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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 21 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ADC AGREE RLTY CORP Real Estate 48,663.0 $3.5M 0.00% +14K +38.6% $72.03 +5.1%
402 FAF FIRST AMERN FINL CORP Financial Services 56,652.0 $3.5M 0.00% +32K +130.9% $61.44 +10.4%
403 IWX ISHARES TR 37,343.0 $3.4M 0.00% +26K +228.7% $91.86 +11.5%
404 COMERICA INC 38,642.0 $3.4M 0.00% +28K +264.7% $86.93
405 OKLO OKLO INC Utilities 46,745.0 $3.4M 0.00% +27K +138.3% $71.76 -9.3%
406 NEO NEOGENOMICS INC Healthcare 284,886.0 $3.4M 0.00% +261K +1102.2% $11.76 -22.5%
407 AER AERCAP HOLDINGS NV Industrials 23,270.0 $3.3M 0.00% +2K +8.4% $143.76 -2.9%
408 MSA MSA SAFETY INC Industrials 20,585.0 $3.3M 0.00% +2K +9.1% $160.14 +5.3%
409 AVNT AVIENT CORPORATION Basic Materials 102,804.0 $3.2M 0.00% +3K +2.6% $31.24 +9.2%
410 ZIP ZIPRECRUITER INC Industrials 808,921.0 $3.2M 0.00% +205K +34.0% $3.90 -14.1%
411 NPO ENPRO INC Industrials 14,721.0 $3.2M 0.00% +158.0 +1.1% $214.13 +41.4%
412 STN STANTEC INC Industrials 33,326.0 $3.1M 0.00% +11K +49.7% $94.49 -18.6%
413 TOL TOLL BROTHERS INC Consumer Cyclical 23,229.0 $3.1M 0.00% +552.0 +2.4% $135.22 +0.8%
414 TARS TARSUS PHARMACEUTICALS INC Healthcare 38,071.0 $3.1M 0.00% +6K +19.0% $81.88 -20.9%
415 URBN URBAN OUTFITTERS INC Consumer Cyclical 41,351.0 $3.1M 0.00% +369.0 +0.9% $75.26 -4.8%
416 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 113,538.0 $3.1M 0.00% +69K +153.4% $27.15 -27.8%
417 CART MAPLEBEAR INC Consumer Cyclical 68,417.0 $3.1M 0.00% +6K +10.4% $44.98 -10.9%
418 UPWK UPWORK INC Industrials 154,672.0 $3.1M 0.00% +132K +586.6% $19.82 -56.3%
419 BBY BEST BUY INC Consumer Cyclical 45,797.0 $3.1M 0.00% +1K +2.9% $66.93 -8.6%
420 BLSH BULLISH Technology 79,939.0 $3.0M 0.00% +58K +258.8% $37.87 -5.0%
Page 21 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%