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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 29 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 STARLINK AI ACQUISITION CORP 445,959.0 $4.5M 0.01% NEW $10.11
562 VERTEX INC 5,000,000.0 $4.5M 0.01% $0.90
563 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 57,479.0 $4.5M 0.01% NEW $77.87 -9.2%
564 SKM SK TELECOM CO LTD Communication Services 139,164.0 $4.5M 0.01% NEW $32.16 +19.4%
565 ET ENERGY TRANSFER L P Energy 230,990.0 $4.4M 0.01% $19.12 +12.0%
566 AXGN AXOGEN INC Healthcare 95,146.0 $4.4M 0.01% NEW $46.19 +8.7%
567 CYTK CYTOKINETICS INC Healthcare 51,443.0 $4.4M 0.01% NEW $85.19 -10.7%
568 WDAY WORKDAY INC Technology 35,785.0 $4.4M 0.01% -665.0 -1.8% $122.42 +55.7%
569 AXON AXON ENTERPRISE INC Industrials 7,767.0 $4.4M 0.01% -983.0 -11.2% $560.61 +10.6%
570 MPWR MONOLITHIC PWR SYS INC Technology 3,122.0 $4.3M 0.01% +232.0 +8.0% $1382.36 -3.6%
571 HUBB HUBBELL INC Industrials 8,129.0 $4.3M 0.01% -151.0 -1.8% $523.20 -7.5%
572 MO ALTRIA GROUP INC Consumer Defensive 58,750.0 $4.2M 0.01% $71.95 -9.4%
573 BE BLOOM ENERGY CORP Industrials 13,951.0 $4.2M 0.01% +11K +322.8% $302.70 -31.0%
574 LITE CALL LUMENTUM HLDGS INC Technology 6,000.0 $4.2M 0.01% NEW $702.76 +24.3%
575 VLTO VERALTO CORP Industrials 47,468.0 $4.2M 0.01% -365.0 -0.8% $88.68 +8.3%
576 AVGO PUT BROADCOM INC Technology 13,500.0 $4.2M 0.01% NEW $309.51 +22.8%
577 SCCO CALL SOUTHERN COPPER CORP Basic Materials 23,700.0 $4.1M 0.01% NEW $172.06 +9.1%
578 FROG JFROG LTD Technology 44,811.0 $4.1M 0.01% -179K -80.0% $90.88 +0.8%
579 COLLECTIVE ACQUISITION CORP 400,000.0 $4.0M 0.01% NEW $10.05
580 WEIBO CORP 4,000,000.0 $4.0M 0.01% $1.00
Page 29 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%