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Portfolio (Quarterly) Guide ↗

Calamos Advisors LLC

· CIK 0001316507
13F Portfolio $26.6B AUM 997 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 127 New 202 Added 352 Reduced 122 Exited
Page 2 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RKLB CALL ROCKET LAB CORP Industrials 235,400.0 $11.3M 0.04% NEW $47.91 +169.6%
22 HOOD ROBINHOOD MKTS INC Financial Services 93,660.0 $10.6M 0.04% NEW $113.10 -32.5%
23 NKE CALL NIKE INC Consumer Cyclical 150,000.0 $10.5M 0.04% NEW $69.73 -39.2%
24 EMLC VANECK ETF TRUST 383,000.0 $9.9M 0.04% NEW $25.82 -2.3%
25 LEMB ISHARES INC 230,390.0 $9.6M 0.04% NEW $41.57 -0.0%
26 URBN CALL URBAN OUTFITTERS INC Consumer Cyclical 132,500.0 $9.5M 0.04% NEW $71.43 -3.5%
27 MDT CALL MEDTRONIC PLC Healthcare 93,000.0 $8.9M 0.03% NEW $95.24 -19.4%
28 TASK TASKUS INC Technology 725,086.0 $8.5M 0.03% NEW $11.79 -52.6%
29 RIOT PLATFORMS INC 6,829,000.0 $7.7M 0.03% NEW $1.13
30 SYNAPTICS INC 7,000,000.0 $7.4M 0.03% NEW $1.05
31 EQT CALL EQT CORP Energy 130,400.0 $7.1M 0.03% NEW $54.43 +5.5%
32 Q QNITY ELECTRONICS INC Technology 73,109.0 $6.0M 0.02% NEW $81.65 +82.2%
33 EUFN CALL ISHARES TR 152,800.0 $5.2M 0.02% NEW $34.34 +9.6%
34 BEYOND MEAT INC 6,472,000.0 $5.0M 0.02% NEW $0.78
35 MRK CALL MERCK & CO INC Healthcare 60,000.0 $5.0M 0.02% NEW $83.93 +33.3%
36 ICLR ICON PLC Healthcare 26,500.0 $4.8M 0.02% NEW $182.22 -36.2%
37 WBD WARNER BROS DISCOVERY INC Communication Services 125,354.0 $3.6M 0.01% NEW $28.82 -6.1%
38 BBIO BRIDGEBIO PHARMA INC Healthcare 45,044.0 $3.4M 0.01% NEW $76.49 -15.7%
39 HRI HERC HLDGS INC Industrials 22,340.0 $3.3M 0.01% NEW $148.38 -7.5%
40 MAREX GROUP PLC 83,206.0 $3.2M 0.01% NEW $38.36
Page 2 of 7  ·  127 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 35.4%
Financial Services 12.2%
Communication Services 11.8%
Consumer Cyclical 11.0%
Healthcare 9.8%
Industrials 7.7%
Consumer Defensive 4.7%
Energy 2.9%
Utilities 1.9%
Basic Materials 1.6%