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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 19 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 625,490.0 $4.9M 0.01% +170K +37.3% $7.80 +7.3%
362 CMC COMMERCIAL METALS CO Basic Materials 70,389.0 $4.9M 0.01% +3K +4.4% $69.22 +2.1%
363 LEA LEAR CORP Consumer Cyclical 42,016.0 $4.8M 0.01% +5K +14.3% $114.60 +20.8%
364 RVMD REVOLUTION MEDICINES INC Healthcare 60,237.0 $4.8M 0.01% +13K +26.7% $79.65 +88.7%
365 OSK OSHKOSH CORP Industrials 38,176.0 $4.8M 0.01% +13K +51.5% $125.63 +1.2%
366 ATI ATI INC Industrials 41,574.0 $4.8M 0.01% +2K +5.0% $114.76 +39.8%
367 UGI UGI CORP NEW Utilities 126,720.0 $4.7M 0.01% +15K +13.7% $37.43 -6.2%
368 COGT COGENT BIOSCIENCES INC Healthcare 133,214.0 $4.7M 0.01% +72K +116.2% $35.52 -8.3%
369 CNA CNA FINL CORP Financial Services 98,905.0 $4.7M 0.01% +10K +11.2% $47.74 -7.1%
370 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 151,254.0 $4.7M 0.01% +12K +8.6% $31.21 +10.0%
371 ROKU ROKU INC Communication Services 43,227.0 $4.7M 0.01% +5K +12.6% $108.49 +14.4%
372 KB KB FINL GROUP INC Financial Services 54,010.0 $4.6M 0.01% +17K +47.9% $86.04 +22.0%
373 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 387,654.0 $4.6M 0.01% +357K +1163.5% $11.95 +15.0%
374 ASGN ASGN INC Technology 93,163.0 $4.5M 0.00% +16K +20.2% $48.17 -60.3%
375 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 108,992.0 $4.5M 0.00% +89K +450.1% $40.84 -15.8%
376 RUN SUNRUN INC Energy 231,537.0 $4.3M 0.00% +168K +264.0% $18.40 -25.6%
377 CYTK CYTOKINETICS INC Healthcare 65,592.0 $4.2M 0.00% +11K +20.0% $63.54 +22.9%
378 AMPL AMPLITUDE INC Technology 355,659.0 $4.1M 0.00% +23K +6.9% $11.58 -43.7%
379 GALAXY DIGITAL INC. 183,558.0 $4.1M 0.00% +91K +98.1% $22.36
380 ALLE ALLEGION PLC Industrials 25,463.0 $4.1M 0.00% +5K +25.0% $159.22 -17.9%
Page 19 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%