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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 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 C CITIGROUP INC Financial Services 11,724.0 $1.6M 0.05% -434.0 -3.6% $139.96 -4.6%
62 IWR ISHARES TR 13,976.0 $1.5M 0.05% -999.0 -6.7% $110.32 +2.6%
63 R RYDER SYS INC Industrials 5,599.0 $1.5M 0.04% -2K -23.9% $263.77 -5.4%
64 SBUX STARBUCKS CORP Consumer Cyclical 14,091.0 $1.4M 0.04% -393.0 -2.7% $102.19 +6.2%
65 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 71,435.0 $1.4M 0.04% -9K -11.6% $19.89 +12.8%
66 CPSF CALAMOS ETF TR 49,735.0 $1.3M 0.04% -14K -21.8% $26.21 +1.1%
67 SPGI S&P GLOBAL INC Financial Services 3,192.0 $1.3M 0.04% -25K -88.7% $407.26 +7.2%
68 CRWD CROWDSTRIKE HLDGS INC Technology 1,674.0 $1.3M 0.04% -110.0 -6.2% $190.78 -0.8%
69 JBL JABIL INC Technology 3,288.0 $1.3M 0.04% -275.0 -7.7% $385.48 -19.3%
70 ALL ALLSTATE CORP Financial Services 5,309.0 $1.3M 0.04% -445.0 -7.7% $237.94 +10.0%
71 CL COLGATE PALMOLIVE CO Consumer Defensive 13,277.0 $1.2M 0.04% -236.0 -1.8% $91.68 +0.4%
72 CPRJ CALAMOS ETF TR 42,914.0 $1.2M 0.04% -3K -6.4% $27.67 +0.4%
73 TRV TRAVELERS COMPANIES INC Financial Services 3,465.0 $1.1M 0.04% -1K -27.4% $330.12 +12.4%
74 IBIT ISHARES BITCOIN TRUST ETF Financial Services 33,989.0 $1.1M 0.03% -2K -6.2% $33.29 +33.6%
75 DIS DISNEY WALT CO Communication Services 11,740.0 $1.1M 0.03% -4K -23.2% $96.25 +13.9%
76 EQIX EQUINIX INC Real Estate 1,078.0 $1.1M 0.03% -87.0 -7.5% $1042.39 +3.6%
77 HEICO CORP NEW 4,196.0 $1.1M 0.03% -130.0 -3.0% $257.91
78 ED CONSOLIDATED EDISON INC Utilities 9,669.0 $1.1M 0.03% -814.0 -7.8% $110.63 -2.3%
79 HII HUNTINGTON INGALLS INDS INC Industrials 3,738.0 $1.0M 0.03% -733.0 -16.4% $279.89 +5.9%
80 WESTERN DIGITAL CORP 61,000.0 $1.0M 0.03% -43K -41.4% $16.93
Page 4 of 8  ·  160 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%