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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 40 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 UBSI UNITED BANKSHARES INC WEST V Financial Services 24,521.0 $942K 0.00% -690.0 -2.7% $38.40 +12.3%
782 CEVA CEVA INC Technology 43,549.0 $937K 0.00% -10K -18.0% $21.52 +78.6%
783 UFPI UFP INDUSTRIES INC Basic Materials 10,132.0 $923K 0.00% -664.0 -6.2% $91.05 -12.1%
784 HOMB HOME BANCSHARES INC Financial Services 33,184.0 $922K 0.00% -654.0 -1.9% $27.78 -4.2%
785 HLI HOULIHAN LOKEY INC Financial Services 5,276.0 $919K 0.00% -1K -17.5% $174.19 -13.0%
786 SWX SOUTHWEST GAS HLDGS INC Utilities 11,467.0 $918K 0.00% -382.0 -3.2% $80.02 +12.0%
787 SAM BOSTON BEER INC Consumer Defensive 4,701.0 $917K 0.00% -325.0 -6.5% $195.13 -6.0%
788 KRG KITE RLTY GROUP TR Real Estate 38,259.0 $917K 0.00% -1K -3.7% $23.97 +12.1%
789 SIGI SELECTIVE INS GROUP INC Financial Services 10,887.0 $911K 0.00% -137.0 -1.2% $83.67 +6.6%
790 VKTX VIKING THERAPEUTICS INC Healthcare 25,790.0 $907K 0.00% -1K -3.8% $35.18 -16.3%
791 ALK ALASKA AIR GROUP INC Industrials 18,035.0 $907K 0.00% -1K -5.4% $50.30 -18.3%
792 ERIE ERIE INDTY CO Financial Services 3,150.0 $903K 0.00% -143.0 -4.3% $286.65 -21.6%
793 STBA S & T BANCORP INC Financial Services 22,835.0 $899K 0.00% -5K -17.6% $39.35 +14.3%
794 ADEA ADEIA INC Technology 52,049.0 $898K 0.00% -3K -5.3% $17.25 +52.8%
795 MELI MERCADOLIBRE INC Consumer Cyclical 443.0 $892K 0.00% -1K -72.3% $2014.26 -16.7%
796 MTRN MATERION CORP Basic Materials 7,163.0 $891K 0.00% -2K -23.8% $124.32 +69.0%
797 DVA DAVITA INC Healthcare 7,826.0 $889K 0.00% -873.0 -10.0% $113.61 +74.9%
798 MKTX MARKETAXESS HLDGS INC Financial Services 4,876.0 $884K 0.00% -914.0 -15.8% $181.25 -24.8%
799 EYPT EYEPOINT INC Healthcare 47,941.0 $876K 0.00% -71K -59.8% $18.27 -30.0%
800 BCO BRINKS CO Industrials 7,496.0 $875K 0.00% -142.0 -1.9% $116.73 -10.2%
Page 40 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%