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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 20 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 JOBY JOBY AVIATION INC Industrials 2,609,937.0 $34.5M 0.03% +1.5M +126.9% $13.20 -21.2%
382 ONON ON HLDG AG Consumer Cyclical 738,606.0 $34.3M 0.03% +19K +2.7% $46.48 -15.7%
383 AMP AMERIPRISE FINL INC Financial Services 69,980.0 $34.3M 0.03% -2K -2.4% $490.34 -8.1%
384 VEEV VEEVA SYS INC Healthcare 153,605.0 $34.3M 0.03% -18K -10.3% $223.23 -26.1%
385 ROP ROPER TECHNOLOGIES INC Industrials 76,043.0 $33.8M 0.03% +874.0 +1.2% $445.13 -26.1%
386 BRIDGEBIO PHARMA INC 30,000,000.0 $33.8M 0.03% $1.13
387 GH GUARDANT HEALTH INC Healthcare 330,429.0 $33.8M 0.03% -26K -7.3% $102.14 +15.5%
388 STEP STEPSTONE GROUP INC Financial Services 523,663.0 $33.6M 0.03% $64.17 -19.0%
389 DINO HF SINCLAIR CORP Energy 729,042.0 $33.6M 0.03% -35K -4.5% $46.08 +48.4%
390 DTE DTE ENERGY CO Utilities 260,186.0 $33.6M 0.03% -6K -2.4% $128.98 +11.5%
391 CME CME GROUP INC Financial Services 122,772.0 $33.5M 0.03% $273.08 +5.9%
392 AMTM AMENTUM HOLDINGS INC Industrials 1,147,477.0 $33.3M 0.03% +63K +5.8% $29.00 -20.1%
393 GTES GATES INDL CORP PLC Industrials 1,547,311.0 $33.2M 0.03% +410K +36.1% $21.47 +12.1%
394 EMR EMERSON ELEC CO Industrials 249,004.0 $33.0M 0.03% -113K -31.3% $132.72 +1.6%
395 COGENT BIOSCIENCES INC 28,000,000.0 $32.9M 0.03% NEW $1.18
396 VLO VALERO ENERGY CORP Energy 201,547.0 $32.8M 0.03% +1K +0.5% $162.79 +55.9%
397 SPYM SPDR SERIES TRUST 406,955.0 $32.6M 0.03% NEW $80.22 +9.0%
398 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 195,935.0 $32.5M 0.03% -50K -20.2% $166.00 +7.4%
399 COP CONOCOPHILLIPS Energy 346,460.0 $32.4M 0.03% -8K -2.2% $93.61 +28.8%
400 PLMR PALOMAR HLDGS INC Financial Services 239,602.0 $32.3M 0.03% +235K +4902.1% $134.76 -14.1%
Page 20 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%