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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 39 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EVT EATON VANCE TAX ADVT DIV INC Financial Services 20,757.0 $523K 0.00% +5K +32.1% $25.18 +4.0%
762 BLUE GOLD LTD 1,179,322.0 $519K 0.00% $0.44
763 WINTERGREEN ACQUISITION CORP 49,244.0 $517K 0.00% $10.50
764 NUVEEN CR STRATEGIES INCOME 101,679.0 $510K 0.00% -46K -31.0% $5.02
765 GLOBA TERRA ACQUISITION COR 49,377.0 $508K 0.00% $10.28
766 TMUS CALL T-MOBILE US INC Communication Services 2,100.0 $503K 0.00% +100.0 +5.0% $239.38 -19.7%
767 RELX RELX PLC Communication Services 12,422.0 $502K 0.00% $40.42 -16.4%
768 GENI GENIUS SPORTS LIMITED Communication Services 45,528.0 $502K 0.00% -192K -80.9% $11.02 -53.0%
769 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 68,228.0 $489K 0.00% -111K -61.9% $7.16 -22.3%
770 RQI COHEN & STEERS QUALITY INCOM Financial Services 42,391.0 $484K 0.00% +10K +32.1% $11.42 +13.8%
771 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 32,571.0 $474K 0.00% +8K +32.1% $14.54 -4.4%
772 KRMD KORU MEDICAL SYSTEMS INC Healthcare 80,961.0 $470K 0.00% +35K +77.1% $5.81 -32.7%
773 CALAMOS ETF TR 18,748.0 $459K 0.00% NEW $24.47
774 CALAMOS ETF TR 17,512.0 $451K 0.00% NEW $25.75
775 CALAMOS ETF TR 18,345.0 $451K 0.00% NEW $24.58
776 STEW SRH TOTAL RETURN FUND INC Financial Services 24,196.0 $449K 0.00% +6K +32.1% $18.54 -4.6%
777 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 85,404.0 $441K 0.00% +21K +32.1% $5.16 +0.7%
778 ALLT ALLOT LTD Technology 44,719.0 $440K 0.00% +14K +46.5% $9.83 -27.3%
779 CALAMOS ETF TR 19,102.0 $437K 0.00% NEW $22.89
780 LRN STRIDE INC Consumer Defensive 6,650.0 $432K 0.00% -21K -75.7% $64.93 +38.1%
Page 39 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%