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CALAMOS STRATEGIC TOTAL RETURN FUND

CIK: 0001275214 CSQ Equity
Report date: 2026-06-26
AUM $3.5B
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

225 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 PSX PHILLIPS 66 CO Since 2026-07-07 718547BA9 Debt
0.00%
$0.07 75,000
2 DVA DaVita Inc Since 2026-07-07 23918VBC7 LON
0.06%
$2.16 2,150,090
3 PENN PENN Entertainment Inc Since 2026-07-07 70757DAZ2 LON
0.06%
$1.96 1,944,444
4 ELAN Elanco Animal Health Incorporated Since 2026-07-07 28414BAJ5 LON
0.03%
$1.09 1,086,725
5 T AT&T INC Since 2026-07-07 00206R706 Equity (Preferred)
0.00%
$0.16 8,482
6 CSCO Cisco Systems Inc Since 2026-07-07 17275R102 Equity (Common)
0.65%
$22.65 247,515
7 AIZ Assurant Inc Since 2026-07-07 04621X108 Equity (Common)
0.20%
$7.08 29,983
8 CRM Salesforce Inc Since 2026-07-07 79466L302 Equity (Common)
0.32%
$11.05 62,590
9 INTU Intuit Inc Since 2026-07-07 461202103 Equity (Common)
0.32%
$11.20 28,815
10 AAP ADVANCE AUTO PARTS Since 2026-07-07 00751YAK2 Debt
0.02%
$0.56 538,000
11 CCO Clear Channel Outdoor Holdings Inc Since 2026-07-07 18452RAF2 LON
0.02%
$0.58 575,870
12 BMRN BIOMARIN PHARMACEUTICAL Since 2026-07-07 09061GAL5 Debt
0.04%
$1.29 1,300,000
13 CENX CENTURY ALUMINUM COMPANY Since 2026-07-07 156431AS7 Debt
0.04%
$1.25 1,208,000
14 BLK Blackrock Inc Since 2026-07-07 09290D101 Equity (Common)
0.33%
$11.42 10,715
15 EMBC EMBECTA CORP Since 2026-07-07 29082KAB1 Debt
0.01%
$0.28 298,000
16 VIAV VIAVI SOLUTIONS INC Since 2026-07-07 925550AF2 Debt
0.05%
$1.70 1,780,000
17 GNL GLOBAL NET LEASE INC Since 2026-07-07 379378508 Equity (Preferred)
0.00%
$0.13 5,461
18 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAE4 Debt
0.02%
$0.61 600,000
19 ES EVERSOURCE ENERGY Since 2026-07-07 30040WBD9 Debt
0.00%
$0.08 82,000
20 VST Vistra Corp Since 2026-07-07 92840M102 Equity (Common)
0.40%
$13.97 88,540
21 ENR ENERGIZER HOLDINGS INC Since 2026-07-07 29272WAG4 Debt
0.02%
$0.58 605,000
22 MET METLIFE INC Since 2026-07-07 59156RAP3 Debt
0.00%
$0.08 74,000
23 MKSI MKS INC Since 2026-07-07 55306NAB0 Debt
0.79%
$27.67 14,150,000
24 QXO QXO INC Since 2026-07-07 82846H504 Equity (Preferred)
0.37%
$12.75 225,300
25 FUN Six Flags Entertainment Corporation Since 2026-07-07 15018LAN1 LON
0.06%
$1.95 1,965,000
26 WFC WELLS FARGO & COMPANY Since 2026-07-07 95002YAE3 Debt
0.04%
$1.52 1,510,000
27 VST VISTRA CORP Since 2026-07-07 92840MAC6 Debt
0.02%
$0.63 625,000
28 JNJ Johnson & Johnson Since 2026-07-07 478160104 Equity (Common)
