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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 8 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IBM INTERNATIONAL BUSINESS MACHS Technology 8,319.0 $2.3M 0.07% -171.0 -2.0% $281.21 -15.4%
142 HEI HEICO CORP NEW Industrials 6,558.0 $2.3M 0.07% $356.19 -6.0%
143 AGI ALAMOS GOLD INC Basic Materials 76,259.0 $2.3M 0.07% +1K +1.6% $30.34 +25.7%
144 BERKSHIRE HATHAWAY INC DEL 3.0 $2.2M 0.07% -1.0 -25.0% $748850.00
145 XLK SELECT SECTOR SPDR TR 11,638.0 $2.2M 0.07% +2K +16.2% $190.52 -1.8%
146 IWD ISHARES TR 9,125.0 $2.2M 0.07% +649.0 +7.7% $242.43 +6.4%
147 NET CLOUDFLARE INC Technology 8,868.0 $2.2M 0.07% -402.0 -4.3% $245.28 +22.6%
148 IJH ISHARES TR 28,069.0 $2.2M 0.07% +1K +4.7% $77.11 -0.8%
149 IGIB ISHARES TR 40,593.0 $2.2M 0.07% +8K +23.3% $53.17 -1.4%
150 VTV VANGUARD INDEX FDS 9,674.0 $2.1M 0.06% +5K +107.9% $217.93 +3.6%
151 XLY SELECT SECTOR SPDR TR 17,672.0 $2.1M 0.06% +710.0 +4.2% $117.28 -0.7%
152 CPSP CALAMOS ETF TR 73,600.0 $2.0M 0.06% +22K +43.5% $26.91 +1.0%
153 CPSR CALAMOS ETF TR 72,288.0 $1.9M 0.06% -3K -3.8% $25.84 +1.0%
154 KO COCA COLA CO Consumer Defensive 22,112.0 $1.8M 0.05% +7K +43.5% $81.27 +10.2%
155 MCD MCDONALDS CORP Consumer Cyclical 6,594.0 $1.8M 0.05% +311.0 +5.0% $270.31 -2.5%
156 MSFT PUT MICROSOFT CORP Technology 4,800.0 $1.8M 0.05% NEW $370.17 +36.3%
157 SEAGATE HDD CAYMAN 151,000.0 $1.8M 0.05% -98K -39.4% $11.75
158 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 85,160.0 $1.8M 0.05% $20.56 +1.9%
159 ENVA ENOVA INTL INC Financial Services 7,111.0 $1.7M 0.05% -705.0 -9.0% $240.73 -1.3%
160 CPSJ CALAMOS ETF TR 61,042.0 $1.7M 0.05% -24K -28.5% $27.67 +1.0%
Page 8 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%