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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 REAL THE REALREAL INC Consumer Cyclical 39,299.0 $620K 0.00% NEW $15.78 -40.5%
82 SOLARIS ENERGY INFRAS INC 520,000.0 $566K 0.00% NEW $1.09
83 NVDA PUT NVIDIA CORPORATION Technology 3,000.0 $560K 0.00% NEW $186.58 +19.0%
84 RGEN REPLIGEN CORP Healthcare 3,362.0 $551K 0.00% NEW $163.86 -36.0%
85 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 48,570.0 $547K 0.00% NEW $11.27 -5.1%
86 EXPD EXPEDITORS INTL WASH INC Industrials 3,634.0 $542K 0.00% NEW $149.01 +4.7%
87 SCD LMP CAP & INCOME FD INC Financial Services 36,474.0 $540K 0.00% NEW $14.81 +2.3%
88 HIO WESTERN ASSET HIGH INCOME OP Financial Services 144,295.0 $535K 0.00% NEW $3.71 -3.0%
89 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 21,741.0 $524K 0.00% NEW $24.11 +10.4%
90 CALAMOS ETF TR 18,748.0 $459K 0.00% NEW $24.47
91 CALAMOS ETF TR 17,512.0 $451K 0.00% NEW $25.75
92 CALAMOS ETF TR 18,345.0 $451K 0.00% NEW $24.58
93 CALAMOS ETF TR 19,102.0 $437K 0.00% NEW $22.89
94 CALAMOS ETF TR 17,854.0 $429K 0.00% NEW $24.05
95 CALAMOS ETF TR 15,760.0 $424K 0.00% NEW $26.92
96 TQQQ PUT PROSHARES TR 4,100.0 $424K 0.00% NEW $103.40 -29.1%
97 CALAMOS ETF TR 18,082.0 $419K 0.00% NEW $23.15
98 U UNITY SOFTWARE INC Technology 9,300.0 $411K 0.00% NEW $44.17 -38.6%
99 CALAMOS ETF TR 18,969.0 $408K 0.00% NEW $21.51
100 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 55,177.0 $408K 0.00% NEW $7.39 -1.0%
Page 5 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%