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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 13 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ITRON INC 25,000,000.0 $24.9M 0.08% -11.1M -30.7% $1.00
242 VARONIS SYS INC 25,585,000.0 $24.9M 0.08% +7.1M +38.4% $0.97
243 BHF BRIGHTHOUSE FINL INC Financial Services 391,771.0 $24.8M 0.08% NEW $63.30 -14.2%
244 AMGN AMGEN INC Healthcare 68,480.0 $24.8M 0.08% -1K -1.8% $362.12 +17.5%
245 URI UNITED RENTALS INC Industrials 21,666.0 $24.5M 0.08% -8K -26.0% $1132.89 -0.1%
246 COP CONOCOPHILLIPS Energy 232,895.0 $24.2M 0.08% -4K -1.8% $103.96 +24.6%
247 PINNACLE WEST CAP CORP 20,094,000.0 $24.0M 0.08% +10.1M +100.9% $1.20
248 PG&E CORP 577,158.0 $23.9M 0.08% $41.37
249 GRANITE CONSTR INC 7,052,000.0 $23.3M 0.08% $3.30
250 MSFT CALL MICROSOFT CORP Technology 62,800.0 $23.2M 0.08% +38K +152.2% $370.17 +30.3%
251 MDLZ MONDELEZ INTL INC Consumer Defensive 399,824.0 $23.1M 0.08% -7K -1.8% $57.84 +8.9%
252 MCK MCKESSON CORP Healthcare 29,989.0 $22.7M 0.07% -556.0 -1.8% $755.60 +16.2%
253 NCL CORP LTD 20,069,000.0 $22.4M 0.07% NEW $1.12
254 APP APPLOVIN CORP Technology 43,358.0 $22.3M 0.07% -5K -11.0% $515.23 -39.3%
255 ALL ALLSTATE CORP Financial Services 93,646.0 $22.3M 0.07% -2K -1.8% $237.94 +10.7%
256 ABT ABBOTT LABORATORIES Healthcare 243,068.0 $22.1M 0.07% -259K -51.5% $90.74 +24.3%
257 LANTHEUS HLDGS INC 15,064,000.0 $22.0M 0.07% $1.46
258 TXNM ENERGY INC 380,686.0 $21.6M 0.07% NEW $56.78
259 MRSH MARSH & MCLENNAN COS INC Financial Services 129,269.0 $21.5M 0.07% -2K -1.8% $166.67 +12.3%
260 AMP AMERIPRISE FINL INC Financial Services 46,875.0 $21.5M 0.07% -871.0 -1.8% $458.76 +23.0%
Page 13 of 49  ·  980 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%