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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 6 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCD MCDONALDS CORP Consumer Cyclical 6,487.0 $1.8M 0.08% -51.0 -0.8% $270.29 -0.8%
102 CTAS CINTAS CORP Industrials 10,186.0 $1.7M 0.08% -5K -34.0% $170.08 +20.4%
103 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 2,300.0 $1.7M 0.08% +2K +666.7% $746.77 +2.6%
104 RTX RTX CORPORATION Industrials 9,039.0 $1.7M 0.08% +1K +18.2% $189.74 +10.8%
105 MELI MERCADOLIBRE INC Consumer Cyclical 1,002.0 $1.7M 0.08% -265.0 -20.9% $1697.65 +17.6%
106 TDG TRANSDIGM GROUP INC Industrials 1,274.0 $1.7M 0.08% +150.0 +13.3% $1332.47 -10.5%
107 PH PARKER-HANNIFIN CORP Industrials 1,625.0 $1.6M 0.07% -22.0 -1.3% $978.21 +3.9%
108 EFA ISHARES TR 15,261.0 $1.6M 0.07% -3K -14.1% $103.88 +4.7%
109 Q QNITY ELECTRONICS INC Technology 9,413.0 $1.5M 0.07% $163.31 -22.5%
110 OKLO OKLO INC Utilities 29,263.0 $1.5M 0.07% -7K -19.0% $52.33 -15.4%
111 FIDELITY GREENWOOD STREET TR 51,848.0 $1.5M 0.07% +20K +64.2% $28.89
112 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.07% $748850.00
113 ABNB AIRBNB INC Consumer Cyclical 10,090.0 $1.4M 0.07% -2K -13.5% $143.11 +33.1%
114 VUG VANGUARD INDEX FDS 16,480.0 $1.4M 0.07% +13K +449.7% $86.14 +1.5%
115 XLK SELECT SECTOR SPDR TR 7,344.0 $1.4M 0.06% +2K +27.7% $190.51 -4.6%
116 GEV GE VERNOVA INC Utilities 1,188.0 $1.4M 0.06% +129.0 +12.2% $1174.66 -21.1%
117 MO ALTRIA GROUP INC Consumer Defensive 19,172.0 $1.4M 0.06% -2K -9.6% $71.95 -5.4%
118 BAC BANK OF AMER CORP Financial Services 23,488.0 $1.3M 0.06% $56.98 +9.6%
119 TMUS T-MOBILE US INC Communication Services 7,909.0 $1.3M 0.06% -5K -40.9% $167.72 +8.3%
120 NVO CALL NOVO-NORDISK A S Healthcare 27,500.0 $1.3M 0.06% +6K +27.9% $47.94 +1.5%
Page 6 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%