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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 17 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AFFIRM HLDGS INC 13,197,000.0 $14.7M 0.06% NEW $1.11
322 ZTS ZOETIS INC Healthcare 116,688.0 $14.7M 0.06% -5K -3.9% $125.82 -38.2%
323 CARR CARRIER GLOBAL CORPORATION Industrials 275,707.0 $14.6M 0.06% -11K -3.9% $52.84 +16.3%
324 BX BLACKSTONE INC Financial Services 93,682.0 $14.4M 0.05% -4K -3.9% $154.14 -25.9%
325 GD GENERAL DYNAMICS CORP Industrials 42,589.0 $14.3M 0.05% -2K -3.9% $336.66 +1.9%
326 EXC EXELON CORP Utilities 326,525.0 $14.2M 0.05% -13K -3.9% $43.59 +0.9%
327 ENTERGY CORP NEW 153,722.0 $14.2M 0.05% -6K -3.9% $92.43
328 APD AIR PRODS & CHEMS INC Basic Materials 57,135.0 $14.1M 0.05% -2K -3.9% $247.02 +18.1%
329 BOX INC 12,000,000.0 $14.1M 0.05% $1.17
330 ENPHASE ENERGY INC 16,000,000.0 $14.0M 0.05% $0.88
331 FROG JFROG LTD Technology 223,696.0 $14.0M 0.05% +165K +280.1% $62.46 +8.7%
332 EW EDWARDS LIFESCIENCES CORP Healthcare 163,065.0 $13.9M 0.05% -7K -3.9% $85.25 -3.4%
333 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 179,969.0 $13.8M 0.05% -7K -3.9% $76.67 +15.5%
334 KMI KINDER MORGAN INC DEL Energy 492,722.0 $13.5M 0.05% -19K -3.6% $27.49 +22.9%
335 SAREPTA THERAPEUTICS INC 15,000,000.0 $13.5M 0.05% $0.90
336 MARA HOLDINGS INC 17,000,000.0 $13.5M 0.05% NEW $0.80
337 AFL AFLAC INC Financial Services 122,136.0 $13.5M 0.05% -5K -3.9% $110.27 +7.4%
338 CI THE CIGNA GROUP Healthcare 47,871.0 $13.2M 0.05% -2K -3.9% $275.23 +5.8%
339 LUV SOUTHWEST AIRLS CO Industrials 318,032.0 $13.1M 0.05% -13K -3.9% $41.33 -7.2%
340 PG&E CORP 12,752,000.0 $13.1M 0.05% -25.0M -66.2% $1.03
Page 17 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%