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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 29 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CHEF CHEFS WHSE INC Consumer Defensive 19,879.0 $1.2M 0.00% +266.0 +1.4% $62.33 +25.3%
562 MSM MSC INDL DIRECT INC Industrials 14,719.0 $1.2M 0.00% +2K +17.8% $84.10 +26.0%
563 HLIT HARMONIC INC Technology 124,547.0 $1.2M 0.00% +2K +1.7% $9.89 +28.4%
564 VSH VISHAY INTERTECHNOLOGY INC Technology 84,591.0 $1.2M 0.00% +6K +7.8% $14.49 +177.2%
565 CPB THE CAMPBELLS COMPANY Consumer Defensive 43,761.0 $1.2M 0.00% +2K +3.9% $27.87 -28.1%
566 POWL POWELL INDS INC Industrials 3,792.0 $1.2M 0.00% +2K +120.3% $318.78 -15.0%
567 TSHA TAYSHA GENE THERAPIES INC Healthcare 218,185.0 $1.2M 0.00% +182K +497.8% $5.50 -0.2%
568 DGII DIGI INTL INC Technology 27,595.0 $1.2M 0.00% +336.0 +1.2% $43.29 +48.0%
569 OII OCEANEERING INTL INC Energy 49,273.0 $1.2M 0.00% +8K +20.6% $24.03 +60.1%
570 UFCS UNITED FIRE GROUP INC Financial Services 32,493.0 $1.2M 0.00% +567.0 +1.8% $36.35 +32.2%
571 PRVA PRIVIA HEALTH GROUP INC Healthcare 49,623.0 $1.2M 0.00% +545.0 +1.1% $23.71 -2.2%
572 EMBC EMBECTA CORP Healthcare 98,340.0 $1.2M 0.00% +11K +13.0% $11.88 -72.1%
573 PENG PENGUIN SOLUTIONS INC Technology 59,533.0 $1.2M 0.00% +18K +43.6% $19.56 +149.5%
574 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 39,884.0 $1.2M 0.00% +21K +107.0% $29.04 -27.7%
575 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 63,744.0 $1.2M 0.00% +42K +191.7% $18.15 -15.8%
576 BXMT BLACKSTONE MTG TR INC Real Estate 60,248.0 $1.2M 0.00% +31K +103.0% $19.13 -6.0%
577 ALGT ALLEGIANT TRAVEL CO Industrials 13,514.0 $1.2M 0.00% +215.0 +1.6% $85.27 -4.6%
578 LIBERTY GLOBAL LTD 101,664.0 $1.1M 0.00% +74K +265.3% $11.14
579 WSR WHITESTONE REIT Real Estate 81,305.0 $1.1M 0.00% +1K +1.8% $13.89 +36.6%
580 CNMD CONMED CORP Healthcare 27,794.0 $1.1M 0.00% +442.0 +1.6% $40.60 -8.8%
Page 29 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%