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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 53 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ICFI ICF INTL INC Industrials 3,346.0 $285K -85.0 -2.5% $85.30 -20.2%
1042 TCBK TRICO BANCSHARES Financial Services 5,982.0 $283K -112.0 -1.8% $47.37 +6.8%
1043 CCS CENTURY CMNTYS INC Consumer Cyclical 4,770.0 $283K -119.0 -2.4% $59.35 -11.6%
1044 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 24,184.0 $282K -439.0 -1.8% $11.67 +36.1%
1045 ADNT ADIENT PLC Consumer Cyclical 14,716.0 $282K -685.0 -4.5% $19.17 +9.5%
1046 DYNAVAX TECHNOLOGIES CORP 18,317.0 $282K -688.0 -3.6% $15.38
1047 HROW HARROW INC Healthcare 5,742.0 $281K -73.0 -1.3% $49.00 -32.7%
1048 SIRI SIRIUSXM HOLDINGS INC Communication Services 14,005.0 $280K -2K -11.1% $20.00 +35.3%
1049 LZB LA Z BOY INC Consumer Cyclical 7,479.0 $279K -92.0 -1.2% $37.27 -1.3%
1050 ANYWHERE REAL ESTATE INC 19,573.0 $277K -1K -5.0% $14.16
1051 NEOG NEOGEN CORP Healthcare 39,603.0 $277K -1K -3.0% $6.99 +26.8%
1052 JAMES HARDIE INDS PLC 13,318.0 $276K -1K -8.0% $20.75
1053 TREX TREX CO INC Industrials 7,873.0 $276K -231K -96.7% $35.08 +9.0%
1054 ALEXANDER & BALDWIN INC NEW 13,359.0 $276K -199K -93.7% $20.64
1055 BHF BRIGHTHOUSE FINL INC Financial Services 4,216.0 $273K -7K -62.8% $64.79 -3.2%
1056 JBS N.V. 18,885.0 $272K -692.0 -3.5% $14.42
1057 NNI NELNET INC Financial Services 2,046.0 $272K -339.0 -14.2% $132.96 -2.5%
1058 STEL STELLAR BANCORP INC Financial Services 8,750.0 $271K -62.0 -0.7% $30.94 +20.9%
1059 COLD AMERICOLD REALTY TRUST INC Real Estate 21,035.0 $271K -3K -11.1% $12.86 +12.3%
1060 IPAR INTERPARFUMS INC Consumer Defensive 3,164.0 $268K -63.0 -1.9% $84.83 +7.5%
Page 53 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%