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Holdings (Monthly) Guide ↗

Voya Large Cap Growth Portfolio

· Voya Investors Trust
Monthly Holdings $3.7B AUM 75 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 24 New 16 Added 24 Reduced 11 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 ALPHABET INC GOOGL Mar 2026 1,287,586 +397,169 $460.1M +79.7% 12.39% EC
2 NVIDIA CORP NVDA Mar 2026 2,194,265 -282,504 $439.1M +1.6% 11.83% EC
3 BROADCOM INC AVGO Mar 2026 415,922 -156,060 $157.1M -11.3% 4.23% EC
4 APPLE INC AAPL Mar 2026 513,461 -1,008,788 $148.6M -61.5% 4.00% EC
5 ADVANCED MICRO DEVICES INC AMD Jun 2026 244,905 NEW $142.3M 3.83% EC
6 SELECT SECTOR SPDR TRUST (THE) XLK Jun 2026 707,786 NEW $134.8M 3.63% EC
7 SANDISK CORP SNDK Mar 2026 59,106 +35,643 $134.4M +801.5% 3.62% EC
8 VISA INC V Mar 2026 349,322 +20,766 $119.8M +20.7% 3.23% EC
9 ELI LILLY & COMPANY LLY Mar 2026 85,192 -5,087 $102.2M +23.1% 2.75% EC
10 LAM RESEARCH CORP LRCX Mar 2026 221,926 +4,187 $96.2M +106.7% 2.59% EC
11 CROWDSTRIKE HOLDINGS INC CRWD Mar 2026 121,861 +39,305 $93.0M +188.5% 2.50% EC
12 MICROSOFT CORP MSFT Mar 2026 221,384 -474,249 $82.6M -67.9% 2.22% EC
13 COMFORT SYSTEMS USA INC FIX Mar 2026 35,910 +11,109 $71.2M +108.1% 1.92% EC
14 TESLA INC TSLA Mar 2026 156,634 -42,728 $65.9M -11.1% 1.77% EC
15 COHERENT CORP COHR Jun 2026 163,723 NEW $64.6M 1.74% EC
16 VERTIV HOLDINGS COMPANY VRT Mar 2026 185,708 +81,375 $62.2M +137.8% 1.67% EC
17 MICRON TECHNOLOGY INC MU Mar 2026 44,872 -23,271 $51.8M +125.0% 1.40% EC
18 KEYSIGHT TECHNOLOGIES INC KEYS Jun 2026 144,752 NEW $50.7M 1.36% EC
19 AMAZON.COM INC AMZN Mar 2026 212,602 -518,765 $50.7M -66.7% 1.36% EC
20 PALANTIR TECHNOLOGIES INC PLTR Mar 2026 429,069 +64,676 $50.1M -6.1% 1.35% EC
21 SPOTIFY TECHNOLOGY SA SPOT Mar 2026 102,379 -7,813 $47.0M +55.0% 1.27% EC
22 CUMMINS INC CMI Mar 2026 65,746 +8,638 $46.9M +52.6% 1.26% EC
23 MONOLITHIC POWER SYSTEMS INC MPWR Mar 2026 31,300 +4,982 $43.3M +50.4% 1.17% EC
24 COCA-COLA COMPANY (THE) KO Mar 2026 505,032 -12,122 $41.0M +4.4% 1.11% EC
25 HOWMET AEROSPACE INC HWM Mar 2026 149,866 -37,668 $40.3M -6.8% 1.09% EC
26 NOKIA OYJ (NOKIA CORP) NOK Jun 2026 2,985,059 NEW $39.6M 1.07% EC
27 CLOUDFLARE INC NET Mar 2026 158,550 -23,481 $38.9M +3.5% 1.05% EC
28 HEICO CORP HEI Mar 2026 108,841 -2,613 $38.8M +26.9% 1.04% EC
29 WILLIAMS SONOMA INC WSM Mar 2026 162,915 +14,987 $38.0M +40.8% 1.02% EC
30 ISHARES TRUST IWF Jun 2026 299,663 NEW $37.2M 1.00% EC
31 VERTEX PHARMACEUTICALS INC VRTX Mar 2026 72,772 -1,748 $36.1M +8.6% 0.97% EC
32 CISCO SYSTEMS INC CSCO Jun 2026 305,016 NEW $35.8M 0.97% EC
33 TJX COMPANIES INC (THE) TJX Jun 2026 234,401 NEW $35.5M 0.96% EC
34 CADENCE DESIGN SYSTEMS INC CDNS Jun 2026 91,374 NEW $34.3M 0.92% EC
