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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 14 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLV SELECT SECTOR SPDR TR 4,600.0 $730K 0.02% +639.0 +16.1% $158.66 +8.2%
262 VZ VERIZON COMMUNICATIONS INC Communication Services 17,148.0 $726K 0.02% -2K -8.7% $42.34 +16.7%
263 WISDOMTREE INC 469,000.0 $714K 0.02% +74K +18.7% $1.52
264 MOS PUT MOSAIC CO Basic Materials 27,900.0 $711K 0.02% NEW $25.50 -6.8%
265 IWP ISHARES TR 4,850.0 $710K 0.02% NEW $146.41 -2.1%
266 VST VISTRA CORP Utilities 4,460.0 $707K 0.02% +47.0 +1.1% $158.63 -11.9%
267 UBER TECHNOLOGIES INC 589,000.0 $706K 0.02% +137K +30.3% $1.20
268 VOOG VANGUARD ADMIRAL FDS INC 8,514.0 $703K 0.02% NEW $82.62 +2.4%
269 WMB WILLIAMS COS INC Energy 9,325.0 $693K 0.02% -1K -11.0% $74.34 -0.2%
270 FTEC FIDELITY COVINGTON TRUST 2,422.0 $692K 0.02% +22.0 +0.9% $285.58 +1.9%
271 MKC MCCORMICK & CO INC Consumer Defensive 13,600.0 $686K 0.02% NEW $50.42 +8.2%
272 CPNJ CALAMOS ETF TR 24,703.0 $683K 0.02% -3K -12.0% $27.63 +0.1%
273 DAL DELTA AIR LINES INC Industrials 7,181.0 $673K 0.02% NEW $93.66 -13.4%
274 LYFT INC 624,000.0 $655K 0.02% +159K +34.2% $1.05
275 UPRO PROSHARES TR 4,562.0 $647K 0.02% $141.79 +7.9%
276 IPGP IPG PHOTONICS CORP Technology 5,407.0 $634K 0.02% -879.0 -14.0% $117.32 -34.2%
277 LUMENTUM HLDGS INC 97,000.0 $634K 0.02% -261K -72.9% $6.54
278 AXON AXON ENTERPRISE INC Industrials 1,120.0 $628K 0.02% -102.0 -8.3% $560.61 +9.0%
279 CPRA CALAMOS ETF TR 22,485.0 $622K 0.02% -3K -12.5% $27.66 +0.9%
280 CENTERPOINT ENERGY INC 517,000.0 $620K 0.02% NEW $1.20
Page 14 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%