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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 23 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DTM DT MIDSTREAM INC Energy 41,610.0 $5.0M 0.01% -80K -65.9% $119.68 +24.7%
442 CFG CITIZENS FINL GROUP INC Financial Services 84,999.0 $5.0M 0.01% -164K -65.8% $58.41 +7.5%
443 STLD STEEL DYNAMICS INC Basic Materials 29,123.0 $4.9M 0.01% -2K -6.9% $169.45 +34.7%
444 FDS FACTSET RESH SYS INC Financial Services 16,997.0 $4.9M 0.01% -2K -10.0% $290.19 -22.5%
445 RGA REINSURANCE GRP OF AMERICA I Financial Services 24,082.0 $4.9M 0.01% -6K -20.3% $203.46 +5.2%
446 RRR RED ROCK RESORTS INC Consumer Cyclical 79,085.0 $4.9M 0.01% -9K -10.6% $61.95 -15.3%
447 TROW PRICE T ROWE GROUP INC Financial Services 47,297.0 $4.8M 0.01% -2K -4.2% $102.38 -0.5%
448 IRM IRON MTN INC DEL Real Estate 58,350.0 $4.8M 0.01% -4K -6.8% $82.95 +53.5%
449 FHN FIRST HORIZON CORPORATION Financial Services 200,648.0 $4.8M 0.01% -29K -12.7% $23.90 +0.8%
450 WRB BERKLEY W R CORP Financial Services 67,773.0 $4.8M 0.01% -1K -2.1% $70.12 -2.7%
451 SNA SNAP ON INC Industrials 13,781.0 $4.7M 0.01% -6K -28.7% $344.60 +4.5%
452 COKE COCA COLA CONS INC Consumer Defensive 30,974.0 $4.7M 0.01% -12K -27.3% $153.30 +15.0%
453 OMF ONEMAIN HLDGS INC Financial Services 70,168.0 $4.7M 0.01% -12K -15.0% $67.55 -20.4%
454 RF REGIONS FINANCIAL CORP NEW Financial Services 174,136.0 $4.7M 0.01% -21K -10.8% $27.10 +1.6%
455 PB PROSPERITY BANCSHARES INC Financial Services 68,275.0 $4.7M 0.01% -22K -24.4% $69.11 +0.0%
456 TRMB TRIMBLE INC Technology 60,170.0 $4.7M 0.01% -5K -7.9% $78.35 -28.6%
457 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 101,331.0 $4.7M 0.01% -593.0 -0.6% $46.49 +2.9%
458 TRU TRANSUNION Industrials 54,892.0 $4.7M 0.01% -2K -3.1% $85.75 -19.6%
459 LULU LULULEMON ATHLETICA INC Consumer Cyclical 22,503.0 $4.7M 0.01% -2K -7.8% $207.81 -39.0%
460 CARG CARGURUS INC Consumer Cyclical 121,890.0 $4.7M 0.01% -20K -13.9% $38.35 -28.0%
Page 23 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%