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Portfolio (Quarterly) Guide ↗

Calamos Advisors LLC

· CIK 0001316507
13F Portfolio $26.6B AUM 997 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 127 New 202 Added 352 Reduced 122 Exited
Page 21 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EQIX EQUINIX INC Real Estate 12,863.0 $9.9M 0.04% -523.0 -3.9% $766.16 +40.8%
402 UPWORK INC 10,000,000.0 $9.8M 0.04% $0.98
403 DLTR DOLLAR TREE INC Consumer Defensive 79,396.0 $9.8M 0.04% -3K -3.9% $123.01 -22.2%
404 F FORD MTR CO Consumer Cyclical 741,898.0 $9.7M 0.04% -26K -3.4% $13.12 +4.2%
405 LEMB ISHARES INC 230,390.0 $9.6M 0.04% NEW $41.57 +0.4%
406 IVV ISHARES TR 13,979.0 $9.6M 0.04% -779.0 -5.3% $684.94 +8.9%
407 CANADIAN PACIFIC KANSAS CITY 129,955.0 $9.6M 0.04% $73.63
408 MTB M & T BK CORP Financial Services 47,462.0 $9.6M 0.04% -2K -3.9% $201.48 +5.4%
409 MARRIOTT VACATIONS WORLDWIDE 10,000,000.0 $9.5M 0.04% -30.2M -75.2% $0.95
410 URBN CALL URBAN OUTFITTERS INC Consumer Cyclical 132,500.0 $9.5M 0.04% NEW $71.43 +0.3%
411 WORKIVA INC 8,070,000.0 $9.4M 0.04% $1.17
412 DAVE INC 42,550.0 $9.4M 0.04% +5K +14.8% $221.41
413 TGT TARGET CORP Consumer Defensive 96,138.0 $9.4M 0.04% -4K -3.9% $97.75 +25.1%
414 DRI DARDEN RESTAURANTS INC Consumer Cyclical 50,672.0 $9.3M 0.04% -2K -3.9% $184.02 +7.1%
415 STT STATE STR CORP Financial Services 71,800.0 $9.3M 0.04% -3K -3.9% $129.01 +19.4%
416 AMPHASTAR PHARMACEUTICALS IN 10,000,000.0 $9.2M 0.04% $0.92
417 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 470,971.0 $9.2M 0.03% +61K +15.0% $19.43 +42.3%
418 MAS MASCO CORP Industrials 143,750.0 $9.1M 0.03% -6K -3.9% $63.46 +5.8%
419 REGN REGENERON PHARMACEUTICALS Healthcare 11,793.0 $9.1M 0.03% -479.0 -3.9% $771.87 -15.8%
420 HUM HUMANA INC Healthcare 35,510.0 $9.1M 0.03% -1K -3.2% $256.13 +18.6%
Page 21 of 47  ·  924 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 35.4%
Financial Services 12.2%
Communication Services 11.8%
Consumer Cyclical 11.0%
Healthcare 9.8%
Industrials 7.7%
Consumer Defensive 4.7%
Energy 2.9%
Utilities 1.9%
Basic Materials 1.6%