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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 11 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TT TRANE TECHNOLOGIES PLC Industrials 76,315.0 $29.7M 0.03% +6K +8.2% $389.20 +16.1%
202 TECHNIPFMC PLC 653,392.0 $29.1M 0.03% +163K +33.2% $44.56
203 ARM ARM HOLDINGS PLC Technology 259,232.0 $28.3M 0.03% +57K +28.1% $109.31 +172.8%
204 ATRC ATRICURE INC Healthcare 712,329.0 $28.2M 0.03% +5K +0.7% $39.56 -27.1%
205 SO SOUTHERN CO Utilities 322,457.0 $28.1M 0.03% +10K +3.2% $87.20 +7.4%
206 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 422,731.0 $28.1M 0.03% +285K +207.4% $66.39 +13.8%
207 FSV FIRSTSERVICE CORP NEW Real Estate 178,126.0 $27.7M 0.03% +79K +79.7% $155.53 -14.4%
208 BUNGE GLOBAL SA 307,968.0 $27.4M 0.03% +4K +1.3% $89.08
209 CB CHUBB LIMITED Financial Services 87,812.0 $27.4M 0.03% +27K +44.0% $312.12 +5.8%
210 PYPL PAYPAL HLDGS INC Financial Services 467,693.0 $27.3M 0.03% +84K +21.7% $58.38 -24.0%
211 QXO INC 490,330.0 $27.0M 0.03% +52K +11.9% $55.15
212 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 249,874.0 $26.7M 0.03% +28K +12.8% $107.04 -15.3%
213 HCI HCI GROUP INC Financial Services 139,382.0 $26.7M 0.03% +131K +1648.0% $191.69 -17.3%
214 HLIO HELIOS TECHNOLOGIES INC Industrials 486,803.0 $26.0M 0.03% +481K +7923.8% $53.49 +45.8%
215 UAL UNITED AIRLS HLDGS INC Industrials 231,593.0 $25.9M 0.03% +116K +100.4% $111.82 -12.3%
216 PTCT PTC THERAPEUTICS INC Healthcare 339,146.0 $25.8M 0.03% +54K +19.0% $75.96 -6.5%
217 PDD PDD HOLDINGS INC Consumer Cyclical 225,227.0 $25.5M 0.03% +42K +22.9% $113.39 -13.8%
218 ROAD CONSTRUCTION PARTNERS INC Industrials 234,544.0 $25.5M 0.03% +58K +33.2% $108.55 +3.7%
219 KRYS KRYSTAL BIOTECH INC Healthcare 103,261.0 $25.5M 0.03% +9K +10.0% $246.54 +23.4%
220 RDW REDWIRE CORPORATION Industrials 3,225,062.0 $24.5M 0.02% +959K +42.3% $7.60 +94.3%
Page 11 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%