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Portfolio (Quarterly) Guide ↗

Calamos Advisors LLC

· CIK 0001316507
13F Portfolio $26.6B AUM 997 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 127 New 202 Added 352 Reduced 122 Exited
Page 10 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NUVEEN DOW 30 DYNMC OVERWRT 25,709.0 $392K 0.00% +6K +32.1% $15.26
182 MXF MEXICO FD INC Financial Services 18,764.0 $378K 0.00% +5K +32.1% $20.14 +7.4%
183 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 30,783.0 $363K 0.00% +7K +32.1% $11.78 -3.8%
184 IIF MORGAN STANLEY INDIA INVT FD Financial Services 14,278.0 $357K 0.00% +3K +32.1% $24.98 -15.1%
185 QCOM CALL QUALCOMM INC Technology 2,100.0 $349K 0.00% +100.0 +5.0% $166.36 +22.4%
186 AMD CALL ADVANCED MICRO DEVICES INC Technology 2,100.0 $340K 0.00% +100.0 +5.0% $161.79 +155.9%
187 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 24,759.0 $312K 0.00% +9K +62.0% $12.61 -2.4%
188 PONY AI INC 20,820.0 $302K 0.00% +6K +44.6% $14.50
189 VCLT VANGUARD SCOTTSDALE FDS 3,908.0 $296K 0.00% +468.0 +13.6% $75.85 -3.6%
190 JCE NUVEEN CORE EQUITY ALPHA FD Financial Services 17,253.0 $275K 0.00% +4K +32.1% $15.94 +1.9%
191 HIGHLAND OPPS & INCOME FD 42,776.0 $256K 0.00% +10K +32.1% $5.98
192 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 44,582.0 $241K 0.00% +11K +32.1% $5.41 -1.7%
193 MDXHEALTH SA 67,452.0 $241K 0.00% +2K +3.0% $3.57
194 SIBN SI-BONE INC Healthcare 11,484.0 $226K 0.00% +1K +14.6% $19.72 -25.2%
195 QQQ INVESCO QQQ TR Financial Services 360.0 $221K 0.00% +5.0 +1.4% $614.32 +14.2%
196 MIRUM PHARMACEUTICALS INC 41,000.0 $106K +10K +32.3% $2.58
197 GRANITE CONSTR INC 46,000.0 $74K +12K +35.3% $1.60
198 OSI SYSTEMS INC 49,000.0 $73K +20K +69.0% $1.49
199 PATRICK INDS INC 34,000.0 $58K +8K +30.8% $1.70
200 BURLINGTON STORES INC 38,000.0 $57K +10K +35.7% $1.49
Page 10 of 11  ·  202 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 35.4%
Financial Services 12.2%
Communication Services 11.8%
Consumer Cyclical 11.0%
Healthcare 9.8%
Industrials 7.7%
Consumer Defensive 4.7%
Energy 2.9%
Utilities 1.9%
Basic Materials 1.6%