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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 64,195.0 $1.6M 0.06% +703.0 +1.1% $24.90 +3.4%
82 CRM SALESFORCE INC Technology 5,930.0 $1.6M 0.05% +3K +93.8% $264.91 -36.7%
83 PEP PEPSICO INC Consumer Defensive 10,206.0 $1.5M 0.05% +553.0 +5.7% $143.52 +3.6%
84 XLK SELECT SECTOR SPDR TR 10,016.0 $1.4M 0.05% +5K +94.2% $143.97 +22.5%
85 GLD SPDR GOLD TR Financial Services 3,619.0 $1.4M 0.05% +459.0 +14.5% $396.31 +7.8%
86 BKNG BOOKING HOLDINGS INC Consumer Cyclical 266.0 $1.4M 0.05% +42.0 +18.8% $5355.33 -97.1%
87 C CITIGROUP INC Financial Services 12,158.0 $1.4M 0.05% +3K +28.0% $116.69 +5.8%
88 TRV TRAVELERS COMPANIES INC Financial Services 4,773.0 $1.4M 0.05% +299.0 +6.7% $290.07 +2.8%
89 MDT MEDTRONIC PLC Healthcare 13,996.0 $1.3M 0.05% +1K +11.2% $96.06 -19.9%
90 AMD ADVANCED MICRO DEVICES INC Technology 6,115.0 $1.3M 0.04% +503.0 +9.0% $214.16 +98.0%
91 T AT&T INC Communication Services 50,877.0 $1.3M 0.04% +7K +15.2% $24.84 -0.7%
92 SBUX STARBUCKS CORP Consumer Cyclical 14,484.0 $1.2M 0.04% +138.0 +1.0% $84.21 +26.4%
93 ALL ALLSTATE CORP Financial Services 5,754.0 $1.2M 0.04% +432.0 +8.1% $208.15 +4.4%
94 CPRO CALAMOS ETF TR 43,579.0 $1.2M 0.04% +21K +95.8% $26.96 +3.0%
95 COF CAPITAL ONE FINL CORP Financial Services 4,728.0 $1.1M 0.04% +154.0 +3.4% $242.36 -23.3%
96 PLTR PALANTIR TECHNOLOGIES INC Technology 6,406.0 $1.1M 0.04% +749.0 +13.2% $177.75 -24.8%
97 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,928.0 $1.1M 0.04% +443.0 +29.8% $579.45 -22.6%
98 VONG VANGUARD SCOTTSDALE FDS 9,123.0 $1.1M 0.04% +4K +84.5% $121.75 +5.1%
99 BOEING CO 15,896.0 $1.1M 0.04% +1K +9.4% $69.06
100 KO COCA COLA CO Consumer Defensive 15,413.0 $1.1M 0.04% +574.0 +3.9% $69.91 +15.1%
Page 5 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%