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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 21 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BLK BLACKROCK INC Financial Services 260.0 $250K 0.01% -144.0 -35.6% $961.56 +23.3%
402 AMERICA MOVIL SAB DE CV 9,600.0 $250K 0.01% NEW $25.99
403 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,198.0 $249K 0.01% NEW $47.81 -9.5%
404 MGK VANGUARD WORLD FD 2,800.0 $246K 0.01% +2K +340.9% $87.91 +2.6%
405 FNB F N B CORP Financial Services 12,652.0 $241K 0.01% -150.0 -1.2% $19.08 -3.2%
406 FSMD FIDELITY COVINGTON TRUST 4,562.0 $241K 0.01% NEW $52.85 -1.9%
407 VGIT VANGUARD SCOTTSDALE FDS 4,080.0 $241K 0.01% -3K -44.7% $58.98 -0.8%
408 VLO VALERO ENERGY CORP Energy 918.0 $239K 0.01% -345.0 -27.3% $260.44 +31.9%
409 FDX FEDEX CORP Industrials 758.0 $237K 0.01% -79.0 -9.4% $313.13 +6.8%
410 LHX L3HARRIS TECHNOLOGIES INC Industrials 815.0 $237K 0.01% -218.0 -21.1% $290.59 -9.6%
411 FELC FIDELITY COVINGTON TRUST 5,634.0 $236K 0.01% -152.0 -2.6% $41.91 +4.5%
412 IONIS PHARMACEUTICALS INC 151,000.0 $235K 0.01% +6K +4.1% $1.55
413 CALAMOS ETF TR 11,939.0 $234K 0.01% -6K -32.4% $19.56
414 SOLARIS ENERGY INFRAS INC 144,000.0 $233K 0.01% +64K +80.0% $1.62
415 GLW CORNING INC Technology 910.0 $232K 0.01% NEW $255.43 -40.6%
416 VGLT VANGUARD SCOTTSDALE FDS 4,175.0 $230K 0.01% -22K -83.8% $55.18 -3.2%
417 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,051.0 $228K 0.01% NEW $216.60 -7.5%
418 BIIB BIOGEN INC Healthcare 1,046.0 $226K 0.01% NEW $216.06 +2.5%
419 VHT VANGUARD WORLD FD 749.0 $224K 0.01% -150.0 -16.7% $299.01 +8.7%
420 CR CRANE COMPANY Industrials 1,000.0 $223K 0.01% NEW $223.07 -6.2%
Page 21 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%