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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 12 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 107,091.0 $8.8M 0.03% -2K -2.3% $82.02 -24.9%
222 KMB KIMBERLY-CLARK CORP Consumer Defensive 86,268.0 $8.7M 0.03% -4K -3.9% $100.89 -4.3%
223 AVY AVERY DENNISON CORP Industrials 46,581.0 $8.5M 0.03% -2K -3.9% $181.88 -14.3%
224 BLKB BLACKBAUD INC Technology 133,042.0 $8.4M 0.03% -4K -2.7% $63.32 -50.4%
225 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 144,895.0 $8.3M 0.03% -6K -3.9% $57.49 +38.2%
226 PSA PUBLIC STORAGE OPER CO Real Estate 31,946.0 $8.3M 0.03% -1K -3.9% $259.50 +13.5%
227 MAA MID-AMER APT CMNTYS INC Real Estate 58,011.0 $8.1M 0.03% -2K -3.9% $138.91 -7.3%
228 ALLE ALLEGION PLC Industrials 50,250.0 $8.0M 0.03% -2K -3.9% $159.22 -20.4%
229 DOC HEALTHPEAK PROPERTIES INC Real Estate 491,784.0 $7.9M 0.03% -20K -3.9% $16.08 +20.9%
230 COIN COINBASE GLOBAL INC Financial Services 34,851.0 $7.9M 0.03% -1K -3.9% $226.14 -14.2%
231 JKHY HENRY JACK & ASSOC INC Technology 43,112.0 $7.9M 0.03% -2K -3.9% $182.48 -22.7%
232 WDAY WORKDAY INC Technology 36,450.0 $7.8M 0.03% -1K -3.9% $214.78 -39.8%
233 CHD CHURCH & DWIGHT CO INC Consumer Defensive 93,118.0 $7.8M 0.03% -4K -3.9% $83.85 +14.9%
234 FE FIRSTENERGY CORP Utilities 173,992.0 $7.8M 0.03% -7K -3.9% $44.77 +0.2%
235 USB US BANCORP DEL Financial Services 145,195.0 $7.7M 0.03% -6K -3.9% $53.36 +0.4%
236 FISV FISERV INC Technology 113,201.0 $7.6M 0.03% -5K -4.5% $67.17 -16.7%
237 PYPL PAYPAL HLDGS INC Financial Services 129,599.0 $7.6M 0.03% -5K -3.9% $58.38 -24.5%
238 FIVE FIVE BELOW INC Consumer Cyclical 39,715.0 $7.5M 0.03% -699.0 -1.7% $188.36 +15.0%
239 EOG EOG RES INC Energy 71,001.0 $7.5M 0.03% -3K -3.9% $105.01 +37.0%
240 NTAP NETAPP INC Technology 69,185.0 $7.4M 0.03% -3K -3.9% $107.09 +13.4%
Page 12 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%