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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 37 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 OPK OPKO HEALTH INC Healthcare 1,102,174.0 $1.4M 0.00% -116K -9.5% $1.26 +1.6%
722 CADENCE BANK 32,020.0 $1.4M 0.00% -159K -83.2% $42.84
723 HRL HORMEL FOODS CORP Consumer Defensive 57,501.0 $1.4M 0.00% -10K -14.2% $23.70 -11.1%
724 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 7,943.0 $1.4M 0.00% -589.0 -6.9% $171.28 +122.1%
725 AEM AGNICO EAGLE MINES LTD Basic Materials 7,955.0 $1.4M 0.00% -132.0 -1.6% $169.80 +4.7%
726 DAN DANA INC Consumer Cyclical 56,611.0 $1.3M 0.00% -35K -38.5% $23.76 +42.5%
727 CNR CORE NATURAL RESOURCES INC Energy 15,114.0 $1.3M 0.00% -265.0 -1.7% $88.51 -5.1%
728 BTU PEABODY ENERGY CORP Energy 44,865.0 $1.3M 0.00% -12K -21.2% $29.70 -17.8%
729 MLI MUELLER INDS INC Industrials 11,594.0 $1.3M 0.00% -3K -19.5% $114.80 +16.4%
730 ENTG ENTEGRIS INC Technology 15,674.0 $1.3M 0.00% -1K -8.1% $84.25 +56.0%
731 VIKING HOLDINGS LTD 18,464.0 $1.3M 0.00% -397.0 -2.1% $71.41
732 TEGNA INC 67,400.0 $1.3M 0.00% -559.0 -0.8% $19.41
733 UHAL U HAUL HOLDING COMPANY Industrials 25,703.0 $1.3M 0.00% -21K -45.1% $50.41 -0.3%
734 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 42,845.0 $1.3M 0.00% -391.0 -0.9% $29.66 +5.8%
735 WPC WP CAREY INC Real Estate 19,676.0 $1.3M 0.00% -7K -25.6% $64.36 +16.5%
736 LBRT LIBERTY ENERGY INC Energy 68,455.0 $1.3M 0.00% -35K -33.6% $18.46 +78.1%
737 OCUL OCULAR THERAPEUTIX INC Healthcare 102,254.0 $1.2M 0.00% -82K -44.6% $12.14 -32.3%
738 KREF KKR REAL ESTATE FIN TR INC Real Estate 150,467.0 $1.2M 0.00% -164K -52.2% $8.22 -22.0%
739 PECO PHILLIPS EDISON & CO INC Real Estate 34,731.0 $1.2M 0.00% -53K -60.4% $35.57 +13.9%
740 CRSP CRISPR THERAPEUTICS AG Healthcare 23,515.0 $1.2M 0.00% -5K -18.4% $52.44 -4.8%
Page 37 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%