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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 5 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ALBEMARLE CORP 1,236,486.0 $73.4M 0.28% +217K +21.2% $59.39
82 CRM SALESFORCE INC Technology 276,780.0 $73.3M 0.28% +72K +35.0% $264.91 -34.5%
83 BILL HOLDINGS INC 79,365,000.0 $73.3M 0.28% NEW $0.92
84 NOW SERVICENOW INC Technology 470,517.0 $72.1M 0.27% +359K +321.9% $153.19 -37.9%
85 ADVANCED ENERGY INDS 43,482,000.0 $71.4M 0.27% +5.0M +12.9% $1.64
86 RIVIAN AUTOMOTIVE INC 62,000,000.0 $69.7M 0.26% $1.12
87 BKNG BOOKING HOLDINGS INC Consumer Cyclical 12,922.0 $69.2M 0.26% -2K -13.3% $5355.33 -97.1%
88 PG PROCTER AND GAMBLE CO Consumer Defensive 481,445.0 $69.0M 0.26% -13K -2.6% $143.31 -1.2%
89 KO COCA COLA CO Consumer Defensive 971,974.0 $68.0M 0.26% -24K -2.4% $69.91 +15.6%
90 CMS ENERGY CORP 61,538,000.0 $66.0M 0.25% +5.1M +9.0% $1.07
91 LUMENTUM HLDGS INC 12,249,000.0 $65.2M 0.24% -3.4M -21.6% $5.32
92 SEA LTD 66,589,000.0 $64.5M 0.24% $0.97
93 SPGI S&P GLOBAL INC Financial Services 122,648.0 $64.1M 0.24% +17K +15.8% $522.59 -22.9%
94 UBER UBER TECHNOLOGIES INC Technology 781,330.0 $63.8M 0.24% -30K -3.8% $81.71 -8.1%
95 SHIFT4 PMTS INC 66,087,000.0 $63.8M 0.24% +7.4M +12.6% $0.97
96 UNP UNION PAC CORP Industrials 275,352.0 $63.7M 0.24% -9K -3.0% $231.32 +17.0%
97 ABT ABBOTT LABS Healthcare 501,683.0 $62.9M 0.24% -9K -1.7% $125.29 -29.8%
98 LRCX LAM RESEARCH CORP Technology 366,417.0 $62.7M 0.24% +30K +8.9% $171.18 +66.3%
99 GUIDEWIRE SOFTWARE INC 56,078,000.0 $61.8M 0.23% NEW $1.10
100 NSC NORFOLK SOUTHN CORP Industrials 212,722.0 $61.4M 0.23% -2K -0.7% $288.72 +9.4%
Page 5 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%