LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

SC

Stock

CPZ — Calamos Long/Short Equity & Dynamic Income Trust

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SPY	Spdr S&P 500 ETF Trust	10,181,667	$6,621,545,316	5.85%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.41%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.32%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.16%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.39%
AMZN	Amazon Com Inc Consumer Cyclical	16,810,256	$3,501,072,017	3.09%
GOOGL	Alphabet Inc. Communication Services	8,894,179	$2,557,610,113	2.26%
AVGO	Broadcom Inc. Technology	6,655,594	$2,059,972,898	1.82%
GLD	Spdr Gold Trust	4,735,901	$2,037,810,841	1.80%
META	Meta Platforms, Inc. Communication Services	3,112,517	$1,780,764,351	1.57%

Portfolio Trend

25 quarters · across all stocks

Holdings in CPZ

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,562,342	262,516	+8.9%	Shares	Sole	2026-05-06
2025-12-31	$3,524,560	241,078	+10.7%	Shares	Sole	2026-02-11
2025-09-30	$3,519,405	217,785	+40.1%	Shares	Sole	2025-11-12
2025-06-30	$2,522,645	155,431	+36.6%	Shares	Sole	2025-08-12
2025-03-31	$1,769,887	113,746	-0.5%	Shares	Sole	2025-05-07
2024-12-31	$1,695,291	114,315	+1.4%	Shares	Sole	2025-02-11
2024-09-30	$1,769,245	112,777	+6.5%	Shares	Sole	2024-11-08
2024-06-30	$1,614,898	105,895	-5.1%	Shares	Sole	2024-08-07
2024-03-31	$1,722,018	111,602	+16.5%	Shares	Sole	2024-05-10
2023-12-31	$1,383,659	95,755	+19.2%	Shares	Sole	2024-02-14
2023-09-30	$1,187,681	80,303	+131.2%	Shares	Sole	2023-11-13
2023-06-30	$537,350	34,735	+15.0%	Shares	Sole	2023-07-31
2023-03-31	$466,744	30,210	+134.1%	Shares	Sole	2023-05-10
2022-12-31	$195,996	12,903	—	Shares	Sole	2023-02-07
No 13F history on record for this holder in this stock.