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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 16 of 46  ·  919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 APTIV PLC 203,427.0 $17.5M 0.07% NEW $86.22
302 O REALTY INCOME CORP Real Estate 288,117.0 $17.5M 0.07% NEW $60.79 +0.5%
303 LI AUTO INC 15,000,000.0 $17.2M 0.06% NEW $1.15
304 CARR CARRIER GLOBAL CORPORATION Industrials 286,902.0 $17.1M 0.06% NEW $59.70 +8.1%
305 PAGERDUTY INC 17,466,000.0 $17.1M 0.06% NEW $0.98
306 GRANITE CONSTR INC 7,034,000.0 $17.0M 0.06% NEW $2.42
307 POST HLDGS INC 15,000,000.0 $16.9M 0.06% NEW $1.13
308 MP MP MATERIALS CORP Basic Materials 249,388.0 $16.7M 0.06% NEW $67.07 -8.6%
309 BX BLACKSTONE INC Financial Services 97,486.0 $16.7M 0.06% NEW $170.85 -31.5%
310 CVS CVS HEALTH CORP Healthcare 220,518.0 $16.6M 0.06% NEW $75.39 +27.2%
311 MELI MERCADOLIBRE INC Consumer Cyclical 7,098.0 $16.6M 0.06% NEW $2336.94 -33.8%
312 VMC VULCAN MATLS CO Basic Materials 53,904.0 $16.6M 0.06% NEW $307.62 -12.9%
313 ITW ILLINOIS TOOL WKS INC Industrials 63,229.0 $16.5M 0.06% NEW $260.76 -5.0%
314 BP BP PLC Energy 475,000.0 $16.4M 0.06% NEW $34.46 +32.6%
315 APD AIR PRODS & CHEMS INC Basic Materials 59,455.0 $16.2M 0.06% NEW $272.72 +7.5%
316 HBAN HUNTINGTON BANCSHARES INC Financial Services 937,318.0 $16.2M 0.06% NEW $17.27 -10.8%
317 BENTLEY SYS INC 16,398,000.0 $16.2M 0.06% NEW $0.99
318 LANTHEUS HLDGS INC 15,087,000.0 $15.9M 0.06% NEW $1.05
319 AEP AMERICAN ELEC PWR CO INC Utilities 140,708.0 $15.8M 0.06% NEW $112.50 +13.5%
320 CELH CELSIUS HLDGS INC Consumer Defensive 271,150.0 $15.6M 0.06% NEW $57.49 -49.0%
Page 16 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%