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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 16 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ROST ROSS STORES INC Consumer Cyclical 87,501.0 $15.8M 0.06% -4K -3.9% $180.14 +17.2%
302 STRATEGY INC 200,000.0 $15.8M 0.06% +50K +33.3% $78.76
303 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 423,568.0 $15.7M 0.06% -135K -24.1% $37.00 -10.7%
304 O REALTY INCOME CORP Real Estate 276,875.0 $15.6M 0.06% -11K -3.9% $56.37 +9.5%
305 AEP AMERICAN ELEC PWR CO INC Utilities 135,218.0 $15.6M 0.06% -5K -3.9% $115.31 +11.8%
306 HALOZYME THERAPEUTICS INC 11,726,000.0 $15.6M 0.06% -28.3M -70.7% $1.33
307 HAL CALL HALLIBURTON CO Energy 631,200.0 $15.5M 0.06% NEW $24.60 +73.9%
308 COGENT BIOSCIENCES INC 13,199,000.0 $15.5M 0.06% NEW $1.17
309 TELADOC HEALTH INC 16,250,000.0 $15.5M 0.06% $0.95
310 VST VISTRA CORP Utilities 95,698.0 $15.4M 0.06% $161.33 -15.2%
311 VMC VULCAN MATLS CO Basic Materials 54,115.0 $15.4M 0.06% $285.22 -6.6%
312 TEL TE CONNECTIVITY PLC Technology 67,284.0 $15.3M 0.06% -3K -3.6% $227.51 -11.9%
313 LITE LUMENTUM HLDGS INC Technology 41,215.0 $15.2M 0.06% -25K -38.1% $368.59 +140.1%
314 LI AUTO INC 15,000,000.0 $15.2M 0.06% $1.01
315 APTIV PLC 197,880.0 $15.1M 0.06% -6K -2.7% $76.09
316 ALIGNMENT HEALTHCARE INC 9,892,000.0 $15.0M 0.06% NEW $1.52
317 ITW ILLINOIS TOOL WKS INC Industrials 60,902.0 $15.0M 0.06% -2K -3.7% $246.30 +1.3%
318 GUESS INC 15,000,000.0 $14.9M 0.06% $0.99
319 JAMF HLDG CORP 15,000,000.0 $14.8M 0.06% $0.99
320 TRIPADVISOR INC 15,000,000.0 $14.8M 0.06% $0.99
Page 16 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%