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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 19 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 POET POET TECHNOLOGIES INC Technology 1,796.0 $18K 0.00% -11K -85.6% $10.28 -21.4%
362 TRON TRON INC Consumer Cyclical 11,000.0 $18K 0.00% NEW $1.61 +31.1%
363 CALL IMMUNITYBIO INC 2,000.0 $18K 0.00% NEW $8.76
364 LOANDEPOT INC 14,000.0 $18K 0.00% +2K +21.7% $1.25
365 AKBA AKEBIA THREAPEUTICS INC Healthcare 14,600.0 $17K 0.00% $1.14 -15.9%
366 MARA CALL MARA HOLDINGS INC Financial Services 1,000.0 $14K 0.00% NEW $13.89 -14.8%
367 AMZU CALL DIREXION SHARES ETF TRUST 300.0 $10K NEW $33.22 +14.8%
368 NFLX CALL NETFLIX INC. Communication Services 100.0 $7K -18K -99.4% $71.40 +15.2%
369 OKLO CALL OKLO INC Utilities 100.0 $5K -100.0 -50.0% $52.33 -15.4%
Page 19 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%