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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 1 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LIVE NATION ENTERTAINMENT IN 444,520,000.0 $468.1M 0.46% NEW $1.05
2 STRATEGY INC 460,770,000.0 $379.5M 0.37% NEW $0.82
3 RSP INVESCO EXCHANGE TRADED FD T 1,141,275.0 $218.6M 0.22% NEW $191.56 +6.9%
4 DATADOG INC 190,045,000.0 $190.3M 0.19% NEW $1.00
5 AFFIRM HLDGS INC 158,185,000.0 $175.5M 0.17% NEW $1.11
6 BILL HOLDINGS INC 187,580,000.0 $173.0M 0.17% NEW $0.92
7 ALBEMARLE CORP 2,700,000.0 $160.4M 0.16% NEW $59.39
8 SYNAPTICS INC 137,495,000.0 $145.5M 0.14% NEW $1.06
9 SOLARIS ENERGY INFRAS INC 118,370,000.0 $128.4M 0.13% NEW $1.08
10 VUSI TIDAL TR IV 2,200,000.0 $110.4M 0.11% NEW $50.19 +0.0%
11 VCOB TIDAL TR IV 2,200,000.0 $110.0M 0.11% NEW $50.00 -0.9%
12 VMSB TIDAL TR IV 2,160,000.0 $107.9M 0.11% NEW $49.93 -1.0%
13 GUIDEWIRE SOFTWARE INC 96,200,000.0 $106.0M 0.10% NEW $1.10
14 SOUTHERN CO 1,000,000.0 $50.4M 0.05% NEW $50.36
15 ALIGNMENT HEALTHCARE INC 28,950,000.0 $44.0M 0.04% NEW $1.52
16 COGENT BIOSCIENCES INC 28,000,000.0 $32.9M 0.03% NEW $1.18
17 SPYM SPDR SERIES TRUST 406,955.0 $32.6M 0.03% NEW $80.22 +9.0%
18 Q QNITY ELECTRONICS INC Technology 319,509.0 $26.1M 0.03% NEW $81.65 +87.4%
19 WOLF WOLFSPEED INC Technology 1,400,509.0 $24.4M 0.02% NEW $17.41 +236.7%
20 TOTALENERGIES SE 340,317.0 $22.2M 0.02% NEW $65.29
Page 1 of 5  ·  85 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%