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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STOK STOKE THERAPEUTICS INC Healthcare 7,761.0 $246K NEW $31.74 -4.5%
62 ZYMEWORKS INC 9,234.0 $243K NEW $26.33
63 KINS KINGSTONE COS INC Financial Services 14,129.0 $238K NEW $16.83 -5.0%
64 CRCT CRICUT INC Technology 45,891.0 $227K NEW $4.95 -19.0%
65 TDC TERADATA CORP DEL Technology 7,439.0 $226K NEW $30.44 +8.7%
66 RVLV REVOLVE GROUP INC Consumer Cyclical 7,363.0 $222K NEW $30.19 -38.2%
67 TREEHOUSE FOODS INC 9,243.0 $218K NEW $23.59
68 CRVS CORVUS PHARMACEUTICALS INC Healthcare 27,661.0 $213K NEW $7.70 +69.9%
69 THRM GENTHERM INC Consumer Cyclical 5,846.0 $213K NEW $36.37 -14.2%
70 CSR CENTERSPACE Real Estate 3,162.0 $211K NEW $66.72 +1.0%
71 WS WORTHINGTON STL INC Basic Materials 6,022.0 $208K NEW $34.62 +13.1%
72 CSTL CASTLE BIOSCIENCES INC Healthcare 5,246.0 $204K NEW $38.90 -47.2%
73 CRI CARTERS INC Consumer Cyclical 6,277.0 $204K NEW $32.43 +15.8%
74 USAR USA RARE EARTH INC Basic Materials 15,557.0 $185K NEW $11.90 +89.7%
75 LFVN LIFEVANTAGE CORP Consumer Defensive 26,512.0 $163K NEW $6.16 -12.8%
76 VENTYX BIOSCIENCES INC 17,475.0 $158K NEW $9.03
77 DIVERSIFIED ENERGY CO 10,486.0 $152K NEW $14.48
78 SERV SERVE ROBOTICS INC Industrials 10,772.0 $112K NEW $10.38 -19.3%
79 LXEO LEXEO THERAPEUTICS INC Healthcare 10,976.0 $109K NEW $9.93 -47.3%
80 ORIC ORIC PHARMACEUTICALS INC Healthcare 10,934.0 $89K NEW $8.18 +3.4%
Page 4 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%