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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 21 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MC MOELIS & CO Financial Services 468,549.0 $32.2M 0.03% -97K -17.2% $68.74 -4.5%
402 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 256,881.0 $32.0M 0.03% +69K +36.7% $124.56 -8.5%
403 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 366,165.0 $32.0M 0.03% +61K +19.9% $87.34 +15.5%
404 VSEC VSE CORP Industrials 184,543.0 $31.9M 0.03% $172.77 -1.3%
405 BURL BURLINGTON STORES INC Consumer Cyclical 110,171.0 $31.8M 0.03% +5K +5.0% $288.85 +9.4%
406 AXSM AXSOME THERAPEUTICS INC Healthcare 173,301.0 $31.7M 0.03% +59K +52.0% $182.64 +27.9%
407 FORM FORMFACTOR INC Technology 562,692.0 $31.4M 0.03% -84K -13.0% $55.78 +129.5%
408 HUBS HUBSPOT INC Technology 77,397.0 $31.1M 0.03% -3K -4.0% $401.30 -50.6%
409 LHX L3HARRIS TECHNOLOGIES INC Industrials 105,752.0 $31.0M 0.03% +55K +109.0% $293.57 +4.3%
410 CHRW C H ROBINSON WORLDWIDE INC Industrials 193,007.0 $31.0M 0.03% +110K +132.7% $160.76 +10.8%
411 HCA HCA HEALTHCARE INC Healthcare 66,272.0 $30.9M 0.03% -3K -4.2% $466.86 -15.9%
412 LMT LOCKHEED MARTIN CORP Industrials 63,893.0 $30.9M 0.03% $483.67 +8.1%
413 AAON AAON INC Industrials 404,651.0 $30.9M 0.03% +45K +12.6% $76.25 +73.6%
414 SPGI S&P GLOBAL INC Financial Services 58,718.0 $30.7M 0.03% -612.0 -1.0% $522.59 -20.2%
415 PL PLANET LABS PBC Industrials 1,550,741.0 $30.6M 0.03% +1.5M +3673.1% $19.72 +116.3%
416 ALGN ALIGN TECHNOLOGY INC Healthcare 194,467.0 $30.4M 0.03% +180K +1248.1% $156.15 +4.4%
417 VRSK VERISK ANALYTICS INC Industrials 135,431.0 $30.3M 0.03% -94K -41.0% $223.69 -23.7%
418 BKR BAKER HUGHES COMPANY Energy 655,788.0 $29.9M 0.03% -58K -8.2% $45.54 +44.5%
419 TT TRANE TECHNOLOGIES PLC Industrials 76,315.0 $29.7M 0.03% +6K +8.2% $389.20 +16.1%
420 APLD APPLIED DIGITAL CORP Technology 1,193,343.0 $29.3M 0.03% -272K -18.5% $24.52 +95.8%
Page 21 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%