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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 22 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WMB WILLIAMS COS INC Energy 484,575.0 $29.1M 0.03% -55K -10.2% $60.11 +29.6%
422 TECHNIPFMC PLC 653,392.0 $29.1M 0.03% +163K +33.2% $44.56
423 GD GENERAL DYNAMICS CORP Industrials 85,298.0 $28.7M 0.03% -4K -4.3% $336.66 +0.6%
424 ADP AUTOMATIC DATA PROCESSING IN Industrials 111,066.0 $28.6M 0.03% -5K -4.2% $257.23 -14.4%
425 ARM ARM HOLDINGS PLC Technology 259,232.0 $28.3M 0.03% +57K +28.1% $109.31 +172.8%
426 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 1,061,323.0 $28.2M 0.03% $26.58 +24.0%
427 ATRC ATRICURE INC Healthcare 712,329.0 $28.2M 0.03% +5K +0.7% $39.56 -27.1%
428 SO SOUTHERN CO Utilities 322,457.0 $28.1M 0.03% +10K +3.2% $87.20 +7.4%
429 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 422,731.0 $28.1M 0.03% +285K +207.4% $66.39 +13.8%
430 ADUS ADDUS HOMECARE CORP Healthcare 260,493.0 $28.0M 0.03% $107.39 -13.2%
431 HEWLETT PACKARD ENTERPRISE C 419,175.0 $28.0M 0.03% -3.5M -89.2% $66.69
432 FSV FIRSTSERVICE CORP NEW Real Estate 178,126.0 $27.7M 0.03% +79K +79.7% $155.53 -14.4%
433 MRSH MARSH & MCLENNAN COS INC Financial Services 148,809.0 $27.6M 0.03% -66K -30.6% $185.52 -11.0%
434 GM GENERAL MTRS CO Consumer Cyclical 337,718.0 $27.5M 0.03% -107K -24.1% $81.32 -5.1%
435 BUNGE GLOBAL SA 307,968.0 $27.4M 0.03% +4K +1.3% $89.08
436 CB CHUBB LIMITED Financial Services 87,812.0 $27.4M 0.03% +27K +44.0% $312.12 +5.8%
437 PCOR PROCORE TECHNOLOGIES INC Technology 376,092.0 $27.4M 0.03% -70K -15.6% $72.74 -36.2%
438 PYPL PAYPAL HLDGS INC Financial Services 467,693.0 $27.3M 0.03% +84K +21.7% $58.38 -24.0%
439 QXO INC 490,330.0 $27.0M 0.03% +52K +11.9% $55.15
440 MET METLIFE INC Financial Services 339,221.0 $26.8M 0.03% -13K -3.7% $78.94 +6.8%
Page 22 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%