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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 10 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GD GENERAL DYNAMICS CORP Industrials 85,298.0 $28.7M 0.03% -4K -4.3% $336.66 +0.6%
182 ADP AUTOMATIC DATA PROCESSING IN Industrials 111,066.0 $28.6M 0.03% -5K -4.2% $257.23 -14.4%
183 HEWLETT PACKARD ENTERPRISE C 419,175.0 $28.0M 0.03% -3.5M -89.2% $66.69
184 MRSH MARSH & MCLENNAN COS INC Financial Services 148,809.0 $27.6M 0.03% -66K -30.6% $185.52 -11.0%
185 GM GENERAL MTRS CO Consumer Cyclical 337,718.0 $27.5M 0.03% -107K -24.1% $81.32 -5.1%
186 PCOR PROCORE TECHNOLOGIES INC Technology 376,092.0 $27.4M 0.03% -70K -15.6% $72.74 -36.2%
187 MET METLIFE INC Financial Services 339,221.0 $26.8M 0.03% -13K -3.7% $78.94 +6.8%
188 FTV FORTIVE CORP Technology 483,594.0 $26.7M 0.03% -23K -4.6% $55.21 +6.9%
189 WPM WHEATON PRECIOUS METALS CORP Basic Materials 223,069.0 $26.2M 0.03% -24K -9.6% $117.53 +8.2%
190 ULS UL SOLUTIONS INC Industrials 329,838.0 $26.0M 0.03% -18K -5.1% $78.86 +29.3%
191 DKNG DRAFTKINGS INC NEW Consumer Cyclical 752,171.0 $25.9M 0.03% -337K -31.0% $34.46 -26.3%
192 TENB TENABLE HLDGS INC Technology 1,099,656.0 $25.9M 0.03% -12K -1.1% $23.53 +8.4%
193 CTAS CINTAS CORP Industrials 137,439.0 $25.8M 0.03% -700K -83.6% $188.07 -8.4%
194 AGYS AGILYSYS INC Technology 216,236.0 $25.7M 0.03% -99K -31.5% $118.84 -33.1%
195 FLS FLOWSERVE CORP Industrials 365,499.0 $25.4M 0.03% -19K -5.0% $69.38 -0.9%
196 HIG HARTFORD INSURANCE GROUP INC Financial Services 183,044.0 $25.2M 0.03% -14K -7.1% $137.80 -1.3%
197 SN SHARKNINJA INC Consumer Cyclical 221,138.0 $24.7M 0.02% -5K -2.2% $111.90 -8.9%
198 SPHY SPDR SERIES TRUST 1,042,815.0 $24.7M 0.02% -49K -4.5% $23.67 -1.1%
199 MOD MODINE MFG CO Consumer Cyclical 183,728.0 $24.5M 0.02% -59K -24.2% $133.51 +87.3%
200 UPS UNITED PARCEL SERVICE INC Industrials 246,912.0 $24.5M 0.02% -31K -11.2% $99.19 -0.3%
Page 10 of 59  ·  1,178 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%