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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 9 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 R RYDER SYS INC Industrials 7,359.0 $1.4M 0.05% NEW $191.39 +21.4%
162 CAIQ CALAMOS ETF TR 54,520.0 $1.4M 0.05% NEW $25.63 +4.4%
163 TRV TRAVELERS COMPANIES INC Financial Services 4,773.0 $1.4M 0.05% +299.0 +6.7% $290.07 +5.0%
164 MDT MEDTRONIC PLC Healthcare 13,996.0 $1.3M 0.05% +1K +11.2% $96.06 -20.1%
165 CPSP CALAMOS ETF TR 51,308.0 $1.3M 0.05% -1K -2.3% $26.07 +2.9%
166 AMD ADVANCED MICRO DEVICES INC Technology 6,115.0 $1.3M 0.04% +503.0 +9.0% $214.16 +95.6%
167 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 80,843.0 $1.3M 0.04% -5K -5.7% $15.86 +20.1%
168 GEV GE VERNOVA INC Utilities 1,951.0 $1.3M 0.04% -51.0 -2.5% $653.63 +52.1%
169 T AT&T INC Communication Services 50,877.0 $1.3M 0.04% +7K +15.2% $24.84 -1.5%
170 ENVA ENOVA INTL INC Financial Services 7,816.0 $1.2M 0.04% $157.20 +5.3%
171 CPRJ CALAMOS ETF TR 45,858.0 $1.2M 0.04% -5K -9.1% $26.77 +2.6%
172 AAPL PUT APPLE INC Technology 4,800.0 $1.2M 0.04% NEW $254.63 +16.2%
173 SBUX STARBUCKS CORP Consumer Cyclical 14,484.0 $1.2M 0.04% +138.0 +1.0% $84.21 +26.9%
174 ALL ALLSTATE CORP Financial Services 5,754.0 $1.2M 0.04% +432.0 +8.1% $208.15 +6.1%
175 CPRO CALAMOS ETF TR 43,579.0 $1.2M 0.04% +21K +95.8% $26.96 +3.0%
176 COF CAPITAL ONE FINL CORP Financial Services 4,728.0 $1.1M 0.04% +154.0 +3.4% $242.36 -22.7%
177 PLTR PALANTIR TECHNOLOGIES INC Technology 6,406.0 $1.1M 0.04% +749.0 +13.2% $177.75 -24.8%
178 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,928.0 $1.1M 0.04% +443.0 +29.8% $579.45 -24.2%
179 VONG VANGUARD SCOTTSDALE FDS 9,123.0 $1.1M 0.04% +4K +84.5% $121.75 +4.6%
180 BOEING CO 15,896.0 $1.1M 0.04% +1K +9.4% $69.06
Page 9 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%