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Portfolio (Quarterly) Guide ↗

VOYA INVESTMENT MANAGEMENT LLC

· CIK 0001068837
13F Portfolio $101.4B AUM 3,807 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 85 New 788 Added 1178 Reduced 116 Exited
Page 10 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMERICAN WTR CAP CORP 35,600,000.0 $35.5M 0.04% +2.4M +7.2% $1.00
182 AMT AMERICAN TOWER CORP NEW Real Estate 200,601.0 $35.2M 0.04% +4K +2.2% $175.57 +4.7%
183 EAT BRINKER INTL INC Consumer Cyclical 240,600.0 $34.5M 0.03% +227K +1634.2% $143.52 -4.8%
184 IQVIA HLDGS INC 152,860.0 $34.5M 0.03% +38K +33.4% $225.41
185 JOBY JOBY AVIATION INC Industrials 2,609,937.0 $34.5M 0.03% +1.5M +126.9% $13.20 -21.2%
186 ONON ON HLDG AG Consumer Cyclical 738,606.0 $34.3M 0.03% +19K +2.7% $46.48 -15.7%
187 ROP ROPER TECHNOLOGIES INC Industrials 76,043.0 $33.8M 0.03% +874.0 +1.2% $445.13 -26.1%
188 AMTM AMENTUM HOLDINGS INC Industrials 1,147,477.0 $33.3M 0.03% +63K +5.8% $29.00 -20.1%
189 GTES GATES INDL CORP PLC Industrials 1,547,311.0 $33.2M 0.03% +410K +36.1% $21.47 +12.1%
190 VLO VALERO ENERGY CORP Energy 201,547.0 $32.8M 0.03% +1K +0.5% $162.79 +55.9%
191 PLMR PALOMAR HLDGS INC Financial Services 239,602.0 $32.3M 0.03% +235K +4902.1% $134.76 -14.1%
192 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 256,881.0 $32.0M 0.03% +69K +36.7% $124.56 -8.5%
193 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 366,165.0 $32.0M 0.03% +61K +19.9% $87.34 +15.5%
194 BURL BURLINGTON STORES INC Consumer Cyclical 110,171.0 $31.8M 0.03% +5K +5.0% $288.85 +9.4%
195 AXSM AXSOME THERAPEUTICS INC Healthcare 173,301.0 $31.7M 0.03% +59K +52.0% $182.64 +27.9%
196 LHX L3HARRIS TECHNOLOGIES INC Industrials 105,752.0 $31.0M 0.03% +55K +109.0% $293.57 +4.3%
197 CHRW C H ROBINSON WORLDWIDE INC Industrials 193,007.0 $31.0M 0.03% +110K +132.7% $160.76 +10.8%
198 AAON AAON INC Industrials 404,651.0 $30.9M 0.03% +45K +12.6% $76.25 +73.6%
199 PL PLANET LABS PBC Industrials 1,550,741.0 $30.6M 0.03% +1.5M +3673.1% $19.72 +116.3%
200 ALGN ALIGN TECHNOLOGY INC Healthcare 194,467.0 $30.4M 0.03% +180K +1248.1% $156.15 +4.4%
Page 10 of 40  ·  788 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.8%
Financial Services 10.5%
Healthcare 10.4%
Industrials 9.9%
Consumer Cyclical 8.7%
Communication Services 8.5%
Consumer Defensive 2.7%
Utilities 1.9%
Energy 1.7%
Real Estate 1.4%