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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 38 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FC FRANKLIN COVEY CO Industrials 14,667.0 $246K +246.0 +1.7% $16.78 +33.6%
742 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 19,309.0 $238K +330.0 +1.7% $12.34 -12.0%
743 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 27,116.0 $233K +541.0 +2.0% $8.61 -1.9%
744 REPX RILEY EXPLORATION PERMIAN IN Energy 8,753.0 $231K +123.0 +1.4% $26.40 +46.9%
745 OPRT OPORTUN FINL CORP Financial Services 42,871.0 $227K +11K +33.2% $5.29 +2.5%
746 LIFE360 INC 3,391.0 $217K +525.0 +18.3% $64.14
747 MIND MEDICINE MINDMED INC 15,992.0 $214K +2K +12.0% $13.39
748 OUSTER INC 9,559.0 $207K +308.0 +3.3% $21.64
749 NVTS NAVITAS SEMICONDUCTOR CORP Technology 27,914.0 $199K +3K +13.8% $7.14 +241.5%
750 OMER OMEROS CORP Healthcare 11,405.0 $196K +216.0 +1.9% $17.18 -30.4%
751 TZOO TRAVELZOO Communication Services 27,155.0 $193K +8K +43.3% $7.12 +31.0%
752 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 15,247.0 $184K +2K +17.4% $12.08 +15.3%
753 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 25,519.0 $183K +4K +19.8% $7.16 -16.2%
754 LFST LIFESTANCE HEALTH GROUP INC Healthcare 25,732.0 $181K +978.0 +4.0% $7.04 +6.0%
755 BORR DRILLING LTD 43,382.0 $175K +1K +2.5% $4.03
756 TE T1 ENERGY INC Industrials 23,432.0 $157K +2K +10.1% $6.68 +30.2%
757 AMPX AMPRIUS TECHNOLOGIES INC Industrials 19,370.0 $153K +2K +14.8% $7.89 +93.9%
758 ESPR ESPERION THERAPEUTICS INC NE Healthcare 40,523.0 $150K +3K +6.7% $3.70 -15.4%
759 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 53,477.0 $146K +6K +13.3% $2.73 +35.5%
760 RCAT RED CAT HLDGS INC Technology 17,769.0 $141K +3K +16.6% $7.93 +12.7%
Page 38 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%