1.43%
$49.91 217,145
29 ALLY ALLY FINANCIAL INC Since 2026-07-07 02005NCB4 Debt
0.05%
$1.70 1,705,000
30 POST POST HOLDINGS INC Since 2026-07-07 737446AU8 Debt
0.04%
$1.23 1,200,000
31 PM Philip Morris International Inc Since 2026-07-07 718172109 Equity (Common)
0.66%
$23.11 140,020
32 TWLO TWILIO INC Since 2026-07-07 90138FAC6 Debt
0.02%
$0.80 830,000
33 CNP CENTERPOINT ENERGY INC Since 2026-07-07 15189TBP1 Debt
0.02%
$0.78 760,000
34 IBP Installed Building Products Inc Since 2026-07-07 45780YAZ9 LON
0.06%
$1.97 1,960,000
35 NWL NEWELL BRANDS INC Since 2026-07-07 651229BE5 Debt
0.02%
$0.59 605,000
36 NEE NextEra Energy Inc Since 2026-07-07 65339F101 Equity (Common)
0.42%
$14.63 149,499
37 DVA DAVITA INC Since 2026-07-07 23918KAW8 Debt
0.04%
$1.42 1,375,000
38 NBR NABORS INDUSTRIES INC Since 2026-07-07 62957HAR6 Debt
0.05%
$1.75 1,675,000
39 CRBG COREBRIDGE FINANCIAL INC Since 2026-07-07 21871XAP4 Debt
0.00%
$0.15 145,000
40 UNFI United Natural Foods Inc Since 2026-07-07 91116KAD7 LON
0.02%
$0.59 590,214
41 ENS ENERSYS Since 2026-07-07 29275YAF9 Debt
0.02%
$0.62 600,000
42 ABBV AbbVie Inc Since 2026-07-07 00287Y109 Equity (Common)
0.53%
$18.48 87,445
43 UNFI UNITED NATURAL FOODS INC Since 2026-07-07 911163AA1 Debt
0.02%
$0.78 782,000
44 CNP CenterPoint Energy Inc Since 2026-07-07 15189T206 Equity (Preferred)
0.08%
$2.92 84,885
45 AAP ADVANCE AUTO PARTS Since 2026-07-07 00751YAL0 Debt
0.01%
$0.31 303,000
46 T AT&T Inc Since 2026-07-07 00206R300 Equity (Preferred)
0.00%
$0.10 4,860
47 VSAT ViaSat Inc Since 2026-07-07 92555WAF2 LON
0.02%
$0.72 719,514
48 TMO Thermo Fisher Scientific Inc Since 2026-07-07 883556102 Equity (Common)
0.41%
$14.26 29,765
49 MHO M/I HOMES INC Since 2026-07-07 55305BAV3 Debt
0.02%
$0.74 780,000
50 UBER Uber Technologies Inc Since 2026-07-07 90353T100 Equity (Common)
0.03%
$1.11 14,866
51 CRBG COREBRIDGE FINANCIAL INC Since 2026-07-07 21871XAT6 Debt
0.04%
$1.33 1,340,000
52 ES EVERSOURCE ENERGY Since 2026-07-07 30040WBC1 Debt
0.02%
$0.79 790,000
53 GEN GEN DIGITAL INC Since 2026-07-07 668771AK4 Debt
0.02%
$0.63 625,000
54 MU Micron Technology Inc Since 2026-07-07 595112103 Equity (Common)
1.24%
$43.30 83,725
55 C Citigroup Inc Since 2026-07-07 172967424 Equity (Common)
1.14%
$39.79 310,915
56 AMG Affiliated Managers Group Inc Since 2026-07-07 008252108 Equity (Common)
0.30%
$10.44 35,430
57 KSS KOHL'S CORPORATION Since 2026-07-07 500255AV6 Debt
0.01%
$0.37 603,000
58 PSX PHILLIPS 66 CO Since 2026-07-07 718547AZ5 Debt
0.02%
$0.69 690,000
