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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 5 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GS GOLDMAN SACHS GROUP INC Financial Services 3,083.0 $3.1M 0.14% +37.0 +1.2% $1011.34 +4.7%
82 EME EMCOR GROUP INC Industrials 3,746.0 $3.1M 0.14% NEW $829.88 -10.8%
83 LIN LINDE PLC Basic Materials 5,960.0 $3.1M 0.14% -52.0 -0.9% $518.97 -6.1%
84 PLTR PALANTIR TECHNOLOGIES INC Technology 25,415.0 $3.0M 0.14% +2K +8.3% $116.67 +48.1%
85 VGT VANGUARD WORLD FD 24,201.0 $2.9M 0.13% +21K +732.8% $119.52 -1.7%
86 MRK MERCK & CO INC Healthcare 21,894.0 $2.8M 0.13% -621.0 -2.8% $128.50 +21.7%
87 AVGO CALL BROADCOM INC Technology 6,800.0 $2.6M 0.12% +6K +466.7% $377.75 -5.6%
88 NEE NEXTERA ENERGY INC Utilities 27,231.0 $2.4M 0.11% -344.0 -1.2% $87.77 -4.0%
89 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 45,867.0 $2.3M 0.11% -50K -52.0% $51.05 +34.6%
90 AMZU DIREXION SHARES ETF TRUST 67,485.0 $2.2M 0.10% +598.0 +0.9% $33.22 +14.8%
91 SCHD SCHWAB STRATEGIC TR 64,554.0 $2.0M 0.09% +15K +30.3% $31.71 +10.7%
92 XMMO INVESCO EXCHANGE TRADED FD T 11,632.0 $2.0M 0.09% $170.14 -8.6%
93 XOM EXXON MOBIL CORP Energy 14,219.0 $1.9M 0.09% -909.0 -6.0% $136.72 +17.5%
94 VB VANGUARD INDEX FDS 6,413.0 $1.9M 0.09% -114.0 -1.8% $303.10 -0.0%
95 DVY ISHARES TR 12,422.0 $1.9M 0.09% +1K +12.9% $156.30 +5.0%
96 BA BOEING CO Industrials 8,747.0 $1.9M 0.09% -1K -14.6% $216.47 -2.5%
97 REGN REGENERON PHARMACEUTICALS Healthcare 3,005.0 $1.9M 0.09% -28K -90.5% $623.59 +33.7%
98 DUPONT DE NEMOURS INC 13,663.0 $1.9M 0.09% NEW $135.64
99 NEBIUS GROUP N.V. 6,579.0 $1.8M 0.08% +433.0 +7.0% $276.16
100 IJH ISHARES TR 23,377.0 $1.8M 0.08% +2K +7.8% $77.11 -1.3%
Page 5 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%