35 APPLOVIN CORP APP Mar 2026 66,168 -1,588 $34.1M +26.4% 0.92% EC
36 DOLLAR TREE INC DLTR Mar 2026 268,984 -6,457 $32.5M +7.9% 0.88% EC
37 WATERS CORP WAT Mar 2026 81,511 +8,875 $30.6M +41.3% 0.82% EC
38 ECOLAB INC ECL Mar 2026 109,413 +48,963 $30.5M +89.6% 0.82% EC
39 ONTO INNOVATION INC ONTO Mar 2026 79,662 -22,834 $30.1M +43.4% 0.81% EC
40 ELEMENT SOLUTIONS INC ESI Jun 2026 626,300 NEW $29.9M 0.81% EC
41 TAPESTRY INC TPR Jun 2026 196,482 NEW $28.8M 0.77% EC
42 INTUITIVE SURGICAL INC ISRG Mar 2026 70,183 +9,974 $27.9M +0.6% 0.75% EC
43 ROYAL CARIBBEAN CRUISES LTD RCL Mar 2026 87,766 NEW $27.9M 0.75% EC
44 CSX CORP CSX Jun 2026 573,859 NEW $27.3M 0.73% EC
45 META PLATFORMS INC META Mar 2026 48,152 -42,763 $27.1M -47.9% 0.73% EC
46 DOORDASH INC DASH Mar 2026 145,945 -3,504 $26.9M +20.0% 0.73% EC
47 STARBUCKS CORP SBUX Mar 2026 250,403 -6,011 $25.6M +11.4% 0.69% EC
48 WELLTOWER INC WELL Mar 2026 99,671 -2,392 $22.6M +12.1% 0.61% EC
49 DANAHER CORP DHR Mar 2026 114,251 +18,987 $21.8M +20.5% 0.59% EC
50 VISTRA CORP VST Mar 2026 136,976 +29,697 $21.7M +34.7% 0.59% EC
51 SAIA INC SAIA Jun 2026 51,556 NEW $21.7M 0.58% EC
52 WALMART INC WMT Mar 2026 184,922 -4,438 $20.9M -11.0% 0.56% EC
53 ASTRAZENECA PLC AZN Mar 2026 108,818 NEW $20.6M 0.56% EC
54 WESTERN DIGITAL CORP WDC Jun 2026 32,237 NEW $20.6M 0.55% EC
55 ROCKET COMPANIES INC RKT Mar 2026 1,223,132 -29,355 $19.3M +7.9% 0.52% EC
56 SLB LTD SLB Jun 2026 352,317 NEW $16.4M 0.44% EC
57 MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS MVRXX Mar 2026 11,738,000 -15,355,000 $11.7M -56.7% 0.32% STIV
58 WAYMO LLC SER A-2 CVT PFD UNITS PP 000000000 Mar 2026 18,931 NEW $3.7M 0.10% EP
59 EPIC GAMES INC PP 000000000 Mar 2026 5,269 NEW $2.5M 0.07% EC
60 NURO SERIES C CVT PFD STOCK 000000000 Mar 2026 132,943 NEW $2.0M 0.05% EP
61 RAPPI INC SER E CVT PFD PP 000000000 Mar 2026 38,487 NEW $684K 0.02% EP
62 SILA NANO SER F CVT PFD STOCK PP 000000000 Mar 2026 37,201 NEW $561K 0.02% EP
63 DAIWA CAPITAL MARKETS AMERICA INC. 000000000 Mar 2026 3,745 NEW $4K 0.00% RA
64 MAGIC LEAP 000000000 Mar 2026 7,871 NEW $0 0.00% EC
O'Reilly Automotive Inc. 67103H107 394,481 SOLD $36.4M
Lowes Companies, Inc. 548661107 153,577 SOLD $36.3M
Snowflake Inc 833445109 227,298 SOLD $34.3M
Mckesson Corp. 58155Q103 39,488 SOLD $34.2M
Vulcan Materials Company 929160109 92,185 SOLD $25.1M
Regeneron Pharmaceuticals, Inc. 75886F107 30,722 SOLD $23.7M
LPL Financial Holdings Inc. 50212V100 78,453 SOLD $23.6M
Axon Enterprise Inc 05464C101 47,055 SOLD $20.0M
Roblox Corporation 771049103 351,350 SOLD $19.9M
Expand Energy Corp. 165167735 154,422 SOLD $17.0M
Kratos Defense & Security Solutions, Inc. 50077B207 185,626 SOLD $13.1M