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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 108 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 UCTT ULTRA CLEAN HLDGS INC Technology 8,135.0 $206K $25.33 +216.7%
2142 PEBO PEOPLES BANCORP INC Financial Services 6,844.0 $206K -195.0 -2.8% $30.03 +15.3%
2143 STAA STAAR SURGICAL CO Healthcare 8,869.0 $205K -218.0 -2.4% $23.09 +43.1%
2144 OCFC OCEANFIRST FINL CORP Financial Services 11,391.0 $204K -24K -68.0% $17.95 +4.7%
2145 CSTL CASTLE BIOSCIENCES INC Healthcare 5,246.0 $204K NEW $38.90 -47.2%
2146 CRI CARTERS INC Consumer Cyclical 6,277.0 $204K NEW $32.43 +15.8%
2147 PCT PURECYCLE TECHNOLOGIES INC Industrials 23,687.0 $203K $8.59 +31.9%
2148 DHC DIVERSIFIED HEALTHCARE TR Real Estate 41,888.0 $203K $4.85 +83.5%
2149 FRHC FREEDOM HLDG CORP NEV Financial Services 1,664.0 $202K -179.0 -9.7% $121.68 +20.9%
2150 TRS TRIMAS CORP Consumer Cyclical 5,666.0 $201K -409.0 -6.7% $35.45 +10.6%
2151 ECVT ECOVYST INC Basic Materials 20,605.0 $200K $9.73 +37.0%
2152 PD PAGERDUTY INC Technology 15,248.0 $200K -142K -90.3% $13.11 -46.2%
2153 NVTS NAVITAS SEMICONDUCTOR CORP Technology 27,914.0 $199K +3K +13.8% $7.14 +241.5%
2154 PDM PIEDMONT REALTY TRUST INC Real Estate 23,826.0 $199K $8.34 -3.1%
2155 XNCR XENCOR INC Healthcare 12,923.0 $198K -206.0 -1.6% $15.31 -26.1%
2156 OMER OMEROS CORP Healthcare 11,405.0 $196K +216.0 +1.9% $17.18 -30.4%
2157 JBGS JBG SMITH PPTYS Real Estate 11,404.0 $194K -488.0 -4.1% $17.01 -15.3%
2158 TZOO TRAVELZOO Communication Services 27,155.0 $193K +8K +43.3% $7.12 +31.0%
2159 RLJ RLJ LODGING TR Real Estate 25,592.0 $191K -1K -5.4% $7.45 +27.4%
2160 PWP PERELLA WEINBERG PARTNERS Financial Services 10,966.0 $190K -1K -10.7% $17.30 +2.4%
Page 108 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%