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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 17 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,517.0 $433K 0.01% +441.0 +6.2% $57.62 +16.2%
322 WDC WESTERN DIGITAL CORP Technology 675.0 $431K 0.01% -596.0 -46.9% $638.72 -27.7%
323 SLV ISHARES SILVER TR Financial Services 8,000.0 $428K 0.01% $53.47 +17.4%
324 FORTINET INC 2,783.0 $428K 0.01% -3K -53.1% $153.62
325 WWD WOODWARD INC Industrials 1,004.0 $427K 0.01% -47.0 -4.5% $425.44 -18.6%
326 HONEYWELL INTL INC 1,906.0 $427K 0.01% NEW $223.90
327 HONEYWELL AEROSPACE INC 1,906.0 $421K 0.01% NEW $221.08
328 PRU PRUDENTIAL FINL INC Financial Services 3,904.0 $421K 0.01% -86.0 -2.2% $107.93 +11.5%
329 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,282.0 $418K 0.01% +41.0 +1.8% $183.11 -1.4%
330 CARR CARRIER GLOBAL CORPORATION Industrials 5,671.0 $416K 0.01% NEW $73.35 -19.8%
331 TQQQ PROSHARES TR 5,077.0 $411K 0.01% -16K -75.4% $81.00 -9.5%
332 BANK OF AMER CORP 326.0 $409K 0.01% +12.0 +3.8% $1254.50
333 MRSH MARSH & MCLENNAN COS INC Financial Services 2,445.0 $408K 0.01% +242.0 +11.0% $166.67 +14.0%
334 RIVIAN AUTOMOTIVE INC 338,000.0 $401K 0.01% +85K +33.6% $1.19
335 CWB SPDR SERIES TRUST 3,680.0 $397K 0.01% -1K -28.1% $107.82 -3.5%
336 SPHQ INVESCO EXCHANGE TRADED FD T 4,403.0 $397K 0.01% NEW $90.10 -4.4%
337 NCL CORP LTD 355,000.0 $397K 0.01% NEW $1.12
338 HEWLETT PACKARD ENTERPRISE C 3,411.0 $395K 0.01% -9K -73.0% $115.66
339 FSEC FIDELITY MERRIMACK STR TR 8,963.0 $393K 0.01% $43.84 -0.7%
340 CALAMOS ETF TR 14,285.0 $392K 0.01% -11K -42.5% $27.41
Page 17 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%