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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 15 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GRANITE CONSTR INC 7,049,000.0 $17.9M 0.07% $2.54
282 TYLER TEX INDPT SCH DIST 17,335,000.0 $17.6M 0.07% -90K -0.5% $1.01
283 LANTHEUS HLDGS INC 15,082,000.0 $17.3M 0.07% $1.15
284 VARONIS SYS INC 18,483,000.0 $17.2M 0.07% -5.5M -22.9% $0.93
285 SO SOUTHERN CO Utilities 196,647.0 $17.1M 0.06% -8K -3.7% $87.20 +7.5%
286 PNR PENTAIR PLC Industrials 163,874.0 $17.1M 0.06% -6K -3.4% $104.14 -29.5%
287 LMT LOCKHEED MARTIN CORP Industrials 34,923.0 $16.9M 0.06% -1K -3.6% $483.67 +9.2%
288 PAGERDUTY INC 17,466,000.0 $16.6M 0.06% $0.95
289 FORD MTR CO 15,983,000.0 $16.6M 0.06% +1.8M +12.4% $1.04
290 D DOMINION ENERGY INC Utilities 282,963.0 $16.6M 0.06% -11K -3.9% $58.59 +15.3%
291 PCAR PACCAR INC Industrials 151,336.0 $16.6M 0.06% -6K -3.9% $109.51 +2.0%
292 NKE NIKE INC Consumer Cyclical 259,862.0 $16.6M 0.06% -146K -35.9% $63.71 -33.2%
293 BP BP PLC Energy 475,000.0 $16.5M 0.06% $34.73 +32.9%
294 REPLIGEN CORP 14,942,000.0 $16.4M 0.06% +14.5M +3526.7% $1.10
295 BENTLEY SYS INC 16,398,000.0 $16.4M 0.06% $1.00
296 JAMES HARDIE INDS PLC 785,703.0 $16.3M 0.06% $20.75
297 POST HLDGS INC 15,000,000.0 $16.2M 0.06% $1.08
298 NIO INC 17,628,000.0 $16.1M 0.06% $0.91
299 HBAN HUNTINGTON BANCSHARES INC Financial Services 920,897.0 $16.0M 0.06% -16K -1.8% $17.35 -10.3%
300 RAPID7 INC 17,465,000.0 $15.9M 0.06% -22.2M -56.0% $0.91
Page 15 of 47  ·  924 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%