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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLI SELECT SECTOR SPDR TR 1,463.0 $271K 0.01% NEW $185.23 -2.6%
62 VRT VERTIV HOLDINGS CO Industrials 807.0 $270K 0.01% NEW $334.82 -21.2%
63 UAVS AGEAGLE AERIAL SYS INC NEW Technology 301,671.0 $269K 0.01% NEW $0.89 +23.4%
64 TRGP TARGA RES CORP Energy 934.0 $250K 0.01% NEW $268.14 +9.7%
65 AMERICA MOVIL SAB DE CV 9,600.0 $250K 0.01% NEW $25.99
66 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,198.0 $249K 0.01% NEW $47.81 -9.1%
67 FSMD FIDELITY COVINGTON TRUST 4,562.0 $241K 0.01% NEW $52.85 -1.8%
68 GLW CORNING INC Technology 910.0 $232K 0.01% NEW $255.43 -40.2%
69 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,051.0 $228K 0.01% NEW $216.60 -7.9%
70 BIIB BIOGEN INC Healthcare 1,046.0 $226K 0.01% NEW $216.06 +2.3%
71 CR CRANE COMPANY Industrials 1,000.0 $223K 0.01% NEW $223.07 -6.0%
72 SPYG SPDR SERIES TRUST 1,867.0 $222K 0.01% NEW $118.99 +0.8%
73 ENB ENBRIDGE INC Energy 4,076.0 $221K 0.01% NEW $54.21 -7.1%
74 QCLN FIRST TR EXCHANGE-TRADED FD 3,600.0 $221K 0.01% NEW $61.32 -18.6%
75 CHEESECAKE FACTORY INC 172,000.0 $219K 0.01% NEW $1.27
76 EXEL EXELIXIS INC Healthcare 4,000.0 $218K 0.01% NEW $54.41 +3.1%
77 FNDF SCHWAB STRATEGIC TR 4,105.0 $217K 0.01% NEW $52.76 +5.5%
78 SHEL SHELL PLC Energy 2,773.0 $215K 0.01% NEW $77.54 +17.5%
79 PKG PACKAGING CORP AMER Consumer Cyclical 900.0 $214K 0.01% NEW $238.28 +3.5%
80 MACOM TECH SOLUTIONS HLDGS I 92,000.0 $212K 0.01% NEW $2.31
Page 4 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%