59 C CITIGROUP INC Since 2026-07-07 172967PJ4 Debt
0.00%
$0.16 155,000
60 C CITIGROUP INC Since 2026-07-07 172967242 Equity (Preferred)
0.00%
$0.08 3,100
61 BHC Bausch Health Companies Inc Since 2026-07-07 LON
0.07%
$2.54 2,607,906
62 MIR MIRION TECHNOLOGIES INC Since 2026-07-07 60471AAC5 Debt
0.32%
$11.12 11,245,000
63 KEY KeyCorp Since 2026-07-07 493267868 Equity (Preferred)
0.00%
$0.08 3,575
64 POST POST HOLDINGS INC Since 2026-07-07 737446AV6 Debt
0.03%
$1.05 1,053,000
65 GPI GROUP 1 AUTOMOTIVE INC Since 2026-07-07 398905AQ2 Debt
0.02%
$0.79 775,000
66 KGS KODIAK GAS SERVICES LLC Since 2026-07-07 50012LAF1 Debt
0.02%
$0.62 620,000
67 ACGL ARCH CAPITAL GROUP LTD Since 2026-07-07 03939A404 Equity (Preferred)
0.00%
$0.16 9,294
68 LYFT LYFT INC Since 2026-07-07 55087PAE4 Debt
0.39%
$13.62 13,910,000
69 MDT Medtronic PLC Since 2026-07-07 Equity (Common)
0.37%
$12.79 158,025
70 AMD Advanced Micro Devices Inc Since 2026-07-07 007903107 Equity (Common)
0.94%
$32.90 92,805
71 PENN PENN ENTERTAINMENT INC Since 2026-07-07 707569AY5 Debt
0.04%
$1.24 1,245,000
72 TTMI TTM Technologies Inc Since 2026-07-07 87305VAN0 LON
0.04%
$1.26 1,249,887
73 GOOG Alphabet Inc Since 2026-07-07 02079K305 Equity (Common)
6.87%
$239.44 622,250
74 DVA DAVITA INC Since 2026-07-07 23918KAT5 Debt
0.04%
$1.29 1,395,000
75 XRAY DENTSPLY SIRONA INC Since 2026-07-07 24906PAB5 Debt
0.04%
$1.41 1,400,000
76 NWL NEWELL BRANDS INC Since 2026-07-07 651229BG0 Debt
0.02%
$0.63 605,000
77 CSTM CONSTELLIUM SE Since 2026-07-07 21039CAD6 Debt
0.01%
$0.46 450,000
78 V Visa Inc Since 2026-07-07 92826C839 Equity (Common)
1.31%
$45.73 138,650
79 C CITIGROUP INC Since 2026-07-07 17327CAV5 Debt
0.00%
$0.17 170,000
80 DASH DOORDASH INC Since 2026-07-07 25809KAA3 Debt
0.75%
$25.99 27,185,000
81 LITE LUMENTUM HOLDINGS INC Since 2026-07-07 55024UAJ8 Debt
0.60%
$21.06 4,320,000
82 GPI GROUP 1 AUTOMOTIVE INC Since 2026-07-07 398905AN9 Debt
0.01%
$0.50 511,000
83 COHR Coherent Corp Since 2026-07-07 45173JAT1 LON
0.04%
$1.31 1,304,429
84 COHR COHERENT CORP Since 2026-07-07 902104AC2 Debt
0.02%
$0.69 692,000
85 MTB M&T BANK CORPORATION Since 2026-07-07 55261F849 Equity (Preferred)
0.00%
$0.08 3,300
86 SRE SEMPRA Since 2026-07-07 816851BS7 Debt
0.00%
$0.08 75,000
87 TWLO TWILIO INC Since 2026-07-07 90138FAD4 Debt
0.01%
$0.28 298,000
88 GTN.A GRAY MEDIA INC Since 2026-07-07 389375AP1 Debt
0.02%
$0.62 605,000
89 RCL Royal Caribbean Cruises Ltd Since 2026-07-07 Equity (Common)
0.28%
$9.86 37,380
90 ENS ENERSYS Since 2026-07-07 29275YAC6 Debt
0.02%
$0.57 575,000
