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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 100 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 NWBI NORTHWEST BANCSHARES INC MD Financial Services 24,224.0 $291K $12.00 +16.4%
1982 MATIV HOLDINGS INC 23,865.0 $290K -27K -52.9% $12.15
1983 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,015.0 $289K $57.69 +28.1%
1984 WOR WORTHINGTON ENTERPRISES INC Industrials 5,599.0 $289K -118.0 -2.1% $51.57 +6.0%
1985 SEM SELECT MED HLDGS CORP Healthcare 19,387.0 $288K -1K -5.6% $14.85 +11.2%
1986 DHT DHT HOLDINGS INC Energy 23,452.0 $286K $12.21 +45.5%
1987 WHR WHIRLPOOL CORP Consumer Cyclical 3,959.0 $286K -492.0 -11.1% $72.14 -42.5%
1988 ICFI ICF INTL INC Industrials 3,346.0 $285K -85.0 -2.5% $85.30 -20.2%
1989 KNTK KINETIK HOLDINGS INC Energy 7,881.0 $284K $36.05 +39.1%
1990 ALKT ALKAMI TECHNOLOGY INC Technology 12,298.0 $284K $23.07 -26.9%
1991 TCBK TRICO BANCSHARES Financial Services 5,982.0 $283K -112.0 -1.8% $47.37 +6.8%
1992 CCS CENTURY CMNTYS INC Consumer Cyclical 4,770.0 $283K -119.0 -2.4% $59.35 -11.6%
1993 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 24,184.0 $282K -439.0 -1.8% $11.67 +36.1%
1994 ADNT ADIENT PLC Consumer Cyclical 14,716.0 $282K -685.0 -4.5% $19.17 +9.5%
1995 DYNAVAX TECHNOLOGIES CORP 18,317.0 $282K -688.0 -3.6% $15.38
1996 HROW HARROW INC Healthcare 5,742.0 $281K -73.0 -1.3% $49.00 -32.7%
1997 INOD INNODATA INC Technology 5,519.0 $281K $50.95 +93.4%
1998 LIBERTY LIVE HOLDINGS INC 3,376.0 $281K NEW $83.16
1999 GABC GERMAN AMERN BANCORP INC Financial Services 7,155.0 $280K $39.18 +10.7%
2000 SIRI SIRIUSXM HOLDINGS INC Communication Services 14,005.0 $280K -2K -11.1% $20.00 +35.3%
Page 100 of 121  ·  2,408 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%