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Portfolio (Quarterly) Guide ↗

Calamos Advisors LLC

· CIK 0001316507
13F Portfolio $27.1B AUM Filed Oct 20, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 919 New
Page 14 of 46  ·  919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 URI UNITED RENTALS INC Industrials 22,959.0 $21.9M 0.08% NEW $954.66 +0.7%
262 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 558,406.0 $21.9M 0.08% NEW $39.19 -13.9%
263 A AGILENT TECHNOLOGIES INC Healthcare 170,212.0 $21.8M 0.08% NEW $128.35 -12.7%
264 SHOPIFY INC 20,617,000.0 $21.7M 0.08% NEW $1.05
265 CBOE CBOE GLOBAL MKTS INC Financial Services 88,105.0 $21.6M 0.08% NEW $245.25 +49.3%
266 SNAP INC 24,076,000.0 $21.6M 0.08% NEW $0.90
267 HCA HCA HEALTHCARE INC Healthcare 50,337.0 $21.5M 0.08% NEW $426.20 -0.8%
268 ALL ALLSTATE CORP Financial Services 99,254.0 $21.3M 0.08% NEW $214.65 +1.3%
269 WELL WELLTOWER INC Real Estate 118,271.0 $21.1M 0.08% NEW $178.14 +20.0%
270 ETSY INC 20,000,000.0 $20.9M 0.08% NEW $1.04
271 DAL DELTA AIR LINES INC DEL Industrials 367,175.0 $20.8M 0.08% NEW $56.75 +23.8%
272 HAEMONETICS CORP MASS 22,528,000.0 $20.8M 0.08% NEW $0.92
273 AMGN AMGEN INC Healthcare 72,569.0 $20.5M 0.08% NEW $282.20 +15.0%
274 JBT MAREL CORPORATION 20,230,000.0 $20.5M 0.08% NEW $1.01
275 UBER TECHNOLOGIES INC 16,637,000.0 $20.3M 0.07% NEW $1.22
276 LUMENTUM HLDGS INC 12,047,000.0 $20.3M 0.07% NEW $1.68
277 APP APPLOVIN CORP Technology 28,128.0 $20.2M 0.07% NEW $718.54 -31.5%
278 BK BANK NEW YORK MELLON CORP Financial Services 185,448.0 $20.2M 0.07% NEW $108.96 +25.3%
279 IBB ISHARES TR 139,120.0 $20.1M 0.07% NEW $144.37 +13.6%
280 ENPHASE ENERGY INC 20,000,000.0 $19.6M 0.07% NEW $0.98
Page 14 of 46  ·  919 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 35.7%
Financial Services 12.5%
Communication Services 11.7%
Consumer Cyclical 11.3%
Healthcare 8.3%
Industrials 7.8%
Consumer Defensive 4.6%
Energy 3.1%
Utilities 2.0%
Basic Materials 1.8%