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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 8 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 STRATEGY INC 22,500,000.0 $20.8M 0.07% -8.5M -27.4% $0.92
142 TRV TRAVELERS COMPANIES INC Financial Services 62,791.0 $20.7M 0.07% -1K -1.8% $330.12 +11.9%
143 BILL HOLDINGS INC 23,444,000.0 $20.3M 0.07% -55.9M -70.5% $0.87
144 CBOE CBOE GLOBAL MKTS INC Financial Services 83,302.0 $20.2M 0.07% -1K -1.6% $242.67 +20.9%
145 CARR CARRIER GLOBAL CORPORATION Industrials 270,674.0 $19.9M 0.07% -5K -1.8% $73.35 -16.1%
146 LIBERTY MEDIA CORP DEL 15,872,000.0 $19.6M 0.07% -28.4M -64.2% $1.24
147 AJG GALLAGHER ARTHUR J & CO Financial Services 83,974.0 $19.3M 0.06% -2K -1.8% $229.57 +9.8%
148 CMCSA COMCAST CORP NEW Communication Services 779,744.0 $19.1M 0.06% -14K -1.8% $24.55 +5.3%
149 D DOMINION ENERGY INC Utilities 277,798.0 $19.0M 0.06% -5K -1.8% $68.29 +1.3%
150 KEYS KEYSIGHT TECHNOLOGIES INC Technology 53,929.0 $18.9M 0.06% -1K -1.8% $350.07 -2.9%
151 WAYFAIR INC 12,245,000.0 $18.7M 0.06% -13.4M -52.2% $1.53
152 HCA HCA HEALTHCARE INC Healthcare 47,490.0 $18.5M 0.06% -883.0 -1.8% $389.89 +6.4%
153 SO SOUTHERN CO Utilities 193,077.0 $18.5M 0.06% -4K -1.8% $95.71 -2.8%
154 JAMES HARDIE INDS PLC 705,499.0 $18.5M 0.06% -80K -10.2% $26.18
155 ROST ROSS STORES INC Consumer Cyclical 85,904.0 $18.3M 0.06% -2K -1.8% $212.85 +11.5%
156 MICROCHIP TECHNOLOGY INC. 16,570,000.0 $18.3M 0.06% -10.5M -38.8% $1.10
157 GUIDEWIRE SOFTWARE INC 18,918,000.0 $18.2M 0.06% -37.2M -66.3% $0.96
158 AEP AMERICAN ELEC PWR CO INC Utilities 132,750.0 $18.2M 0.06% -2K -1.8% $136.81 -6.6%
159 PCAR PACCAR INC Industrials 148,574.0 $17.8M 0.06% -3K -1.8% $120.12 +7.5%
160 SPOT SPOTIFY TECHNOLOGY S A Communication Services 38,449.0 $17.7M 0.06% -4K -10.2% $459.13 +10.5%
Page 8 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%