Titelia

Holdings of Calamos Growth & Income Portfolio

CALAMOS ADVISORS TRUST/IL ·87 declared positions · as of Mar 31, 2026

Original filing · Net assets 31.5M $ · Ten largest lines: 46.2 % of the equity sleeve

Sector breakdown

  • Technology 30.5 %
  • Financials 12.6 %
  • Consumer discretionary 12.0 %
  • Communication 11.3 %
  • Health care 10.4 %
  • Industrials 8.9 %
  • Energy 4.8 %
  • Consumer staples 4.2 %
  • Materials 3.3 %
  • Utilities 0.5 %
  • Real estate 0.5 %
  • Unattributed 1.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.3 %
  • JPY 0.5 %
  • KRW 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • JP 0.5 %
  • KR 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US8324.4M $99.34 %
2JP3124.5K $0.51 %
3KR137.6K $0.15 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 11,9952.1M $6.64 %
2Apple Inc 7,6301.9M $6.15 %
3Alphabet Inc 5,6001.6M $5.11 %
4Microsoft Corp 3,8901.4M $4.57 %
5Amazon.com Inc 5,9901.2M $3.96 %
6Broadcom Inc 2,630814K $2.58 %
7Meta Platforms Inc 1,090623.6K $1.98 %
8Tesla Inc 1,470546.5K $1.73 %
9JPMorgan Chase & Co 1,815533.9K $1.69 %
10Exxon Mobil Corp 3,080522.6K $1.66 %
11Eli Lilly & Co 470432.3K $1.37 %
12GE Vernova Inc 480419K $1.33 %
13Johnson & Johnson 1,675409.4K $1.30 %
14Visa Inc 1,265382.3K $1.21 %
15Mastercard Inc 755377.2K $1.20 %
16Marathon Petroleum Corp 1,265308.9K $0.98 %
17CSX Corp 7,405304K $0.96 %
18Goldman Sachs Group Inc/The 345291.9K $0.93 %
19Netflix Inc 2,950283.6K $0.90 %
20Linde PLC 545270.2K $0.86 %
21Lam Research Corp 1,250267.1K $0.85 %
22Wells Fargo & Co 3,235257.5K $0.82 %
23Citigroup Inc 2,255255.7K $0.81 %
24Walmart Inc 2,050254.8K $0.81 %
25AbbVie Inc 1,150250.1K $0.79 %
26RTX Corp 1,255242.1K $0.77 %
27Bank of America Corp 4,960241.8K $0.77 %
28Morgan Stanley 1,415232.9K $0.74 %
29Parker-Hannifin Corp 255228.3K $0.72 %
30Palantir Technologies Inc 1,535224.5K $0.71 %
31Micron Technology Inc 660223K $0.71 %
32Sherwin-Williams Co/The 675216.4K $0.69 %
33Freeport-McMoRan Inc 3,580210.4K $0.67 %
34Merck & Co Inc 1,705205.1K $0.65 %
35Coca-Cola Co/The 2,685204.2K $0.65 %
36Philip Morris International Inc. 1,220201.7K $0.64 %
37Delta Air Lines Inc 3,000199.4K $0.63 %
38Costco Wholesale Corp 195194.3K $0.62 %
39Quanta Services Inc 350192.2K $0.61 %
40Williams Cos Inc/The 2,605189.6K $0.60 %
41Dollar General Corp 1,570186.4K $0.59 %
42Union Pacific Corp 765185.6K $0.59 %
43Medtronic PLC 2,135185K $0.59 %
44Home Depot Inc/The 560184.2K $0.58 %
45Lowe's Cos Inc 765180.8K $0.57 %
46Procter & Gamble Co/The 1,200173.3K $0.55 %
47EQT Corp 2,475157.5K $0.50 %
48Chevron Corp 748154.8K $0.49 %
49T-Mobile US Inc 730153.3K $0.49 %
50General Electric Co 540153.2K $0.49 %
51Cisco Systems, Inc. 1,900147.4K $0.47 %
52Gilead Sciences Inc 1,015141.5K $0.45 %
53McDonald's Corp. 440136.7K $0.43 %
54Starbucks Corp 1,515135.7K $0.43 %
55UnitedHealth Group Inc 490132.6K $0.42 %
56American Express Co 435131.6K $0.42 %
57Chubb Ltd 395128.7K $0.41 %
58Booking Holdings Inc 29122.1K $0.39 %
59Vistra Corp 805121K $0.38 %
60Thermo Fisher Scientific Inc 245120.4K $0.38 %
61Danaher Corp 620117.6K $0.37 %
62American Tower Corp 680117.4K $0.37 %
63TJX Cos Inc/The 725115.8K $0.37 %
64Assurant Inc 500108.9K $0.35 %
65Intuit Inc 250108.1K $0.34 %
66Vertex Pharmaceuticals Inc 240107.2K $0.34 %
67Vulcan Materials Co 375102.1K $0.32 %
68Emerson Electric Co. 765100.2K $0.32 %
69Salesforce Inc 53098.9K $0.31 %
70Advanced Micro Devices Inc 48598.7K $0.31 %
71Walt Disney Co/The 99595.9K $0.30 %
72Abbott Laboratories 90092.4K $0.29 %
73CVS Health Corp 1,26590.9K $0.29 %
74Royal Caribbean Cruises Ltd 31586.7K $0.28 %
75Blackrock Inc 9086.6K $0.27 %
76Caterpillar Inc 11077.9K $0.25 %
77Intuitive Surgical Inc 16576.1K $0.24 %
78Stryker Corp 23075.6K $0.24 %
79S&P Global Inc 15565.9K $0.21 %
80Quest Diagnostics Inc 32563.7K $0.20 %
81Boston Scientific Corp 96060.2K $0.19 %
82Capital One Financial Corp 33060.2K $0.19 %
83Oracle Corp 33048.5K $0.15 %
84Mitsubishi Electric Corp 1,30042.5K $0.14 %
85ORIX Corp 1,40041.5K $0.13 %
86Mizuho Financial Group Inc 1,00040.5K $0.13 %
87Hyundai Motor Co 12237.6K $0.12 %