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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 4 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HYLB DBX ETF TR 4,484,406.0 $165.2M 0.16% -119K -2.6% $36.83 -0.9%
62 AON AON PLC Financial Services 466,216.0 $164.5M 0.16% -95K -16.9% $352.88 -8.1%
63 DUK DUKE ENERGY CORP NEW Utilities 1,339,306.0 $156.8M 0.15% -249K -15.7% $117.06 +6.5%
64 DLTR DOLLAR TREE INC Consumer Defensive 1,245,553.0 $152.8M 0.15% -1.2M -48.2% $122.64 -22.0%
65 CYBERARK SOFTWARE LTD 327,722.0 $146.2M 0.14% -3K -0.9% $446.06
66 SPOT SPOTIFY TECHNOLOGY S A Communication Services 248,197.0 $143.8M 0.14% -168K -40.4% $579.51 -25.2%
67 PNC PNC FINL SVCS GROUP INC Financial Services 676,243.0 $140.8M 0.14% -230K -25.4% $208.20 +4.1%
68 HOOD ROBINHOOD MKTS INC Financial Services 1,200,483.0 $135.8M 0.13% -93K -7.2% $113.10 -32.9%
69 PM PHILIP MORRIS INTL INC Consumer Defensive 840,665.0 $134.8M 0.13% -283K -25.2% $160.40 +17.6%
70 ARES MANAGEMENT CORPORATION 2,669,190.0 $134.5M 0.13% -1.4M -34.4% $50.40
71 SYF SYNCHRONY FINANCIAL Financial Services 1,615,720.0 $134.4M 0.13% -188K -10.4% $83.19 -13.4%
72 T AT&T INC Communication Services 5,391,237.0 $133.9M 0.13% -4.3M -44.2% $24.84 +0.4%
73 JAZZ INVESTMENTS I LTD 113,165,000.0 $131.2M 0.13% -13.0M -10.3% $1.16
74 JCI JOHNSON CTLS INTL PLC Industrials 1,075,063.0 $128.2M 0.13% -799K -42.6% $119.25 +13.6%
75 LIN LINDE PLC Basic Materials 300,037.0 $127.9M 0.13% -206K -40.7% $426.39 +20.7%
76 FORTINET INC 1,604,757.0 $127.4M 0.13% -20K -1.3% $79.41
77 MICROCHIP TECHNOLOGY INC. 129,485,000.0 $127.2M 0.12% -37.5M -22.5% $0.98
78 MSI MOTOROLA SOLUTIONS INC Technology 326,493.0 $125.2M 0.12% -515K -61.2% $383.32 +4.4%
79 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,369,550.0 $124.3M 0.12% -2.2M -61.2% $90.79 +1.7%
80 TMO THERMO FISHER SCIENTIFIC INC Healthcare 213,300.0 $123.6M 0.12% -30K -12.3% $579.45 -22.0%
Page 4 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%