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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 9 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FROG JFROG LTD Technology 574,028.0 $35.9M 0.04% -483K -45.7% $62.46 +14.4%
162 INSM INSMED INC Healthcare 200,964.0 $35.0M 0.03% -19K -8.6% $174.04 -37.1%
163 ELF E L F BEAUTY INC Consumer Defensive 455,807.0 $34.7M 0.03% -236K -34.2% $76.04 -30.1%
164 AMP AMERIPRISE FINL INC Financial Services 69,980.0 $34.3M 0.03% -2K -2.4% $490.34 -8.1%
165 VEEV VEEVA SYS INC Healthcare 153,605.0 $34.3M 0.03% -18K -10.3% $223.23 -26.1%
166 GH GUARDANT HEALTH INC Healthcare 330,429.0 $33.8M 0.03% -26K -7.3% $102.14 +15.5%
167 DINO HF SINCLAIR CORP Energy 729,042.0 $33.6M 0.03% -35K -4.5% $46.08 +48.4%
168 DTE DTE ENERGY CO Utilities 260,186.0 $33.6M 0.03% -6K -2.4% $128.98 +11.5%
169 EMR EMERSON ELEC CO Industrials 249,004.0 $33.0M 0.03% -113K -31.3% $132.72 +1.6%
170 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 195,935.0 $32.5M 0.03% -50K -20.2% $166.00 +7.4%
171 COP CONOCOPHILLIPS Energy 346,460.0 $32.4M 0.03% -8K -2.2% $93.61 +28.8%
172 MC MOELIS & CO Financial Services 468,549.0 $32.2M 0.03% -97K -17.2% $68.74 -4.5%
173 FORM FORMFACTOR INC Technology 562,692.0 $31.4M 0.03% -84K -13.0% $55.78 +129.5%
174 HUBS HUBSPOT INC Technology 77,397.0 $31.1M 0.03% -3K -4.0% $401.30 -50.6%
175 HCA HCA HEALTHCARE INC Healthcare 66,272.0 $30.9M 0.03% -3K -4.2% $466.86 -15.9%
176 SPGI S&P GLOBAL INC Financial Services 58,718.0 $30.7M 0.03% -612.0 -1.0% $522.59 -20.2%
177 VRSK VERISK ANALYTICS INC Industrials 135,431.0 $30.3M 0.03% -94K -41.0% $223.69 -23.7%
178 BKR BAKER HUGHES COMPANY Energy 655,788.0 $29.9M 0.03% -58K -8.2% $45.54 +44.5%
179 APLD APPLIED DIGITAL CORP Technology 1,193,343.0 $29.3M 0.03% -272K -18.5% $24.52 +95.8%
180 WMB WILLIAMS COS INC Energy 484,575.0 $29.1M 0.03% -55K -10.2% $60.11 +29.6%
Page 9 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%