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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 9 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APD AIR PRODS & CHEMS INC Basic Materials 57,135.0 $14.1M 0.05% -2K -3.9% $247.02 +18.1%
162 EW EDWARDS LIFESCIENCES CORP Healthcare 163,065.0 $13.9M 0.05% -7K -3.9% $85.25 -3.4%
163 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 179,969.0 $13.8M 0.05% -7K -3.9% $76.67 +15.5%
164 KMI KINDER MORGAN INC DEL Energy 492,722.0 $13.5M 0.05% -19K -3.6% $27.49 +22.9%
165 AFL AFLAC INC Financial Services 122,136.0 $13.5M 0.05% -5K -3.9% $110.27 +7.4%
166 CI THE CIGNA GROUP Healthcare 47,871.0 $13.2M 0.05% -2K -3.9% $275.23 +5.8%
167 LUV SOUTHWEST AIRLS CO Industrials 318,032.0 $13.1M 0.05% -13K -3.9% $41.33 -7.2%
168 PG&E CORP 12,752,000.0 $13.1M 0.05% -25.0M -66.2% $1.03
169 KR KROGER CO Consumer Defensive 206,784.0 $12.9M 0.05% -8K -3.9% $62.48 +9.3%
170 MSFT CALL MICROSOFT CORP Technology 24,900.0 $12.9M 0.05% -117K -82.5% $517.95 -18.2%
171 TYL TYLER TECHNOLOGIES INC Technology 28,283.0 $12.8M 0.05% -1K -3.9% $453.95 -29.3%
172 ADSK AUTODESK INC Technology 43,264.0 $12.8M 0.05% -2K -3.9% $296.01 -17.5%
173 VRSK VERISK ANALYTICS INC Industrials 56,763.0 $12.7M 0.05% -2K -3.9% $223.69 -23.3%
174 EBAY EBAY INC. Consumer Cyclical 144,354.0 $12.6M 0.05% -6K -4.2% $87.10 +31.4%
175 BDX BECTON DICKINSON & CO Healthcare 59,573.0 $11.6M 0.04% -2K -3.7% $194.07 -24.3%
176 CCI CROWN CASTLE INC Real Estate 129,207.0 $11.5M 0.04% -5K -3.9% $88.87 +3.9%
177 UPS UNITED PARCEL SERVICE INC Industrials 115,675.0 $11.5M 0.04% -5K -3.9% $99.19 -3.7%
178 SYY SYSCO CORP Consumer Defensive 155,361.0 $11.4M 0.04% -6K -3.9% $73.69 -0.2%
179 SOUTHERN CO 10,607,000.0 $11.3M 0.04% -130.7M -92.5% $1.07
180 MET METLIFE INC Financial Services 143,464.0 $11.3M 0.04% -6K -3.9% $78.94 +3.1%
Page 9 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%