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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 28 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ARHS ARHAUS INC Consumer Cyclical 1,511,416.0 $16.9M 0.02% $11.21 -43.0%
542 SNPS SYNOPSYS INC Technology 35,687.0 $16.8M 0.02% -42K -53.8% $469.72 +6.2%
543 DLR DIGITAL RLTY TR INC Real Estate 107,419.0 $16.6M 0.02% -6K -5.5% $154.71 +25.6%
544 ADSK AUTODESK INC Technology 55,821.0 $16.5M 0.02% -365.0 -0.7% $296.01 -18.9%
545 HPE HEWLETT PACKARD ENTERPRISE C Technology 681,672.0 $16.4M 0.02% -53K -7.3% $24.02 +41.4%
546 PCAR PACCAR INC Industrials 149,138.0 $16.3M 0.02% -8K -5.3% $109.51 -0.2%
547 NVT NVENT ELECTRIC PLC Industrials 159,960.0 $16.3M 0.02% -106K -39.9% $101.97 +60.4%
548 CELCUITY INC 7,500,000.0 $16.3M 0.02% -7.0M -48.3% $2.17
549 BRX BRIXMOR PPTY GROUP INC Real Estate 619,413.0 $16.2M 0.02% -11K -1.8% $26.22 +17.7%
550 CLVT CLARIVATE PLC Technology 4,841,576.0 $16.2M 0.02% $3.34 -27.5%
551 CTRA COTERRA ENERGY INC Energy 610,537.0 $16.1M 0.02% -147K -19.4% $26.32 +23.7%
552 NYT NEW YORK TIMES CO Communication Services 230,502.0 $16.0M 0.02% +28K +13.7% $69.42 +7.0%
553 BPOP POPULAR INC Financial Services 128,096.0 $16.0M 0.02% +10K +8.8% $124.52 +20.0%
554 TDG TRANSDIGM GROUP INC Industrials 11,970.0 $15.9M 0.02% -483.0 -3.9% $1329.83 -9.9%
555 ENTERGY CORP NEW 170,794.0 $15.8M 0.02% -7K -3.8% $92.43
556 USFD US FOODS HLDG CORP Consumer Defensive 206,781.0 $15.6M 0.01% +8K +3.8% $75.32 +7.7%
557 NTAP NETAPP INC Technology 145,052.0 $15.5M 0.01% -3K -2.1% $107.09 +15.7%
558 UEC URANIUM ENERGY CORP Energy 1,315,037.0 $15.4M 0.01% -291K -18.1% $11.68 +9.2%
559 CDE COEUR MNG INC Basic Materials 858,009.0 $15.3M 0.01% +250K +41.1% $17.83 +0.0%
560 DAL DELTA AIR LINES INC DEL Industrials 217,874.0 $15.1M 0.01% +20K +9.9% $69.40 +9.0%
Page 28 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%