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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 36 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 KTB KONTOOR BRANDS INC Consumer Cyclical 25,587.0 $1.6M 0.00% -4K -13.5% $61.09 +13.6%
702 FOLD AMICUS THERAPEUTICS INC Healthcare 107,431.0 $1.5M 0.00% -428K -80.0% $14.24 +1.8%
703 POOL POOL CORP Industrials 6,653.0 $1.5M 0.00% -1K -14.6% $228.75 -20.5%
704 CG CARLYLE GROUP INC Financial Services 25,693.0 $1.5M 0.00% -2K -5.8% $59.11 -23.7%
705 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 235,660.0 $1.5M 0.00% -22K -8.7% $6.41 -4.1%
706 APLE APPLE HOSPITALITY REIT INC Real Estate 127,002.0 $1.5M 0.00% -41K -24.6% $11.85 +22.4%
707 AWI ARMSTRONG WORLD INDS INC NEW Industrials 7,798.0 $1.5M 0.00% -514.0 -6.2% $191.10 -17.8%
708 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 25,222.0 $1.5M 0.00% -191.0 -0.8% $58.87 -2.4%
709 UMBF UMB FINL CORP Financial Services 12,843.0 $1.5M 0.00% -253.0 -1.9% $115.04 +13.2%
710 AVIDITY BIOSCIENCES INC 20,348.0 $1.5M 0.00% -323K -94.1% $72.13
711 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 19,674.0 $1.5M 0.00% -6K -24.4% $74.03 +15.9%
712 LAND GLADSTONE LD CORP Real Estate 159,117.0 $1.5M 0.00% -21K -11.6% $9.15 +4.2%
713 BEN FRANKLIN RESOURCES INC Financial Services 60,564.0 $1.4M 0.00% -5K -7.1% $23.89 +29.2%
714 AMR ALPHA METALLURGICAL RESOUR I Energy 7,209.0 $1.4M 0.00% -224.0 -3.0% $199.88 -13.8%
715 MTZ MASTEC INC Industrials 6,599.0 $1.4M 0.00% -22K -77.0% $217.37 +78.9%
716 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 668.0 $1.4M 0.00% -120.0 -15.2% $2146.18 -7.3%
717 BCBP BCB BANCORP INC Financial Services 176,719.0 $1.4M 0.00% -37K -17.3% $8.07 +21.6%
718 EXACT SCIENCES CORP 14,018.0 $1.4M 0.00% -2K -10.8% $101.56
719 HAE HAEMONETICS CORP MASS Healthcare 17,463.0 $1.4M 0.00% -31K -63.8% $80.15 -22.7%
720 B BARRICK MNG CORP Basic Materials 31,882.0 $1.4M 0.00% -12K -27.1% $43.62 -5.4%
Page 36 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%