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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 103 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 SLGN SILGAN HLDGS INC Consumer Cyclical 6,518.0 $263K -3K -31.1% $40.37 -5.6%
2042 QCRH QCR HOLDINGS INC Financial Services 3,143.0 $262K -138.0 -4.2% $83.30 +9.6%
2043 NVST ENVISTA HOLDINGS CORPORATION Healthcare 12,042.0 $261K -2K -13.6% $21.71 +8.8%
2044 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 72,549.0 $261K +1K +1.9% $3.60 +61.7%
2045 MAN MANPOWERGROUP INC WIS Industrials 8,759.0 $260K NEW $29.73 -3.2%
2046 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 6,240.0 $260K -119.0 -1.9% $41.70 -12.0%
2047 SRCE 1ST SOURCE CORP Financial Services 4,162.0 $260K -68.0 -1.6% $62.49 +17.6%
2048 ZD ZIFF DAVIS INC Communication Services 7,395.0 $260K -292.0 -3.8% $35.15 +20.4%
2049 TFIN TRIUMPH FINANCIAL INC Financial Services 4,137.0 $259K -52.0 -1.2% $62.63 +4.6%
2050 ALTG ALTA EQUIPMENT GROUP INC Industrials 56,048.0 $258K +26K +87.5% $4.60 +9.6%
2051 BVS BIOVENTUS INC Healthcare 34,531.0 $257K +506.0 +1.5% $7.44 +27.6%
2052 MXL MAXLINEAR INC Technology 14,721.0 $257K -142K -90.6% $17.43 +471.8%
2053 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 4,330.0 $256K -186.0 -4.1% $59.08 +26.1%
2054 ARI APOLLO COML REAL EST FIN INC Real Estate 26,235.0 $254K $9.68 +13.1%
2055 BWMN BOWMAN CONSULTING GROUP LTD Industrials 7,677.0 $253K -2K -21.4% $33.02 -5.9%
2056 JJSF J & J SNACK FOODS CORP Consumer Defensive 2,798.0 $253K -99.0 -3.4% $90.37 -18.4%
2057 GBX GREENBRIER COS INC Industrials 5,399.0 $252K -207.0 -3.7% $46.74 +4.2%
2058 CALUMET INC 12,689.0 $252K $19.87
2059 MBC MASTERBRAND INC Consumer Cyclical 22,805.0 $252K -455.0 -2.0% $11.04 -31.2%
2060 TRUP TRUPANION INC Financial Services 6,710.0 $251K -4K -35.4% $37.37 -41.5%
Page 103 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%