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Calvert Variable Series, Inc.

CIK: 0000708950 Equity
Report date: 2026-05-29
AUM $419M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-29

Holdings

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

53 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABBV AbbVie Inc Since 2026-07-07 00287Y109 Equity (Common)
1.35%
$5.63 25,900
2 ALLY ALLY FINANCIAL INC Since 2026-07-07 02005NBM1 Debt
0.01%
$0.04 43,000
3 ALLY ALLY FINANCIAL INC Since 2026-07-07 02005NCA6 Debt
0.06%
$0.25 250,000
4 GOOG Alphabet Inc Since 2026-07-07 02079K107 Equity (Common)
4.61%
$19.31 67,300
5 AMZN Amazon.com Inc Since 2026-07-07 023135106 Equity (Common)
2.87%
$12.03 57,760
6 AME AMETEK Inc Since 2026-07-07 031100100 Equity (Common)
0.98%
$4.12 19,200
7 ADI Analog Devices Inc Since 2026-07-07 032654105 Equity (Common)
0.94%
$3.94 12,400
8 APO APOLLO GLOBAL MANAGEMENT Since 2026-07-07 03769MAE6 Debt
0.05%
$0.21 215,000
9 AAPL Apple Inc Since 2026-07-07 037833100 Equity (Common)
3.99%
$16.70 65,788
10 ABG ASBURY AUTOMOTIVE GROUP Since 2026-07-07 043436AX2 Debt
0.01%
$0.03 27,000
11 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
2.41%
$10.09 32,590
12 BURL Burlington Stores Inc Since 2026-07-07 122017106 Equity (Common)
0.82%
$3.42 10,500
13 CFG CITIZENS FINANCIAL GROUP Since 2026-07-07 174610808 Equity (Preferred)
0.02%
$0.07 3,000
14 D DOMINION ENERGY INC Since 2026-07-07 25746UDZ9 Debt
0.05%
$0.21 210,000
15 DPZ Domino's Pizza Inc Since 2026-07-07 25754A201 Equity (Common)
0.79%
$3.30 9,200
16 EPR EPR PROPERTIES Since 2026-07-07 26884UAE9 Debt
0.09%
$0.40 396,000
17 EPR EPR PROPERTIES Since 2026-07-07 26884UAG4 Debt
0.04%
$0.19 205,000
18 EPR EPR PROPERTIES Since 2026-07-07 26884UAH2 Debt
0.02%
$0.08 80,000
19 ACT ENACT HOLDINGS INC Since 2026-07-07 29249EAA7 Debt
0.12%
$0.48 470,000
20 ESNT ESSENT GROUP LTD Since 2026-07-07 29669JAA7 Debt
0.01%
$0.06 60,000
21 EVR Evercore Inc Since 2026-07-07 29977A105 Equity (Common)
0.37%
$1.55 5,200
22 AJG Arthur J Gallagher & Co Since 2026-07-07 363576109 Equity (Common)
0.70%
$2.94 13,600
23 GILD Gilead Sciences Inc Since 2026-07-07 375558103 Equity (Common)
1.05%
$4.40 31,600
24 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAF1 Debt
0.01%
$0.06 60,000
25 ICE Intercontinental Exchange Inc Since 2026-07-07 45866F104 Equity (Common)
0.43%
$1.79 11,400
26 JPM JPMorgan Chase & Co Since 2026-07-07 46625H100 Equity (Common)
1.93%
$8.09 27,500
27 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PEG7 Debt
0.15%
$0.64 624,000
28 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PFG6 Debt
0.04%
$0.18 183,000
29 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PFJ0 Debt
0.05%
$0.20 209,000
30 BBWI BATH & BODY WORKS INC Since 2026-07-07 501797AM6 Debt
0.01%
$0.06 60,000
31 LPLA LPL Financial Holdings Inc Since 2026-07-07 50212V100 Equity (Common)
0.35%
$1.47 4,900
32 LAD LITHIA MOTORS INC Since 2026-07-07 536797AF0 Debt
0.02%
$0.07 70,000
33 LAD LITHIA MOTORS INC Since 2026-07-07 536797AG8 Debt
0.08%
$0.35 373,000
