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Portfolio (Quarterly) Guide ↗

Calamos Wealth Management LLC

· CIK 0001455258
13F Portfolio $2.9B AUM 470 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 183 Added 127 Reduced 37 Exited
Page 3 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHSL CORP NEW Consumer Defensive 8,564.0 $7.4M 0.25% +338.0 +4.1% $862.38 +20.7%
42 QQQ INVESCO QQQ TR Financial Services 11,978.0 $7.4M 0.25% +2K +25.6% $614.32 +15.4%
43 IWF ISHARES TR 13,766.0 $6.5M 0.23% +82.0 +0.6% $473.30 -73.7%
44 SHV ISHARES TR 54,863.0 $6.0M 0.21% +2K +3.8% $110.15 +0.1%
45 XOM EXXON MOBIL CORP Energy 43,676.0 $5.3M 0.18% +935.0 +2.2% $120.34 +27.0%
46 SHOP SHOPIFY INC Technology 30,964.0 $5.0M 0.17% +9K +42.6% $160.97 -39.5%
47 MCK MCKESSON CORP Healthcare 5,551.0 $4.6M 0.16% +167.0 +3.1% $820.29 -8.9%
48 BCS BARCLAYS PLC Financial Services 170,341.0 $4.3M 0.15% +46K +36.6% $25.45 -11.5%
49 IWB ISHARES TR 10,936.0 $4.1M 0.14% +536.0 +5.2% $373.45 +7.8%
50 CANQ CALAMOS ETF TR 134,448.0 $4.0M 0.14% +96K +252.0% $29.77 +3.5%
51 UNH UNITEDHEALTH GROUP INC Healthcare 11,814.0 $3.9M 0.13% +2K +20.0% $330.11 +20.9%
52 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 26,040.0 $3.8M 0.13% +3K +12.1% $146.58 -9.5%
53 MA MASTERCARD INCORPORATED Financial Services 6,404.0 $3.7M 0.13% +74.0 +1.2% $570.90 -14.2%
54 GE GE AEROSPACE Industrials 11,839.0 $3.6M 0.13% +436.0 +3.8% $308.03 -5.4%
55 SAN BANCO SANTANDER SA Financial Services 309,079.0 $3.6M 0.12% +17K +5.8% $11.73 +0.9%
56 KB KB FINL GROUP INC Financial Services 41,900.0 $3.6M 0.12% +2K +5.8% $86.04 +23.0%
57 BAC BANK AMERICA CORP Financial Services 63,980.0 $3.5M 0.12% +8K +14.9% $55.00 -9.5%
58 ABBV ABBVIE INC Healthcare 14,875.0 $3.4M 0.12% +146.0 +1.0% $228.49 -7.9%
59 ASML ASML HOLDING N V Technology 3,148.0 $3.4M 0.12% +139.0 +4.6% $1069.86 +40.4%
60 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 159,424.0 $3.1M 0.11% +9K +5.8% $19.33 +12.4%
Page 3 of 10  ·  183 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 42.9%
Financial Services 14.0%
Communication Services 12.9%
Consumer Cyclical 10.0%
Healthcare 7.4%
Industrials 4.4%
Consumer Defensive 2.6%
Utilities 1.7%
Basic Materials 1.6%
Energy 1.4%