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Portfolio (Quarterly) Guide ↗

Calamos Advisors LLC

· CIK 0001316507
13F Portfolio $30.1B AUM 1,059 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 281 New 168 Added 370 Reduced 225 Exited
Page 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 MNKD MANNKIND CORP Healthcare 370,718 $2.1M 0.01% SOLD
102 SONY SONY GROUP CORP Technology 75,300 $1.9M 0.01% SOLD
103 EXTR EXTREME NETWORKS Technology 111,894 $1.9M 0.01% SOLD
104 MGNI MAGNITE INC Communication Services 113,457 $1.8M 0.01% SOLD
105 MIAMI INTL HLDGS INC 41,364 $1.8M 0.01% SOLD
106 NABORS INDS INC 2,058,000 $1.7M 0.01% SOLD
107 SKYWARD SPECIALTY INS GROUP 32,465 $1.7M 0.01% SOLD
108 CWB SPDR SERIES TRUST 18,445 $1.6M 0.01% SOLD
109 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 54,165 $1.6M 0.01% SOLD
110 CRY ARTIVION INC 34,047 $1.6M 0.01% SOLD
111 HP HELMERICH & PAYNE INC Energy 53,800 $1.5M 0.01% SOLD
112 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 28,332 $1.5M 0.01% SOLD
113 CELH CELSIUS HLDGS INC Consumer Defensive 32,588 $1.5M 0.01% SOLD
114 HDB HDFC BANK LTD Financial Services 40,544 $1.5M 0.01% SOLD
115 EXACT SCIENCES CORP 1,339,000 $1.4M 0.01% SOLD
116 EMBJ CALL EMBRAER S.A. Industrials 22,100 $1.3M 0.01% SOLD
117 SAP SAP SE Technology 5,398 $1.3M 0.01% SOLD
118 OYSTER ENTERPRISES II ACQUIS 123,093 $1.3M 0.01% SOLD
119 EXPEDIA GROUP INC 1,133,000 $1.3M 0.01% SOLD
120 BBD BANCO BRADESCO S A Financial Services 380,510 $1.3M 0.01% SOLD
Page 6 of 12  ·  225 positions
Sector Allocation
Technology 38.6%
Financial Services 10.8%
Communication Services 10.7%
Consumer Cyclical 9.7%
Healthcare 9.2%
Industrials 8.4%
Consumer Defensive 4.7%
Energy 2.9%
Utilities 2.3%
Basic Materials 1.6%