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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 24 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TYL TYLER TECHNOLOGIES INC Technology 27,767.0 $8.1M 0.03% -516.0 -1.8% $292.46 +13.6%
462 FE FIRSTENERGY CORP Utilities 170,816.0 $8.1M 0.03% -3K -1.8% $47.54 -0.6%
463 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 16,500.0 $8.0M 0.03% NEW $484.91 +6.5%
464 WORKIVA INC 8,032,000.0 $8.0M 0.03% $1.00
465 STRATEGY INC 8,969,000.0 $8.0M 0.03% NEW $0.89
466 EL LAUDER ESTEE COS INC Consumer Defensive 100,912.0 $8.0M 0.03% -997.0 -1.0% $78.95 +6.7%
467 MOUNTAIN LAKE ACQUISIT CORP 783,000.0 $7.9M 0.03% NEW $10.12
468 MAA MID-AMER APT CMNTYS INC Real Estate 56,952.0 $7.9M 0.03% -1K -1.8% $138.94 -6.3%
469 LYFT INC 7,477,000.0 $7.9M 0.03% +417K +5.9% $1.05
470 SIDDHI ACQUISITION CORP 750,000.0 $7.8M 0.03% NEW $10.40
471 WORLD KINECT CORPORATION 6,000,000.0 $7.8M 0.03% $1.30
472 MARA HOLDINGS INC 7,000,000.0 $7.8M 0.03% $1.11
473 CACI CACI INTL INC Technology 16,700.0 $7.7M 0.03% NEW $463.26 +41.7%
474 MAREX GROUP PLC 125,108.0 $7.6M 0.03% +42K +50.4% $60.95
475 JOBY AVIATION INC 8,367,000.0 $7.6M 0.03% NEW $0.91
476 BIIB BIOGEN INC Healthcare 34,879.0 $7.5M 0.03% -648.0 -1.8% $216.06 -1.6%
477 LVS LAS VEGAS SANDS CORP Consumer Cyclical 161,660.0 $7.5M 0.03% -3K -1.8% $46.19 -1.6%
478 QUANTUM LEAP ACQUISITION COR 750,000.0 $7.4M 0.03% NEW $9.93
479 AVY AVERY DENNISON CORP Industrials 45,731.0 $7.4M 0.03% -850.0 -1.8% $162.35 +9.5%
480 QQQ INVESCO QQQ TR Financial Services 10,040.0 $7.4M 0.03% +10K +2688.9% $736.40 -2.6%
Page 24 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%