BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 16 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 COIN COINBASE GLOBAL INC Financial Services 3,596.0 $526K 0.02% +22.0 +0.6% $146.19 +30.5%
302 PSX PHILLIPS 66 Energy 3,084.0 $521K 0.02% +403.0 +15.0% $169.05 +41.9%
303 QXO INC 10,691.0 $521K 0.02% +590.0 +5.8% $48.74
304 IAU ISHARES GOLD TR Financial Services 6,812.0 $514K 0.02% +2K +51.9% $75.51 +14.7%
305 ITW ILLINOIS TOOL WKS INC Industrials 1,865.0 $504K 0.01% -548.0 -22.7% $270.47 +4.1%
306 CPNM CALAMOS ETF TR 18,357.0 $492K 0.01% -3K -13.8% $26.78 +0.8%
307 PJT PJT PARTNERS INC Financial Services 3,220.0 $486K 0.01% NEW $150.94 +18.4%
308 GILD GILEAD SCIENCES INC Healthcare 3,817.0 $482K 0.01% +725.0 +23.4% $126.34 +17.8%
309 LIVE NATION ENTERTAINMENT IN 398,000.0 $476K 0.01% NEW $1.20
310 TFC TRUIST FINL CORP Financial Services 9,380.0 $467K 0.01% -1K -12.6% $49.82 +1.0%
311 BTGO BITGO HOLDINGS INC Financial Services 90,000.0 $466K 0.01% NEW $5.18 +38.2%
312 APH AMPHENOL CORP Technology 2,609.0 $460K 0.01% +329.0 +14.4% $176.32 -8.5%
313 VYM VANGUARD WHITEHALL FDS 2,903.0 $459K 0.01% +311.0 +12.0% $158.03 +4.0%
314 CPSU CALAMOS ETF TR 16,360.0 $452K 0.01% NEW $27.64 +1.1%
315 GUARDANT HEALTH INC 363,000.0 $450K 0.01% NEW $1.24
316 CLOUDFLARE INC 353,000.0 $448K 0.01% NEW $1.27
317 NEXTERA ENERGY INC 9,285.0 $445K 0.01% NEW $47.94
318 EMR EMERSON ELEC CO Industrials 3,087.0 $442K 0.01% -3K -47.5% $143.15 +10.2%
319 NYF ISHARES TR 8,121.0 $438K 0.01% -9K -53.8% $53.91 -2.2%
320 TMUS T-MOBILE US INC Communication Services 2,598.0 $436K 0.01% -58K -95.7% $167.73 +6.0%
Page 16 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%