Traynor Capital Management, Inc.

CIK: 0001666786SEC EDGAR →

Portfolio Value

$1.9B

Holdings

327

As of

Q4 2025

New Positions

327

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
NVDAPut

NVIDIA CORPORATION

1,504,080$280.5M
14.98%
2
AMZNCall

AMAZON COM INC

712,265$164.4M
8.78%
3
AAPLCall

APPLE INC

590,075$160.4M
8.57%
4
GOOGLCall

ALPHABET INC

479,474$150.1M
8.01%
5
NFLXCall

NETFLIX INC

1,048,401$98.3M
5.25%
6
AVGOCall

BROADCOM INC

182,381$63.1M
3.37%
7

J P MORGAN EXCHANGE TRADED F

937,037$53.6M
2.86%
8
SOXLCall

DIREXION SHS ETF TR

932,187$39.2M
2.09%
9

MICROSOFT CORP

73,384$35.5M
1.90%
10

CROWDSTRIKE HLDGS INC

56,342$26.4M
1.41%

Quarterly Changes

Top Buys

NVDANEW
$280.5M
AMZNNEW
$164.4M
AAPLNEW
$160.4M
$150.1M
NFLXNEW
$98.3M

Top Sells

No sells this quarter

New Positions (327)

$280.5M · 1.5M shares
$164.4M · 712K shares
$160.4M · 590K shares
$150.1M · 479K shares
$98.3M · 1.0M shares
$63.1M · 182K shares
$53.6M · 937K shares
$39.2M · 932K shares
$35.5M · 73K shares
$26.4M · 56K shares
$22.6M · 354K shares
$20.5M · 404K shares
$19.7M · 63K shares
$19.1M · 59K shares
$18.5M · 318K shares
$18.1M · 52K shares
$17.1M · 210K shares
$16.9M · 49K shares
$16.6M · 326K shares
$16.2M · 36K shares
$13.8M · 112K shares
$12.8M · 79K shares
$12.7M · 59K shares
$12.5M · 43K shares
$10.3M · 47K shares
$9.8M · 46K shares
$9.3M · 130K shares
$9.1M · 78K shares
$9.0M · 30K shares
$8.4M · 17K shares
$8.4M · 37K shares
$8.1M · 18K shares
$7.3M · 96K shares
$6.7M · 39K shares
$6.6M · 89K shares
$6.0M · 133K shares
$5.6M · 186K shares
$5.3M · 12K shares
$5.2M · 15K shares
$5.2M · 38K shares
$5.1M · 61K shares
$4.9M · 12K shares
$4.6M · 12K shares
$4.5M · 20K shares
$4.4M · 55K shares
$4.1M · 23K shares
$4.0M · 30K shares
$3.9M · 11K shares
$3.9M · 25K shares
$3.8M · 34K shares
$3.6M · 147K shares
$3.6M · 71K shares
$3.5M · 8K shares
$3.4M · 10K shares
$3.1M · 17K shares
$3.0M · 10K shares
$2.9M · 52K shares
$2.7M · 13K shares
$2.6M · 6K shares
$2.4M · 25K shares
$2.4M · 23K shares
$2.4M · 67K shares
$2.3M · 28K shares
$2.3M · 30K shares
$2.0M · 6K shares
$2.0M · 12K shares
$1.9M · 8K shares
$1.8M · 13K shares
$1.8M · 8K shares
$1.8M · 13K shares
$1.8M · 6K shares
$1.8M · 7K shares
$1.8M · 15K shares
$1.8M · 10K shares
$1.7M · 12K shares
$1.6M · 6K shares
$1.6M · 25K shares
$1.6M · 21K shares
$1.6M · 8K shares
$1.5M · 5K shares
$1.5M · 21K shares
$1.4M · 25K shares
$1.4M · 14K shares
$1.3M · 3K shares
$1.3M · 59K shares
$1.3M · 8K shares
$1.3M · 46K shares
$1.2M · 21K shares
$1.2M · 23K shares
$1.2M · 9K shares
$1.1M · 15K shares
$1.1M · 6K shares
$1.1M · 15K shares
$1.1M · 4K shares
$1.1M · 15K shares
$1.0M · 26K shares
$1.0M · 20K shares
$995K · 16K shares
$991K · 13K shares
$968K · 13K shares
$947K · 21K shares
$875K · 2K shares
$856K · 30K shares
$852K · 12K shares
$829K · 8K shares
$826K · 6K shares
$823K · 2K shares
$795K · 10K shares
$773K · 7K shares
$768K · 3K shares
$766K · 6K shares
$761K · 9K shares
$752K · 2K shares
$749K · 27K shares
$748K · 3K shares
$722K · 5K shares
$721K · 1K shares
$719K · 14K shares
$715K · 14K shares
$695K · 19K shares
$692K · 10K shares
$690K · 22K shares
$687K · 3K shares
$675K · 6K shares
$671K · 10K shares
$671K · 27K shares
$665K · 20K shares
$664K · 3K shares
$658K · 3K shares
$658K · 7K shares
$657K · 7K shares
$646K · 25K shares
$642K · 601 shares
$638K · 2K shares
$628K · 4K shares
$600K · 6K shares
$600K · 2K shares
$594K · 12K shares
$591K · 877 shares
$582K · 5K shares
$569K · 6K shares
$563K · 111K shares
$562K · 849 shares
$560K · 14K shares
$560K · 2K shares
$555K · 4K shares
$553K · 4K shares
