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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 5 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO ALTRIA GROUP INC Consumer Defensive 14,272.0 $1.0M 0.03% -2K -11.1% $71.95 -3.9%
82 SHY ISHARES TR 11,768.0 $966K 0.03% -140.0 -1.2% $82.11 -0.1%
83 SHOP SHOPIFY INC Technology 8,295.0 $947K 0.03% -23K -73.2% $114.18 +31.6%
84 IGSB ISHARES TR 18,051.0 $946K 0.03% -14K -43.9% $52.41 -0.4%
85 GLD SPDR GOLD TR Financial Services 2,492.0 $918K 0.03% -1K -31.1% $368.38 +14.4%
86 AMGN AMGEN INC Healthcare 2,408.0 $872K 0.03% -3K -58.5% $362.12 +21.6%
87 VONG VANGUARD SCOTTSDALE FDS 6,813.0 $871K 0.03% -2K -25.3% $127.81 -1.9%
88 MELI MERCADOLIBRE INC Consumer Cyclical 512.0 $869K 0.03% -14.0 -2.7% $1697.39 +14.9%
89 MDT MEDTRONIC PLC Healthcare 11,080.0 $867K 0.03% -3K -20.8% $78.23 +17.6%
90 PGNY PROGYNY INC Healthcare 30,000.0 $865K 0.03% -10K -25.0% $28.83 -8.5%
91 VOE VANGUARD INDEX FDS 4,301.0 $850K 0.03% -216.0 -4.8% $197.60 +6.0%
92 CRM SALESFORCE INC Technology 5,333.0 $835K 0.03% -597.0 -10.1% $156.66 +31.3%
93 CVS CVS HEALTH CORP Healthcare 7,787.0 $806K 0.02% -735.0 -8.6% $103.45 -8.8%
94 BSV VANGUARD BD INDEX FDS 10,333.0 $805K 0.02% -21K -67.1% $77.91 -0.3%
95 CPRO CALAMOS ETF TR 27,738.0 $781K 0.02% -16K -36.4% $28.17 +1.1%
96 ACN ACCENTURE PLC IRELAND Technology 6,135.0 $763K 0.02% -3K -29.5% $124.44 +45.8%
97 T AT&T INC Communication Services 36,872.0 $763K 0.02% -14K -27.5% $20.70 +25.0%
98 CPNS CALAMOS ETF TR 26,666.0 $750K 0.02% -30K -52.6% $28.11 +0.9%
99 INTU INTUIT Technology 2,858.0 $746K 0.02% -21K -87.9% $261.01 +32.5%
100 RSG REPUBLIC SVCS INC Industrials 3,488.0 $743K 0.02% -58.0 -1.6% $213.08 +4.3%
Page 5 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%