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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 9 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VXUS VANGUARD STAR FDS 19,470.0 $1.7M 0.05% +430.0 +2.3% $85.49 +2.6%
162 MKS INC. 556,000.0 $1.6M 0.05% -164K -22.8% $2.95
163 C CITIGROUP INC Financial Services 11,724.0 $1.6M 0.05% -434.0 -3.6% $139.96 -5.2%
164 XLE SELECT SECTOR SPDR TR 30,359.0 $1.6M 0.05% +19K +162.1% $53.11 +16.3%
165 IWM ISHARES TR 5,338.0 $1.6M 0.05% +1K +27.2% $300.45 -0.5%
166 PFE PFIZER INC Healthcare 65,212.0 $1.6M 0.05% +1K +1.6% $24.08 +16.6%
167 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,195.0 $1.6M 0.05% +3K +214.9% $370.59 -3.9%
168 IWR ISHARES TR 13,976.0 $1.5M 0.05% -999.0 -6.7% $110.32 +2.7%
169 VEU VANGUARD INTL EQUITY INDEX F 18,004.0 $1.5M 0.05% +8K +83.0% $83.75 +2.3%
170 BX BLACKSTONE INC Financial Services 12,578.0 $1.5M 0.04% +6K +83.5% $117.67 +23.1%
171 R RYDER SYS INC Industrials 5,599.0 $1.5M 0.04% -2K -23.9% $263.77 -5.9%
172 SBUX STARBUCKS CORP Consumer Cyclical 14,091.0 $1.4M 0.04% -393.0 -2.7% $102.19 +5.7%
173 ITA ISHARES TR 5,931.0 $1.4M 0.04% NEW $242.42 -3.4%
174 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 71,435.0 $1.4M 0.04% -9K -11.6% $19.89 +12.6%
175 CAGE CALAMOS ETF TR 49,345.0 $1.4M 0.04% NEW $27.71 +4.6%
176 LOW LOWES COS INC Consumer Cyclical 5,963.0 $1.3M 0.04% +94.0 +1.6% $220.49 -5.6%
177 CPSF CALAMOS ETF TR 49,735.0 $1.3M 0.04% -14K -21.8% $26.21 +1.3%
178 SPGI S&P GLOBAL INC Financial Services 3,192.0 $1.3M 0.04% -25K -88.7% $407.26 +8.0%
179 QUAL ISHARES TR 5,855.0 $1.3M 0.04% +714.0 +13.9% $219.43 +2.2%
180 CRWD CROWDSTRIKE HLDGS INC Technology 1,674.0 $1.3M 0.04% -110.0 -6.2% $190.78 +16.2%
Page 9 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%