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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 14 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NOW SERVICENOW INC Technology 216,325.0 $21.5M 0.07% -254K -54.0% $99.28 +21.1%
262 STRATEGY INC 21,000,000.0 $21.5M 0.07% -5.0M -19.2% $1.02
263 COGENT BIOSCIENCES INC 17,414,000.0 $21.5M 0.07% +4.2M +31.9% $1.23
264 LUV SOUTHWEST AIRLS CO Industrials 416,727.0 $21.4M 0.07% +99K +31.0% $51.42 -16.9%
265 DUK DUKE ENERGY CORP NEW Utilities 168,552.0 $21.3M 0.07% -3K -1.8% $126.58 -1.5%
266 A AGILENT TECHNOLOGIES INC Healthcare 160,585.0 $21.3M 0.07% -3K -1.8% $132.83 +11.8%
267 ADP AUTOMATIC DATA PROCESSING IN Industrials 94,077.0 $21.1M 0.07% -2K -1.8% $223.95 +21.8%
268 TMUS T-MOBILE US INC Communication Services 125,401.0 $21.0M 0.07% -100K -44.3% $167.73 +9.4%
269 PSMT PRICESMART INC Consumer Defensive 107,401.0 $21.0M 0.07% NEW $195.34 -9.4%
270 AMZN CALL AMAZON COM INC Consumer Cyclical 100,700.0 $21.0M 0.07% +92K +1098.8% $208.27 +25.3%
271 WORKIVA INC 22,234,000.0 $20.9M 0.07% -11.5M -34.1% $0.94
272 STRATEGY INC 22,500,000.0 $20.8M 0.07% -8.5M -27.4% $0.92
273 TRV TRAVELERS COMPANIES INC Financial Services 62,791.0 $20.7M 0.07% -1K -1.8% $330.12 +11.5%
274 ETSY INC 20,000,000.0 $20.4M 0.07% $1.02
275 GAMESTOP CORP 20,000,000.0 $20.4M 0.07% NEW $1.02
276 BILL HOLDINGS INC 23,444,000.0 $20.3M 0.07% -55.9M -70.5% $0.87
277 MERIT MED SYS INC 18,805,000.0 $20.3M 0.07% NEW $1.08
278 GTLS CHART INDS INC Industrials 96,775.0 $20.2M 0.07% $208.94 +0.5%
279 CBOE CBOE GLOBAL MKTS INC Financial Services 83,302.0 $20.2M 0.07% -1K -1.6% $242.67 +21.6%
280 PELOTON INTERACTIVE INC 12,500,000.0 $20.2M 0.07% $1.62
Page 14 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%