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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 106 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 PZZA PAPA JOHNS INTL INC Consumer Cyclical 5,871.0 $226K $38.49 -16.0%
2102 INVA INNOVIVA INC Healthcare 11,273.0 $225K -175.0 -1.5% $19.99 +11.1%
2103 ENR ENERGIZER HLDGS INC NEW Industrials 11,303.0 $225K -817.0 -6.7% $19.89 -13.0%
2104 KW KENNEDY-WILSON HOLDINGS INC Real Estate 23,215.0 $224K $9.67 +13.8%
2105 LOB LIVE OAK BANCSHARES INC Financial Services 6,529.0 $224K -88.0 -1.3% $34.35 +8.9%
2106 MLKN MILLERKNOLL INC Consumer Cyclical 12,177.0 $223K -314.0 -2.5% $18.28 -15.6%
2107 WLY WILEY JOHN & SONS INC Communication Services 7,265.0 $223K -293.0 -3.9% $30.63 +35.0%
2108 RVLV REVOLVE GROUP INC Consumer Cyclical 7,363.0 $222K NEW $30.19 -38.2%
2109 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 4,753.0 $222K -178.0 -3.6% $46.69 -15.4%
2110 TGLS TECNOGLASS INC Basic Materials 4,371.0 $220K $50.32 -18.8%
2111 TTI TETRA TECHNOLOGIES INC DEL Energy 23,432.0 $220K -1K -4.5% $9.37 +11.2%
2112 ACT ENACT HLDGS INC Financial Services 5,504.0 $218K -21K -79.5% $39.64 +9.5%
2113 TREEHOUSE FOODS INC 9,243.0 $218K NEW $23.59
2114 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 8,342.0 $218K $26.13 +41.9%
2115 LIFE360 INC 3,391.0 $217K +525.0 +18.3% $64.14
2116 ENVX ENOVIX CORPORATION Industrials 29,724.0 $217K $7.31 -13.8%
2117 LILAK LIBERTY LATIN AMERICA LTD Communication Services 29,116.0 $217K $7.46 +11.7%
2118 PMT PENNYMAC MTG INVT TR Real Estate 17,246.0 $216K $12.55 -16.3%
2119 SCVL SHOE CARNIVAL INC Consumer Cyclical 12,747.0 $215K -25K -65.8% $16.88 -6.6%
2120 GLOB GLOBANT S A Technology 3,290.0 $215K -160K -98.0% $65.38 -37.9%
Page 106 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%