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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 48 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CSTM CONSTELLIUM SE Basic Materials 24,735.0 $466K -1K -4.2% $18.85 +70.0%
942 XMTR XOMETRY INC Industrials 7,835.0 $466K -56.0 -0.7% $59.47 +54.3%
943 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 19,934.0 $458K -679.0 -3.3% $23.00 +1.6%
944 ORGO ORGANOGENESIS HLDGS INC Healthcare 87,795.0 $455K -27K -23.8% $5.18 -48.6%
945 PFS PROVIDENT FINL SVCS INC Financial Services 22,962.0 $454K -658.0 -2.8% $19.75 +12.2%
946 CBZ CBIZ INC Industrials 8,982.0 $453K -181.0 -2.0% $50.45 -36.5%
947 TDW TIDEWATER INC NEW Energy 8,936.0 $451K -107.0 -1.2% $50.51 +67.4%
948 ABM ABM INDS INC Industrials 10,630.0 $450K -485.0 -4.4% $42.30 -5.2%
949 PUBM PUBMATIC INC Technology 50,600.0 $449K -8K -14.3% $8.87 +11.4%
950 HUBG HUB GROUP INC Industrials 10,529.0 $449K -215.0 -2.0% $42.61 -4.5%
951 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 8,925.0 $446K -1K -11.1% $50.02 -27.4%
952 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 4,373.0 $443K -1K -21.6% $101.40 -33.4%
953 IBCP INDEPENDENT BK CORP MICH Financial Services 13,589.0 $442K -10K -41.5% $32.53 +4.6%
954 WSC WILLSCOT HLDGS CORP Industrials 23,341.0 $440K -2K -6.0% $18.83 +26.2%
955 WAFD WAFD INC Financial Services 13,657.0 $437K -908.0 -6.2% $32.03 +10.7%
956 LBRDK LIBERTY BROADBAND CORP Communication Services 8,978.0 $436K -908.0 -9.2% $48.60 -28.3%
957 VNO VORNADO RLTY TR Real Estate 13,013.0 $433K -2K -11.1% $33.28 -5.0%
958 CNK CINEMARK HLDGS INC Communication Services 18,612.0 $433K -434.0 -2.3% $23.24 +14.5%
959 MTN VAIL RESORTS INC Consumer Cyclical 3,226.0 $428K -489.0 -13.2% $132.80 -4.5%
960 PEGA PEGASYSTEMS INC Technology 7,111.0 $425K -829.0 -10.4% $59.72 -42.6%
Page 48 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%