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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 22 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VISHAY INTERTECHNOLOGY INC 10,000,000.0 $9.0M 0.03% $0.90
422 PSX PHILLIPS 66 Energy 69,137.0 $8.9M 0.03% -3K -3.9% $129.04 +42.2%
423 NI NISOURCE INC Utilities 212,955.0 $8.9M 0.03% -9K -3.9% $41.76 +14.4%
424 MDT CALL MEDTRONIC PLC Healthcare 93,000.0 $8.9M 0.03% NEW $95.24 -18.5%
425 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 393,795.0 $8.8M 0.03% -16K -3.9% $22.32 -33.2%
426 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 107,091.0 $8.8M 0.03% -2K -2.3% $82.02 -25.2%
427 TANDEM DIABETES CARE INC 8,550,000.0 $8.7M 0.03% $1.02
428 KMB KIMBERLY-CLARK CORP Consumer Defensive 86,268.0 $8.7M 0.03% -4K -3.9% $100.89 -4.4%
429 ANDRETTI ACQUISITION CORP II 825,000.0 $8.7M 0.03% $10.54
430 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 58,704.0 $8.6M 0.03% +8K +15.6% $146.58 -8.5%
431 TASK TASKUS INC Technology 725,086.0 $8.5M 0.03% NEW $11.79 -51.4%
432 MERITAGE HOMES CORP 8,629,000.0 $8.5M 0.03% $0.99
433 LYFT INC 7,060,000.0 $8.5M 0.03% +49K +0.7% $1.20
434 AVY AVERY DENNISON CORP Industrials 46,581.0 $8.5M 0.03% -2K -3.9% $181.88 -15.5%
435 BLKB BLACKBAUD INC Technology 133,042.0 $8.4M 0.03% -4K -2.7% $63.32 -52.0%
436 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 144,895.0 $8.3M 0.03% -6K -3.9% $57.49 +37.3%
437 PSA PUBLIC STORAGE OPER CO Real Estate 31,946.0 $8.3M 0.03% -1K -3.9% $259.50 +17.5%
438 SITM SITIME CORP Technology 23,080.0 $8.2M 0.03% +2K +7.8% $353.19 +91.1%
439 AVGO CALL BROADCOM INC Technology 24,600.0 $8.1M 0.03% +18K +290.5% $329.91 +26.3%
440 MAA MID-AMER APT CMNTYS INC Real Estate 58,011.0 $8.1M 0.03% -2K -3.9% $138.91 -7.4%
Page 22 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%