34 MS Morgan Stanley & Co. LLC Since 2026-07-07 61747C707 STIV
3.68%
$15.41 15,412,937
35 MRX MAREX GROUP PLC Since 2026-07-07 566539AA0 Debt
0.10%
$0.41 401,000
36 MBC MASTERBRAND INC Since 2026-07-07 57638PAA2 Debt
0.01%
$0.05 49,000
37 MSI Motorola Solutions Inc Since 2026-07-07 620076307 Equity (Common)
0.79%
$3.30 7,600
38 NFLX Netflix Inc Since 2026-07-07 64110L106 Equity (Common)
1.17%
$4.88 50,800
39 PANW Palo Alto Networks Inc Since 2026-07-07 697435105 Equity (Common)
0.74%
$3.11 19,400
40 QRVO QORVO INC Since 2026-07-07 74736KAJ0 Debt
0.06%
$0.27 300,000
41 RJF RAYMOND JAMES FINANCIAL Since 2026-07-07 754730AJ8 Debt
0.03%
$0.13 135,000
42 RJF RAYMOND JAMES FINANCIAL Since 2026-07-07 754730AK5 Debt
0.10%
$0.42 448,000
43 RY ROYAL BANK OF CANADA Since 2026-07-07 78017DAH1 Debt
0.04%
$0.18 175,000
44 SNAP SNAP INC Since 2026-07-07 83304AAL0 Debt
0.01%
$0.05 50,000
45 SAH SONIC AUTOMOTIVE INC Since 2026-07-07 83545GBD3 Debt
0.01%
$0.05 50,000
46 SF STIFEL FINANCIAL CORP Since 2026-07-07 860630AG7 Debt
0.05%
$0.19 196,000
47 SNPS Synopsys Inc Since 2026-07-07 871607107 Equity (Common)
0.47%
$1.98 5,000
48 TCBI TEXAS CAPITAL BANCSHARES Since 2026-07-07 88224QAA5 Debt
0.06%
$0.24 240,000
49 TW Tradeweb Markets Inc Since 2026-07-07 892672106 Equity (Common)
0.88%
$3.68 31,303
50 V Visa Inc Since 2026-07-07 92826C839 Equity (Common)
1.68%
$7.01 23,200
51 WMT Walmart Inc Since 2026-07-07 931142103 Equity (Common)
1.26%
$5.26 42,300
52 WCN Waste Connections Inc Since 2026-07-07 94106B101 Equity (Common)
0.90%
$3.77 23,200
53 LIN Linde PLC Since 2026-07-07 Equity (Common)
1.13%
$4.71 9,500
Frequently Asked Questions — Calvert Variable Series, Inc.
What type of mutual fund is Calvert Variable Series, Inc.?
Calvert Variable Series, Inc. is a SEC-registered Equity fund, with $419M 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, Calvert Variable Series, Inc. holds 53 portfolio positions, all detailed in the holdings table on this page.
What are Calvert Variable Series, Inc.'s assets under management (AUM)?
Calvert Variable Series, Inc. has $419M 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 Calvert Variable Series, Inc.'s top holdings?
According to Calvert Variable Series, Inc.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include AbbVie Inc, ALLY FINANCIAL INC, ALLY FINANCIAL INC , among others. The complete list of all 53 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 Calvert Variable Series, Inc.'s expense ratio?
Expense ratio data for Calvert Variable Series, Inc. 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 Calvert Variable Series, Inc.'s SEC filings?
Calvert Variable Series, Inc. 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 0000708950. You can access all of Calvert Variable Series, Inc.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000708950). 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 Calvert Variable Series, Inc.'s holdings data on StockSifting?
Holdings data for Calvert Variable Series, Inc. 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.