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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 11 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ED CONSOLIDATED EDISON INC Utilities 9,669.0 $1.1M 0.03% -814.0 -7.8% $110.63 -3.9%
202 VIG VANGUARD SPECIALIZED FUNDS 4,498.0 $1.1M 0.03% +733.0 +19.5% $236.62 +3.0%
203 HII HUNTINGTON INGALLS INDS INC Industrials 3,738.0 $1.0M 0.03% -733.0 -16.4% $279.89 +6.1%
204 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 1,600.0 $1.0M 0.03% $650.34 +18.5%
205 WESTERN DIGITAL CORP 61,000.0 $1.0M 0.03% -43K -41.4% $16.93
206 MO ALTRIA GROUP INC Consumer Defensive 14,272.0 $1.0M 0.03% -2K -11.1% $71.95 -5.1%
207 ITOT ISHARES TR 6,065.0 $996K 0.03% +2K +51.7% $164.27 +2.9%
208 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,975.0 $990K 0.03% +47.0 +2.4% $501.36 +26.6%
209 VOT VANGUARD INDEX FDS 3,226.0 $988K 0.03% $306.30 +0.3%
210 ETSY INC 837,000.0 $974K 0.03% NEW $1.16
211 PM PHILIP MORRIS INTL INC Consumer Defensive 5,360.0 $970K 0.03% +157.0 +3.0% $180.91 +6.8%
212 SHY ISHARES TR 11,768.0 $966K 0.03% -140.0 -1.2% $82.11 -0.1%
213 MICROCHIP TECHNOLOGY INC. 12,557.0 $963K 0.03% +4K +55.8% $76.71
214 IJJ ISHARES TR 6,511.0 $962K 0.03% +3K +111.5% $147.73 +0.5%
215 SHOP SHOPIFY INC Technology 8,295.0 $947K 0.03% -23K -73.2% $114.18 +35.6%
216 IGSB ISHARES TR 18,051.0 $946K 0.03% -14K -43.9% $52.41 -0.4%
217 CALAMOS ETF TR 33,869.0 $946K 0.03% +6K +19.6% $27.92
218 PLTR PALANTIR TECHNOLOGIES INC Technology 8,100.0 $945K 0.03% +2K +26.4% $116.67 +59.3%
219 DATADOG INC 665,000.0 $944K 0.03% +498K +298.2% $1.42
220 ONEQ FIDELITY COMWLTH TR 9,090.0 $938K 0.03% +2K +27.0% $103.22 +1.0%
Page 11 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%