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Calamos Wealth Management LLC

All holdings · as of Dec 31, 2025

455 positions

CompanyClassValueShares% of portfolio
SNAP INC$299.9K342,0000.0%
L3HARRIS TECHNOLOGIES, INC. /DE$303.3K1,0330.0%
Zoom Communications, Inc.$303.7K3,5190.0%
Howmet Aerospace Inc.$304.9K1,4870.0%
FLUOR CORP$305.3K267,0000.0%
CLOUDFLARE INC$306.1K261,0000.0%
Monster Beverage Corp$308.1K4,0180.0%
AMPHENOL CORP /DE$308.1K2,2800.0%
TERADYNE, INC$309.7K1,6000.0%
KROGER CO$314.0K5,0260.0%
GUIDEWIRE SOFTWARE INC$314.1K285,0000.0%
KIMBERLY CLARK CORP$314.1K3,1130.0%
AGNICO EAGLE MINES LTD$316.2K1,8650.0%
ISHARES TR$317.0K3,2180.0%
SNOWFLAKE INC$317.6K213,0000.0%
Woodward Inc$317.7K1,0510.0%
LIVE NATION ENTERTAINMENT INC$319.3K2,2410.0%
RIVIAN AUTOMOTIVE INC$319.4K253,0000.0%
Global X Artificial Intelligence & Technology ETF$320.0K6,2910.0%
American Tower Corp$320.8K1,8270.0%
VANGUARD INDEX FDS$322.1K1,0230.0%
ISHARES TR$322.7K4,5190.0%
REPLIGEN CORP$327.7K298,0000.0%
FORD MTR CO$328.1K316,0000.0%
Motorola Solutions, Inc.$331.2K8640.0%
FIDELITY COVINGTON TRUST$333.2K4,4860.0%
PTC Inc$334.5K1,9200.0%
Jack Henry & Associates Inc$335.2K1,8370.0%
ALIBABA GROUP HLDG LTD$337.4K217,0000.0%
Edwards Lifesciences Corp$337.7K3,9610.0%
CALAMOS ETF TR$339.8K10,1300.0%
HCA Healthcare, Inc.$340.3K7290.0%
Northrop Grumman Corp$341.0K5980.0%
AUTOMATIC DATA PROCESSING INC$343.9K1,3370.0%
TE Connectivity PLC$344.2K1,5130.0%
Phillips 66$346.0K2,6810.0%
TETRA TECH INC NEW$349.8K322,0000.0%
Gen Digital Inc.$356.5K13,1120.0%
ISHARES TR$357.5K2,5330.0%
Bread Financial Holdings Inc$361.9K4,8890.0%
ISHARES GOLD TR$364.1K4,4860.0%
Trade Desk, Inc.$366.6K9,6570.0%
Bank of New York Mellon Corp/The$368.7K3,1760.0%
CenterPoint Energy Inc$371.6K9,6910.0%
VANGUARD WHITEHALL FDS$372.0K2,5920.0%
Constellation Energy Corp$378.0K1,0700.0%
GILEAD SCIENCES, INC.$379.5K3,0920.0%
AIRBNB INC$381.5K385,0000.0%
BRISTOL MYERS SQUIBB CO$381.7K7,0760.0%
NEXTERA ENERGY CAP HLDGS INC$382.8K308,0000.0%
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