Position in STM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,019,059
New position
Shares Held
80,372
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#136
of 602 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 97%
Shared 0%
None 3%
Position in Semiconductors
Technology · as of Jun 30, 2026Calamos Wealth Management LLC holds $364,078,138 across 12 Semiconductors names. STM ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
957,122 | $191,510,540 | |
| 2 | AVGO |
Broadcom Inc.
|
161,921 | $61,165,657 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
51,346 | $24,521,309 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
36,764 | $21,356,575 | |
| 5 | MU |
Micron Technology Inc
|
15,391 | $17,765,677 | |
| 6 | TXN |
Texas Instruments Inc
|
58,558 | $17,454,383 | |
| 7 | INTC |
Intel Corp
|
98,222 | $13,714,737 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
33,098 | $8,626,662 |
All Filings in STM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,019,059 | 80,372 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||