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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 5 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHOP SHOPIFY INC Technology 30,964.0 $5.0M 0.17% +9K +42.6% $160.97 -39.5%
82 VB VANGUARD INDEX FDS 17,855.0 $4.6M 0.16% $257.95 +9.3%
83 MCK MCKESSON CORP Healthcare 5,551.0 $4.6M 0.16% +167.0 +3.1% $820.29 -8.9%
84 PTON PELOTON INTERACTIVE INC Consumer Cyclical 725,202.0 $4.5M 0.15% $6.16 -15.9%
85 BCS BARCLAYS PLC Financial Services 170,341.0 $4.3M 0.15% +46K +36.6% $25.45 -11.5%
86 VEEV VEEVA SYS INC Healthcare 19,149.0 $4.3M 0.15% $223.23 -30.0%
87 EEM ISHARES TR 78,033.0 $4.3M 0.15% -25K -24.2% $54.71 +18.9%
88 IX ORIX CORP Financial Services 140,402.0 $4.1M 0.14% NEW $29.22 +26.6%
89 IWB ISHARES TR 10,936.0 $4.1M 0.14% +536.0 +5.2% $373.45 +7.8%
90 CANQ CALAMOS ETF TR 134,448.0 $4.0M 0.14% +96K +252.0% $29.77 +3.5%
91 RSP INVESCO EXCHANGE TRADED FD T 20,431.0 $3.9M 0.14% -15K -41.8% $191.56 +5.2%
92 UNH UNITEDHEALTH GROUP INC Healthcare 11,814.0 $3.9M 0.13% +2K +20.0% $330.11 +20.9%
93 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 26,040.0 $3.8M 0.13% +3K +12.1% $146.58 -9.5%
94 MA MASTERCARD INCORPORATED Financial Services 6,404.0 $3.7M 0.13% +74.0 +1.2% $570.90 -14.2%
95 GE GE AEROSPACE Industrials 11,839.0 $3.6M 0.13% +436.0 +3.8% $308.03 -5.4%
96 SAN BANCO SANTANDER SA Financial Services 309,079.0 $3.6M 0.12% +17K +5.8% $11.73 +0.9%
97 KB KB FINL GROUP INC Financial Services 41,900.0 $3.6M 0.12% +2K +5.8% $86.04 +23.0%
98 CPSA CALAMOS ETF TR 133,420.0 $3.6M 0.12% -10K -6.7% $26.93 +2.3%
99 BAC BANK AMERICA CORP Financial Services 63,980.0 $3.5M 0.12% +8K +14.9% $55.00 -9.5%
100 AKRE PROFESIONALLY MANAGED PORTFO 53,706.0 $3.5M 0.12% NEW $65.51 -18.9%
Page 5 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%