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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 12 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SLB SLB LIMITED Energy 215,171.0 $10.0M 0.03% -281K -56.6% $46.49 +15.9%
222 PSA PUBLIC STORAGE Real Estate 31,363.0 $10.0M 0.03% -583.0 -1.8% $318.31 +1.9%
223 NI NISOURCE INC Utilities 209,068.0 $9.9M 0.03% -4K -1.8% $47.55 -10.9%
224 SPY STATE STR SPDR S&P 500 ETF T Financial Services 13,308.0 $9.9M 0.03% -117K -89.8% $746.77 +3.5%
225 ON ON SEMICONDUCTOR CORP Technology 104,780.0 $9.9M 0.03% -2K -1.8% $94.54 -11.8%
226 CCI CROWN CASTLE INC Real Estate 126,849.0 $9.6M 0.03% -2K -1.8% $75.73 -1.7%
227 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 319,616.0 $9.5M 0.03% -151K -32.1% $29.74 -14.4%
228 DLTR DOLLAR TREE INC Consumer Defensive 77,947.0 $9.4M 0.03% -1K -1.8% $120.95 +7.1%
229 IQVIA HLDGS INC 48,367.0 $9.3M 0.03% -140K -74.4% $193.22
230 KMB KIMBERLY-CLARK CORP Consumer Defensive 84,694.0 $9.3M 0.03% -2K -1.8% $109.77 -1.7%
231 XYL XYLEM INC Industrials 78,128.0 $9.2M 0.03% -1K -1.8% $118.21 -0.6%
232 EOG EOG RES INC Energy 69,705.0 $9.0M 0.03% -1K -1.8% $129.73 +12.7%
233 CHD CHURCH & DWIGHT CO INC Consumer Defensive 91,419.0 $8.9M 0.03% -2K -1.8% $96.88 +1.1%
234 BDX BECTON DICKINSON & CO Healthcare 58,489.0 $8.9M 0.03% -1K -1.8% $151.33 +20.3%
235 SNAP INC 10,743,000.0 $8.8M 0.03% -53.1M -83.2% $0.82
236 PAYX PAYCHEX INC Industrials 88,295.0 $8.7M 0.03% -2K -1.8% $98.33 +20.6%
237 FIVE9 INC 9,726,000.0 $8.6M 0.03% -32.4M -76.9% $0.89
238 USB US BANCORP Financial Services 142,544.0 $8.6M 0.03% -3K -1.8% $60.40 +7.4%
239 RAPID7 INC 10,000,000.0 $8.5M 0.03% -7.5M -42.7% $0.85
240 OKE ONEOK INC NEW Energy 96,705.0 $8.4M 0.03% -2K -1.8% $86.94 +9.6%
Page 12 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%