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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 14 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HBAN HUNTINGTON BANCSHARES INC Financial Services 397,015.0 $7.0M 0.02% -524K -56.9% $17.73 +1.2%
262 MARA HOLDINGS INC 7,000,000.0 $7.0M 0.02% -10.0M -58.8% $1.00
263 PTC PTC INC Technology 61,290.0 $7.0M 0.02% -1K -1.8% $113.61 +28.5%
264 ALLE ALLEGION PLC Industrials 49,333.0 $6.9M 0.02% -917.0 -1.8% $140.49 +15.4%
265 NFLX CALL NETFLIX INC. Communication Services 71,700.0 $6.9M 0.02% -14K -16.1% $96.15 -20.9%
266 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 106,017.0 $6.8M 0.02% -1K -1.0% $64.01 +13.1%
267 CANADIAN PACIFIC KANSAS CITY 76,137.0 $6.6M 0.02% -54K -41.4% $86.65
268 SWKS SKYWORKS SOLUTIONS INC Technology 95,509.0 $6.5M 0.02% -2K -1.8% $67.80 -0.1%
269 DXCM DEXCOM INC Healthcare 95,248.0 $6.4M 0.02% -2K -1.8% $67.35 +31.8%
270 PRU PRUDENTIAL FINL INC Financial Services 56,089.0 $6.1M 0.02% -1K -1.8% $107.93 +15.4%
271 EIX EDISON INTL Utilities 81,015.0 $6.0M 0.02% -2K -1.8% $74.45 -4.2%
272 HALOZYME THERAPEUTICS INC 5,375,000.0 $6.0M 0.02% -372K -6.5% $1.12
273 CRS CARPENTER TECHNOLOGY CORP Industrials 9,665.0 $6.0M 0.02% -7K -41.1% $616.84 -12.1%
274 JKHY HENRY JACK & ASSOC INC Technology 42,313.0 $5.8M 0.02% -799.0 -1.9% $137.74 +8.8%
275 IVW ISHARES TR 41,520.0 $5.7M 0.02% -1K -2.7% $137.53 +2.9%
276 IRHYTHM HOLDINGS INC 5,000,000.0 $5.5M 0.02% -82K -1.6% $1.10
277 UDR UDR INC Real Estate 137,970.0 $5.5M 0.02% -3K -1.8% $39.92 -6.7%
278 PYPL PAYPAL HLDGS INC Financial Services 127,233.0 $5.5M 0.02% -2K -1.8% $43.18 +40.0%
279 FISV FISERV INC Technology 111,134.0 $5.5M 0.02% -2K -1.8% $49.05 +6.4%
280 GIS GENERAL MILLS INC Consumer Defensive 154,174.0 $5.4M 0.02% -3K -1.8% $34.80 +9.1%
Page 14 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%