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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 35 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CIFR CIPHER MINING INC Financial Services 602,933.0 $8.9M 0.01% +203K +50.7% $14.76 +45.8%
682 KDP KEURIG DR PEPPER INC Consumer Defensive 317,704.0 $8.9M 0.01% -118K -27.1% $28.01 +2.7%
683 YUM YUM BRANDS INC Consumer Cyclical 58,703.0 $8.9M 0.01% -4K -6.3% $151.28 +0.9%
684 EXEL EXELIXIS INC Healthcare 202,579.0 $8.9M 0.01% +22K +12.5% $43.83 +13.3%
685 KEX KIRBY CORP Industrials 80,465.0 $8.9M 0.01% +5K +6.2% $110.18 +32.2%
686 MTG MGIC INVT CORP WIS Financial Services 303,302.0 $8.9M 0.01% -49K -13.8% $29.22 -10.4%
687 HUBB HUBBELL INC Industrials 19,923.0 $8.8M 0.01% -5K -18.9% $444.11 +3.8%
688 TPH TRI POINTE HOMES INC Consumer Cyclical 280,701.0 $8.8M 0.01% -36K -11.4% $31.47 +49.2%
689 EXLS EXLSERVICE HOLDINGS INC Technology 207,272.0 $8.8M 0.01% +27K +14.7% $42.44 -31.1%
690 APD AIR PRODS & CHEMS INC Basic Materials 35,225.0 $8.7M 0.01% -1K -3.4% $247.02 +17.5%
691 WAB WABTEC Industrials 40,679.0 $8.7M 0.01% -15K -27.3% $213.45 +21.4%
692 NTRS NORTHERN TR CORP Financial Services 63,010.0 $8.6M 0.01% +10K +20.0% $136.59 +22.3%
693 SOUTHERN CO 8,000,000.0 $8.6M 0.01% NEW $1.07
694 HL HECLA MNG CO Basic Materials 442,038.0 $8.5M 0.01% +239K +117.4% $19.19 -9.8%
695 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,090,288.0 $8.5M 0.01% +531K +94.8% $7.77 +21.5%
696 PNR PENTAIR PLC Industrials 81,242.0 $8.5M 0.01% +2K +2.2% $104.14 -28.8%
697 ZION ZIONS BANCORPORATION N A Financial Services 144,185.0 $8.4M 0.01% +13K +9.8% $58.54 +5.4%
698 UMAC UNUSUAL MACHS INC Financial Services 660,709.0 $8.4M 0.01% NEW $12.74 +12.8%
699 ENLIGHT RENEWABLE ENERGY LTD 184,481.0 $8.4M 0.01% $45.46
700 EME EMCOR GROUP INC Industrials 13,673.0 $8.4M 0.01% -2K -14.2% $611.79 +38.8%
Page 35 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%