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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 33 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 FESM FIDELITY COVINGTON TRUST 41,045.0 $1.6M 0.01% +1K +2.6% $37.78 +13.7%
642 HP HELMERICH & PAYNE INC Energy 53,800.0 $1.5M 0.01% $28.68 +44.8%
643 META CALL META PLATFORMS INC Communication Services 2,100.0 $1.5M 0.01% +100.0 +5.0% $734.38 -16.8%
644 LPTH LIGHTPATH TECHNOLOGIES INC Technology 142,368.0 $1.5M 0.01% -24K -14.6% $10.80 +15.2%
645 GHM GRAHAM CORP Industrials 23,681.0 $1.5M 0.01% -12K -34.2% $64.23 +47.0%
646 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 28,332.0 $1.5M 0.01% $53.63 +18.6%
647 RANGE CAP ACQUISITION CORP I 147,613.0 $1.5M 0.01% NEW $10.20
648 CELH CELSIUS HLDGS INC Consumer Defensive 32,588.0 $1.5M 0.01% -239K -88.0% $45.74 -36.3%
649 HDB HDFC BANK LTD Financial Services 40,544.0 $1.5M 0.01% -520.0 -1.3% $36.54 -32.6%
650 PEN PENUMBRA INC Healthcare 4,664.0 $1.5M 0.01% +826.0 +21.5% $310.91 +5.0%
651 BROS DUTCH BROS INC Consumer Cyclical 23,598.0 $1.4M 0.01% NEW $61.22 -13.8%
652 SCHJ SCHWAB STRATEGIC TR 57,208.0 $1.4M 0.01% +6K +10.7% $24.90 -1.4%
653 SOLV SOLVENTUM CORP Healthcare 17,893.0 $1.4M 0.01% -727.0 -3.9% $79.24 -3.9%
654 EXACT SCIENCES CORP 1,339,000.0 $1.4M 0.01% -157K -10.5% $1.04
655 IJR ISHARES TR 11,492.0 $1.4M 0.01% +338.0 +3.0% $120.18 +10.8%
656 EMBJ CALL EMBRAER S.A. Industrials 22,100.0 $1.3M 0.01% -22K -50.0% $60.45 -6.7%
657 SAP SAP SE Technology 5,398.0 $1.3M 0.01% -300.0 -5.3% $242.91 -28.1%
658 BLUE ACQUISITION CORP. 123,189.0 $1.3M 0.01% $10.61
659 DOCN DIGITALOCEAN HLDGS INC Technology 26,720.0 $1.3M 0.01% NEW $48.12 +206.4%
660 OYSTER ENTERPRISES II ACQUIS 123,093.0 $1.3M 0.01% $10.38
Page 33 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%