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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 13 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LIBERTY MEDIA CORP DEL 520,000.0 $661K 0.02% -11K -2.1% $1.27
242 CALAMOS ETF TR 24,855.0 $660K 0.02% +9K +57.5% $26.55
243 SOUTHERN CO 616,000.0 $659K 0.02% $1.07
244 ONEQ FIDELITY COMWLTH TR 7,160.0 $654K 0.02% $91.40 +12.4%
245 PH PARKER-HANNIFIN CORP Industrials 740.0 $650K 0.02% +10.0 +1.4% $878.96 -1.8%
246 NVS NOVARTIS AG Healthcare 4,646.0 $641K 0.02% +24.0 +0.5% $137.88 +7.4%
247 WMB WILLIAMS COS INC Energy 10,477.0 $630K 0.02% +2K +25.0% $60.11 +29.3%
248 APOLLO GLOBAL MGMT INC 8,200.0 $619K 0.02% $75.52
249 SCHD SCHWAB STRATEGIC TR 22,551.0 $619K 0.02% +2K +11.5% $27.43 +16.8%
250 XLV SELECT SECTOR SPDR TR 3,961.0 $613K 0.02% +1K +44.5% $154.80 -5.9%
251 RSPT INVESCO EXCHANGE TRADED FD T 13,270.0 $604K 0.02% $45.51 +26.8%
252 ITOT ISHARES TR 3,998.0 $594K 0.02% +325.0 +8.8% $148.69 +8.2%
253 ITW ILLINOIS TOOL WKS INC Industrials 2,413.0 $594K 0.02% NEW $246.30 +0.6%
254 UBER TECHNOLOGIES INC 452,000.0 $588K 0.02% NEW $1.30
255 AEP AMERICAN ELEC PWR CO INC Utilities 5,076.0 $585K 0.02% +1K +33.4% $115.31 +10.7%
256 CME CME GROUP INC Financial Services 2,135.0 $583K 0.02% -54.0 -2.5% $273.08 +11.7%
257 LYFT INC 465,000.0 $560K 0.02% -30K -6.1% $1.20
258 SOFI SOFI TECHNOLOGIES INC Financial Services 21,339.0 $559K 0.02% $26.18 -40.4%
259 QXO INC 10,101.0 $557K 0.02% -53.0 -0.5% $55.15
260 CPNM CALAMOS ETF TR 21,297.0 $554K 0.02% $26.02 +2.6%
Page 13 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%