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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 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VFH VANGUARD WORLD FD 2,126.0 $284K 0.01% NEW $133.49 -6.1%
42 IDXX IDEXX LABS INC Healthcare 416.0 $281K 0.01% NEW $676.53 -21.2%
43 CALAMOS ETF TR 11,932.0 $273K 0.01% NEW $22.89
44 AVGO PUT BROADCOM INC Technology 800.0 $264K 0.01% NEW $329.91 +28.9%
45 GM GENERAL MTRS CO Consumer Cyclical 3,232.0 $263K 0.01% NEW $81.32 -4.4%
46 SPG SIMON PPTY GROUP INC NEW Real Estate 1,414.0 $262K 0.01% NEW $185.11 +9.6%
47 XLF SELECT SECTOR SPDR TR 4,635.0 $254K 0.01% NEW $54.77 -6.6%
48 ORCL PUT ORACLE CORP Technology 900.0 $253K 0.01% NEW $281.24 -30.4%
49 AMP AMERIPRISE FINL INC Financial Services 512.0 $251K 0.01% NEW $490.34 -4.1%
50 FDX FEDEX CORP Industrials 837.0 $242K 0.01% NEW $288.86 +31.5%
51 FICO FAIR ISAAC CORP Technology 143.0 $242K 0.01% NEW $1690.62 -36.3%
52 CCK CROWN HLDGS INC Consumer Cyclical 2,313.0 $238K 0.01% NEW $102.97 -6.7%
53 SHOP PUT SHOPIFY INC Technology 1,600.0 $238K 0.01% NEW $148.61 -34.4%
54 PCAR PACCAR INC Industrials 2,094.0 $229K 0.01% NEW $109.51 +2.8%
55 FELC FIDELITY COVINGTON TRUST 5,786.0 $221K 0.01% NEW $38.17 +8.4%
56 META CALL META PLATFORMS INC Communication Services 300.0 $220K 0.01% NEW $734.38 -15.8%
57 XYL XYLEM INC Industrials 1,615.0 $220K 0.01% NEW $136.18 -19.6%
58 AMZN PUT AMAZON COM INC Consumer Cyclical 1,000.0 $220K 0.01% NEW $219.57 +20.3%
59 WDC WESTERN DIGITAL CORP Technology 1,271.0 $219K 0.01% NEW $172.27 +183.9%
60 Q QNITY ELECTRONICS INC Technology 2,659.0 $217K 0.01% NEW $81.65 +101.0%
Page 3 of 4  ·  75 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%