0 +2.4% $494.73 -12.7%
262 XLV SELECT SECTOR SPDR TR 1,836.0 $291K 0.01% +50.0 +2.8% $158.70 +9.4%
263 QLD PROSHARES TR 3,000.0 $290K 0.01% NEW $96.76 -8.1%
264 SNDK SANDISK CORP Technology 126.0 $287K 0.01% NEW $2275.33 -34.1%
265 VIG VANGUARD SPECIALIZED FUNDS 1,208.0 $286K 0.01% -234.0 -16.2% $236.57 +3.2%
266 IAU ISHARES GOLD TR Financial Services 3,751.0 $283K 0.01% +281.0 +8.1% $75.52 +14.4%
267 SMCI SUPER MICRO COMPUTER INC Technology 9,550.0 $280K 0.01% -411.0 -4.1% $29.33 +27.5%
268 VBK VANGUARD INDEX FDS 762.0 $278K 0.01% NEW $365.48 -2.5%
269 SEI EXCHANGE TRADED FUNDS 7,789.0 $276K 0.01% NEW $35.49
270 IHI ISHARES TR 5,573.0 $275K 0.01% -1K -15.3% $49.41 +12.1%
271 INTU INTUIT Technology 1,019.0 $266K 0.01% +172.0 +20.3% $261.03 +32.5%
272 PCAR PACCAR INC Industrials 2,171.0 $261K 0.01% $120.14 +7.6%
273 TBG EA SERIES TRUST 7,130.0 $260K 0.01% $36.46 +7.8%
274 QBTS CALL D-WAVE QUANTUM INC Technology 10,700.0 $257K 0.01% +5K +87.7% $23.99 -27.0%
275 VZ VERIZON COMMUNICATIONS INC Communication Services 6,048.0 $256K 0.01% +2K +41.0% $42.34 +18.5%
276 DDOG DATADOG INC Technology 979.0 $255K 0.01% NEW $260.38 -12.6%
277 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,489.0 $250K 0.01% -4K -42.1% $45.52 +33.4%
278 VEU VANGUARD INTL EQUITY INDEX F 2,983.0 $250K 0.01% -203.0 -6.4% $83.74 +2.4%
279 QYLD GLOBAL X FDS 13,551.0 $250K 0.01% +196.0 +1.5% $18.43 -1.5%
280 AME AMETEK INC Industrials 1,023.0 $248K 0.01% $241.94 +1.3%
Page 14 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%