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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 20 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 APTIV PLC 52,874.0 $4.0M 0.00% +4K +7.9% $76.09
382 CNQ CANADIAN NAT RES LTD Energy 117,874.0 $4.0M 0.00% +58K +95.6% $33.92 +43.6%
383 YEXT YEXT INC Technology 494,239.0 $4.0M 0.00% +30K +6.5% $8.06 -55.5%
384 SON SONOCO PRODS CO Consumer Cyclical 90,921.0 $4.0M 0.00% +41K +80.4% $43.64 +10.0%
385 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 99,871.0 $3.9M 0.00% +43K +76.8% $39.40 -9.2%
386 CRUS CIRRUS LOGIC INC Technology 32,607.0 $3.9M 0.00% +2K +4.9% $118.50 +40.6%
387 CUZ COUSINS PPTYS INC Real Estate 149,404.0 $3.9M 0.00% +17K +12.5% $25.78 +2.5%
388 GPCR STRUCTURE THERAPEUTICS INC Healthcare 55,300.0 $3.8M 0.00% +39K +236.7% $69.55 -44.2%
389 RPC P10 INC Financial Services 390,533.0 $3.8M 0.00% +7K +1.8% $9.81 -16.9%
390 ARMK ARAMARK Industrials 103,617.0 $3.8M 0.00% +13K +14.0% $36.86 +40.1%
391 MPT MEDICAL PPTYS TRUST INC Financial Services 756,397.0 $3.8M 0.00% +51K +7.2% $5.00 +3.2%
392 PCTY PAYLOCITY HLDG CORP Technology 24,399.0 $3.7M 0.00% +2K +6.7% $152.50 -26.7%
393 TRIP TRIPADVISOR INC Consumer Cyclical 253,658.0 $3.7M 0.00% +178K +233.8% $14.56 -31.8%
394 TPL TEXAS PACIFIC LAND CORPORATI Energy 12,840.0 $3.7M 0.00% +8K +180.2% $287.22 +40.1%
395 IWF ISHARES TR 7,752.0 $3.7M 0.00% +1K +21.1% $473.30 -73.7%
396 CFR CULLEN FROST BANKERS INC Financial Services 28,766.0 $3.6M 0.00% +23K +415.2% $126.63 +9.8%
397 SWKS SKYWORKS SOLUTIONS INC Technology 56,748.0 $3.6M 0.00% +25K +78.2% $63.41 +17.3%
398 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 458,329.0 $3.6M 0.00% +58K +14.6% $7.85 -20.6%
399 JEF JEFFERIES FINL GROUP INC Financial Services 57,992.0 $3.6M 0.00% +8K +14.9% $61.97 -15.4%
400 MGNI MAGNITE INC Communication Services 220,440.0 $3.6M 0.00% +32K +17.2% $16.23 -18.7%
Page 20 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%