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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 42 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CALAMOS ETF TR 24,240.0 $580K 0.00% +7K +38.4% $23.92
822 HIGHLAND OPPS & INCOME FD 80,201.0 $572K 0.00% +37K +87.5% $7.13
823 ESOA ENERGY SERVICES OF AMER CORP Industrials 29,158.0 $564K 0.00% NEW $19.34 -35.3%
824 WINTERGREEN ACQUISITION CORP 49,244.0 $540K 0.00% $10.97
825 EFR EATON VANCE SR FLTNG RTE TR Financial Services 50,010.0 $530K 0.00% -18K -26.3% $10.60 +0.1%
826 TSLA CALL TESLA INC Consumer Cyclical 1,400.0 $520K 0.00% -2K -60.0% $371.75 -8.9%
827 GLOBA TERRA ACQUISITION COR 49,377.0 $516K 0.00% $10.46
828 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 11,784.0 $505K 0.00% -3K -19.1% $42.87 +4.3%
829 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 18,278.0 $504K 0.00% -3K -15.9% $27.59 -1.8%
830 TETRA TECH INC NEW 478,000.0 $502K 0.00% -19.9M -97.7% $1.05
831 FUTURECORP SPACE ACQUISITION 49,561.0 $502K 0.00% NEW $10.13
832 AVK ADVENT CONV & INCOME FD Financial Services 38,189.0 $500K 0.00% NEW $13.10 -2.8%
833 VOYG VOYAGER TECHNOLOGIES INC Industrials 15,000.0 $484K 0.00% $32.25 +32.1%
834 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 41,125.0 $478K 0.00% -28K -40.5% $11.63 -2.7%
835 IWF ISHARES TR 3,840.0 $477K 0.00% +2K +112.0% $124.17 -0.7%
836 SCHMID GROUP N.V. 257,038.0 $463K 0.00% -202K -44.0% $1.80
837 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 33,427.0 $462K 0.00% +6K +21.6% $13.83 +7.7%
838 BIT BLACKROCK MULTI SECTOR INC T Financial Services 36,599.0 $458K 0.00% +7K +21.6% $12.52 -3.8%
839 NEOGENOMICS INC 484,000.0 $454K 0.00% -2.4M -83.4% $0.94
840 UAMY UNITED STATES ANTIMONY CORP Basic Materials 61,310.0 $445K 0.00% -58K -48.7% $7.26 -27.6%
Page 42 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%