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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 28 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 15,911.0 $1.4M 0.00% +81.0 +0.5% $90.03 +4.9%
542 TNC TENNANT CO Industrials 19,418.0 $1.4M 0.00% +233.0 +1.2% $73.70 +12.5%
543 TMDX TRANSMEDICS GROUP INC Healthcare 11,652.0 $1.4M 0.00% +958.0 +9.0% $121.65 -44.1%
544 APOGEE THERAPEUTICS INC 18,492.0 $1.4M 0.00% +9K +97.3% $75.48
545 SCSC SCANSOURCE INC Technology 35,233.0 $1.4M 0.00% +625.0 +1.8% $39.06 +10.3%
546 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 68,332.0 $1.4M 0.00% +1K +1.5% $20.08 -44.3%
547 WDFC WD 40 CO Basic Materials 6,951.0 $1.4M 0.00% +80.0 +1.2% $196.90 +5.6%
548 IMVT IMMUNOVANT INC Healthcare 53,631.0 $1.4M 0.00% +41K +323.9% $25.42 +34.3%
549 KAI KADANT INC Industrials 4,702.0 $1.3M 0.00% +3K +120.5% $285.02 +7.7%
550 YOU CLEAR SECURE INC Technology 37,926.0 $1.3M 0.00% +5K +13.8% $35.08 +76.8%
551 EFC ELLINGTON FINANCIAL INC Real Estate 96,953.0 $1.3M 0.00% +2K +1.7% $13.58 -0.1%
552 NVMI NOVA LTD Technology 3,881.0 $1.3M 0.00% +316.0 +8.9% $334.50 +48.4%
553 FBRT FRANKLIN BSP RLTY TR INC Real Estate 129,296.0 $1.3M 0.00% +2K +1.8% $10.03 -13.0%
554 BHE BENCHMARK ELECTRS INC Technology 30,250.0 $1.3M 0.00% +2K +5.4% $42.76 +92.8%
555 PBF PBF ENERGY INC Energy 47,646.0 $1.3M 0.00% +32K +211.3% $27.12 +44.1%
556 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 55,064.0 $1.3M 0.00% +20K +55.5% $23.39 +19.3%
557 HCC WARRIOR MET COAL INC Energy 14,364.0 $1.3M 0.00% +5K +51.7% $88.17 -3.1%
558 EEM ISHARES TR 23,021.0 $1.3M 0.00% +5K +25.6% $54.71 +20.7%
559 UVV UNIVERSAL CORP VA Consumer Defensive 23,703.0 $1.3M 0.00% +383.0 +1.6% $52.75 +3.9%
560 LW LAMB WESTON HLDGS INC Consumer Defensive 29,746.0 $1.2M 0.00% +520.0 +1.8% $41.89 +2.2%
Page 28 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%