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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 16 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 O REALTY INCOME CORP Real Estate 181,788.0 $10.2M 0.01% -12K -6.1% $56.37 +10.4%
302 NSC NORFOLK SOUTHN CORP Industrials 35,478.0 $10.2M 0.01% -1K -3.6% $288.72 +7.9%
303 TRV TRAVELERS COMPANIES INC Financial Services 35,203.0 $10.2M 0.01% -3K -8.6% $290.06 +5.8%
304 ACM AECOM Industrials 105,444.0 $10.1M 0.01% -9K -8.1% $95.33 -26.4%
305 FAST FASTENAL CO Industrials 249,998.0 $10.0M 0.01% -18K -6.7% $40.13 +8.5%
306 RPM RPM INTL INC Basic Materials 95,855.0 $10.0M 0.01% -23K -19.4% $104.00 -5.3%
307 HQY HEALTHEQUITY INC Healthcare 108,131.0 $9.9M 0.01% -12K -9.8% $91.61 -5.7%
308 G GENPACT LIMITED Technology 210,867.0 $9.9M 0.01% -3K -1.4% $46.78 -31.6%
309 COOPER COS INC 120,209.0 $9.9M 0.01% -10K -7.7% $81.96
310 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 119,306.0 $9.8M 0.01% -12K -9.1% $82.02 -21.6%
311 SLB SLB LIMITED Energy 254,747.0 $9.8M 0.01% -9K -3.4% $38.38 +49.2%
312 VRSN VERISIGN INC Technology 40,206.0 $9.8M 0.01% -2K -5.5% $242.95 +24.7%
313 AEP AMERICAN ELEC PWR CO INC Utilities 84,566.0 $9.8M 0.01% -3K -3.6% $115.31 +12.4%
314 PPG PPG INDS INC Basic Materials 95,146.0 $9.7M 0.01% -2K -2.2% $102.46 +1.9%
315 EA ELECTRONIC ARTS INC Communication Services 47,353.0 $9.7M 0.01% -5K -9.1% $204.33 -1.2%
316 ORI OLD REP INTL CORP Financial Services 210,218.0 $9.6M 0.01% -71K -25.2% $45.64 -13.1%
317 OTIS OTIS WORLDWIDE CORP Industrials 107,751.0 $9.4M 0.01% -33K -23.4% $87.35 -18.0%
318 EVR EVERCORE INC Financial Services 27,560.0 $9.4M 0.01% -1K -4.8% $340.25 +1.8%
319 AZO AUTOZONE INC Consumer Cyclical 2,753.0 $9.3M 0.01% -99.0 -3.5% $3391.50 +1.4%
320 BNS BANK NOVA SCOTIA HALIFAX Financial Services 124,122.0 $9.2M 0.01% -3K -2.5% $73.85 +7.6%
Page 16 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%