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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 34 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HEICO CORP NEW 7,353.0 $1.9M 0.00% -761.0 -9.4% $252.43
662 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 39,085.0 $1.8M 0.00% -4K -9.8% $46.68 -8.4%
663 CGON CG ONCOLOGY INC Healthcare 43,721.0 $1.8M 0.00% -4K -8.9% $41.52 +55.6%
664 CAG CONAGRA BRANDS INC Consumer Defensive 104,438.0 $1.8M 0.00% -4K -3.3% $17.31 -22.7%
665 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 48,182.0 $1.8M 0.00% -4K -7.7% $37.42 -18.5%
666 TEX TEREX CORP NEW Industrials 33,695.0 $1.8M 0.00% -262.0 -0.8% $53.38 +7.9%
667 URGN UROGEN PHARMA LTD Healthcare 76,762.0 $1.8M 0.00% -7K -8.2% $23.42 +29.0%
668 CLNE CLEAN ENERGY FUELS CORP Energy 854,629.0 $1.8M 0.00% -166K -16.3% $2.10 -3.3%
669 OFIX ORTHOFIX MED INC Healthcare 117,299.0 $1.8M 0.00% -23K -16.4% $15.16 -31.3%
670 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 301,662.0 $1.8M 0.00% -75K -19.9% $5.89 +44.1%
671 JHG JANUS HENDERSON GROUP PLC Financial Services 36,895.0 $1.8M 0.00% -3K -6.6% $47.57 +8.7%
672 JXN JACKSON FINANCIAL INC Financial Services 16,401.0 $1.7M 0.00% -1K -6.8% $106.65 +1.5%
673 CRNC CERENCE INC Technology 162,408.0 $1.7M 0.00% -60K -26.9% $10.69 -9.4%
674 ACWI ISHARES TR 12,269.0 $1.7M 0.00% -12K -48.6% $141.49 +10.0%
675 GTM ZOOMINFO TECHNOLOGIES INC Technology 170,295.0 $1.7M 0.00% -7K -3.8% $10.17 -64.9%
676 STWD STARWOOD PPTY TR INC Real Estate 95,979.0 $1.7M 0.00% -6K -6.2% $18.01 -4.8%
677 EGHT 8X8 INC NEW Technology 870,189.0 $1.7M 0.00% -12K -1.4% $1.97 +8.1%
678 APA APA CORPORATION Energy 69,944.0 $1.7M 0.00% -6K -7.7% $24.46 +56.7%
679 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 24,221.0 $1.7M 0.00% -11K -31.0% $70.60 +7.9%
680 DYN DYNE THERAPEUTICS INC Healthcare 86,438.0 $1.7M 0.00% -12K -12.4% $19.56 -11.2%
Page 34 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%