BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LMT LOCKHEED MARTIN CORP Industrials 34,288.0 $17.5M 0.06% -635.0 -1.8% $509.46 +18.4%
162 NIO INC 17,446,000.0 $17.4M 0.06% -182K -1.0% $1.00
163 ENTERGY CORP NEW 150,917.0 $17.3M 0.06% -3K -1.8% $114.86
164 NOC NORTHROP GRUMMAN CORP Industrials 33,977.0 $17.3M 0.06% -632.0 -1.8% $509.31 +15.2%
165 VLO VALERO ENERGY CORP Energy 65,911.0 $17.2M 0.06% -976.0 -1.5% $260.44 +32.4%
166 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 176,012.0 $16.9M 0.06% -4K -2.2% $96.12 -51.5%
167 O REALTY INCOME CORP Real Estate 271,821.0 $16.8M 0.06% -5K -1.8% $61.96 +1.3%
168 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 56,092.0 $16.4M 0.06% -1K -1.8% $293.18 +3.8%
169 MDB MONGODB INC Technology 48,594.0 $16.3M 0.05% -1K -2.5% $335.90 +32.2%
170 ITW ILLINOIS TOOL WKS INC Industrials 59,793.0 $16.2M 0.05% -1K -1.8% $270.47 +6.4%
171 EQT EQT CORP Energy 302,363.0 $16.1M 0.05% -156K -34.0% $53.17 +0.8%
172 EBAY EBAY INC. Consumer Cyclical 141,720.0 $15.8M 0.05% -3K -1.8% $111.75 -9.0%
173 KMI KINDER MORGAN INC DEL Energy 483,753.0 $15.5M 0.05% -9K -1.8% $31.97 +3.2%
174 ADBE ADOBE INC Technology 73,225.0 $15.0M 0.05% -1K -1.8% $205.02 +27.7%
175 EXC EXELON CORP Utilities 320,565.0 $14.9M 0.05% -6K -1.8% $46.62 -1.0%
176 NORTHERN OIL & GAS INC 15,527,000.0 $14.9M 0.05% -9.5M -37.9% $0.96
177 GD GENERAL DYNAMICS CORP Industrials 41,812.0 $14.8M 0.05% -777.0 -1.8% $354.24 +11.5%
178 REPLIGEN CORP 14,270,000.0 $14.7M 0.05% -672K -4.5% $1.03
179 ASML ASML HLDG NV Technology 7,327.0 $14.6M 0.05% -2K -23.5% $1989.44 -9.3%
180 EW EDWARDS LIFESCIENCES CORP Healthcare 160,091.0 $14.5M 0.05% -3K -1.8% $90.46 +1.0%
Page 9 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%