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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 15 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WAY WAYSTAR HLDG CORP Technology 1,605,830.0 $52.6M 0.05% +180K +12.6% $32.75 -41.3%
282 EOG EOG RES INC Energy 501,299.0 $52.4M 0.05% -298K -37.3% $104.55 +33.9%
283 GRMN GARMIN LTD Technology 257,112.0 $52.2M 0.05% +10K +4.1% $202.85 +18.2%
284 NU NU HLDGS LTD Financial Services 3,088,561.0 $51.7M 0.05% +134K +4.5% $16.74 -21.4%
285 ALIBABA GROUP HLDG LTD 33,025,000.0 $51.4M 0.05% +6.5M +24.7% $1.56
286 TMUS T-MOBILE US INC Communication Services 251,516.0 $51.1M 0.05% +10K +4.3% $203.04 -6.3%
287 CMCSA COMCAST CORP NEW Communication Services 1,705,276.0 $51.0M 0.05% -177K -9.4% $29.89 -16.1%
288 NXT NEXTPOWER INC Technology 583,078.0 $50.8M 0.05% -31K -5.0% $87.11 +38.9%
289 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 1,352,786.0 $50.7M 0.05% +9K +0.7% $37.45 +54.8%
290 SOUTHERN CO 1,000,000.0 $50.4M 0.05% NEW $50.36
291 GNRC GENERAC HLDGS INC Industrials 366,052.0 $49.9M 0.05% $136.37 +81.7%
292 FIVE FIVE BELOW INC Consumer Cyclical 264,240.0 $49.8M 0.05% -61K -18.8% $188.36 +16.7%
293 ABT ABBOTT LABS Healthcare 395,302.0 $49.5M 0.05% -560K -58.6% $125.29 -29.9%
294 SITM SITIME CORP Technology 139,499.0 $49.3M 0.05% -73K -34.4% $353.19 +97.3%
295 CVNA CARVANA CO Consumer Cyclical 116,716.0 $49.3M 0.05% +11K +10.5% $422.02 -84.7%
296 STRATEGY INC 625,000.0 $49.2M 0.05% $78.76
297 EXACT SCIENCES CORP 46,305,000.0 $48.4M 0.05% -8.1M -14.9% $1.05
298 MO ALTRIA GROUP INC Consumer Defensive 838,880.0 $48.4M 0.05% +19K +2.3% $57.66 +27.8%
299 AA ALCOA CORP Basic Materials 906,087.0 $48.1M 0.05% -877K -49.2% $53.14 +24.7%
300 SYK STRYKER CORPORATION Healthcare 137,261.0 $48.1M 0.05% -345K -71.5% $350.25 -8.2%
Page 15 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%