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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 26 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CNOB CONNECTONE BANCORP INC Financial Services 149,800.0 $3.9M 0.00% -24K -13.6% $26.22 +13.5%
502 WST WEST PHARMACEUTICAL SVSC INC Healthcare 14,215.0 $3.9M 0.00% -2K -13.2% $275.14 +11.0%
503 DOC HEALTHPEAK PROPERTIES INC Real Estate 242,199.0 $3.9M 0.00% -10K -4.0% $16.08 +22.1%
504 VIAV VIAVI SOLUTIONS INC Technology 218,279.0 $3.9M 0.00% -75K -25.5% $17.82 +169.9%
505 EBC EASTERN BANKSHARES INC Financial Services 210,938.0 $3.9M 0.00% -96K -31.3% $18.43 +7.7%
506 ZETA ZETA GLOBAL HOLDINGS CORP Technology 190,592.0 $3.9M 0.00% -27K -12.4% $20.35 -9.9%
507 HST HOST HOTELS & RESORTS INC Real Estate 218,339.0 $3.9M 0.00% -39K -15.3% $17.73 +26.4%
508 KMX CARMAX INC Consumer Cyclical 100,120.0 $3.9M 0.00% -4K -4.0% $38.64 +0.7%
509 STZ CONSTELLATION BRANDS INC Consumer Defensive 27,995.0 $3.9M 0.00% -3K -8.2% $137.96 +9.6%
510 ATEN A10 NETWORKS INC Technology 217,066.0 $3.8M 0.00% -31K -12.6% $17.69 +60.1%
511 PKG PACKAGING CORP AMER Consumer Cyclical 18,618.0 $3.8M 0.00% -2K -9.2% $206.23 +3.4%
512 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 43,466.0 $3.8M 0.00% -2K -5.4% $88.21 +16.6%
513 STRL STERLING INFRASTRUCTURE INC Industrials 12,491.0 $3.8M 0.00% -3K -19.5% $306.23 +145.6%
514 LNC LINCOLN NATL CORP IND Financial Services 85,858.0 $3.8M 0.00% -9K -9.7% $44.53 -19.2%
515 KEY KEYCORP Financial Services 185,137.0 $3.8M 0.00% -14K -7.1% $20.64 +4.1%
516 AMCOR PLC 456,668.0 $3.8M 0.00% -565K -55.3% $8.34
517 NVS NOVARTIS AG Healthcare 27,490.0 $3.8M 0.00% -6K -17.4% $137.87 +10.1%
518 GTLS CHART INDS INC Industrials 18,335.0 $3.8M 0.00% -210.0 -1.1% $206.23 +1.0%
519 ESNT ESSENT GROUP LTD Financial Services 57,882.0 $3.8M 0.00% -96K -62.4% $65.01 -4.8%
520 GAP GAP INC Consumer Cyclical 146,351.0 $3.7M 0.00% -21K -12.6% $25.60 -9.5%
Page 26 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%