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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 22 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 META CALL META PLATFORMS INC Communication Services 300.0 $220K 0.01% NEW $734.38 -15.8%
422 XYL XYLEM INC Industrials 1,615.0 $220K 0.01% NEW $136.18 -19.6%
423 AMZN PUT AMAZON COM INC Consumer Cyclical 1,000.0 $220K 0.01% NEW $219.57 +20.3%
424 IBDR ISHARES TR 9,060.0 $220K 0.01% $24.23 -0.1%
425 WDC WESTERN DIGITAL CORP Technology 1,271.0 $219K 0.01% NEW $172.27 +183.9%
426 FNB F N B CORP Financial Services 12,802.0 $219K 0.01% -97.0 -0.8% $17.10 +1.5%
427 Q QNITY ELECTRONICS INC Technology 2,659.0 $217K 0.01% NEW $81.65 +101.0%
428 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 5,500.0 $216K 0.01% NEW $39.19 -16.7%
429 KKR & CO INC 4,137.0 $214K 0.01% +32.0 +0.8% $51.84
430 ON SEMICONDUCTOR CORP 178,000.0 $213K 0.01% +1K +0.6% $1.20
431 KHC KRAFT HEINZ CO Consumer Defensive 8,770.0 $213K 0.01% -586.0 -6.3% $24.25 -3.9%
432 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,793.0 $211K 0.01% NEW $117.52 +18.5%
433 JCI JOHNSON CTLS INTL PLC Industrials 1,754.0 $210K 0.01% NEW $119.75 +20.1%
434 ROL ROLLINS INC Consumer Cyclical 3,467.0 $208K 0.01% NEW $60.02 -11.0%
435 MSFT CALL MICROSOFT CORP Technology 400.0 $207K 0.01% NEW $517.95 -21.0%
436 WAYFAIR INC 90,000.0 $207K 0.01% +1K +1.1% $2.30
437 IUSV ISHARES TR 2,013.0 $206K 0.01% $102.54 +5.5%
438 WELL WELLTOWER INC Real Estate 1,109.0 $206K 0.01% NEW $185.61 +17.3%
439 VLO VALERO ENERGY CORP Energy 1,263.0 $206K 0.01% -266.0 -17.4% $162.79 +50.4%
440 CATH GLOBAL X FDS 2,496.0 $205K 0.01% $82.23 +7.7%
Page 22 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%