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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 17 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IWL ISHARES TR 41,633.0 $7.1M 0.01% +1K +3.2% $170.63 +8.3%
322 TNDM TANDEM DIABETES CARE INC Healthcare 319,528.0 $7.0M 0.01% +145K +83.5% $21.98 -31.6%
323 GGG GRACO INC Industrials 85,680.0 $7.0M 0.01% +26K +44.5% $81.97 -8.1%
324 DG DOLLAR GEN CORP NEW Consumer Defensive 52,390.0 $7.0M 0.01% +4K +9.3% $132.77 -20.9%
325 R RYDER SYS INC Industrials 36,119.0 $6.9M 0.01% +488.0 +1.4% $191.39 +22.7%
326 TLN TALEN ENERGY CORP Utilities 18,379.0 $6.9M 0.01% +9K +97.9% $374.84 -8.1%
327 HAL HALLIBURTON CO Energy 238,597.0 $6.7M 0.01% +57K +31.4% $28.26 +48.5%
328 PRI PRIMERICA INC Financial Services 25,868.0 $6.7M 0.01% +16K +159.1% $258.36 +8.8%
329 AKAM AKAMAI TECHNOLOGIES INC Technology 74,899.0 $6.5M 0.01% +43K +135.6% $87.25 +67.6%
330 SE SEA LTD Consumer Cyclical 50,626.0 $6.5M 0.01% +3K +6.0% $127.57 -31.6%
331 PAYO PAYONEER GLOBAL INC Technology 1,149,014.0 $6.5M 0.01% +208K +22.1% $5.62 -11.0%
332 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 107,423.0 $6.4M 0.01% +28K +35.8% $59.43 -9.0%
333 FULT FULTON FINL CORP PA Financial Services 328,626.0 $6.4M 0.01% +13K +4.0% $19.33 +10.7%
334 DNOW DNOW INC Energy 477,260.0 $6.3M 0.01% +158K +49.4% $13.25 -2.7%
335 MZTI MARZETTI COMPANY Consumer Defensive 37,971.0 $6.2M 0.01% +32K +537.3% $164.42 -31.4%
336 RACE FERRARI N V Consumer Cyclical 16,624.0 $6.2M 0.01% +1K +8.4% $374.30 -8.7%
337 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 106,584.0 $6.1M 0.01% +2K +1.5% $57.49 +34.1%
338 NCL CORP LTD 6,000,000.0 $6.0M 0.01% +615K +11.4% $1.00
339 CXW CORECIVIC INC Real Estate 308,661.0 $5.9M 0.01% +36K +13.2% $19.11 +10.5%
340 MARA MARA HOLDINGS INC Financial Services 653,591.0 $5.9M 0.01% +301K +85.6% $8.98 +50.9%
Page 17 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%