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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 34 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CTRE CARETRUST REIT INC Real Estate 268,477.0 $9.7M 0.01% +189K +235.9% $36.16 +13.4%
662 EA ELECTRONIC ARTS INC Communication Services 47,353.0 $9.7M 0.01% -5K -9.1% $204.33 -1.2%
663 VTR VENTAS INC Real Estate 124,681.0 $9.6M 0.01% +28K +29.3% $77.38 +14.5%
664 ORI OLD REP INTL CORP Financial Services 210,218.0 $9.6M 0.01% -71K -25.2% $45.64 -13.1%
665 PAYC PAYCOM SOFTWARE INC Technology 59,764.0 $9.5M 0.01% +17K +39.7% $159.36 -15.7%
666 DB DEUTSCHE BANK A G Financial Services 244,098.0 $9.5M 0.01% +19K +8.4% $38.89 -15.4%
667 OTIS OTIS WORLDWIDE CORP Industrials 107,751.0 $9.4M 0.01% -33K -23.4% $87.35 -18.0%
668 EVR EVERCORE INC Financial Services 27,560.0 $9.4M 0.01% -1K -4.8% $340.25 +1.8%
669 AZO AUTOZONE INC Consumer Cyclical 2,753.0 $9.3M 0.01% -99.0 -3.5% $3391.50 +1.4%
670 BNS BANK NOVA SCOTIA HALIFAX Financial Services 124,122.0 $9.2M 0.01% -3K -2.5% $73.85 +7.6%
671 NTNX NUTANIX INC Technology 177,097.0 $9.2M 0.01% +20K +13.0% $51.69 -13.5%
672 HXL HEXCEL CORP NEW Industrials 123,704.0 $9.1M 0.01% -13K -9.7% $73.90 +14.7%
673 D DOMINION ENERGY INC Utilities 155,744.0 $9.1M 0.01% +10K +7.0% $58.59 +16.6%
674 SRE SEMPRA Utilities 103,192.0 $9.1M 0.01% -73K -41.6% $88.29 +3.6%
675 AYI ACUITY INC Industrials 25,285.0 $9.1M 0.01% -1K -4.3% $360.04 -21.9%
676 QIAGEN NV 201,255.0 $9.1M 0.01% +18K +10.1% $45.06
677 RPRX ROYALTY PHARMA PLC Healthcare 234,018.0 $9.0M 0.01% +41K +21.2% $38.64 +37.3%
678 IWR ISHARES TR 93,640.0 $9.0M 0.01% -59K -38.5% $96.27 +9.1%
679 XEL XCEL ENERGY INC Utilities 121,768.0 $9.0M 0.01% -13K -9.9% $73.86 +8.1%
680 FBP FIRST BANCORP P R Financial Services 429,978.0 $8.9M 0.01% -41K -8.8% $20.73 +16.5%
Page 34 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%