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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 25 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FUTU FUTU HLDGS LTD Financial Services 26,177.0 $4.3M 0.00% -120K -82.1% $164.21 -24.6%
482 BRKR BRUKER CORP Healthcare 90,859.0 $4.3M 0.00% -25K -21.9% $47.11 -4.5%
483 DOW DOW INC Basic Materials 182,984.0 $4.3M 0.00% -17K -8.7% $23.38 +53.6%
484 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 22,079.0 $4.3M 0.00% -17K -42.9% $193.43 +7.4%
485 TYL TYLER TECHNOLOGIES INC Technology 9,380.0 $4.3M 0.00% -709.0 -7.0% $453.95 -30.1%
486 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 43,806.0 $4.2M 0.00% -5K -9.8% $95.70 +21.5%
487 PTC PTC INC Technology 24,005.0 $4.2M 0.00% -2K -6.8% $174.21 -15.1%
488 L LOEWS CORP Financial Services 39,560.0 $4.2M 0.00% -118K -74.8% $105.31 +3.7%
489 GWRE GUIDEWIRE SOFTWARE INC Technology 20,510.0 $4.1M 0.00% -36K -63.6% $201.01 -32.5%
490 TSN TYSON FOODS INC Consumer Defensive 70,318.0 $4.1M 0.00% -2K -2.2% $58.62 +13.5%
491 KN KNOWLES CORP Technology 191,955.0 $4.1M 0.00% -29K -13.0% $21.43 +64.4%
492 LUV SOUTHWEST AIRLS CO Industrials 99,372.0 $4.1M 0.00% -12K -11.0% $41.33 -1.3%
493 IP INTERNATIONAL PAPER CO Consumer Cyclical 104,238.0 $4.1M 0.00% -12K -10.3% $39.39 -20.0%
494 BSV VANGUARD BD INDEX FDS 52,098.0 $4.1M 0.00% -2K -2.9% $78.81 -1.2%
495 MLYS MINERALYS THERAPEUTICS INC Healthcare 112,672.0 $4.1M 0.00% -26K -18.7% $36.29 -16.7%
496 IT GARTNER INC Technology 16,160.0 $4.1M 0.00% -2K -9.8% $252.28 -37.7%
497 IEX IDEX CORP Industrials 22,456.0 $4.0M 0.00% -2K -7.1% $177.94 +15.6%
498 M MACYS INC Consumer Cyclical 180,299.0 $4.0M 0.00% -131K -42.2% $22.05 -6.5%
499 HLX HELIX ENERGY SOLUTIONS GRP I Energy 631,996.0 $4.0M 0.00% -32K -4.8% $6.27 +60.1%
500 LFUS LITTELFUSE INC Technology 15,550.0 $3.9M 0.00% -3K -14.8% $252.92 +75.5%
Page 25 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%