Calamos Wealth Management LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing ownership of 484 equity securities.
The report, signed by Jacqueline Sinker, SVP and Chief Compliance Officer, lists the firm's holdings across a diverse range of sectors. The portfolio includes major technology companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. Class A and C shares. Other notable positions include Applied Materials Inc., Broadcom Inc., and Arista Networks Inc.
Healthcare and biotechnology holdings are also significant, featuring Eli Lilly & Co., Amgen Inc., and Bristol-Myers Squibb Co. The filing also lists various exchange-traded funds managed by Calamos, including funds focused on the S&P 500, Nasdaq 100, and Russell 2000, as well as specific sector funds like the Calamos Strategic Total Return Fund.
The filing details specific share counts for individual stocks, such as 822,527 shares of Apple Inc., 347,260 shares of Amazon.com Inc., and 282,605 shares of Alphabet Inc. Class A. It also notes the presence of preferred stock and convertible notes in the portfolio, including notes issued by Akamai Technologies, Coinbase Global Inc., and Datadog Inc.
