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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 19 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,033.0 $303K 0.01% NEW $293.57 +4.8%
362 SNAP INC 342,000.0 $300K 0.01% +3K +0.9% $0.88
363 VWO VANGUARD INTL EQUITY INDEX F 5,574.0 $300K 0.01% $53.76 +8.7%
364 AIG AMERICAN INTL GROUP INC Financial Services 3,494.0 $299K 0.01% +415.0 +13.5% $85.55 -11.0%
365 AVUS AMERICAN CENTY ETF TR 2,673.0 $299K 0.01% $111.78 +11.3%
366 SOXL DIREXION SHS ETF TR 7,096.0 $298K 0.01% $42.03 +290.6%
367 MDLZ MONDELEZ INTL INC Consumer Defensive 5,474.0 $295K 0.01% NEW $53.83 +13.3%
368 VRTX VERTEX PHARMACEUTICALS INC Healthcare 648.0 $294K 0.01% NEW $453.36 -0.7%
369 KKR KKR & CO INC Financial Services 2,292.0 $292K 0.01% +184.0 +8.7% $127.48 -21.9%
370 CALAMOS ETF TR 12,569.0 $291K 0.01% $23.15
371 NVO NOVO-NORDISK A S Healthcare 5,639.0 $287K 0.01% -2K -24.6% $50.88 -10.0%
372 MMM 3M CO Industrials 1,784.0 $286K 0.01% -303.0 -14.5% $160.10 -9.4%
373 VFH VANGUARD WORLD FD 2,126.0 $284K 0.01% NEW $133.49 -6.1%
374 HALOZYME THERAPEUTICS INC 262,000.0 $283K 0.01% +3K +1.2% $1.08
375 DGRO ISHARES TR 4,080.0 $283K 0.01% $69.42 +5.7%
376 IDXX IDEXX LABS INC Healthcare 416.0 $281K 0.01% NEW $676.53 -21.2%
377 ZTS ZOETIS INC Healthcare 2,199.0 $277K 0.01% -215.0 -8.9% $125.84 -40.0%
378 FELG FIDELITY COVINGTON TRUST 6,600.0 $275K 0.01% $41.70 +5.8%
379 RNG RINGCENTRAL INC Technology 9,502.0 $274K 0.01% -542.0 -5.4% $28.88 +36.3%
380 CALAMOS ETF TR 11,932.0 $273K 0.01% NEW $22.89
Page 19 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%