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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 11 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INTERDIGITAL INC 5,925,000.0 $24.4M 0.02% -2.3M -28.2% $4.12
202 RDNT RADNET INC Healthcare 340,786.0 $24.3M 0.02% -150K -30.5% $71.35 -24.0%
203 AME AMETEK INC Industrials 116,837.0 $24.0M 0.02% -9K -7.3% $205.31 +8.7%
204 FDX FEDEX CORP Industrials 81,610.0 $23.6M 0.02% -10K -10.7% $288.86 +34.6%
205 SKY CHAMPION HOMES INC Consumer Cyclical 276,242.0 $23.3M 0.02% -213K -43.5% $84.50 -17.5%
206 SUPER MICRO COMPUTER INC 26,005,000.0 $23.2M 0.02% -3.1M -10.7% $0.89
207 FICO FAIR ISAAC CORP Technology 13,431.0 $22.7M 0.02% -610.0 -4.3% $1690.62 -27.4%
208 DAVE INC 101,848.0 $22.6M 0.02% -42K -29.4% $221.41
209 CI THE CIGNA GROUP Healthcare 80,846.0 $22.3M 0.02% -8K -9.3% $275.23 +2.5%
210 WDAY WORKDAY INC Technology 102,414.0 $22.0M 0.02% -8K -7.5% $214.78 -41.1%
211 SEI SOLARIS ENERGY INFRAS INC Energy 476,476.0 $21.9M 0.02% -55K -10.3% $45.97 +55.4%
212 CCK CROWN HLDGS INC Consumer Cyclical 211,868.0 $21.8M 0.02% -81K -27.6% $102.97 -6.3%
213 ALL ALLSTATE CORP Financial Services 103,290.0 $21.5M 0.02% -543K -84.0% $208.15 +3.0%
214 PGR PROGRESSIVE CORP Financial Services 94,025.0 $21.4M 0.02% -503K -84.2% $227.72 -11.0%
215 UHS UNIVERSAL HLTH SVCS INC Healthcare 92,535.0 $20.2M 0.02% -34K -27.0% $218.02 -24.6%
216 TGT TARGET CORP Consumer Defensive 205,054.0 $20.0M 0.02% -9K -4.1% $97.75 +25.1%
217 INGERSOLL RAND INC 250,285.0 $19.7M 0.02% -9K -3.6% $78.67
218 THC TENET HEALTHCARE CORP Healthcare 98,992.0 $19.7M 0.02% -7K -6.8% $198.72 -5.7%
219 LNG CHENIERE ENERGY INC Energy 100,537.0 $19.5M 0.02% -29K -22.7% $194.39 +23.7%
220 KMI KINDER MORGAN INC DEL Energy 697,948.0 $19.2M 0.02% -56K -7.5% $27.49 +21.9%
Page 11 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%