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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 10 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XEL XCEL ENERGY INC Utilities 152,952.0 $11.3M 0.04% -6K -3.9% $73.86 +5.7%
182 DLR DIGITAL RLTY TR INC Real Estate 72,985.0 $11.3M 0.04% -3K -3.9% $154.71 +21.8%
183 ITRON INC 11,361,000.0 $11.3M 0.04% -74K -0.7% $0.99
184 KEYS KEYSIGHT TECHNOLOGIES INC Technology 54,931.0 $11.2M 0.04% -2K -3.9% $203.19 +67.6%
185 LH LABCORP HOLDINGS INC Healthcare 43,515.0 $10.9M 0.04% -2K -3.9% $250.88 +1.9%
186 STZ CONSTELLATION BRANDS INC Consumer Defensive 79,068.0 $10.9M 0.04% -3K -3.6% $137.96 +7.0%
187 VLO VALERO ENERGY CORP Energy 66,887.0 $10.9M 0.04% -3K -3.9% $162.79 +58.8%
188 CTVA CORTEVA INC Basic Materials 162,375.0 $10.9M 0.04% -7K -3.9% $67.03 +21.0%
189 PTC PTC INC Technology 62,428.0 $10.9M 0.04% -3K -3.9% $174.21 -17.3%
190 XYL XYLEM INC Industrials 79,580.0 $10.8M 0.04% -3K -3.9% $136.18 -20.5%
191 NUTANIX INC 9,577,000.0 $10.8M 0.04% -50K -0.5% $1.13
192 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 133,683.0 $10.7M 0.04% -5K -3.9% $80.30 -4.3%
193 LVS LAS VEGAS SANDS CORP Consumer Cyclical 164,666.0 $10.7M 0.04% -7K -3.9% $65.09 -22.9%
194 EL LAUDER ESTEE COS INC Consumer Defensive 101,909.0 $10.7M 0.04% -2K -2.1% $104.72 -23.6%
195 IT GARTNER INC Technology 42,081.0 $10.6M 0.04% -2K -3.9% $252.28 -38.4%
196 CME CME GROUP INC Financial Services 38,420.0 $10.5M 0.04% -2K -3.9% $273.08 +10.7%
197 FOXA FOX CORP Communication Services 143,339.0 $10.5M 0.04% -6K -3.9% $73.07 -9.9%
198 ED CONSOLIDATED EDISON INC Utilities 105,113.0 $10.4M 0.04% -4K -3.9% $99.32 +7.2%
199 HAEMONETICS CORP MASS 10,000,000.0 $10.4M 0.04% -12.5M -55.6% $1.04
200 NTRS NORTHERN TR CORP Financial Services 76,022.0 $10.4M 0.04% -3K -3.9% $136.59 +21.0%
Page 10 of 18  ·  352 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%