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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 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RELX RELX PLC Communication Services 535,256.0 $21.6M 0.02% NEW $40.42 -16.9%
22 RIOT PLATFORMS INC 18,050,000.0 $20.5M 0.02% NEW $1.13
23 SOUTHERN CO 8,000,000.0 $8.6M 0.01% NEW $1.07
24 UMAC UNUSUAL MACHS INC Financial Services 660,709.0 $8.4M 0.01% NEW $12.74 +12.8%
25 HTFL HEARTFLOW INC Healthcare 228,617.0 $6.7M 0.01% NEW $29.15 +0.2%
26 CCJ CAMECO CORP Energy 62,672.0 $5.7M 0.01% NEW $91.49 +15.1%
27 SLDE SLIDE INS HLDGS INC Financial Services 267,106.0 $5.2M 0.01% NEW $19.48 -4.1%
28 PRAXIS PRECISION MEDICINES I 13,655.0 $4.0M 0.00% NEW $294.74
29 CUSHMAN AND WAKEFIELD LTD 184,228.0 $3.0M 0.00% NEW $16.19
30 IEMG ISHARES INC 39,705.0 $2.7M 0.00% NEW $67.22 +19.9%
31 RY ROYAL BK CDA Financial Services 14,864.0 $2.5M 0.00% NEW $170.70 +9.7%
32 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 52,140.0 $2.5M 0.00% NEW $48.58 +73.9%
33 NEBIUS GROUP N.V. 27,978.0 $2.3M 0.00% NEW $83.70
34 GSK GSK PLC Healthcare 47,035.0 $2.3M 0.00% NEW $49.04 +5.1%
35 HUDSON PAC PPTYS INC 192,365.0 $2.1M 0.00% NEW $10.83
36 SMMD ISHARES TR 25,866.0 $1.9M 0.00% NEW $74.94 +15.3%
37 APOLLO GLOBAL MGMT INC 19,000.0 $1.4M 0.00% NEW $75.52
38 MECHANICS BANCORP 97,183.0 $1.4M 0.00% NEW $14.63
39 ORKA ORUKA THERAPEUTICS INC Healthcare 42,503.0 $1.3M 0.00% NEW $30.31 +93.6%
40 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 64,739.0 $1.0M 0.00% NEW $15.95 +2.0%
Page 2 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%