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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 9 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SYK STRYKER CORPORATION Healthcare 112,881.0 $39.7M 0.15% +13K +13.2% $351.47 -12.7%
162 STRATEGY INC 35,000,000.0 $39.1M 0.15% $1.12
163 DASH DOORDASH INC Communication Services 171,886.0 $38.9M 0.15% -29K -14.5% $226.48 -29.7%
164 FIVE9 INC 42,144,000.0 $38.0M 0.14% -2.5M -5.5% $0.90
165 BRIGHTSPRING HEALTH SVCS INC 301,084.0 $38.0M 0.14% $126.21
166 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 131,653.0 $36.7M 0.14% -22K -14.5% $278.92 -6.7%
167 PANW PALO ALTO NETWORKS INC Technology 199,253.0 $36.7M 0.14% -6K -3.1% $184.20 +31.8%
168 ETN EATON CORP PLC Industrials 114,870.0 $36.6M 0.14% +15K +15.2% $318.51 +25.4%
169 ITRON INC 36,092,000.0 $36.6M 0.14% $1.01
170 SHIFT4 PMTS INC 451,296.0 $36.1M 0.14% $80.01
171 GLOBAL PMTS INC 39,538,000.0 $35.6M 0.13% +10.0M +33.9% $0.90
172 QCOM QUALCOMM INC Technology 207,450.0 $35.5M 0.13% -8K -3.9% $171.05 +17.8%
173 CSG SYS INTL INC 29,963,000.0 $35.5M 0.13% $1.18
174 STRIDE INC 25,833,000.0 $35.4M 0.13% $1.37
175 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 115,404.0 $35.1M 0.13% -909.0 -0.8% $303.89 +33.1%
176 BANK AMERICA CORP 27,996.0 $35.1M 0.13% $1252.00
177 INTC INTEL CORP Technology 935,892.0 $34.5M 0.13% +32K +3.5% $36.90 +194.8%
178 IBM INTERNATIONAL BUSINESS MACHS Technology 115,326.0 $34.2M 0.13% -5K -3.8% $296.21 -26.0%
179 WMB WILLIAMS COS INC Energy 567,209.0 $34.1M 0.13% -9K -1.5% $60.11 +29.3%
180 CVS CVS HEALTH CORP Healthcare 424,683.0 $33.7M 0.13% +204K +92.6% $79.36 +20.8%
Page 9 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%