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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 41 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 PARR PAR PAC HOLDINGS INC Energy 24,820.0 $872K 0.00% -3K -9.9% $35.14 +64.5%
802 Z ZILLOW GROUP INC Communication Services 12,714.0 $867K 0.00% -3K -18.7% $68.22 -46.5%
803 RDN RADIAN GROUP INC Financial Services 24,071.0 $866K 0.00% -761.0 -3.1% $35.99 +4.5%
804 ABCB AMERIS BANCORP Financial Services 11,657.0 $866K 0.00% -71.0 -0.6% $74.27 +14.1%
805 CNX CNX RES CORP Energy 23,385.0 $860K 0.00% -17K -42.4% $36.77 -3.3%
806 CONFLUENT INC 28,318.0 $856K 0.00% -937K -97.1% $30.24
807 BROWN FORMAN CORP 32,736.0 $853K 0.00% -2K -6.7% $26.06
808 AGNC AGNC INVT CORP Real Estate 79,174.0 $849K 0.00% -7K -8.3% $10.72 -4.3%
809 KNSL KINSALE CAP GROUP INC Financial Services 2,166.0 $847K 0.00% -227.0 -9.5% $391.12 -20.2%
810 NAVI NAVIENT CORPORATION Financial Services 64,514.0 $839K 0.00% -12K -15.2% $13.00 -35.8%
811 ACI ALBERTSONS COS INC Consumer Defensive 48,207.0 $828K 0.00% -761.0 -1.6% $17.17 -5.2%
812 ETSY INC 14,927.0 $828K 0.00% -838.0 -5.3% $55.44
813 EGP EASTGROUP PPTYS INC Real Estate 4,606.0 $821K 0.00% -362.0 -7.3% $178.14 +15.2%
814 NJR NEW JERSEY RES CORP Utilities 17,789.0 $820K 0.00% -365.0 -2.0% $46.12 +24.0%
815 TME TENCENT MUSIC ENTMT GROUP Communication Services 46,519.0 $815K 0.00% -111K -70.4% $17.53 -47.8%
816 TPG TPG INC Financial Services 12,756.0 $814K 0.00% -1K -9.6% $63.84 -36.3%
817 MTH MERITAGE HOMES CORP Consumer Cyclical 12,353.0 $813K 0.00% -497.0 -3.9% $65.80 -2.9%
818 BDC BELDEN INC Technology 6,973.0 $813K 0.00% -192.0 -2.7% $116.55 -10.1%
819 REZI RESIDEO TECHNOLOGIES INC Industrials 23,086.0 $811K 0.00% -56K -71.0% $35.12 -17.6%
820 AMH AMERICAN HOMES 4 RENT Real Estate 25,242.0 $810K 0.00% -16K -38.8% $32.10 +0.0%
Page 41 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%