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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 24 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 QRVO QORVO INC Technology 26,518.0 $2.2M 0.00% +13K +96.0% $84.51 +16.9%
462 CRC CALIFORNIA RES CORP Energy 49,477.0 $2.2M 0.00% +7K +15.2% $44.71 +39.3%
463 ST SENSATA TECHNOLOGIES HLDG PL Technology 66,355.0 $2.2M 0.00% +2K +3.3% $33.29 +43.4%
464 PCVX VAXCYTE INC Healthcare 47,755.0 $2.2M 0.00% +14K +41.3% $46.14 +2.7%
465 LSCC LATTICE SEMICONDUCTOR CORP Technology 29,507.0 $2.2M 0.00% +10K +48.3% $73.58 +89.4%
466 SEALED AIR CORP NEW 52,231.0 $2.2M 0.00% +40K +331.7% $41.43
467 MDU MDU RES GROUP INC Industrials 110,640.0 $2.2M 0.00% +54K +94.7% $19.52 +11.8%
468 YUMC YUM CHINA HLDGS INC Consumer Cyclical 45,593.0 $2.2M 0.00% +2K +5.1% $47.36 -3.8%
469 TKR TIMKEN CO Industrials 25,643.0 $2.2M 0.00% +20K +394.2% $84.13 +39.3%
470 BANR BANNER CORP Financial Services 34,283.0 $2.1M 0.00% +451.0 +1.3% $62.66 +3.1%
471 NEU NEWMARKET CORP Basic Materials 3,076.0 $2.1M 0.00% +2K +396.1% $687.26 +4.8%
472 SMTC SEMTECH CORP Technology 28,321.0 $2.1M 0.00% +2K +7.1% $73.69 +92.5%
473 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 78,877.0 $2.1M 0.00% +5K +7.4% $26.37 -37.2%
474 CALX CALIX INC Technology 39,218.0 $2.1M 0.00% +4K +12.1% $52.93 -27.4%
475 LOGI LOGITECH INTL S A Technology 20,127.0 $2.1M 0.00% +2K +9.0% $102.92 +2.8%
476 HSIC HENRY SCHEIN INC Healthcare 27,371.0 $2.1M 0.00% +655.0 +2.5% $75.58 -2.8%
477 BC BRUNSWICK CORP Consumer Cyclical 27,376.0 $2.0M 0.00% +22K +403.7% $74.24 +6.1%
478 OFG OFG BANCORP Financial Services 49,030.0 $2.0M 0.00% +521.0 +1.1% $40.98 +10.3%
479 RAPP RAPPORT THERAPEUTICS INC Healthcare 66,149.0 $2.0M 0.00% +53K +395.8% $30.34 +17.7%
480 SHAK SHAKE SHACK INC Consumer Cyclical 24,299.0 $2.0M 0.00% +3K +13.9% $81.17 -21.8%
Page 24 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%