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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 44 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 MUSA MURPHY USA INC Consumer Cyclical 1,669.0 $673K 0.00% -278.0 -14.3% $403.52 +34.9%
862 REXR REXFORD INDL RLTY INC Real Estate 17,233.0 $667K 0.00% -2K -12.4% $38.72 -6.9%
863 SOUN SOUNDHOUND AI INC Technology 66,346.0 $661K 0.00% -1K -1.8% $9.97 -15.2%
864 ASIX ADVANSIX INC Basic Materials 37,720.0 $653K 0.00% -5K -12.4% $17.30 +26.2%
865 GLNG GOLAR LNG LTD Energy 17,298.0 $644K 0.00% -812.0 -4.5% $37.21 +40.6%
866 SSD SIMPSON MFG INC Industrials 3,986.0 $644K 0.00% -175.0 -4.2% $161.47 +14.6%
867 INTA INTAPP INC Technology 13,990.0 $641K 0.00% -76K -84.4% $45.82 -55.7%
868 VRRM VERRA MOBILITY CORP Technology 28,597.0 $641K 0.00% -806.0 -2.7% $22.41 -40.7%
869 EXPO EXPONENT INC Industrials 9,151.0 $636K 0.00% -49.0 -0.5% $69.46 -17.9%
870 PATK PATRICK INDS INC Consumer Cyclical 5,789.0 $628K 0.00% -122K -95.5% $108.43 -16.8%
871 CBT CABOT CORP Basic Materials 9,395.0 $623K 0.00% -391.0 -4.0% $66.28 +18.2%
872 KBH KB HOME Consumer Cyclical 11,006.0 $621K 0.00% -1K -11.6% $56.41 -14.9%
873 ICUI ICU MED INC Healthcare 4,347.0 $620K 0.00% -49.0 -1.1% $142.67 -8.0%
874 ANAB ANAPTYSBIO INC Healthcare 12,760.0 $619K 0.00% -201.0 -1.6% $48.48 +24.6%
875 SRPT SAREPTA THERAPEUTICS INC Healthcare 28,561.0 $615K 0.00% -61K -68.0% $21.52 -20.4%
876 SPSC SPS COMM INC Technology 6,886.0 $614K 0.00% -20K -74.1% $89.13 -39.7%
877 COLB COLUMBIA BKG SYS INC Financial Services 21,835.0 $610K 0.00% -3K -11.1% $27.95 +6.0%
878 CHE CHEMED CORP NEW Healthcare 1,424.0 $609K 0.00% -157.0 -9.9% $427.86 +3.2%
879 PII POLARIS INC Consumer Cyclical 9,586.0 $606K 0.00% -142.0 -1.5% $63.25 -0.3%
880 CRBG COREBRIDGE FINL INC Financial Services 19,773.0 $597K 0.00% -3K -11.8% $30.17 -8.4%
Page 44 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%