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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 16 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ERX DIREXION SHARES ETF TRUST 2,947.0 $225K 0.01% -3K -46.6% $76.20 +35.7%
302 SPG SIMON PPTY GROUP INC NEW Real Estate 1,003.0 $224K 0.01% NEW $223.76 -3.0%
303 ECL ECOLAB INC Basic Materials 802.0 $223K 0.01% +30.0 +3.9% $278.46 +4.4%
304 FELG FIDELITY COVINGTON TRUST 5,093.0 $223K 0.01% NEW $43.75 -0.2%
305 CME CME GROUP INC Financial Services 1,005.0 $222K 0.01% -96.0 -8.7% $220.82 +27.2%
306 AFL AFLAC INC Financial Services 1,867.0 $219K 0.01% -45.0 -2.4% $117.25 +0.1%
307 O REALTY INCOME CORP Real Estate 3,531.0 $219K 0.01% NEW $61.95 +0.5%
308 DAL DELTA AIR LINES INC Industrials 2,314.0 $217K 0.01% NEW $93.67 -11.3%
309 DOV DOVER CORP Industrials 966.0 $217K 0.01% NEW $224.36 -8.8%
310 IOO ISHARES TR 1,571.0 $215K 0.01% NEW $136.61 +4.8%
311 SPYG SPDR SERIES TRUST 1,795.0 $214K 0.01% NEW $119.01 +0.8%
312 GLDM WORLD GOLD TR Financial Services 2,680.0 $213K 0.01% +156.0 +6.2% $79.42 +14.4%
313 IWO ISHARES TR 537.0 $212K 0.01% NEW $394.12 -2.3%
314 UPST UPSTART HLDGS INC Financial Services 5,967.0 $211K 0.01% NEW $35.43 -14.0%
315 TER TERADYNE INC Technology 431.0 $208K 0.01% NEW $483.50 -24.9%
316 PGR PROGRESSIVE CORP Financial Services 954.0 $208K 0.01% NEW $218.38 +1.9%
317 MLM MARTIN MARIETTA MATLS INC Basic Materials 361.0 $208K 0.01% +4.0 +1.1% $576.70 -7.7%
318 ARTY ISHARES TR 2,693.0 $205K 0.01% NEW $76.17 -1.9%
319 EOS EATON VANCE ENHANCED EQUITY Financial Services 9,295.0 $205K 0.01% NEW $22.04 -2.6%
320 NLR VANECK ETF TRUST 1,761.0 $204K 0.01% +25.0 +1.4% $115.98 +6.7%
Page 16 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%