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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 49 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 COCO VITA COCO CO INC Consumer Defensive 7,981.0 $423K -512K -98.5% $53.01 +48.7%
962 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 10,744.0 $422K -168.0 -1.5% $39.30 +49.2%
963 PHIN PHINIA INC Consumer Cyclical 6,698.0 $420K -17K -71.3% $62.69 +18.9%
964 BIO BIO RAD LABS INC Healthcare 1,369.0 $415K -184.0 -11.8% $302.99 -5.4%
965 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 47,333.0 $415K -46K -49.3% $8.76 -33.0%
966 KLIC KULICKE & SOFFA INDS INC Technology 9,045.0 $412K -224.0 -2.4% $45.56 +121.9%
967 FBK FB FINL CORP Financial Services 7,385.0 $412K -84.0 -1.1% $55.80 -5.8%
968 HR HEALTHCARE RLTY TR Real Estate 24,211.0 $410K -3K -11.1% $16.95 +20.1%
969 FOUR SHIFT4 PMTS INC Technology 6,490.0 $409K -21K -76.2% $62.97 -30.9%
970 REAX THE REAL BROKERAGE INC Real Estate 109,283.0 $399K -5K -4.2% $3.65 -50.7%
971 SPRY ARS PHARMACEUTICALS INC Healthcare 34,128.0 $398K -81K -70.3% $11.65 -33.0%
972 SEADRILL LTD 11,454.0 $396K -103.0 -0.9% $34.60
973 SAP SAP SE Technology 1,631.0 $396K -117K -98.6% $242.91 -25.9%
974 TRN TRINITY INDS INC Industrials 14,941.0 $395K -272.0 -1.8% $26.44 +27.7%
975 QFIN QFIN HOLDINGS INC Financial Services 20,434.0 $394K -8K -28.6% $19.27 -34.8%
976 COMMERCE.COM INC 95,215.0 $392K -8K -8.0% $4.12
977 FRME FIRST MERCHANTS CORP Financial Services 10,417.0 $390K -298.0 -2.8% $37.48 +7.3%
978 IVT INVENTRUST PPTYS CORP Real Estate 13,641.0 $385K -779.0 -5.4% $28.21 +16.2%
979 WEX WEX INC Technology 2,572.0 $383K -314.0 -10.9% $148.98 -3.2%
980 CFFN CAPITOL FED FINL INC Financial Services 56,244.0 $383K -182K -76.4% $6.81 +14.4%
Page 49 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%