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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 58 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 XRAY DENTSPLY SIRONA INC Healthcare 14,692.0 $168K -2K -11.1% $11.43 -13.9%
1142 GREAT LAKES DREDGE & DOCK CO 12,539.0 $165K -267.0 -2.1% $13.12
1143 NTLA INTELLIA THERAPEUTICS INC Healthcare 18,118.0 $163K -135K -88.2% $8.99 +37.6%
1144 PENN PENN ENTERTAINMENT INC Consumer Cyclical 10,673.0 $157K -2K -13.8% $14.75 +13.2%
1145 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 12,628.0 $157K -943.0 -7.0% $12.42 +21.7%
1146 PK PARK HOTELS & RESORTS INC Real Estate 14,490.0 $152K -46K -75.9% $10.46 +8.9%
1147 FLO FLOWERS FOODS INC Consumer Defensive 13,775.0 $150K -3K -16.4% $10.88 -35.6%
1148 SAFEHOLD INC 10,910.0 $149K -292.0 -2.6% $13.69
1149 PUMP PROPETRO HLDG CORP Energy 15,313.0 $146K -59K -79.3% $9.51 +79.1%
1150 HTBK HERITAGE COMM CORP Financial Services 12,082.0 $145K -53K -81.4% $12.01 +12.0%
1151 PRGO PERRIGO CO PLC Healthcare 10,051.0 $140K -1K -11.1% $13.92 -19.8%
1152 OGN ORGANON & CO Healthcare 19,161.0 $137K -2K -11.1% $7.17 +87.2%
1153 TDAY USA TODAY CO INC Communication Services 26,163.0 $135K -757.0 -2.8% $5.15 +44.7%
1154 EXPI EXP WORLD HLDGS INC Real Estate 14,655.0 $133K -16K -52.2% $9.05 -43.9%
1155 AESI ATLAS ENERGY SOLUTIONS INC Energy 13,841.0 $130K -345.0 -2.4% $9.42 +106.7%
1156 MRTN MARTEN TRANS LTD Industrials 10,150.0 $116K -157K -93.9% $11.38 +45.8%
1157 BLND BLEND LABS INC Technology 37,940.0 $115K -2K -4.3% $3.04 -50.0%
1158 NWL NEWELL BRANDS INC Consumer Defensive 30,758.0 $114K -4K -11.1% $3.72 -3.8%
1159 UDMY UDEMY INC Consumer Defensive 17,579.0 $103K -263K -93.7% $5.85 -20.9%
1160 STGW STAGWELL INC Communication Services 21,001.0 $103K -619.0 -2.9% $4.89 +27.2%
Page 58 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%