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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 19 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MRCY MERCURY SYS INC Industrials 511,324.0 $37.3M 0.04% +479K +1492.2% $73.01 +32.0%
362 KRMN KARMAN HLDGS INC Industrials 508,617.0 $37.2M 0.04% +58K +12.9% $73.17 -10.8%
363 FN FABRINET Technology 80,779.0 $36.8M 0.04% $455.28 +54.5%
364 ADMA ADMA BIOLOGICS INC Healthcare 2,012,096.0 $36.7M 0.04% +558K +38.4% $18.24 -53.6%
365 SPG SIMON PPTY GROUP INC NEW Real Estate 197,962.0 $36.6M 0.04% $185.11 +10.3%
366 ALAB ASTERA LABS INC Technology 219,628.0 $36.5M 0.04% -110K -33.3% $166.36 +79.0%
367 OSI SYSTEMS INC 24,425,000.0 $36.3M 0.04% +140K +0.6% $1.49
368 STE STERIS PLC Healthcare 143,266.0 $36.3M 0.04% +121K +552.5% $253.52 -14.8%
369 GBCI GLACIER BANCORP INC NEW Financial Services 824,378.0 $36.3M 0.04% +284K +52.4% $44.05 +8.5%
370 VAL VALARIS LTD Energy 720,462.0 $36.3M 0.04% $50.40 +117.4%
371 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 130,517.0 $35.9M 0.04% +16K +14.4% $275.39 +172.7%
372 FROG JFROG LTD Technology 574,028.0 $35.9M 0.04% -483K -45.7% $62.46 +14.4%
373 LOAR LOAR HOLDINGS INC Industrials 524,966.0 $35.7M 0.04% +228K +76.6% $68.00 -8.0%
374 AMERICAN WTR CAP CORP 35,600,000.0 $35.5M 0.04% +2.4M +7.2% $1.00
375 AJG GALLAGHER ARTHUR J & CO Financial Services 136,262.0 $35.3M 0.04% $258.79 -19.9%
376 AMT AMERICAN TOWER CORP NEW Real Estate 200,601.0 $35.2M 0.04% +4K +2.2% $175.57 +4.7%
377 INSM INSMED INC Healthcare 200,964.0 $35.0M 0.03% -19K -8.6% $174.04 -37.1%
378 ELF E L F BEAUTY INC Consumer Defensive 455,807.0 $34.7M 0.03% -236K -34.2% $76.04 -30.1%
379 EAT BRINKER INTL INC Consumer Cyclical 240,600.0 $34.5M 0.03% +227K +1634.2% $143.52 -4.8%
380 IQVIA HLDGS INC 152,860.0 $34.5M 0.03% +38K +33.4% $225.41
Page 19 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%