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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 6 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BX BLACKSTONE INC Financial Services 6,853.0 $1.1M 0.04% +291.0 +4.4% $154.14 -24.6%
102 ED CONSOLIDATED EDISON INC Utilities 10,483.0 $1.0M 0.04% +442.0 +4.4% $99.32 +7.2%
103 ROK ROCKWELL AUTOMATION INC Industrials 2,636.0 $1.0M 0.04% +2K +168.4% $389.08 +13.6%
104 QUAL ISHARES TR 5,141.0 $1.0M 0.04% +403.0 +8.5% $198.61 +5.9%
105 PFF ISHARES TR 31,992.0 $990K 0.03% +20K +173.0% $30.96 +0.7%
106 AEROVIRONMENT INC 886,000.0 $966K 0.03% +318K +56.0% $1.09
107 UNP UNION PAC CORP Industrials 4,164.0 $963K 0.03% +457.0 +12.3% $231.32 +16.8%
108 MKL MARKEL GROUP INC Financial Services 402.0 $864K 0.03% +2.0 +0.5% $2149.65 -14.3%
109 CPSN CALAMOS ETF TR 31,988.0 $861K 0.03% +22K +227.4% $26.91 +2.3%
110 CRWD CROWDSTRIKE HLDGS INC Technology 1,784.0 $836K 0.03% +323.0 +22.1% $468.76 +27.7%
111 SJNK SPDR SERIES TRUST 32,936.0 $834K 0.03% +6K +22.4% $25.32 -1.5%
112 JBL JABIL INC Technology 3,563.0 $812K 0.03% +2K +186.0% $228.02 +49.1%
113 COIN COINBASE GLOBAL INC Financial Services 3,574.0 $808K 0.03% +1K +68.9% $226.14 -16.2%
114 VOE VANGUARD INDEX FDS 4,517.0 $801K 0.03% +328.0 +7.8% $177.37 +7.5%
115 CSX CSX CORP Industrials 21,638.0 $784K 0.03% +7K +49.7% $36.25 +26.2%
116 EMR EMERSON ELEC CO Industrials 5,883.0 $781K 0.03% +291.0 +5.2% $132.71 -0.3%
117 QCOM QUALCOMM INC Technology 4,486.0 $767K 0.03% +685.0 +18.0% $171.05 +21.9%
118 CPSO CALAMOS ETF TR 25,915.0 $701K 0.02% +10K +66.1% $27.06 +2.3%
119 CPRA CALAMOS ETF TR 25,684.0 $682K 0.02% +402.0 +1.6% $26.54 +3.2%
120 CVS CVS HEALTH CORP Healthcare 8,522.0 $676K 0.02% +2K +30.5% $79.36 +19.8%
Page 6 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%