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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 33 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 NOV NOV INC Energy 131,536.0 $2.1M 0.00% -10K -7.0% $15.63 +33.5%
642 SJM SMUCKER J M CO Consumer Defensive 20,884.0 $2.0M 0.00% -2K -7.1% $97.81 +2.7%
643 PEB PEBBLEBROOK HOTEL TR Real Estate 179,003.0 $2.0M 0.00% -33K -15.7% $11.32 +31.3%
644 NBTB NBT BANCORP INC Financial Services 48,588.0 $2.0M 0.00% -7K -12.3% $41.52 +10.5%
645 PTON PELOTON INTERACTIVE INC Consumer Cyclical 326,407.0 $2.0M 0.00% -104K -24.1% $6.16 -16.1%
646 FTAI AVIATION LTD 10,183.0 $2.0M 0.00% -1K -9.8% $196.85
647 CVCO CAVCO INDS INC DEL Consumer Cyclical 3,349.0 $2.0M 0.00% -42K -92.6% $590.74 -16.8%
648 IRIDIUM COMMUNICATIONS INC 113,473.0 $2.0M 0.00% -62K -35.4% $17.38
649 SMMT SUMMIT THERAPEUTICS INC Healthcare 112,437.0 $2.0M 0.00% -90K -44.5% $17.49 +2.3%
650 AIN ALBANY INTL CORP Consumer Cyclical 38,699.0 $2.0M 0.00% -24K -38.7% $50.70 +20.2%
651 NE NOBLE CORP PLC Energy 69,187.0 $2.0M 0.00% -372.0 -0.5% $28.24 +85.3%
652 BILL BILL HOLDINGS INC Technology 35,671.0 $1.9M 0.00% -2K -4.8% $54.54 -33.2%
653 BAX BAXTER INTL INC Healthcare 101,565.0 $1.9M 0.00% -8K -7.1% $19.11 -0.4%
654 BWXT BWX TECHNOLOGIES INC Industrials 11,217.0 $1.9M 0.00% -1K -9.5% $172.84 +17.2%
655 CRL CHARLES RIV LABS INTL INC Healthcare 9,704.0 $1.9M 0.00% -746.0 -7.1% $199.48 -20.4%
656 IOSP INNOSPEC INC Basic Materials 25,264.0 $1.9M 0.00% -15K -37.2% $76.54 +2.9%
657 HNRG HALLADOR ENERGY COMPANY Energy 101,029.0 $1.9M 0.00% -37K -26.9% $19.04 -6.6%
658 WVE WAVE LIFE SCIENCES LTD Healthcare 112,875.0 $1.9M 0.00% -145K -56.2% $17.00 -63.6%
659 TEM TEMPUS AI INC Healthcare 31,953.0 $1.9M 0.00% -35K -52.1% $59.05 -22.3%
660 MOH MOLINA HEALTHCARE INC Healthcare 10,808.0 $1.9M 0.00% -2K -15.9% $173.54 +4.4%
Page 33 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%