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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 7 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 232,120.0 $21.2M 0.08% -9K -3.9% $91.21 +0.6%
122 WELL WELLTOWER INC Real Estate 113,656.0 $21.1M 0.08% -5K -3.9% $185.61 +14.5%
123 IONIS PHARMACEUTICALS INC 13,209,000.0 $21.0M 0.08% -12.5M -48.7% $1.59
124 BK BANK NEW YORK MELLON CORP Financial Services 178,228.0 $20.7M 0.08% -7K -3.9% $116.09 +17.4%
125 DUK DUKE ENERGY CORP NEW Utilities 171,685.0 $20.1M 0.08% -7K -3.9% $117.21 +4.8%
126 NXPI NXP SEMICONDUCTORS N V Technology 92,086.0 $20.0M 0.07% -4K -4.5% $217.06 +34.4%
127 ALARM COM HLDGS INC 20,000,000.0 $20.0M 0.07% -10.0M -33.3% $1.00
128 VRTX VERTEX PHARMACEUTICALS INC Healthcare 43,969.0 $19.9M 0.07% -2K -3.9% $453.36 -3.7%
129 ALL ALLSTATE CORP Financial Services 95,385.0 $19.9M 0.07% -4K -3.9% $208.15 +7.9%
130 NOC NORTHROP GRUMMAN CORP Industrials 34,609.0 $19.7M 0.07% -1K -3.9% $570.21 -3.5%
131 TXN TEXAS INSTRS INC Technology 112,739.0 $19.6M 0.07% -121K -51.7% $173.49 +73.3%
132 CCL CARNIVAL CORP Consumer Cyclical 633,763.0 $19.4M 0.07% -22K -3.3% $30.54 -21.8%
133 SLB SLB LIMITED Energy 496,014.0 $19.0M 0.07% -269K -35.2% $38.38 +48.9%
134 TER TERADYNE INC Technology 98,080.0 $19.0M 0.07% -4K -3.9% $193.56 +65.9%
135 TRV TRAVELERS COMPANIES INC Financial Services 63,969.0 $18.6M 0.07% -3K -3.9% $290.06 +5.5%
136 TYLER TEX INDPT SCH DIST 17,335,000.0 $17.6M 0.07% -90K -0.5% $1.01
137 VARONIS SYS INC 18,483,000.0 $17.2M 0.07% -5.5M -22.9% $0.93
138 SO SOUTHERN CO Utilities 196,647.0 $17.1M 0.06% -8K -3.7% $87.20 +7.5%
139 PNR PENTAIR PLC Industrials 163,874.0 $17.1M 0.06% -6K -3.4% $104.14 -29.5%
140 LMT LOCKHEED MARTIN CORP Industrials 34,923.0 $16.9M 0.06% -1K -3.6% $483.67 +9.2%
Page 7 of 18  ·  352 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%