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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 24 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SPHY SPDR SERIES TRUST 1,042,815.0 $24.7M 0.02% -49K -4.5% $23.67 -1.1%
462 MOD MODINE MFG CO Consumer Cyclical 183,728.0 $24.5M 0.02% -59K -24.2% $133.51 +87.3%
463 RDW REDWIRE CORPORATION Industrials 3,225,062.0 $24.5M 0.02% +959K +42.3% $7.60 +94.3%
464 UPS UNITED PARCEL SERVICE INC Industrials 246,912.0 $24.5M 0.02% -31K -11.2% $99.19 -0.3%
465 INTERDIGITAL INC 5,925,000.0 $24.4M 0.02% -2.3M -28.2% $4.12
466 WOLF WOLFSPEED INC Technology 1,400,509.0 $24.4M 0.02% NEW $17.41 +236.7%
467 RDNT RADNET INC Healthcare 340,786.0 $24.3M 0.02% -150K -30.5% $71.35 -24.0%
468 AME AMETEK INC Industrials 116,837.0 $24.0M 0.02% -9K -7.3% $205.31 +8.7%
469 PSN PARSONS CORP DEL Industrials 387,720.0 $24.0M 0.02% +23K +6.4% $61.80 -16.4%
470 ITT ITT INC Industrials 138,012.0 $23.9M 0.02% +10K +7.9% $173.51 +11.0%
471 MDLZ MONDELEZ INTL INC Consumer Defensive 441,048.0 $23.7M 0.02% +30K +7.4% $53.83 +14.2%
472 FDX FEDEX CORP Industrials 81,610.0 $23.6M 0.02% -10K -10.7% $288.86 +34.6%
473 ACHR ARCHER AVIATION INC Industrials 3,131,817.0 $23.6M 0.02% +2.7M +648.6% $7.52 -18.6%
474 TTAN SERVICETITAN INC Technology 219,614.0 $23.4M 0.02% $106.50 -41.1%
475 SKY CHAMPION HOMES INC Consumer Cyclical 276,242.0 $23.3M 0.02% -213K -43.5% $84.50 -17.5%
476 SUPER MICRO COMPUTER INC 26,005,000.0 $23.2M 0.02% -3.1M -10.7% $0.89
477 NDAQ NASDAQ INC Financial Services 238,729.0 $23.2M 0.02% +26K +12.1% $97.13 -6.9%
478 MERITAGE HOMES CORP 23,400,000.0 $23.1M 0.02% +4.0M +20.6% $0.99
479 RKT ROCKET COS INC Financial Services 1,194,646.0 $23.1M 0.02% +727K +155.6% $19.36 -29.6%
480 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 286,584.0 $22.9M 0.02% +4K +1.3% $79.82 +10.7%
Page 24 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%