91 ALLY ALLY FINANCIAL INC Since 2026-07-07 02005NBN9 Debt
0.02%
$0.82 850,000
92 ENB ENBRIDGE INC Since 2026-07-07 29250NBN4 Debt
0.01%
$0.30 296,000
93 ALLY ALLY FINANCIAL INC Since 2026-07-07 02005NBM1 Debt
0.06%
$2.08 2,082,000
94 F FORD MOTOR COMPANY Since 2026-07-07 345370811 Equity (Preferred)
0.00%
$0.08 3,664
95 MET METLIFE INC Since 2026-07-07 59156RCR7 Debt
0.01%
$0.39 390,000
96 CFG CITIZENS FINANCIAL GROUP Since 2026-07-07 174610BD6 Debt
0.01%
$0.45 450,000
97 NFE New Fortress Energy Inc Since 2026-07-07 64439HAC3 LON
98 EQPT EQUIPMENTSHARE.COM INC Since 2026-07-07 29450YAC3 Debt
0.01%
$0.47 450,000
99 CZR Caesars Entertainment Inc Since 2026-07-07 12768EAG1 LON
0.02%
$0.69 711,960
100 LIN Linde PLC Since 2026-07-07 Equity (Common)
0.82%
$28.48 56,835
101 PWR Quanta Services Inc Since 2026-07-07 74762E102 Equity (Common)
1.00%
$34.88 47,925
102 NET CLOUDFLARE INC Since 2026-07-07 18915MAE7 Debt
0.60%
$21.04 18,265,000
103 WMT Walmart Inc Since 2026-07-07 931142103 Equity (Common)
0.95%
$33.19 251,580
104 NMRK NEWMARK GROUP INC Since 2026-07-07 65158NAD4 Debt
0.02%
$0.63 600,000
105 SLGN SILGAN HOLDINGS INC Since 2026-07-07 827048AW9 Debt
0.04%
$1.31 1,328,000
106 C CITIGROUP INC Since 2026-07-07 172967QJ3 Debt
0.00%
$0.17 164,000
107 AMRX AMNEAL PHARMACEUTICALS LLC Since 2026-07-07 03167DAS3 LON
0.07%
$2.31 2,295,794
108 SRE SEMPRA Since 2026-07-07 816851BT5 Debt
0.00%
$0.08 80,000
109 CNP CENTERPOINT ENERGY INC Since 2026-07-07 15189TBQ9 Debt
0.60%
$21.05 19,835,000
110 ENR ENERGIZER HOLDINGS INC Since 2026-07-07 29272WAD1 Debt
0.04%
$1.29 1,336,000
111 MTB M&T BANK CORPORATION Since 2026-07-07 55261FAH7 Debt
0.00%
$0.09 85,000
112 COGT COGENT BIOSCIENCES INC Since 2026-07-07 19240QAA0 Debt
0.31%
$10.77 9,035,000
113 PLTR Palantir Technologies Inc Since 2026-07-07 69608A108 Equity (Common)
0.75%
$26.20 188,330
114 Q QNITY ELECTRONICS INC Since 2026-07-07 74743LAB6 Debt
0.04%
$1.24 1,210,000
115 C CITIGROUP INC Since 2026-07-07 17327CBC6 Debt
0.04%
$1.34 1,315,000
116 GTN.A GRAY MEDIA INC Since 2026-07-07 389286AA3 Debt
0.01%
$0.47 600,000
117 VST VISTRA CORP Since 2026-07-07 92840MAB8 Debt
0.01%
$0.34 340,000
118 EVRG EVERGY INC Since 2026-07-07 30034WAE6 Debt
0.03%
$1.09 1,070,000
119 NFLX Netflix Inc Since 2026-07-07 64110L106 Equity (Common)
0.87%
$30.29 323,600
120 ISRG Intuitive Surgical Inc Since 2026-07-07 46120E602 Equity (Common)
0.26%
$9.02 19,700
121 CMCO COLUMBUS MCKINNON CORPORATION Since 2026-07-07 19933MAS2 LON
0.02%
$0.81 807,967
122 BBWI BATH & BODY WORKS INC Since 2026-07-07 501797AW4 Debt
