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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 30 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 UTL UNITIL CORP Utilities 23,145.0 $1.1M 0.00% +387.0 +1.7% $48.44 +6.0%
582 HFWA HERITAGE FINL CORP WASH Financial Services 47,317.0 $1.1M 0.00% +645.0 +1.4% $23.65 +14.8%
583 FET FORUM ENERGY TECHNOLOGIES IN Energy 29,341.0 $1.1M 0.00% +345.0 +1.2% $36.95 +58.3%
584 SXC SUNCOKE ENERGY INC Energy 150,310.0 $1.1M 0.00% +2K +1.4% $7.20 +9.4%
585 HNI HNI CORP Industrials 25,708.0 $1.1M 0.00% +14K +121.1% $42.04 -26.6%
586 BROOKFIELD ASSET MANAGMT LTD 20,505.0 $1.1M 0.00% +2K +9.8% $52.39
587 CNI CANADIAN NATL RY CO Industrials 10,807.0 $1.1M 0.00% +8K +288.2% $99.03 +15.3%
588 DISC MEDICINE INC 13,186.0 $1.0M 0.00% +9K +209.1% $79.41
589 HTO H2O AMERICA Utilities 21,361.0 $1.0M 0.00% +311.0 +1.5% $48.99 +17.5%
590 NXST NEXSTAR MEDIA GROUP INC Communication Services 5,109.0 $1.0M 0.00% +1K +40.1% $203.05 -6.7%
591 CWT CALIFORNIA WTR SVC GROUP Utilities 23,704.0 $1.0M 0.00% +13K +111.7% $43.33 -0.3%
592 KGC KINROSS GOLD CORP Basic Materials 36,226.0 $1.0M 0.00% +4K +12.7% $28.20 +1.6%
593 NEWAMSTERDAM PHARMA COMPANY 28,875.0 $1.0M 0.00% +10K +49.6% $35.08
594 HPK HIGHPEAK ENERGY INC Energy 213,173.0 $1.0M 0.00% +13K +6.6% $4.74 +54.0%
595 IRMD IRADIMED CORP Healthcare 10,284.0 $1.0M 0.00% +140.0 +1.4% $97.28 -4.2%
596 MYRG MYR GROUP INC DEL Industrials 4,566.0 $998K 0.00% +281.0 +6.6% $218.50 +100.9%
597 EWTX EDGEWISE THERAPEUTICS INC Healthcare 39,648.0 $984K 0.00% +27K +219.3% $24.81 +31.7%
598 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 27,427.0 $977K 0.00% +2K +8.7% $35.63 -7.4%
599 CNXN PC CONNECTION INC Technology 16,859.0 $974K 0.00% +205.0 +1.2% $57.76 +11.1%
600 MCY MERCURY GENL CORP NEW Financial Services 10,242.0 $963K 0.00% +107.0 +1.1% $94.06 +8.8%
Page 30 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%