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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 12 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PSN PARSONS CORP DEL Industrials 387,720.0 $24.0M 0.02% +23K +6.4% $61.80 -16.4%
222 ITT ITT INC Industrials 138,012.0 $23.9M 0.02% +10K +7.9% $173.51 +11.0%
223 MDLZ MONDELEZ INTL INC Consumer Defensive 441,048.0 $23.7M 0.02% +30K +7.4% $53.83 +14.2%
224 ACHR ARCHER AVIATION INC Industrials 3,131,817.0 $23.6M 0.02% +2.7M +648.6% $7.52 -18.6%
225 NDAQ NASDAQ INC Financial Services 238,729.0 $23.2M 0.02% +26K +12.1% $97.13 -6.9%
226 MERITAGE HOMES CORP 23,400,000.0 $23.1M 0.02% +4.0M +20.6% $0.99
227 RKT ROCKET COS INC Financial Services 1,194,646.0 $23.1M 0.02% +727K +155.6% $19.36 -29.6%
228 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 286,584.0 $22.9M 0.02% +4K +1.3% $79.82 +10.7%
229 SRRK SCHOLAR ROCK HLDG CORP Healthcare 514,224.0 $22.7M 0.02% +71K +16.0% $44.05 +9.8%
230 KEYS KEYSIGHT TECHNOLOGIES INC Technology 110,736.0 $22.5M 0.02% +4K +4.1% $203.19 +66.1%
231 OKE ONEOK INC NEW Energy 302,612.0 $22.2M 0.02% +10K +3.5% $73.50 +26.0%
232 GENI GENIUS SPORTS LIMITED Communication Services 2,017,428.0 $22.2M 0.02% +420K +26.3% $11.02 -55.6%
233 ALC ALCON AG Healthcare 275,421.0 $21.8M 0.02% +21K +8.1% $79.12 -14.1%
234 GKOS GLAUKOS CORP Healthcare 189,832.0 $21.4M 0.02% +62K +48.1% $112.91 +23.1%
235 VERA VERA THERAPEUTICS INC Healthcare 418,963.0 $21.2M 0.02% +3K +0.6% $50.64 -31.6%
236 SANM SANMINA CORPORATION Technology 141,089.0 $21.2M 0.02% +129K +1068.3% $150.07 +54.0%
237 NEM NEWMONT CORP Basic Materials 208,163.0 $20.8M 0.02% +20K +10.4% $99.85 +8.5%
238 MIR MIRION TECHNOLOGIES INC Industrials 879,850.0 $20.6M 0.02% +837K +1970.4% $23.42 -24.8%
239 CRH PLC 157,488.0 $19.7M 0.02% +107K +210.8% $124.91
240 UBS UBS GROUP AG Financial Services 418,668.0 $19.5M 0.02% +33K +8.4% $46.65 +1.3%
Page 12 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%