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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 8 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 D DOMINION ENERGY INC Utilities 282,963.0 $16.6M 0.06% -11K -3.9% $58.59 +15.3%
142 PCAR PACCAR INC Industrials 151,336.0 $16.6M 0.06% -6K -3.9% $109.51 +2.0%
143 NKE NIKE INC Consumer Cyclical 259,862.0 $16.6M 0.06% -146K -35.9% $63.71 -33.2%
144 HBAN HUNTINGTON BANCSHARES INC Financial Services 920,897.0 $16.0M 0.06% -16K -1.8% $17.35 -10.3%
145 RAPID7 INC 17,465,000.0 $15.9M 0.06% -22.2M -56.0% $0.91
146 ROST ROSS STORES INC Consumer Cyclical 87,501.0 $15.8M 0.06% -4K -3.9% $180.14 +17.2%
147 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 423,568.0 $15.7M 0.06% -135K -24.1% $37.00 -10.7%
148 O REALTY INCOME CORP Real Estate 276,875.0 $15.6M 0.06% -11K -3.9% $56.37 +9.5%
149 AEP AMERICAN ELEC PWR CO INC Utilities 135,218.0 $15.6M 0.06% -5K -3.9% $115.31 +11.8%
150 HALOZYME THERAPEUTICS INC 11,726,000.0 $15.6M 0.06% -28.3M -70.7% $1.33
151 TEL TE CONNECTIVITY PLC Technology 67,284.0 $15.3M 0.06% -3K -3.6% $227.51 -11.9%
152 LITE LUMENTUM HLDGS INC Technology 41,215.0 $15.2M 0.06% -25K -38.1% $368.59 +140.1%
153 APTIV PLC 197,880.0 $15.1M 0.06% -6K -2.7% $76.09
154 ITW ILLINOIS TOOL WKS INC Industrials 60,902.0 $15.0M 0.06% -2K -3.7% $246.30 +1.3%
155 ZTS ZOETIS INC Healthcare 116,688.0 $14.7M 0.06% -5K -3.9% $125.82 -38.2%
156 CARR CARRIER GLOBAL CORPORATION Industrials 275,707.0 $14.6M 0.06% -11K -3.9% $52.84 +16.3%
157 BX BLACKSTONE INC Financial Services 93,682.0 $14.4M 0.05% -4K -3.9% $154.14 -25.9%
158 GD GENERAL DYNAMICS CORP Industrials 42,589.0 $14.3M 0.05% -2K -3.9% $336.66 +1.9%
159 EXC EXELON CORP Utilities 326,525.0 $14.2M 0.05% -13K -3.9% $43.59 +0.9%
160 ENTERGY CORP NEW 153,722.0 $14.2M 0.05% -6K -3.9% $92.43
Page 8 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%