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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 10 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JBL JABIL INC Technology 3,288.0 $1.3M 0.04% -275.0 -7.7% $385.48 -19.1%
182 ALL ALLSTATE CORP Financial Services 5,309.0 $1.3M 0.04% -445.0 -7.7% $237.94 +8.3%
183 MPC MARATHON PETE CORP Energy 4,903.0 $1.3M 0.04% +253.0 +5.4% $255.67 +40.8%
184 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,550.0 $1.2M 0.04% NEW $350.07 -8.3%
185 CL COLGATE PALMOLIVE CO Consumer Defensive 13,277.0 $1.2M 0.04% -236.0 -1.8% $91.68 -0.2%
186 COF CAPITAL ONE FINL CORP Financial Services 6,064.0 $1.2M 0.04% +1K +28.3% $200.62 +8.4%
187 SJNK SPDR SERIES TRUST 47,536.0 $1.2M 0.04% +15K +44.3% $25.03 -0.4%
188 CPRJ CALAMOS ETF TR 42,914.0 $1.2M 0.04% -3K -6.4% $27.67 +0.5%
189 SDY SPDR SERIES TRUST 7,575.0 $1.2M 0.04% +425.0 +5.9% $152.18 +3.8%
190 TRV TRAVELERS COMPANIES INC Financial Services 3,465.0 $1.1M 0.04% -1K -27.4% $330.12 +12.0%
191 IBIT ISHARES BITCOIN TRUST ETF Financial Services 33,989.0 $1.1M 0.03% -2K -6.2% $33.29 +36.7%
192 DIS DISNEY WALT CO Communication Services 11,740.0 $1.1M 0.03% -4K -23.2% $96.25 +11.8%
193 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,321.0 $1.1M 0.03% +6K +2276.3% $178.24 +15.4%
194 BOEING CO 16,710.0 $1.1M 0.03% +814.0 +5.1% $67.30
195 EQIX EQUINIX INC Real Estate 1,078.0 $1.1M 0.03% -87.0 -7.5% $1042.39 +3.2%
196 AKAMAI TECHNOLOGIES INC 938,000.0 $1.1M 0.03% +780K +493.7% $1.19
197 CSX CSX CORP Industrials 23,204.0 $1.1M 0.03% +2K +7.2% $47.53 +8.3%
198 DGRO ISHARES TR 14,404.0 $1.1M 0.03% +10K +253.0% $75.79 +4.9%
199 BMI BADGER METER INC Technology 7,355.0 $1.1M 0.03% NEW $148.38 -7.0%
200 HEICO CORP NEW 4,196.0 $1.1M 0.03% -130.0 -3.0% $257.91
Page 10 of 24  ·  463 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%