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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 102 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 NNI NELNET INC Financial Services 2,046.0 $272K -339.0 -14.2% $132.96 -2.5%
2022 GTY GETTY RLTY CORP NEW Real Estate 9,935.0 $272K $27.37 +22.1%
2023 STEL STELLAR BANCORP INC Financial Services 8,750.0 $271K -62.0 -0.7% $30.94 +20.9%
2024 COLD AMERICOLD REALTY TRUST INC Real Estate 21,035.0 $271K -3K -11.1% $12.86 +12.3%
2025 ABR ARBOR REALTY TRUST INC Real Estate 34,767.0 $270K $7.76 -23.8%
2026 LGN LEGENCE CORP Industrials 6,248.0 $269K NEW $43.04 +90.4%
2027 IPAR INTERPARFUMS INC Consumer Defensive 3,164.0 $268K -63.0 -1.9% $84.83 +7.5%
2028 NTST NETSTREIT CORP Real Estate 15,145.0 $267K $17.64 +16.9%
2029 RXRX RECURSION PHARMACEUTICALS IN Healthcare 65,312.0 $267K +2K +3.4% $4.09 -27.6%
2030 NBHC NATIONAL BK HLDGS CORP Financial Services 7,020.0 $267K -170.0 -2.4% $38.01 +10.3%
2031 BLBD BLUE BIRD CORP Consumer Cyclical 5,669.0 $266K -107.0 -1.9% $47.00 +37.9%
2032 ROCK GIBRALTAR INDS INC Industrials 5,372.0 $266K -5K -49.4% $49.44 -28.9%
2033 MG MISTRAS GROUP INC Industrials 20,979.0 $265K +419.0 +2.0% $12.65 +36.0%
2034 LEG LEGGETT & PLATT INC Consumer Cyclical 24,118.0 $265K -175.0 -0.7% $11.00 -8.7%
2035 WLDN WILLDAN GROUP INC Industrials 2,556.0 $265K $103.66 -10.7%
2036 GFS GLOBALFOUNDRIES INC Technology 7,581.0 $265K -943.0 -11.1% $34.92 +133.0%
2037 SIX FLAGS ENTERTAINMENT CORP 17,250.0 $265K $15.34
2038 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 5,709.0 $264K -221.0 -3.7% $46.30 -25.7%
2039 YETI YETI HLDGS INC Consumer Cyclical 5,984.0 $264K -861.0 -12.6% $44.17 +1.1%
2040 PAR PAR TECHNOLOGY CORP Technology 7,258.0 $263K $36.28 -60.9%
Page 102 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%