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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 15 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VISHAY INTERTECHNOLOGY INC 10,138,000.0 $20.1M 0.07% +138K +1.4% $1.98
282 CARR CARRIER GLOBAL CORPORATION Industrials 270,674.0 $19.9M 0.07% -5K -1.8% $73.35 -16.3%
283 ZIFF DAVIS INC 20,000,000.0 $19.8M 0.07% $0.99
284 SOLARIS ENERGY INFRAS INC 12,145,000.0 $19.7M 0.07% +11.6M +2235.6% $1.62
285 LIBERTY MEDIA CORP DEL 15,872,000.0 $19.6M 0.07% -28.4M -64.2% $1.24
286 TSEM TOWER SEMICONDUCTOR LTD Technology 74,738.0 $19.5M 0.07% +50K +202.1% $260.64 -7.7%
287 AJG GALLAGHER ARTHUR J & CO Financial Services 83,974.0 $19.3M 0.06% -2K -1.8% $229.57 +8.2%
288 CMCSA COMCAST CORP NEW Communication Services 779,744.0 $19.1M 0.06% -14K -1.8% $24.55 +6.7%
289 BLOCK INC 20,000,000.0 $19.0M 0.06% $0.95
290 ALARM COM HLDGS INC 20,000,000.0 $19.0M 0.06% $0.95
291 D DOMINION ENERGY INC Utilities 277,798.0 $19.0M 0.06% -5K -1.8% $68.29 +0.5%
292 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 802,736.0 $18.9M 0.06% NEW $23.58 +9.5%
293 KEYS KEYSIGHT TECHNOLOGIES INC Technology 53,929.0 $18.9M 0.06% -1K -1.8% $350.07 -2.5%
294 WAYFAIR INC 12,245,000.0 $18.7M 0.06% -13.4M -52.2% $1.53
295 HCA HCA HEALTHCARE INC Healthcare 47,490.0 $18.5M 0.06% -883.0 -1.8% $389.89 +5.6%
296 CELCUITY INC 16,250,000.0 $18.5M 0.06% NEW $1.14
297 SO SOUTHERN CO Utilities 193,077.0 $18.5M 0.06% -4K -1.8% $95.71 -3.8%
298 JAMES HARDIE INDS PLC 705,499.0 $18.5M 0.06% -80K -10.2% $26.18
299 ROST ROSS STORES INC Consumer Cyclical 85,904.0 $18.3M 0.06% -2K -1.8% $212.85 +11.1%
300 MICROCHIP TECHNOLOGY INC. 16,570,000.0 $18.3M 0.06% -10.5M -38.8% $1.10
Page 15 of 49  ·  980 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%