0.03%
$1.09 1,075,000
123 SAH SONIC AUTOMOTIVE INC Since 2026-07-07 83545GBD3 Debt
0.02%
$0.64 658,000
124 T AT&T Inc Since 2026-07-07 00206R102 Equity (Common)
0.20%
$6.92 264,885
125 BWXT BWX TECHNOLOGIES INC Since 2026-07-07 05605HAC4 Debt
0.03%
$1.16 1,191,000
126 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
3.59%
$125.12 299,730
127 CNO CNO FINANCIAL GROUP INC Since 2026-07-07 12621E301 Equity (Preferred)
0.01%
$0.21 11,953
128 EPR EPR Properties Since 2026-07-07 26884U505 Equity (Preferred)
0.00%
$0.03 1,735
129 PATK PATRICK INDUSTRIES INC Since 2026-07-07 703343AH6 Debt
0.02%
$0.61 605,000
130 TSLA Tesla Inc Since 2026-07-07 88160R101 Equity (Common)
2.00%
$69.70 182,630
131 F FORD MOTOR COMPANY Since 2026-07-07 345370DB3 Debt
0.04%
$1.26 1,240,000
132 LAD LITHIA MOTORS INC Since 2026-07-07 536797AJ2 Debt
0.02%
$0.60 600,000
133 WOLF WOLFSPEED INC Since 2026-07-07 977852AS1 Debt
0.01%
$0.45 548,674
134 BBWI BATH & BODY WORKS INC Since 2026-07-07 501797AL8 Debt
0.02%
$0.56 570,000
135 EQPT EQUIPMENTSHARE.COM INC Since 2026-07-07 29450YAB5 Debt
0.02%
$0.80 755,000
136 WFC WELLS FARGO & COMPANY Since 2026-07-07 95002YAA1 Debt
0.02%
$0.59 560,000
137 COIN COINBASE GLOBAL INC Since 2026-07-07 19260QAJ6 Debt
0.19%
$6.50 7,695,000
138 CDE COEUR MINING INC Since 2026-07-07 192120AA1 Debt
0.04%
$1.25 1,210,000
139 D DOMINION ENERGY INC Since 2026-07-07 25746UDV8 Debt
0.02%
$0.78 760,000
140 ENB ENBRIDGE INC Since 2026-07-07 29250NBC8 Debt
0.01%
$0.40 395,000
141 TRIP TripAdvisor Inc Since 2026-07-07 89677NAE4 LON
0.02%
$0.69 735,077
142 PENN PENN ENTERTAINMENT INC Since 2026-07-07 707569AV1 Debt
0.02%
$0.71 745,000
143 ACA ARCOSA INC Since 2026-07-07 039653AA8 Debt
0.02%
$0.65 670,000
144 VSNT Versant Media Group Inc Since 2026-07-07 92528PAB0 LON
0.05%
$1.69 1,680,000
145 ENB ENBRIDGE INC Since 2026-07-07 29250NCF0 Debt
0.02%
$0.78 727,000
146 GEHC GE HealthCare Technologies Inc Since 2026-07-07 36266G107 Equity (Common)
0.06%
$2.12 34,856
147 UCTT ULTRA CLEAN HOLDINGS INC Since 2026-07-07 90385VAA5 Debt
0.45%
$15.80 12,715,000
148 FCX Freeport-McMoRan Inc Since 2026-07-07 35671D857 Equity (Common)
0.65%
$22.52 389,820
149 CNP CENTERPOINT ENERGY INC Since 2026-07-07 15189TBJ5 Debt
0.00%
$0.08 75,000
150 JPM JPMORGAN CHASE & CO Since 2026-07-07 48128BAN1 Debt
0.02%
$0.63 630,000
151 KBR KBR INC Since 2026-07-07 48242WAC0 Debt
0.04%
$1.29 1,315,000
152 D DOMINION ENERGY INC Since 2026-07-07 25746UDM8 Debt
0.00%
$0.13 133,000
