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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 43 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TCBI TEXAS CAP BANCSHARES INC Financial Services 8,073.0 $731K 0.00% -42K -83.8% $90.54 +9.1%
842 CNO CNO FINL GROUP INC Financial Services 17,202.0 $731K 0.00% -566.0 -3.2% $42.47 +11.6%
843 NWS NEWS CORP NEW Communication Services 24,616.0 $729K 0.00% -2K -7.4% $29.63 +1.5%
844 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 44,869.0 $729K 0.00% -1.3M -96.6% $16.24 -14.6%
845 FFIN FIRST FINL BANKSHARES INC Financial Services 24,201.0 $723K 0.00% -306.0 -1.2% $29.87 +7.8%
846 KNF KNIFE RIVER CORP Basic Materials 10,200.0 $718K 0.00% -229.0 -2.2% $70.35 +4.7%
847 VECO VEECO INSTRS INC DEL Technology 25,076.0 $717K 0.00% -29K -53.7% $28.58 +98.2%
848 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 13,665.0 $714K 0.00% -1K -9.4% $52.28 +34.4%
849 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 7,552.0 $710K 0.00% -117.0 -1.5% $93.95 +21.4%
850 CHDN CHURCHILL DOWNS INC Consumer Cyclical 6,230.0 $709K 0.00% -352.0 -5.3% $113.78 -24.8%
851 MGY MAGNOLIA OIL & GAS CORP Energy 32,357.0 $708K 0.00% -798.0 -2.4% $21.89 +33.6%
852 FLAGSTAR BANK NATIONAL ASSOC 56,147.0 $707K 0.00% -1K -1.9% $12.59
853 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5,316.0 $701K 0.00% -32.0 -0.6% $131.84 -33.9%
854 MATX MATSON INC Industrials 5,656.0 $699K 0.00% -283.0 -4.8% $123.55 +47.9%
855 PERIMETER SOLUTIONS INC 25,156.0 $693K 0.00% -341.0 -1.3% $27.53
856 QURE UNIQURE NV Healthcare 28,850.0 $690K 0.00% -73K -71.8% $23.93 +2.8%
857 TTEK TETRA TECH INC NEW Industrials 20,553.0 $689K 0.00% -2K -10.7% $33.54 -18.2%
858 FRONTIER COMMUNICATIONS PARE 18,006.0 $685K 0.00% -61K -77.2% $38.07
859 WTFC WINTRUST FINL CORP Financial Services 4,870.0 $681K 0.00% -606.0 -11.1% $139.82 +7.1%
860 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 18,088.0 $676K 0.00% -4K -19.4% $37.36 -10.4%
Page 43 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%