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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 7 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XT ISHARES TR 15,628.0 $1.3M 0.06% $82.63 -0.1%
122 SPYI NEOS ETF TRUST 22,149.0 $1.2M 0.05% +2K +11.6% $53.09 +0.8%
123 INTC INTEL CORP Technology 8,409.0 $1.2M 0.05% +507.0 +6.4% $139.63 -37.4%
124 APH AMPHENOL CORP Technology 6,567.0 $1.2M 0.05% -764.0 -10.4% $176.32 -10.0%
125 FNCL FIDELITY COVINGTON TRUST 14,725.0 $1.1M 0.05% -240.0 -1.6% $76.56 +8.3%
126 ITOT ISHARES TR 6,767.0 $1.1M 0.05% NEW $164.26 +2.2%
127 RKLB ROCKET LAB CORP Industrials 10,524.0 $1.1M 0.05% +3K +47.6% $101.65 -34.2%
128 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5,910.0 $1.1M 0.05% +6K +2352.3% $178.24 +19.9%
129 MRVL MARVELL TECHNOLOGY INC Technology 3,522.0 $1.0M 0.05% +323.0 +10.1% $297.90 -19.3%
130 BND VANGUARD BD INDEX FDS 14,229.0 $1.0M 0.05% +433.0 +3.1% $73.41 -1.0%
131 QQQM INVESCO EXCH TRADED FD TR II 3,377.0 $1.0M 0.05% +665.0 +24.5% $302.94 -3.4%
132 OKE ONEOK INC NEW Energy 11,765.0 $1.0M 0.05% -74.0 -0.6% $86.94 +5.5%
133 TQQQ PROSHARES TR 12,595.0 $1.0M 0.05% +389.0 +3.2% $81.00 -13.2%
134 SHEL SHELL PLC Energy 13,140.0 $1.0M 0.05% -391.0 -2.9% $77.54 +18.9%
135 AIBU DIREXION SHARES ETF TRUST 15,901.0 $1.0M 0.05% +1K +7.2% $63.44 -1.5%
136 ASTS AST SPACEMOBILE INC Technology 10,930.0 $971K 0.04% -2K -12.2% $88.86 -30.2%
137 IJR ISHARES TR 6,429.0 $953K 0.04% +133.0 +2.1% $148.31 -1.1%
138 SCHG SCHWAB STRATEGIC TR 28,069.0 $950K 0.04% -627.0 -2.2% $33.84 +4.4%
139 SHOP SHOPIFY INC Technology 8,267.0 $944K 0.04% +1K +17.0% $114.17 +34.8%
140 SPACE EXPLORATION TECHN CORP 5,440.0 $930K 0.04% NEW $170.87
Page 7 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%