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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 19 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GM GENERAL MTRS CO Consumer Cyclical 4,363.0 $336K 0.01% +1K +35.0% $77.08 +12.4%
362 VWO VANGUARD INTL EQUITY INDEX F 5,574.0 $333K 0.01% $59.69 +2.2%
363 CPSN CALAMOS ETF TR 11,939.0 $330K 0.01% -20K -62.7% $27.68 +1.5%
364 COGENT BIOSCIENCES INC 268,000.0 $330K 0.01% NEW $1.23
365 BHP BHP BILLITON LIMITED Basic Materials 3,891.0 $324K 0.01% NEW $83.31 +16.1%
366 ROK ROCKWELL AUTOMATION INC Industrials 650.0 $322K 0.01% -2K -75.3% $495.08 -12.8%
367 CALAMOS ETF TR 18,631.0 $322K 0.01% -2K -10.5% $17.26
368 PNC PNC FINL SVCS GROUP INC Financial Services 1,301.0 $320K 0.01% +89.0 +7.3% $246.22 -1.3%
369 BSX BOSTON SCIENTIFIC CORP Healthcare 7,470.0 $319K 0.01% -110K -93.6% $42.68 +10.8%
370 MDLZ MONDELEZ INTL INC Consumer Defensive 5,485.0 $317K 0.01% $57.84 +8.9%
371 REPLIGEN CORP 308,000.0 $316K 0.01% +10K +3.4% $1.03
372 USB US BANCORP Financial Services 5,209.0 $315K 0.01% +1K +36.0% $60.40 +3.4%
373 NFRA FLEXSHARES TR 4,893.0 $314K 0.01% NEW $64.12 +2.6%
374 CDNS CADENCE DESIGN SYSTEM INC Technology 826.0 $310K 0.01% $375.32 -8.5%
375 SPG SIMON PPTY GROUP INC NEW Real Estate 1,375.0 $308K 0.01% -39.0 -2.8% $223.65 -3.6%
376 HALOZYME THERAPEUTICS INC 272,000.0 $304K 0.01% +10K +3.8% $1.12
377 SCHF SCHWAB STRATEGIC TR 10,919.0 $302K 0.01% -5K -32.8% $27.70 +2.5%
378 AIZ ASSURANT INC Financial Services 1,121.0 $301K 0.01% +69.0 +6.6% $268.53 +6.6%
379 ADI ANALOG DEVICES INC Technology 743.0 $295K 0.01% -52K -98.6% $397.19 -5.7%
380 SNAP INC 355,000.0 $290K 0.01% +13K +3.8% $0.82
Page 19 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%