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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 17 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PIPER SANDLER COMPANIES 132,153.0 $44.9M 0.04% -27K -17.0% $339.71
322 ACIW ACI WORLDWIDE INC Technology 938,431.0 $44.9M 0.04% -66K -6.6% $47.81 -11.1%
323 FOXA FOX CORP Communication Services 611,085.0 $44.7M 0.04% +10K +1.7% $73.07 -12.1%
324 BBIO BRIDGEBIO PHARMA INC Healthcare 583,361.0 $44.6M 0.04% +110K +23.2% $76.49 -8.1%
325 ESI ELEMENT SOLUTIONS INC Basic Materials 1,784,501.0 $44.6M 0.04% +119K +7.2% $24.99 +61.5%
326 VLYPN VALLEY NATL BANCORP Financial Services 3,816,821.0 $44.6M 0.04% +3.1M +402.2% $11.68 +121.5%
327 NI NISOURCE INC Utilities 1,054,088.0 $44.0M 0.04% +89K +9.2% $41.76 +14.2%
328 ALIGNMENT HEALTHCARE INC 28,950,000.0 $44.0M 0.04% NEW $1.52
329 VEECO INSTRS INC DEL 35,130,000.0 $43.6M 0.04% +13.4M +61.7% $1.24
330 SXI STANDEX INTL CORP Industrials 199,187.0 $43.3M 0.04% +34K +20.6% $217.28 +16.9%
331 AIT APPLIED INDL TECHNOLOGIES IN Industrials 168,450.0 $43.3M 0.04% +20K +13.3% $256.77 +19.0%
332 JBT MAREL CORPORATION 284,084.0 $42.8M 0.04% $150.67
333 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 294,016.0 $42.3M 0.04% +56K +23.6% $143.89 +34.4%
334 MMSI MERIT MED SYS INC Healthcare 478,870.0 $42.2M 0.04% -11K -2.2% $88.14 -27.8%
335 CVS CVS HEALTH CORP Healthcare 529,642.0 $42.0M 0.04% +124K +30.6% $79.36 +17.6%
336 ENPHASE ENERGY INC 47,960,000.0 $41.9M 0.04% -44.0M -47.9% $0.87
337 PLD PROLOGIS INC. Real Estate 327,119.0 $41.8M 0.04% +51K +18.4% $127.66 +13.3%
338 COIN COINBASE GLOBAL INC Financial Services 184,459.0 $41.7M 0.04% -19K -9.3% $226.14 -14.4%
339 TPR TAPESTRY INC Consumer Cyclical 323,546.0 $41.3M 0.04% -11K -3.2% $127.77 +6.3%
340 NTSK NETSKOPE INC Technology 2,347,653.0 $41.2M 0.04% +763K +48.2% $17.54 -34.0%
Page 17 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%