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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 11 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MAS MASCO CORP Industrials 141,130.0 $11.5M 0.04% -3K -1.8% $81.37 -9.1%
202 PSX PHILLIPS 66 Energy 67,875.0 $11.5M 0.04% -1K -1.8% $169.05 +42.3%
203 ED CONSOLIDATED EDISON INC Utilities 103,195.0 $11.4M 0.04% -2K -1.8% $110.63 -1.5%
204 MMM 3M CO Industrials 70,272.0 $11.4M 0.04% -67K -48.7% $161.91 +11.3%
205 KR KROGER CO Consumer Defensive 203,009.0 $11.3M 0.04% -4K -1.8% $55.53 +1.0%
206 MTB M & T BK CORP Financial Services 46,596.0 $11.1M 0.04% -866.0 -1.8% $238.01 +6.2%
207 SOUTHERN CO 10,002,000.0 $11.0M 0.04% -605K -5.7% $1.10
208 SITM SITIME CORP Technology 14,773.0 $11.0M 0.04% -8K -36.0% $745.56 +0.5%
209 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 142,251.0 $10.9M 0.04% -3K -1.8% $76.40 +6.4%
210 AMT AMERICAN TOWER CORP Real Estate 66,276.0 $10.8M 0.04% -78K -54.0% $163.57 +5.3%
211 BX BLACKSTONE INC Financial Services 91,972.0 $10.8M 0.04% -2K -1.8% $117.67 +19.5%
212 STZ CONSTELLATION BRANDS INC Consumer Defensive 77,755.0 $10.8M 0.04% -1K -1.7% $139.09 -6.1%
213 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 131,243.0 $10.7M 0.04% -2K -1.8% $81.16 -6.8%
214 CPT CAMDEN PPTY TR Real Estate 92,095.0 $10.5M 0.04% -2K -1.8% $114.49 -5.4%
215 NTAP NETAPP INC Technology 67,922.0 $10.5M 0.04% -1K -1.8% $154.76 +31.9%
216 NKE NIKE INC Consumer Cyclical 255,121.0 $10.5M 0.04% -5K -1.8% $41.05 -4.8%
217 DOC HEALTHPEAK PROPERTIES INC Real Estate 482,808.0 $10.3M 0.03% -9K -1.8% $21.40 -3.8%
218 DRI DARDEN RESTAURANTS INC Consumer Cyclical 49,747.0 $10.2M 0.03% -925.0 -1.8% $206.01 +9.5%
219 F FORD MTR CO Consumer Cyclical 728,446.0 $10.1M 0.03% -13K -1.8% $13.90 +1.1%
220 VRSK VERISK ANALYTICS INC Industrials 55,728.0 $10.0M 0.03% -1K -1.8% $179.53 -2.2%
Page 11 of 19  ·  370 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 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%