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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 12 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CMS ENERGY CORP 726,000.0 $779K 0.03% -49K -6.3% $1.07
222 PPL CAP FDG INC 703,000.0 $772K 0.03% $1.10
223 CALAMOS ETF TR 28,319.0 $770K 0.03% NEW $27.20
224 QCOM QUALCOMM INC Technology 4,486.0 $767K 0.03% +685.0 +18.0% $171.05 +17.8%
225 HON HONEYWELL INTL INC Industrials 3,933.0 $767K 0.03% $195.09 +9.3%
226 VZ VERIZON COMMUNICATIONS INC Communication Services 18,789.0 $765K 0.03% -3K -15.6% $40.73 +13.8%
227 CPNJ CALAMOS ETF TR 28,058.0 $757K 0.03% -4K -11.6% $26.99 +2.3%
228 MPC MARATHON PETE CORP Energy 4,650.0 $756K 0.03% -1K -20.5% $162.63 +56.8%
229 RSG REPUBLIC SVCS INC Industrials 3,546.0 $752K 0.03% -1K -25.3% $211.93 -1.7%
230 DUKE ENERGY CORP NEW 722,000.0 $745K 0.03% $1.03
231 VEU VANGUARD INTL EQUITY INDEX F 9,840.0 $724K 0.03% -800.0 -7.5% $73.56 +10.7%
232 CPRY CALAMOS ETF TR 26,672.0 $720K 0.03% -2K -7.0% $26.99 +2.4%
233 VST VISTRA CORP Utilities 4,413.0 $712K 0.03% -691.0 -13.5% $161.33 -13.4%
234 CPSO CALAMOS ETF TR 25,915.0 $701K 0.02% +10K +66.1% $27.06 +2.3%
235 IUSG ISHARES TR 4,171.0 $700K 0.02% $167.94 +10.4%
236 AXON AXON ENTERPRISE INC Industrials 1,222.0 $694K 0.02% -108.0 -8.1% $567.93 -29.7%
237 VUG VANGUARD INDEX FDS 1,399.0 $683K 0.02% -72.0 -4.9% $487.86 -82.2%
238 CPRA CALAMOS ETF TR 25,684.0 $682K 0.02% +402.0 +1.6% $26.54 +3.2%
239 CVS CVS HEALTH CORP Healthcare 8,522.0 $676K 0.02% +2K +30.5% $79.36 +20.8%
240 MOS MOSAIC CO NEW Basic Materials 27,957.0 $673K 0.02% $24.09 -9.7%
Page 12 of 24  ·  470 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%