Stock Taper

CALAMOS ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
EQT CorporationEQT302.36K$16.08M
Applied Materials, Inc.AMAT303.39K$219.35M
O'Reilly Automotive, Inc.ORLY305.01K$28.09M
Arista Networks, Inc.ANET307.5K$52.24M
UnitedHealth Group IncorporatedUNH309.38K$128.59M
Micron Technology, Inc.MU313.45K$361.82M
Rush Street Interactive, Inc.RSI319.62K$9.51M
Exelon CorporationEXC320.56K$14.94M
Roku, Inc.ROKU325K$44.9M
The Charles Schwab CorporationSCHW328.07K$30.27M
Gilead Sciences, Inc.GILD356.49K$45.04M
The TJX Companies, Inc.TJX356.87K$54.07M
Lam Research CorporationLRCX365.44K$158.35M
Amphenol CorporationAPH369.61K$65.17M
Delta Air Lines, Inc.DAL374.89K$35.11M
Lucid Group, Inc.LCID375K$2.51M
Super Group (SGHC) LimitedSGHC375.99K$5.09M
Norwegian Cruise Line Holdings Ltd.NCLH386.61K$8.16M
Mama's Creations, Inc.MAMA391.64K$6.99M
Brighthouse Financial, Inc.BHF391.77K$24.8M