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Portfolio (Quarterly) Guide ↗

Calamos Advisors LLC

· CIK 0001316507
13F Portfolio $30.1B AUM 1,059 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 281 New 168 Added 370 Reduced 225 Exited
Page 7 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 T AT&T INC Communication Services 1,215,425.0 $25.2M 0.08% -509K -29.5% $20.70 +21.4%
122 SNOW SNOWFLAKE INC Technology 98,212.0 $25.0M 0.08% -4K -4.1% $254.50 +27.2%
123 ITRON INC 25,000,000.0 $24.9M 0.08% -11.1M -30.7% $1.00
124 AMGN AMGEN INC Healthcare 68,480.0 $24.8M 0.08% -1K -1.8% $362.12 +17.4%
125 URI UNITED RENTALS INC Industrials 21,666.0 $24.5M 0.08% -8K -26.0% $1132.89 -0.2%
126 COP CONOCOPHILLIPS Energy 232,895.0 $24.2M 0.08% -4K -1.8% $103.96 +25.0%
127 MDLZ MONDELEZ INTL INC Consumer Defensive 399,824.0 $23.1M 0.08% -7K -1.8% $57.84 +9.1%
128 MCK MCKESSON CORP Healthcare 29,989.0 $22.7M 0.07% -556.0 -1.8% $755.60 +15.9%
129 APP APPLOVIN CORP Technology 43,358.0 $22.3M 0.07% -5K -11.0% $515.23 -39.5%
130 ALL ALLSTATE CORP Financial Services 93,646.0 $22.3M 0.07% -2K -1.8% $237.94 +10.6%
131 ABT ABBOTT LABORATORIES Healthcare 243,068.0 $22.1M 0.07% -259K -51.5% $90.74 +24.1%
132 MRSH MARSH & MCLENNAN COS INC Financial Services 129,269.0 $21.5M 0.07% -2K -1.8% $166.67 +12.4%
133 AMP AMERIPRISE FINL INC Financial Services 46,875.0 $21.5M 0.07% -871.0 -1.8% $458.76 +22.9%
134 NOW SERVICENOW INC Technology 216,325.0 $21.5M 0.07% -254K -54.0% $99.28 +21.5%
135 STRATEGY INC 21,000,000.0 $21.5M 0.07% -5.0M -19.2% $1.02
136 DUK DUKE ENERGY CORP NEW Utilities 168,552.0 $21.3M 0.07% -3K -1.8% $126.58 -1.4%
137 A AGILENT TECHNOLOGIES INC Healthcare 160,585.0 $21.3M 0.07% -3K -1.8% $132.83 +11.6%
138 ADP AUTOMATIC DATA PROCESSING IN Industrials 94,077.0 $21.1M 0.07% -2K -1.8% $223.95 +21.7%
139 TMUS T-MOBILE US INC Communication Services 125,401.0 $21.0M 0.07% -100K -44.3% $167.73 +9.7%
140 WORKIVA INC 22,234,000.0 $20.9M 0.07% -11.5M -34.1% $0.94
Page 7 of 19  ·  370 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 38.6%
Financial Services 10.8%
Communication Services 10.7%
Consumer Cyclical 9.7%
Healthcare 9.2%
Industrials 8.4%
Consumer Defensive 4.7%
Energy 2.9%
Utilities 2.3%
Basic Materials 1.6%