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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 17 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HXL HEXCEL CORP NEW Industrials 123,704.0 $9.1M 0.01% -13K -9.7% $73.90 +14.7%
322 SRE SEMPRA Utilities 103,192.0 $9.1M 0.01% -73K -41.6% $88.29 +3.6%
323 AYI ACUITY INC Industrials 25,285.0 $9.1M 0.01% -1K -4.3% $360.04 -21.9%
324 IWR ISHARES TR 93,640.0 $9.0M 0.01% -59K -38.5% $96.27 +9.1%
325 XEL XCEL ENERGY INC Utilities 121,768.0 $9.0M 0.01% -13K -9.9% $73.86 +8.1%
326 FBP FIRST BANCORP P R Financial Services 429,978.0 $8.9M 0.01% -41K -8.8% $20.73 +16.5%
327 KDP KEURIG DR PEPPER INC Consumer Defensive 317,704.0 $8.9M 0.01% -118K -27.1% $28.01 +2.7%
328 YUM YUM BRANDS INC Consumer Cyclical 58,703.0 $8.9M 0.01% -4K -6.3% $151.28 +0.9%
329 MTG MGIC INVT CORP WIS Financial Services 303,302.0 $8.9M 0.01% -49K -13.8% $29.22 -10.4%
330 HUBB HUBBELL INC Industrials 19,923.0 $8.8M 0.01% -5K -18.9% $444.11 +3.8%
331 TPH TRI POINTE HOMES INC Consumer Cyclical 280,701.0 $8.8M 0.01% -36K -11.4% $31.47 +49.2%
332 APD AIR PRODS & CHEMS INC Basic Materials 35,225.0 $8.7M 0.01% -1K -3.4% $247.02 +17.5%
333 WAB WABTEC Industrials 40,679.0 $8.7M 0.01% -15K -27.3% $213.45 +21.4%
334 EME EMCOR GROUP INC Industrials 13,673.0 $8.4M 0.01% -2K -14.2% $611.79 +38.8%
335 RGLD ROYAL GOLD INC Basic Materials 37,569.0 $8.4M 0.01% -24K -39.4% $222.29 +0.4%
336 AFL AFLAC INC Financial Services 74,862.0 $8.3M 0.01% -4K -5.4% $110.27 +6.8%
337 KR KROGER CO Consumer Defensive 132,026.0 $8.2M 0.01% -18K -12.1% $62.48 +7.3%
338 BGC BGC GROUP INC Financial Services 913,894.0 $8.2M 0.01% -99K -9.7% $8.93 +24.6%
339 EBAY EBAY INC. Consumer Cyclical 93,668.0 $8.2M 0.01% -12K -11.0% $87.10 +34.5%
340 EVRG EVERGY INC Utilities 112,012.0 $8.1M 0.01% -5K -4.1% $72.49 +15.4%
Page 17 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%