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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 54 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NBHC NATIONAL BK HLDGS CORP Financial Services 7,020.0 $267K -170.0 -2.4% $38.01 +10.3%
1062 BLBD BLUE BIRD CORP Consumer Cyclical 5,669.0 $266K -107.0 -1.9% $47.00 +37.9%
1063 ROCK GIBRALTAR INDS INC Industrials 5,372.0 $266K -5K -49.4% $49.44 -28.9%
1064 LEG LEGGETT & PLATT INC Consumer Cyclical 24,118.0 $265K -175.0 -0.7% $11.00 -8.7%
1065 GFS GLOBALFOUNDRIES INC Technology 7,581.0 $265K -943.0 -11.1% $34.92 +133.0%
1066 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 5,709.0 $264K -221.0 -3.7% $46.30 -25.7%
1067 YETI YETI HLDGS INC Consumer Cyclical 5,984.0 $264K -861.0 -12.6% $44.17 +1.1%
1068 SLGN SILGAN HLDGS INC Consumer Cyclical 6,518.0 $263K -3K -31.1% $40.37 -5.6%
1069 QCRH QCR HOLDINGS INC Financial Services 3,143.0 $262K -138.0 -4.2% $83.30 +9.6%
1070 NVST ENVISTA HOLDINGS CORPORATION Healthcare 12,042.0 $261K -2K -13.6% $21.71 +8.8%
1071 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 6,240.0 $260K -119.0 -1.9% $41.70 -12.0%
1072 SRCE 1ST SOURCE CORP Financial Services 4,162.0 $260K -68.0 -1.6% $62.49 +17.6%
1073 ZD ZIFF DAVIS INC Communication Services 7,395.0 $260K -292.0 -3.8% $35.15 +20.4%
1074 TFIN TRIUMPH FINANCIAL INC Financial Services 4,137.0 $259K -52.0 -1.2% $62.63 +4.6%
1075 MXL MAXLINEAR INC Technology 14,721.0 $257K -142K -90.6% $17.43 +471.8%
1076 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 4,330.0 $256K -186.0 -4.1% $59.08 +26.1%
1077 BWMN BOWMAN CONSULTING GROUP LTD Industrials 7,677.0 $253K -2K -21.4% $33.02 -5.9%
1078 JJSF J & J SNACK FOODS CORP Consumer Defensive 2,798.0 $253K -99.0 -3.4% $90.37 -18.4%
1079 GBX GREENBRIER COS INC Industrials 5,399.0 $252K -207.0 -3.7% $46.74 +4.2%
1080 MBC MASTERBRAND INC Consumer Cyclical 22,805.0 $252K -455.0 -2.0% $11.04 -31.2%
Page 54 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%