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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 15 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FCX FREEPORT MCMORAN INC Basic Materials 9,643.0 $606K 0.02% +853.0 +9.7% $62.89 +24.7%
282 AIQ GLOBAL X FDS 9,067.0 $595K 0.02% +3K +44.1% $65.61 -1.6%
283 MOS MOSAIC CO Basic Materials 27,999.0 $593K 0.02% $21.19 +12.1%
284 HUBB HUBBELL INC Industrials 1,118.0 $585K 0.02% -108.0 -8.8% $523.20 -10.1%
285 IJT ISHARES TR 3,266.0 $583K 0.02% NEW $178.60 -3.0%
286 VEA VANGUARD TAX-MANAGED FDS 8,109.0 $578K 0.02% +828.0 +11.4% $71.25 +3.0%
287 PFF ISHARES TR 18,948.0 $578K 0.02% -13K -40.8% $30.49 +0.5%
288 NSC NORFOLK SOUTHN CORP Industrials 1,835.0 $577K 0.02% $314.59 +10.6%
289 ADVANCED ENERGY INDS 208,000.0 $575K 0.02% -307K -59.6% $2.77
290 CPSM CALAMOS ETF TR 19,585.0 $573K 0.02% +1K +7.9% $29.26 +1.0%
291 ABT ABBOTT LABORATORIES Healthcare 6,219.0 $564K 0.02% -7K -51.8% $90.74 +23.0%
292 SOXL DIREXION SHARES ETF TRUST 2,096.0 $559K 0.02% -5K -70.5% $266.71 -53.9%
293 DUK DUKE ENERGY CORP NEW Utilities 4,416.0 $559K 0.02% +307.0 +7.5% $126.58 -4.5%
294 UPS UNITED PARCEL SVCS INC Industrials 5,185.0 $557K 0.02% +363.0 +7.5% $107.50 -1.7%
295 CPSO CALAMOS ETF TR 19,867.0 $553K 0.02% -6K -23.3% $27.84 +1.3%
296 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,108.0 $550K 0.02% +460.0 +71.0% $496.73 +10.2%
297 SNOWFLAKE INC 311,000.0 $549K 0.02% +19K +6.5% $1.77
298 ALBEMARLE CORP 9,633.0 $533K 0.02% +3K +43.8% $55.35
299 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 4,889.0 $530K 0.02% $108.35 -0.3%
300 GD GENERAL DYNAMICS CORP Industrials 1,487.0 $527K 0.02% NEW $354.24 +7.3%
Page 15 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%