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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 9 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PLD PROLOGIS INC. Real Estate 327,119.0 $41.8M 0.04% +51K +18.4% $127.66 +13.3%
162 NTSK NETSKOPE INC Technology 2,347,653.0 $41.2M 0.04% +763K +48.2% $17.54 -34.0%
163 TXN TEXAS INSTRS INC Technology 235,258.0 $40.8M 0.04% +3K +1.3% $173.49 +75.7%
164 CL COLGATE PALMOLIVE CO Consumer Defensive 515,965.0 $40.8M 0.04% +10K +2.0% $79.02 +14.5%
165 EL LAUDER ESTEE COS INC Consumer Defensive 389,109.0 $40.7M 0.04% +305K +363.0% $104.72 -24.6%
166 IONQ IONQ INC Technology 905,213.0 $40.6M 0.04% +454K +100.8% $44.87 +31.2%
167 MP MP MATERIALS CORP Basic Materials 778,719.0 $39.3M 0.04% +86K +12.4% $50.52 +22.2%
168 QLYS QUALYS INC Technology 289,872.0 $38.5M 0.04% +2K +0.8% $132.90 -24.3%
169 BLK BLACKROCK INC Financial Services 35,829.0 $38.3M 0.04% +896.0 +2.6% $1070.35 -0.6%
170 ESLT ELBIT SYS LTD Industrials 66,034.0 $38.0M 0.04% +4K +6.0% $576.07 +32.6%
171 JBL JABIL INC Technology 164,600.0 $37.5M 0.04% +4K +2.4% $228.02 +56.3%
172 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 64,254.0 $37.4M 0.04% +5K +8.1% $582.34 -11.8%
173 MRCY MERCURY SYS INC Industrials 511,324.0 $37.3M 0.04% +479K +1492.2% $73.01 +32.0%
174 KRMN KARMAN HLDGS INC Industrials 508,617.0 $37.2M 0.04% +58K +12.9% $73.17 -10.8%
175 ADMA ADMA BIOLOGICS INC Healthcare 2,012,096.0 $36.7M 0.04% +558K +38.4% $18.24 -53.6%
176 OSI SYSTEMS INC 24,425,000.0 $36.3M 0.04% +140K +0.6% $1.49
177 STE STERIS PLC Healthcare 143,266.0 $36.3M 0.04% +121K +552.5% $253.52 -14.8%
178 GBCI GLACIER BANCORP INC NEW Financial Services 824,378.0 $36.3M 0.04% +284K +52.4% $44.05 +8.5%
179 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 130,517.0 $35.9M 0.04% +16K +14.4% $275.39 +172.7%
180 LOAR LOAR HOLDINGS INC Industrials 524,966.0 $35.7M 0.04% +228K +76.6% $68.00 -8.0%
Page 9 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%