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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 21 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XP XP INC Financial Services 357,587.0 $5.9M 0.01% -8K -2.1% $16.37 +8.1%
402 CINF CINCINNATI FINL CORP Financial Services 35,783.0 $5.8M 0.01% -3K -7.4% $163.32 +3.1%
403 IONS IONIS PHARMACEUTICALS INC Healthcare 73,760.0 $5.8M 0.01% -38K -33.9% $79.11 -4.2%
404 HSY HERSHEY CO Consumer Defensive 31,773.0 $5.8M 0.01% -1K -3.8% $181.98 +4.6%
405 AR ANTERO RESOURCES CORP Energy 167,175.0 $5.8M 0.01% -16K -8.6% $34.46 +7.5%
406 CSGP COSTAR GROUP INC Real Estate 84,683.0 $5.7M 0.01% -1.8M -95.4% $67.24 -49.5%
407 VCTR VICTORY CAP HLDGS INC Financial Services 90,218.0 $5.7M 0.01% -30K -25.1% $63.09 +32.6%
408 ROIV ROIVANT SCIENCES LTD Healthcare 261,937.0 $5.7M 0.01% -236K -47.4% $21.70 +49.4%
409 AVPT AVEPOINT INC Technology 406,539.0 $5.6M 0.01% -21K -5.0% $13.89 -26.3%
410 DOV DOVER CORP Industrials 28,731.0 $5.6M 0.01% -2K -6.9% $195.24 +6.4%
411 ATO ATMOS ENERGY CORP Utilities 33,362.0 $5.6M 0.01% -4K -10.2% $167.63 +5.9%
412 AKR ACADIA RLTY TR Real Estate 271,713.0 $5.6M 0.01% -38K -12.2% $20.54 +6.2%
413 FELE FRANKLIN ELEC INC Industrials 58,373.0 $5.6M 0.01% -5K -7.3% $95.53 +1.2%
414 DXC DXC TECHNOLOGY CO Technology 380,234.0 $5.6M 0.01% -48K -11.3% $14.65 -37.0%
415 FANG DIAMONDBACK ENERGY INC Energy 36,975.0 $5.6M 0.01% -3K -8.0% $150.33 +33.7%
416 INGR INGREDION INC Consumer Defensive 50,105.0 $5.5M 0.01% -61K -54.8% $110.26 -7.4%
417 LECO LINCOLN ELEC HLDGS INC Industrials 23,031.0 $5.5M 0.01% -1K -5.4% $239.64 +8.5%
418 ON SEMICONDUCTOR CORP 4,610,000.0 $5.5M 0.01% -107.2M -95.9% $1.19
419 DBX DROPBOX INC Technology 197,399.0 $5.5M 0.01% -41K -17.3% $27.80 -2.0%
420 COHU COHU INC Technology 234,676.0 $5.5M 0.01% -38K -13.9% $23.27 +96.2%
Page 21 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%