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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 7 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CALAMOS ETF TR 24,855.0 $660K 0.02% +9K +57.5% $26.55
122 PH PARKER-HANNIFIN CORP Industrials 740.0 $650K 0.02% +10.0 +1.4% $878.96 -1.9%
123 NVS NOVARTIS AG Healthcare 4,646.0 $641K 0.02% +24.0 +0.5% $137.88 +8.2%
124 WMB WILLIAMS COS INC Energy 10,477.0 $630K 0.02% +2K +25.0% $60.11 +28.4%
125 SCHD SCHWAB STRATEGIC TR 22,551.0 $619K 0.02% +2K +11.5% $27.43 +15.6%
126 XLV SELECT SECTOR SPDR TR 3,961.0 $613K 0.02% +1K +44.5% $154.80 -6.7%
127 ITOT ISHARES TR 3,998.0 $594K 0.02% +325.0 +8.8% $148.69 +8.3%
128 AEP AMERICAN ELEC PWR CO INC Utilities 5,076.0 $585K 0.02% +1K +33.4% $115.31 +9.2%
129 NSC NORFOLK SOUTHN CORP Industrials 1,837.0 $530K 0.02% +168.0 +10.1% $288.72 +9.9%
130 TFC TRUIST FINL CORP Financial Services 10,734.0 $528K 0.02% +1K +13.4% $49.21 -4.6%
131 UPRO PROSHARES TR 4,562.0 $528K 0.02% +1K +44.1% $115.76 +20.6%
132 XLE SELECT SECTOR SPDR TR 11,581.0 $518K 0.02% +7K +155.6% $44.71 +31.6%
133 UPS UNITED PARCEL SERVICE INC Industrials 4,822.0 $478K 0.02% +390.0 +8.8% $99.19 -3.6%
134 WESTERN DIGITAL CORP 104,000.0 $477K 0.02% +1K +1.0% $4.59
135 FORTINET INC 5,929.0 $471K 0.02% +832.0 +16.3% $79.41
136 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,852.0 $462K 0.02% +126.0 +4.6% $161.96 -4.5%
137 PANW PALO ALTO NETWORKS INC Technology 2,475.0 $456K 0.02% +726.0 +41.5% $184.20 +29.6%
138 VEA VANGUARD TAX-MANAGED FDS 7,281.0 $455K 0.02% +368.0 +5.3% $62.47 +11.4%
139 EOG EOG RES INC Energy 4,064.0 $427K 0.01% +791.0 +24.2% $105.01 +31.8%
140 ECL ECOLAB INC Basic Materials 1,582.0 $415K 0.01% +108.0 +7.3% $262.58 -5.4%
Page 7 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%