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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 15 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CWB SPDR SERIES TRUST 5,121.0 $457K 0.02% NEW $89.20 +15.3%
282 PANW PALO ALTO NETWORKS INC Technology 2,475.0 $456K 0.02% +726.0 +41.5% $184.20 +31.8%
283 CALAMOS ETF TR 20,812.0 $455K 0.02% -4K -16.2% $21.88
284 VEA VANGUARD TAX-MANAGED FDS 7,281.0 $455K 0.02% +368.0 +5.3% $62.47 +11.3%
285 SNOWFLAKE INC 292,000.0 $453K 0.02% -3K -1.0% $1.55
286 PRU PRUDENTIAL FINL INC Financial Services 3,990.0 $450K 0.02% $112.88 -9.7%
287 IPGP IPG PHOTONICS CORP Technology 6,286.0 $450K 0.02% $71.60 +43.5%
288 FCX FREEPORT-MCMORAN INC Basic Materials 8,790.0 $446K 0.01% $50.79 +24.1%
289 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 11,977.0 $443K 0.01% NEW $37.00 -8.8%
290 VGIT VANGUARD SCOTTSDALE FDS 7,376.0 $442K 0.01% $59.93 -2.2%
291 MPWR MONOLITHIC PWR SYS INC Technology 480.0 $435K 0.01% -62.0 -11.4% $906.36 +71.0%
292 BLK BLACKROCK INC Financial Services 404.0 $432K 0.01% -154.0 -27.6% $1070.34 +1.1%
293 ADSK AUTODESK INC Technology 1,442.0 $427K 0.01% NEW $296.01 -17.7%
294 EOG EOG RES INC Energy 4,064.0 $427K 0.01% +791.0 +24.2% $105.01 +33.6%
295 ISRG INTUITIVE SURGICAL INC Healthcare 736.0 $417K 0.01% NEW $566.36 -25.6%
296 ECL ECOLAB INC Basic Materials 1,582.0 $415K 0.01% +108.0 +7.3% $262.58 -5.7%
297 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,332.0 $413K 0.01% -273.0 -17.0% $310.24 +13.8%
298 MRSH MARSH & MCLENNAN COS INC Financial Services 2,203.0 $409K 0.01% -52K -96.0% $185.56 -13.2%
299 SEALED AIR CORP NEW 9,799.0 $406K 0.01% NEW $41.43
300 IJJ ISHARES TR 3,078.0 $405K 0.01% +567.0 +22.6% $131.59 +5.3%
Page 15 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%