Calamos Wealth Management LLC
Top Portfolio Positions
353 positions ·
$1,874,562,564 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
819,696 | $208,030,647 | 11.10% | |
| NVDA |
Nvidia Corp
Technology
|
976,409 | $170,285,729 | 9.08% | |
| MSFT |
Microsoft Corp
Technology
|
292,289 | $108,196,619 | 5.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
356,434 | $102,496,161 | 5.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
382,671 | $79,698,889 | 4.25% | |
| AVGO |
Broadcom Inc.
Technology
|
195,326 | $60,455,350 | 3.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
92,719 | $53,047,321 | 2.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
61,499 | $39,995,259 | 2.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
120,952 | $29,565,506 | 1.58% | |
| LLY |
ELI LILLY & Co
Healthcare
|
31,292 | $28,781,442 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KB
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,842,098 | 38,525 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,605,076 | 41,900 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,283,816 | 39,607 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,007,019 | 36,409 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $1,632,973 | 28,699 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,104,069 | 34,074 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,858,223 | 32,825 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,007,762 | 19,354 | Shares | Sole | 2024-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||