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Portfolio (Quarterly) Guide ↗

Calamos Wealth Management LLC

· CIK 0001455258
13F Portfolio $3.3B AUM 463 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 92 New 170 Added 160 Reduced 99 Exited
Page 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BTGO BITGO HOLDINGS INC Financial Services 90,000.0 $466K 0.01% NEW $5.18 +35.5%
42 CPSU CALAMOS ETF TR 16,360.0 $452K 0.01% NEW $27.64 +0.9%
43 GUARDANT HEALTH INC 363,000.0 $450K 0.01% NEW $1.24
44 CLOUDFLARE INC 353,000.0 $448K 0.01% NEW $1.27
45 NEXTERA ENERGY INC 9,285.0 $445K 0.01% NEW $47.94
46 HONEYWELL INTL INC 1,906.0 $427K 0.01% NEW $223.90
47 HONEYWELL AEROSPACE INC 1,906.0 $421K 0.01% NEW $221.08
48 CARR CARRIER GLOBAL CORPORATION Industrials 5,671.0 $416K 0.01% NEW $73.35 -19.7%
49 SPHQ INVESCO EXCHANGE TRADED FD T 4,403.0 $397K 0.01% NEW $90.10 -4.1%
50 NCL CORP LTD 355,000.0 $397K 0.01% NEW $1.12
51 NIC NICOLET BANKSHARES INC Financial Services 2,287.0 $378K 0.01% NEW $165.39 +3.1%
52 COP CONOCOPHILLIPS Energy 3,551.0 $369K 0.01% NEW $103.96 +26.9%
53 EPD ENTERPRISE PRODS PARTNERS L 10,034.0 $369K 0.01% NEW $36.76
54 GS PUT GOLDMAN SACHS GROUP INC Financial Services 400.0 $338K 0.01% NEW $845.99 +23.1%
55 COGENT BIOSCIENCES INC 268,000.0 $330K 0.01% NEW $1.23
56 BHP BHP BILLITON LIMITED Basic Materials 3,891.0 $324K 0.01% NEW $83.31 +15.6%
57 NFRA FLEXSHARES TR 4,893.0 $314K 0.01% NEW $64.12 +3.4%
58 AFL AFLAC INC Financial Services 2,427.0 $285K 0.01% NEW $117.25 -0.0%
59 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 944.0 $277K 0.01% NEW $293.18 +4.7%
60 BALI BLACKROCK ETF TRUST 8,040.0 $272K 0.01% NEW $33.83 +2.5%
Page 3 of 5  ·  92 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 45.5%
Financial Services 12.7%
Communication Services 9.2%
Consumer Cyclical 9.0%
Healthcare 7.8%
Industrials 7.3%
Consumer Defensive 2.6%
Basic Materials 1.8%
Utilities 1.8%
Energy 1.3%