153 MTB M&T BANK CORPORATION Since 2026-07-07 55261FAN4 Debt
0.00%
$0.08 80,000
154 META Meta Platforms Inc Since 2026-07-07 30303M102 Equity (Common)
2.43%
$84.58 138,220
155 XYZ BLOCK INC Since 2026-07-07 852234AU7 Debt
0.01%
$0.30 302,000
156 CACI CACI INTERNATIONAL INC Since 2026-07-07 127190AE6 Debt
0.03%
$0.94 915,000
157 OGN Organon & Co Since 2026-07-07 68621XAG8 LON
0.06%
$1.97 1,963,694
158 ETSY ETSY INC Since 2026-07-07 29786AAP1 Debt
0.34%
$11.95 11,003,000
159 CNP CENTERPOINT ENERGY INC Since 2026-07-07 15189TBH9 Debt
0.00%
$0.08 75,000
160 C CITIGROUP INC Since 2026-07-07 172967PE5 Debt
0.00%
$0.16 150,000
161 GEV GE Vernova Inc Since 2026-07-07 36828A101 Equity (Common)
1.83%
$63.61 58,710
162 SNEX STONEX GROUP INC Since 2026-07-07 861896AA6 Debt
0.05%
$1.58 1,500,000
163 BBWI BATH & BODY WORKS INC Since 2026-07-07 501797AR5 Debt
0.01%
$0.34 334,000
164 CRWV COREWEAVE INC Since 2026-07-07 21873SAD0 Debt
0.34%
$11.96 9,185,000
165 DVA DAVITA INC Since 2026-07-07 23918KAS7 Debt
0.04%
$1.28 1,326,000
166 STWD STARWOOD PROPERTY TRUST Since 2026-07-07 85571BBC8 Debt
0.04%
$1.22 1,210,000
167 MO Altria Group Inc Since 2026-07-07 02209S103 Equity (Common)
0.12%
$4.27 58,750
168 JOBY JOBY AVIATION INC Since 2026-07-07 47775AAA9 Debt
0.28%
$9.85 10,745,000
169 BGS B&G Foods, Inc. Since 2026-07-07 05508TAV4 LON
0.02%
$0.86 886,500
170 EMR Emerson Electric Co Since 2026-07-07 291011104 Equity (Common)
0.34%
$11.88 84,595
171 INDV INDIVIOR PHARMACEUTICALS Since 2026-07-07 45579UAA7 Debt
0.13%
$4.45 3,897,000
172 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAG9 Debt
0.02%
$0.63 605,000
173 WT WISDOMTREE INC Since 2026-07-07 97717PAJ3 Debt
0.33%
$11.54 9,735,000
174 PPL PPL CORPORATION Since 2026-07-07 69351T866 Equity (Preferred)
0.61%
$21.23 420,940
175 BBIO BRIDGEBIO PHARMA INC Since 2026-07-07 10806XAK8 Debt
0.30%
$10.47 10,595,000
176 EMBC EMBECTA CORP Since 2026-07-07 29082KAA3 Debt
0.02%
$0.84 894,000
177 MS Morgan Stanley Since 2026-07-07 617446448 Equity (Common)
1.03%
$35.89 188,325
178 CAT Caterpillar Inc Since 2026-07-07 149123101 Equity (Common)
0.99%
$34.31 38,545
179 FOR FORESTAR GROUP INC Since 2026-07-07 346232AG6 Debt
0.02%
$0.61 605,000
180 WOLF Wolfspeed Inc Since 2026-07-07 97785W106 Equity (Common)
0.04%
$1.34 45,414
181 UUUU ENERGY FUELS INC Since 2026-07-07 292671AC8 Debt
0.22%
$7.73 5,830,000
182 KEY KEYCORP Since 2026-07-07 493267AK4 Debt
0.01%
$0.32 320,000
183 UBER UBER TECHNOLOGIES INC Since 2026-07-07 90353TAR1 Debt
0.28%
$9.76 8,910,000
184 MUSA Murphy USA Inc Since 2026-07-07 62675KAB5 LON
