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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 13 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ICLR ICON PLC Healthcare 438,319.0 $79.9M 0.08% +436K +10000.0% $182.22 -36.0%
242 IDXX IDEXX LABS INC Healthcare 117,189.0 $79.3M 0.08% +3K +2.6% $676.53 -18.2%
243 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 198,613.0 $79.0M 0.08% -175K -46.8% $397.65 -24.4%
244 BX BLACKSTONE INC Financial Services 504,389.0 $77.7M 0.08% -7K -1.3% $154.14 -23.1%
245 NTRA NATERA INC Healthcare 336,482.0 $77.1M 0.08% -20K -5.6% $229.09 -11.1%
246 DHI D R HORTON INC Consumer Cyclical 521,184.0 $75.1M 0.07% +402K +337.6% $144.03 +0.1%
247 MDT MEDTRONIC PLC Healthcare 780,059.0 $74.9M 0.07% +99K +14.5% $96.06 -18.6%
248 DY DYCOM INDS INC Industrials 217,995.0 $73.7M 0.07% -20K -8.2% $337.90 +22.6%
249 SF STIFEL FINL CORP Financial Services 584,755.0 $73.2M 0.07% +572K +4471.3% $125.22 -41.6%
250 ALHC ALIGNMENT HEALTHCARE INC Healthcare 3,672,439.0 $72.5M 0.07% +476K +14.9% $19.75 -17.1%
251 EXPD EXPEDITORS INTL WASH INC Industrials 486,531.0 $72.5M 0.07% +455K +1445.6% $149.01 +5.5%
252 GWW WW GRAINGER INC Industrials 71,220.0 $71.7M 0.07% -18K -20.6% $1006.57 +23.1%
253 FSLR FIRST SOLAR INC Energy 270,279.0 $70.6M 0.07% +53K +24.2% $261.23 -4.7%
254 AMGN AMGEN INC Healthcare 215,258.0 $70.5M 0.07% +17K +8.6% $327.31 +3.1%
255 CWST CASELLA WASTE SYS INC Industrials 686,511.0 $67.2M 0.07% +150K +28.0% $97.94 -10.9%
256 VWO VANGUARD INTL EQUITY INDEX F 1,246,065.0 $67.0M 0.07% -105K -7.8% $53.76 +9.2%
257 BE BLOOM ENERGY CORP Industrials 769,203.0 $66.8M 0.07% +335K +77.3% $86.89 +254.3%
258 RMBS RAMBUS INC DEL Technology 724,208.0 $66.5M 0.07% -44K -5.8% $91.89 +45.3%
259 ASAN ASANA INC Technology 4,838,382.0 $66.3M 0.07% -85K -1.7% $13.71 -53.6%
260 CELH CELSIUS HLDGS INC Consumer Defensive 1,434,060.0 $65.6M 0.07% +273K +23.5% $45.74 -35.1%
Page 13 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%