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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 50 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 KBR KBR INC Industrials 9,524.0 $383K -1K -12.6% $40.20 -20.1%
982 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 11,877.0 $382K -4K -26.4% $32.14 -5.7%
983 ATLANTA BRAVES HLDGS INC 9,605.0 $379K -197.0 -2.0% $39.45
984 OLED UNIVERSAL DISPLAY CORP Technology 3,242.0 $379K -403.0 -11.1% $116.78 -21.6%
985 ATKR ATKORE INC Industrials 5,974.0 $378K -116.0 -1.9% $63.25 +20.4%
986 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 7,568.0 $377K -354.0 -4.5% $49.82 +12.6%
987 LPX LOUISIANA PAC CORP Basic Materials 4,649.0 $375K -2K -28.6% $80.76 -13.2%
988 PLTK PLAYTIKA HLDG CORP Technology 94,733.0 $374K -6K -6.0% $3.95 -11.6%
989 WEN WENDYS CO Consumer Cyclical 44,352.0 $369K -285K -86.5% $8.33 -7.0%
990 RXO RXO INC Industrials 29,064.0 $367K -228.0 -0.8% $12.64 +88.7%
991 BUSE FIRST BUSEY CORP Financial Services 15,414.0 $367K -128.0 -0.8% $23.79 +12.8%
992 MTDR MATADOR RES CO Energy 8,617.0 $366K -1K -11.1% $42.44 +32.2%
993 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 14,020.0 $362K -185.0 -1.3% $25.82 -34.3%
994 WD WALKER & DUNLOP INC Financial Services 5,972.0 $359K -53.0 -0.9% $60.15 -17.3%
995 IBEX IBEX LTD Technology 9,407.0 $359K -7K -42.7% $38.18 -16.1%
996 STC STEWART INFORMATION SVCS COR Financial Services 5,067.0 $356K -47.0 -0.9% $70.26 -3.0%
997 POWI POWER INTEGRATIONS INC Technology 9,903.0 $352K -293.0 -2.9% $35.54 +94.5%
998 VVV VALVOLINE INC Energy 12,092.0 $351K -1K -9.7% $29.06 +14.5%
999 WEAV WEAVE COMMUNICATIONS INC Technology 46,224.0 $351K -23K -33.2% $7.59 -22.4%
1000 GEF GREIF INC Consumer Cyclical 5,176.0 $350K -301.0 -5.5% $67.70 -5.3%
Page 50 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%