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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 39 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 RSG REPUBLIC SVCS INC Industrials 31,815.0 $6.7M 0.01% -31K -49.6% $211.93 +0.1%
762 OXY OCCIDENTAL PETE CORP Energy 163,719.0 $6.7M 0.01% -38K -18.9% $41.12 +43.1%
763 PSA PUBLIC STORAGE OPER CO Real Estate 25,917.0 $6.7M 0.01% -839.0 -3.1% $259.50 +16.7%
764 NRG NRG ENERGY INC Utilities 42,224.0 $6.7M 0.01% -6K -12.6% $159.24 -14.0%
765 PRI PRIMERICA INC Financial Services 25,868.0 $6.7M 0.01% +16K +159.1% $258.36 +8.8%
766 HTFL HEARTFLOW INC Healthcare 228,617.0 $6.7M 0.01% NEW $29.15 +0.2%
767 LEU CENTRUS ENERGY CORP Energy 27,335.0 $6.6M 0.01% -41K -60.2% $242.76 -27.0%
768 NNN NNN REIT INC Real Estate 166,665.0 $6.6M 0.01% -116K -40.9% $39.63 +13.5%
769 CARR CARRIER GLOBAL CORPORATION Industrials 124,774.0 $6.6M 0.01% -9K -6.8% $52.84 +17.7%
770 LOPE GRAND CANYON ED INC Consumer Defensive 39,513.0 $6.6M 0.01% -3K -6.5% $166.31 -5.7%
771 AKAM AKAMAI TECHNOLOGIES INC Technology 74,899.0 $6.5M 0.01% +43K +135.6% $87.25 +67.6%
772 SONO SONOS INC Technology 371,973.0 $6.5M 0.01% -32K -7.8% $17.56 -14.5%
773 KVUE KENVUE INC Consumer Defensive 378,093.0 $6.5M 0.01% -4.4M -92.1% $17.25 +1.2%
774 ANGLOGOLD ASHANTI PLC 75,655.0 $6.5M 0.01% -5K -6.7% $85.87
775 SE SEA LTD Consumer Cyclical 50,626.0 $6.5M 0.01% +3K +6.0% $127.57 -31.6%
776 PAYO PAYONEER GLOBAL INC Technology 1,149,014.0 $6.5M 0.01% +208K +22.1% $5.62 -11.0%
777 ULTA ULTA BEAUTY INC Consumer Cyclical 10,620.0 $6.4M 0.01% -2K -13.8% $605.01 -18.5%
778 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 107,423.0 $6.4M 0.01% +28K +35.8% $59.43 -9.0%
779 VICI VICI PPTYS INC Real Estate 226,051.0 $6.4M 0.01% -20K -8.3% $28.12 +1.0%
780 FULT FULTON FINL CORP PA Financial Services 328,626.0 $6.4M 0.01% +13K +4.0% $19.33 +10.7%
Page 39 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%