$553K · 54K shares
$550K · 5K shares
$550K · 4K shares
$518K · 4K shares
$508K · 2K shares
$501K · 7K shares
$501K · 8K shares
$501K · 2K shares
$496K · 3K shares
$484K · 13K shares
$477K · 12K shares
$477K · 6K shares
$474K · 18K shares
$468K · 2K shares
$466K · 6K shares
$465K · 62K shares
$464K · 16K shares
$462K · 6K shares
$454K · 5K shares
$452K · 3K shares
$446K · 5K shares
$439K · 14K shares
$439K · 25K shares
$435K · 2K shares
$433K · 2K shares
$430K · 12K shares
$427K · 6K shares
$423K · 7K shares
$422K · 102K shares
$418K · 391 shares
$417K · 8K shares
$415K · 7K shares
$413K · 7K shares
$405K · 2K shares
$392K · 3K shares
$391K · 3K shares
$389K · 2K shares
$389K · 6K shares
$387K · 7K shares
$387K · 1K shares
$385K · 7K shares
$373K · 2K shares
$371K · 2K shares
$370K · 2K shares
$369K · 8K shares
$356K · 10K shares
$349K · 2K shares
$348K · 2K shares
$336K · 8K shares
$332K · 32K shares
$331K · 2K shares
$330K · 963 shares
$328K · 2K shares
$327K · 3K shares
$326K · 4K shares
$326K · 3K shares
$326K · 5K shares
$324K · 10K shares
$324K · 18K shares
$320K · 3K shares
$320K · 27K shares
$320K · 6K shares
$317K · 6K shares
$316K · 2K shares
$316K · 3K shares
$315K · 1K shares
$314K · 2K shares
$314K · 2K shares
$311K · 2K shares
$310K · 1K shares
$306K · 935 shares
$303K · 6K shares
$301K · 12K shares
$297K · 1K shares
$296K · 6K shares
$294K · 2K shares
$294K · 6K shares
$289K · 45K shares
$288K · 2K shares
$287K · 1K shares
$286K · 4K shares
$285K · 1K shares
$284K · 2K shares
$284K · 11K shares
$283K · 10K shares
$281K · 3K shares
$275K · 3K shares
$271K · 2K shares
$269K · 7K shares
$263K · 2K shares
$261K · 9K shares
$260K · 6K shares
$260K · 835 shares
$256K · 15K shares
$255K · 4K shares
$255K · 3K shares
$251K · 25K shares
$251K · 6K shares
$251K · 1K shares
$250K · 5K shares
$250K · 2K shares
$248K · 673 shares
$244K · 3K shares
$244K · 5K shares
$240K · 1K shares
$237K · 2K shares
$233K · 2K shares
$233K · 494 shares
$229K · 380 shares
$227K · 2K shares
$224K · 361 shares
$223K · 2K shares
$222K · 3K shares
$221K · 4K shares
$221K · 1K shares
$220K · 2K shares
$219K · 3K shares
$217K · 9K shares
$215K · 582 shares
$215K · 7K shares
$214K · 6K shares
$214K · 1K shares
$213K · 4K shares
$211K · 3K shares
$209K · 1K shares
$209K · 5K shares
$207K · 6K shares
$207K · 5K shares
$205K · 2K shares
$205K · 6K shares
$204K · 2K shares
$203K · 2K shares
$202K · 588 shares
$202K · 6K shares
$201K · 10K shares
$200K · 879 shares
$200K · 2K shares
$177K · 28K shares
$170K · 10K shares
$165K · 11K shares
$163K · 15K shares
$149K · 24K shares
$147K · 36K shares
$132K · 10K shares
$125K · 74K shares
$122K · 13K shares
$112K · 16K shares
$75K · 14K shares
$70K · 27K shares
$64K · 13K shares
$60K · 12K shares
$59K · 55K shares
$53K · 14K shares
$41K · 27K shares
$37K · 66K shares
$33K · 10K shares
$27K · 10K shares
$27K · 11K shares
$23K · 15K shares
$23K · 12K shares
$13K · 23K shares
$13K · 20K shares
$12K · 21K shares
$12K · 17K shares
$11K · 11K shares
$9K · 11K shares
$9K · 11K shares
$8K · 17K shares
$8K · 14K shares
$7K · 8K shares
$5K · 8K shares
$5K · 8K shares
$4K · 9K shares
$3K · 1K shares
$2K · 3K shares
$2K · 2K shares
$2K · 2 shares
$1K · 2K shares
$1K · 852 shares
$1K · 187 shares

Sector Breakdown

Sector# HoldingsValue%
Technology51$635.8M38.7%
Financial Services134$348.8M21.2%
Communication Services9$271.6M16.5%
Consumer Cyclical16$208.1M12.7%
Industrials31$61.6M3.8%
Healthcare24$47.9M2.9%
Unknown28$21.5M1.3%
Basic Materials6$21.2M1.3%
Energy11$10.0M0.6%
Utilities6$8.4M0.5%
Consumer Defensive8$7.4M0.5%
Real Estate3$699K0.0%