0.06%
$2.01 1,990,000
185 GNL GLOBAL NET LEASE INC Since 2026-07-07 02608AAA7 Debt
0.02%
$0.76 780,000
186 AAPL Apple Inc Since 2026-07-07 037833100 Equity (Common)
6.71%
$233.57 860,785
187 PATK PATRICK INDUSTRIES INC Since 2026-07-07 703343AD5 Debt
0.03%
$1.01 1,028,000
188 FITB FIFTH THIRD BANCORP Since 2026-07-07 316773860 Equity (Preferred)
0.00%
$0.08 4,000
189 LBRT LIBERTY ENERGY INC Since 2026-07-07 53115LAA2 Debt
0.43%
$15.08 12,475,000
190 RVMD REVOLUTION MEDICINES INC Since 2026-07-07 76155XAA8 Debt
0.46%
$16.04 14,480,000
191 MHO M/I HOMES INC Since 2026-07-07 55305BAS0 Debt
0.01%
$0.32 325,000
192 CCS CENTURY COMMUNITIES Since 2026-07-07 156504AN2 Debt
0.03%
$1.21 1,210,000
193 F FORD MOTOR COMPANY Since 2026-07-07 345370845 Equity (Preferred)
0.00%
$0.17 7,860
194 XEL XCEL ENERGY INC Since 2026-07-07 98389BBF6 Debt
0.01%
$0.38 385,000
195 WSBC WESBANCO INC Since 2026-07-07 950810887 Equity (Preferred)
0.00%
$0.11 4,270
196 D DOMINION ENERGY INC Since 2026-07-07 25746UDT3 Debt
0.00%
$0.17 162,000
197 NWL NEWELL BRANDS INC Since 2026-07-07 651229BF2 Debt
0.02%
$0.60 615,000
198 XYZ BLOCK INC Since 2026-07-07 852234AT0 Debt
0.02%
$0.62 615,000
199 DAL Delta Air Lines Inc Since 2026-07-07 247361702 Equity (Common)
0.67%
$23.43 344,635
200 BLCO Bausch & Lomb Corporation Since 2026-07-07 LON
0.04%
$1.42 1,409,085
201 BKNG Booking Holdings Inc Since 2026-07-07 09857L108 Equity (Common)
0.42%
$14.77 87,750
202 BWXT BWX TECHNOLOGIES INC Since 2026-07-07 05605HAD2 Debt
0.49%
$16.91 15,573,000
203 QVCGA QVC GROUP INC Since 2026-07-07 74915M308 Equity (Preferred)
0.00%
$0.01 2,230
204 MRK Merck & Co Inc Since 2026-07-07 58933Y105 Equity (Common)
0.49%
$16.99 155,635
205 GNL GLOBAL NET LEASE INC Since 2026-07-07 379378409 Equity (Preferred)
0.00%
$0.05 2,271
206 NI NISOURCE INC Since 2026-07-07 65473PAR6 Debt
0.03%
$1.10 1,064,000
207 SPGI S&P Global Inc Since 2026-07-07 78409V104 Equity (Common)
0.22%
$7.66 17,757
208 ACA ARCOSA INC Since 2026-07-07 039653AC4 Debt
0.02%
$0.63 605,000
209 LUMN LUMEN TECHNOLOGIES INC Since 2026-07-07 156700AM8 Debt
0.02%
$0.72 756,000
210 SNOW SNOWFLAKE INC Since 2026-07-07 833445AD1 Debt
0.28%
$9.71 8,360,000
211 ENB ENBRIDGE INC Since 2026-07-07 29250NCG8 Debt
0.03%
$0.95 902,000
212 JPM JPMorgan Chase & Co Since 2026-07-07 46625H100 Equity (Common)
1.71%
$59.67 190,495
213 AMZN Amazon.com Inc Since 2026-07-07 023135106 Equity (Common)
4.92%
$171.39 646,610
214 PTON PELOTON INTERACTIVE INC Since 2026-07-07 70614EAG5 LON
0.02%
