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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 24 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FTRE FORTREA HLDGS INC Healthcare 269,173.0 $4.6M 0.01% -57K -17.6% $17.25 -23.8%
462 CSL CARLISLE COS INC Industrials 14,509.0 $4.6M 0.01% -275.0 -1.9% $319.86 +3.9%
463 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 51,455.0 $4.6M 0.01% -3K -5.3% $89.92 -5.0%
464 CORPAY INC 15,341.0 $4.6M 0.01% -1K -7.1% $300.93
465 EQR EQUITY RESIDENTIAL Real Estate 73,124.0 $4.6M 0.01% -6K -7.7% $63.04 +4.3%
466 LEN LENNAR CORP Consumer Cyclical 44,407.0 $4.6M 0.00% -5K -9.8% $102.80 -13.6%
467 SVRA SAVARA INC Healthcare 751,255.0 $4.5M 0.00% -105K -12.3% $6.03 -15.8%
468 KHC KRAFT HEINZ CO Consumer Defensive 186,181.0 $4.5M 0.00% -1K -0.8% $24.25 -2.9%
469 SNX TD SYNNEX CORPORATION Technology 29,974.0 $4.5M 0.00% -6K -16.1% $150.23 +53.6%
470 HIMS HIMS & HERS HEALTH INC Healthcare 137,907.0 $4.5M 0.00% -26K -15.8% $32.47 -26.1%
471 LYFT LYFT INC Technology 230,399.0 $4.5M 0.00% -39K -14.5% $19.37 -30.4%
472 LH LABCORP HOLDINGS INC Healthcare 17,758.0 $4.5M 0.00% -1K -7.0% $250.88 +1.9%
473 DECK DECKERS OUTDOOR CORP Consumer Cyclical 42,871.0 $4.4M 0.00% -15K -26.5% $103.67 -1.0%
474 NVR NVR INC Consumer Cyclical 607.0 $4.4M 0.00% -48.0 -7.3% $7292.77 -17.1%
475 FERROVIAL SE 67,865.0 $4.4M 0.00% -82K -54.8% $64.99
476 MNDY MONDAY COM LTD Technology 29,659.0 $4.4M 0.00% -248K -89.3% $147.56 -48.3%
477 EPR EPR PPTYS Real Estate 87,521.0 $4.4M 0.00% -2K -1.8% $49.90 +17.7%
478 APG API GROUP CORP Industrials 113,745.0 $4.4M 0.00% -3K -2.9% $38.26 +8.5%
479 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 83,512.0 $4.3M 0.00% -10K -10.7% $51.91 -6.7%
480 EE EXCELERATE ENERGY INC Utilities 154,314.0 $4.3M 0.00% -25K -13.9% $28.05 +25.8%
Page 24 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%