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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 37 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 IWD ISHARES TR 36,567.0 $7.7M 0.01% -31K -45.8% $210.34 +11.6%
722 SMCI SUPER MICRO COMPUTER INC Technology 262,400.0 $7.7M 0.01% -12K -4.2% $29.27 +14.3%
723 CCI CROWN CASTLE INC Real Estate 86,088.0 $7.7M 0.01% -6K -6.9% $88.87 +3.6%
724 SYY SYSCO CORP Consumer Defensive 103,809.0 $7.6M 0.01% -18K -14.7% $73.69 +2.4%
725 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 566,623.0 $7.5M 0.01% +80K +16.5% $13.28 -19.4%
726 GNW GENWORTH FINL INC Financial Services 833,209.0 $7.5M 0.01% +15K +1.9% $9.03 +2.4%
727 CDP COPT DEFENSE PROPERTIES Real Estate 270,304.0 $7.5M 0.01% +36K +15.1% $27.80 +16.2%
728 PAYX PAYCHEX INC Industrials 66,467.0 $7.5M 0.01% -6K -8.3% $112.18 -16.0%
729 PPL PPL CORP Utilities 212,378.0 $7.4M 0.01% +46K +27.4% $35.02 +1.2%
730 RIOT RIOT PLATFORMS INC Financial Services 586,551.0 $7.4M 0.01% +266K +82.9% $12.67 +86.8%
731 ED CONSOLIDATED EDISON INC Utilities 74,765.0 $7.4M 0.01% -5K -6.3% $99.32 +8.1%
732 PLUG PLUG POWER INC Industrials 3,719,037.0 $7.3M 0.01% $1.97 +68.0%
733 RITM RITHM CAPITAL CORP Real Estate 668,883.0 $7.3M 0.01% -158K -19.1% $10.90 -15.0%
734 ITRON INC 7,180,000.0 $7.3M 0.01% -21.2M -74.7% $1.01
735 BOX BOX INC Technology 241,944.0 $7.2M 0.01% -37K -13.4% $29.91 -15.1%
736 FIG FIGMA INC Technology 193,395.0 $7.2M 0.01% +128K +194.0% $37.37 -42.2%
737 BWA BORGWARNER INC Consumer Cyclical 159,956.0 $7.2M 0.01% +75K +88.3% $45.06 +41.0%
738 CAVA CAVA GROUP INC Consumer Cyclical 122,433.0 $7.2M 0.01% -153K -55.6% $58.69 +38.5%
739 SLM SLM CORP Financial Services 265,187.0 $7.2M 0.01% -1.1M -80.1% $27.06 -18.6%
740 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 228,289.0 $7.1M 0.01% -26K -10.1% $31.22 +6.7%
Page 37 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%