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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 16 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GUIDEWIRE SOFTWARE INC 18,918,000.0 $18.2M 0.06% -37.2M -66.3% $0.96
302 AEP AMERICAN ELEC PWR CO INC Utilities 132,750.0 $18.2M 0.06% -2K -1.8% $136.81 -7.4%
303 PCAR PACCAR INC Industrials 148,574.0 $17.8M 0.06% -3K -1.8% $120.12 +7.3%
304 CARNIVAL CORP LTD 621,598.0 $17.8M 0.06% NEW $28.57
305 HONEYWELL INTL INC 79,142.0 $17.7M 0.06% NEW $223.90
306 SPOT SPOTIFY TECHNOLOGY S A Communication Services 38,449.0 $17.7M 0.06% -4K -10.2% $459.13 +14.1%
307 HONEYWELL AEROSPACE INC 79,142.0 $17.5M 0.06% NEW $221.08
308 LMT LOCKHEED MARTIN CORP Industrials 34,288.0 $17.5M 0.06% -635.0 -1.8% $509.46 +20.1%
309 NIO INC 17,446,000.0 $17.4M 0.06% -182K -1.0% $1.00
310 ENTERGY CORP NEW 150,917.0 $17.3M 0.06% -3K -1.8% $114.86
311 NOC NORTHROP GRUMMAN CORP Industrials 33,977.0 $17.3M 0.06% -632.0 -1.8% $509.31 +16.3%
312 TECHNIPFMC PLC 259,458.0 $17.2M 0.06% +27K +11.8% $66.30
313 DAVE INC 46,156.0 $17.2M 0.06% +4K +8.5% $372.59
314 VLO VALERO ENERGY CORP Energy 65,911.0 $17.2M 0.06% -976.0 -1.5% $260.44 +34.0%
315 HALOZYME THERAPEUTICS INC 11,706,000.0 $17.2M 0.06% $1.47
316 ASTS AST SPACEMOBILE INC Technology 190,901.0 $17.0M 0.06% +181K +1868.0% $88.86 -23.3%
317 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 176,012.0 $16.9M 0.06% -4K -2.2% $96.12 -50.7%
318 O REALTY INCOME CORP Real Estate 271,821.0 $16.8M 0.06% -5K -1.8% $61.96 +0.8%
319 ALLIANT ENERGY CORP 15,104,000.0 $16.5M 0.06% NEW $1.10
320 LIBERTY MEDIA CORP DEL 14,411,000.0 $16.5M 0.06% NEW $1.14
Page 16 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%