$0.84 839,614
215 CFR CULLEN/FROST BANKERS INC Since 2026-07-07 229899307 Equity (Preferred)
0.00%
$0.09 5,367
216 NEE NEXTERA ENERGY INC Since 2026-07-07 65339F655 Equity (Preferred)
0.77%
$26.75 509,320
217 AKAM AKAMAI TECHNOLOGIES INC Since 2026-07-07 00971TAP6 Debt
0.53%
$18.61 14,175,000
218 EA ELECTRONIC ARTS INC Since 2026-07-07 67123SAB5 LON
0.03%
$1.19 1,183,800
219 OPTU Optimum Communications Inc Since 2026-07-07 02156K103 Equity (Common)
0.00%
$0.04 25,095
220 C CITIGROUP INC Since 2026-07-07 172967QK0 Debt
0.01%
$0.33 325,000
221 TTMI TTM TECHNOLOGIES INC Since 2026-07-07 87305RAK5 Debt
0.05%
$1.59 1,645,000
222 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAF1 Debt
0.02%
$0.63 605,000
223 UBER UBER TECHNOLOGIES INC Since 2026-07-07 90353TAM2 Debt
0.42%
$14.70 12,000,000
224 GILD Gilead Sciences Inc Since 2026-07-07 375558103 Equity (Common)
0.47%
$16.29 124,535
225 FITB FIFTH THIRD BANCORP Since 2026-07-07 316773837 Equity (Preferred)
0.00%
$0.14 5,400
Frequently Asked Questions — CALAMOS STRATEGIC TOTAL RETURN FUND
What type of mutual fund is CALAMOS STRATEGIC TOTAL RETURN FUND?
CALAMOS STRATEGIC TOTAL RETURN FUND is a SEC-registered Equity fund, with $3.5B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, CALAMOS STRATEGIC TOTAL RETURN FUND holds 225 portfolio positions, all detailed in the holdings table on this page.
What are CALAMOS STRATEGIC TOTAL RETURN FUND's assets under management (AUM)?
CALAMOS STRATEGIC TOTAL RETURN FUND has $3.5B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are CALAMOS STRATEGIC TOTAL RETURN FUND's top holdings?
According to CALAMOS STRATEGIC TOTAL RETURN FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include PHILLIPS 66 CO, DaVita Inc, PENN Entertainment Inc , among others. The complete list of all 225 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is CALAMOS STRATEGIC TOTAL RETURN FUND's expense ratio?
Expense ratio data for CALAMOS STRATEGIC TOTAL RETURN FUND is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find CALAMOS STRATEGIC TOTAL RETURN FUND's SEC filings?
CALAMOS STRATEGIC TOTAL RETURN FUND is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001275214. You can access all of CALAMOS STRATEGIC TOTAL RETURN FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001275214). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is CALAMOS STRATEGIC TOTAL RETURN FUND's holdings data on StockSifting?
Holdings data for CALAMOS STRATEGIC TOTAL RETURN FUND on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.