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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 4 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCD MCDONALDS CORP Consumer Cyclical 176,538.0 $54.0M 0.20% -5K -2.6% $305.63 -9.6%
62 BLOOM ENERGY CORP 11,009,000.0 $51.0M 0.19% -8.8M -44.4% $4.64
63 MPC MARATHON PETE CORP Energy 313,204.0 $50.9M 0.19% -23K -6.8% $162.63 +56.8%
64 CB CHUBB LIMITED Financial Services 161,014.0 $50.3M 0.19% -37K -18.7% $312.12 +5.8%
65 AKAMAI TECHNOLOGIES INC 49,700,000.0 $50.0M 0.19% -13.0M -20.7% $1.01
66 EFA PUT ISHARES TR 506,000.0 $47.2M 0.18% -508K -50.1% $93.37 +9.9%
67 COF CAPITAL ONE FINL CORP Financial Services 194,301.0 $47.1M 0.18% -4K -2.1% $242.36 -22.8%
68 TMUS T-MOBILE US INC Communication Services 225,026.0 $45.7M 0.17% -32K -12.4% $203.04 -8.8%
69 TRIP COM GROUP LTD 35,630,000.0 $43.9M 0.17% -1.0M -2.8% $1.23
70 PWR QUANTA SVCS INC Industrials 103,112.0 $43.5M 0.16% -2K -2.2% $422.06 +82.4%
71 T AT&T INC Communication Services 1,724,569.0 $42.8M 0.16% -406K -19.1% $24.84 -3.3%
72 EMR EMERSON ELEC CO Industrials 321,914.0 $42.7M 0.16% -7K -2.1% $132.72 +0.2%
73 WM WASTE MGMT INC DEL Industrials 193,919.0 $42.6M 0.16% -85K -30.5% $219.71 +0.1%
74 GM GENERAL MTRS CO Consumer Cyclical 520,155.0 $42.3M 0.16% -11K -2.1% $81.32 -7.9%
75 APH AMPHENOL CORP NEW Technology 300,354.0 $40.6M 0.15% -7K -2.2% $135.14 -9.9%
76 DASH DOORDASH INC Communication Services 171,886.0 $38.9M 0.15% -29K -14.5% $226.48 -29.7%
77 FIVE9 INC 42,144,000.0 $38.0M 0.14% -2.5M -5.5% $0.90
78 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 131,653.0 $36.7M 0.14% -22K -14.5% $278.92 -6.7%
79 PANW PALO ALTO NETWORKS INC Technology 199,253.0 $36.7M 0.14% -6K -3.1% $184.20 +31.8%
80 QCOM QUALCOMM INC Technology 207,450.0 $35.5M 0.13% -8K -3.9% $171.05 +17.8%
Page 4 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%