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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 7 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP Technology 1,568,520.0 $57.8M 0.06% -1.6M -51.1% $36.84 +221.7%
122 AVAV AEROVIRONMENT INC Industrials 238,399.0 $57.7M 0.06% -40K -14.3% $241.89 -32.6%
123 TSEM TOWER SEMICONDUCTOR LTD Technology 472,697.0 $55.5M 0.06% -561K -54.3% $117.42 +125.2%
124 VZ VERIZON COMMUNICATIONS INC Communication Services 1,345,640.0 $54.8M 0.05% -37K -2.6% $40.73 +17.4%
125 DRS LEONARDO DRS INC Industrials 1,604,470.0 $54.7M 0.05% -203K -11.2% $34.09 +30.7%
126 OWL BLUE OWL CAPITAL INC Financial Services 3,588,308.0 $53.6M 0.05% -252K -6.5% $14.94 -31.7%
127 EOG EOG RES INC Energy 501,299.0 $52.4M 0.05% -298K -37.3% $104.55 +33.9%
128 CMCSA COMCAST CORP NEW Communication Services 1,705,276.0 $51.0M 0.05% -177K -9.4% $29.89 -16.1%
129 NXT NEXTPOWER INC Technology 583,078.0 $50.8M 0.05% -31K -5.0% $87.11 +38.9%
130 FIVE FIVE BELOW INC Consumer Cyclical 264,240.0 $49.8M 0.05% -61K -18.8% $188.36 +16.7%
131 ABT ABBOTT LABS Healthcare 395,302.0 $49.5M 0.05% -560K -58.6% $125.29 -29.9%
132 SITM SITIME CORP Technology 139,499.0 $49.3M 0.05% -73K -34.4% $353.19 +97.3%
133 EXACT SCIENCES CORP 46,305,000.0 $48.4M 0.05% -8.1M -14.9% $1.05
134 AA ALCOA CORP Basic Materials 906,087.0 $48.1M 0.05% -877K -49.2% $53.14 +24.7%
135 SYK STRYKER CORPORATION Healthcare 137,261.0 $48.1M 0.05% -345K -71.5% $350.25 -8.2%
136 MCD MCDONALDS CORP Consumer Cyclical 156,773.0 $47.9M 0.05% -3K -1.9% $305.63 -7.0%
137 TRGP TARGA RES CORP Energy 259,151.0 $47.8M 0.05% -43K -14.2% $184.50 +46.7%
138 AXP AMERICAN EXPRESS CO Financial Services 128,168.0 $47.4M 0.05% -5K -3.7% $369.95 -16.3%
139 CRS CARPENTER TECHNOLOGY CORP Industrials 150,435.0 $47.4M 0.05% -11K -6.7% $314.84 +39.2%
140 ADBE ADOBE INC Technology 135,282.0 $47.3M 0.05% -158K -53.9% $349.99 -30.3%
Page 7 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%