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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 3 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KKR & CO INC 2,114,902.0 $109.6M 0.41% -12K -0.6% $51.84
42 PLTR PALANTIR TECHNOLOGIES INC Technology 609,519.0 $108.3M 0.41% -81K -11.7% $177.75 -25.3%
43 ABBV ABBVIE INC Healthcare 466,290.0 $106.5M 0.40% +15K +3.4% $228.49 -8.4%
44 QQQ CALL INVESCO QQQ TR Financial Services 176,900.0 $106.2M 0.40% -8K -4.5% $600.37 +18.3%
45 NFLX CALL NETFLIX INC Communication Services 85,500.0 $102.5M 0.39% +84K +4175.0% $1198.92 -92.7%
46 ON SEMICONDUCTOR CORP 106,587,000.0 $101.2M 0.38% $0.95
47 SNOWFLAKE INC 66,322,000.0 $98.9M 0.37% +25.0M +60.6% $1.49
48 TMO THERMO FISHER SCIENTIFIC INC Healthcare 169,900.0 $98.4M 0.37% +22K +15.0% $579.45 -24.4%
49 MICROCHIP TECHNOLOGY INC. 1,684,603.0 $98.2M 0.37% $58.28
50 RIVIAN AUTOMOTIVE INC 76,900,000.0 $97.1M 0.36% $1.26
51 APOLLO GLOBAL MGMT INC 1,270,138.0 $95.9M 0.36% -149K -10.5% $75.52
52 EEM PUT ISHARES TR 1,769,500.0 $94.5M 0.35% $53.40 +22.8%
53 CVX CHEVRON CORP NEW Energy 614,108.0 $93.6M 0.35% -21K -3.4% $152.41 +24.3%
54 HD HOME DEPOT INC Consumer Cyclical 270,784.0 $93.2M 0.35% -8K -2.7% $344.10 -13.2%
55 PM PHILIP MORRIS INTL INC Consumer Defensive 559,721.0 $89.8M 0.34% -5K -1.0% $160.40 +17.5%
56 RTX RTX CORPORATION Industrials 485,264.0 $89.0M 0.33% -32K -6.2% $183.40 -6.4%
57 SPY SPDR S&P 500 ETF TR Financial Services 130,267.0 $88.8M 0.33% -147K -53.0% $681.92 +8.3%
58 CSCO CISCO SYS INC Technology 1,130,206.0 $87.1M 0.33% -33K -2.9% $77.03 +53.7%
59 INTU INTUIT Technology 130,688.0 $86.6M 0.33% +15K +13.2% $662.42 -40.8%
60 NEXTERA ENERGY CAP HLDGS INC 69,606,000.0 $86.5M 0.33% $1.24
Page 3 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%