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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 45 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 BNL BROADSTONE NET LEASE INC Real Estate 34,298.0 $596K 0.00% -88K -72.0% $17.37 +17.5%
882 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 60,870.0 $592K 0.00% -851K -93.3% $9.73 -24.2%
883 SLG SL GREEN RLTY CORP Real Estate 12,850.0 $589K 0.00% -140.0 -1.1% $45.87 -9.6%
884 BKU BANKUNITED INC Financial Services 13,197.0 $588K 0.00% -186.0 -1.4% $44.57 +3.9%
885 TXG 10X GENOMICS INC Healthcare 35,242.0 $575K 0.00% -2K -6.5% $16.31 +47.0%
886 MASI MASIMO CORP Healthcare 4,413.0 $574K 0.00% -463.0 -9.5% $130.06 +37.4%
887 TFX TELEFLEX INCORPORATED Healthcare 4,687.0 $572K 0.00% -375.0 -7.4% $122.04 +10.8%
888 CMPR CIMPRESS PLC Communication Services 8,566.0 $570K 0.00% -543.0 -6.0% $66.59 +42.9%
889 PSMT PRICESMART INC Consumer Defensive 4,607.0 $565K 0.00% -7K -58.7% $122.67 +35.3%
890 AZZ AZZ INC Industrials 5,259.0 $564K 0.00% -78.0 -1.5% $107.18 +27.9%
891 OPLN OPENLANE INC Consumer Cyclical 18,899.0 $563K 0.00% -424.0 -2.2% $29.78 +17.7%
892 WSBC WESBANCO INC Financial Services 16,869.0 $561K 0.00% -221.0 -1.3% $33.24 +2.8%
893 CBL CBL & ASSOC PPTYS INC Real Estate 15,152.0 $561K 0.00% -15K -49.6% $37.00 +29.6%
894 KGS KODIAK GAS SVCS INC Energy 14,961.0 $560K 0.00% -699K -97.9% $37.40 +93.6%
895 XPRO EXPRO GROUP HOLDINGS NV Energy 41,738.0 $557K 0.00% -2K -4.3% $13.35 +27.1%
896 AXGN AXOGEN INC Healthcare 17,018.0 $557K 0.00% -6K -25.5% $32.73 +26.2%
897 POTLATCHDELTIC CORPORATION 13,924.0 $554K 0.00% -913.0 -6.2% $39.78
898 WSFS WSFS FINL CORP Financial Services 9,977.0 $551K 0.00% -262.0 -2.6% $55.24 +30.0%
899 GSAT GLOBALSTAR INC Communication Services 9,015.0 $550K 0.00% -63.0 -0.7% $61.04 +35.5%
900 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 10,426.0 $538K 0.00% -42K -80.2% $51.63 -36.0%
Page 45 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%