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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 47 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 GFF GRIFFON CORP Industrials 6,819.0 $502K -3K -27.6% $73.65 +14.9%
922 APPF APPFOLIO INC Technology 2,153.0 $501K -227.0 -9.5% $232.65 -30.2%
923 HWKN HAWKINS INC Basic Materials 3,523.0 $500K -44.0 -1.2% $142.06 +7.4%
924 HP HELMERICH & PAYNE INC Energy 17,449.0 $500K -117.0 -0.7% $28.68 +38.1%
925 AWR AMER STATES WTR CO Utilities 6,841.0 $496K -103.0 -1.5% $72.48 +5.3%
926 EXP EAGLE MATLS INC Basic Materials 2,394.0 $495K -993.0 -29.3% $206.68 -3.7%
927 STRA STRATEGIC ED INC Consumer Defensive 6,169.0 $495K -41.0 -0.7% $80.20 -0.3%
928 CTKB CYTEK BIOSCIENCES INC Healthcare 97,830.0 $494K -18K -15.7% $5.05 -21.6%
929 BCC BOISE CASCADE CO DEL Basic Materials 6,712.0 $494K -122.0 -1.8% $73.60 -8.8%
930 HLNE HAMILTON LANE INC Financial Services 3,628.0 $487K -345.0 -8.7% $134.31 -34.0%
931 PATH UIPATH INC Technology 29,688.0 $487K -4K -11.1% $16.39 -35.5%
932 SMP STANDARD MTR PRODS INC Consumer Cyclical 13,088.0 $482K -5K -27.3% $36.85 +0.7%
933 H HYATT HOTELS CORP Consumer Cyclical 3,003.0 $481K -6K -68.2% $160.32 +9.5%
934 VNOM VIPER ENERGY INC Energy 12,451.0 $481K -2K -11.1% $38.63 +23.5%
935 MSGE SPHERE ENTERTAINMENT CO Communication Services 5,018.0 $477K -57.0 -1.1% $95.08 -27.0%
936 ARCB ARCBEST CORP Industrials 6,411.0 $476K -3K -28.8% $74.19 +67.7%
937 U HAUL HOLDING COMPANY 10,159.0 $475K -17K -62.5% $46.74
938 TWO HBRS INVT CORP 44,795.0 $470K -82K -64.8% $10.50
939 ESAB ESAB CORPORATION Industrials 4,201.0 $469K -1K -23.9% $111.72 -18.4%
940 VFC V F CORP Consumer Cyclical 25,908.0 $468K -46K -64.2% $18.08 -10.3%
Page 47 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%