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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 43 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 GDDY GODADDY INC Technology 43,600.0 $5.4M 0.01% -122K -73.7% $124.08 -26.2%
842 CNC CENTENE CORP DEL Healthcare 131,461.0 $5.4M 0.01% -632K -82.8% $41.15 +40.4%
843 CMS CMS ENERGY CORP Utilities 76,886.0 $5.4M 0.01% +8K +12.1% $69.93 +5.3%
844 CNH INDL N V 582,018.0 $5.4M 0.01% +71K +13.9% $9.22
845 EFX EQUIFAX INC Industrials 24,710.0 $5.4M 0.01% -2K -9.1% $216.98 -24.8%
846 MIRM MIRUM PHARMACEUTICALS INC Healthcare 67,749.0 $5.4M 0.01% -11K -14.1% $78.99 +27.4%
847 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 54,569.0 $5.3M 0.01% -16K -22.5% $97.90 +11.4%
848 OMC OMNICOM GROUP INC Communication Services 65,960.0 $5.3M 0.01% +22K +51.5% $80.75 -8.6%
849 SOUTHSTATE BK CORP 55,988.0 $5.3M 0.01% -8K -12.3% $94.11
850 PHM PULTE GROUP INC Consumer Cyclical 44,694.0 $5.2M 0.01% -906.0 -2.0% $117.26 -0.9%
851 KD KYNDRYL HLDGS INC Technology 197,059.0 $5.2M 0.01% -2K -0.9% $26.56 -54.6%
852 KMT KENNAMETAL INC Industrials 183,954.0 $5.2M 0.01% -53K -22.3% $28.41 +24.0%
853 SLDE SLIDE INS HLDGS INC Financial Services 267,106.0 $5.2M 0.01% NEW $19.48 -4.1%
854 EPAC ENERPAC TOOL GROUP CORP Industrials 135,741.0 $5.2M 0.01% -16K -10.5% $38.24 -10.6%
855 AVB AVALONBAY CMNTYS INC Real Estate 28,607.0 $5.2M 0.01% -2K -7.9% $181.31 +1.5%
856 BEACON FINANCIAL CORP. 196,666.0 $5.2M 0.01% -13K -6.1% $26.37
857 GIS GENERAL MLS INC Consumer Defensive 110,613.0 $5.1M 0.01% -8K -6.9% $46.50 -28.0%
858 LIVN LIVANOVA PLC Healthcare 83,469.0 $5.1M 0.01% -16K -15.9% $61.53 +19.7%
859 YELP YELP INC Communication Services 168,659.0 $5.1M 0.01% +3K +1.6% $30.39 -26.1%
860 RNR RENAISSANCERE HLDGS LTD Financial Services 18,108.0 $5.1M 0.01% +8K +87.9% $281.16 +7.8%
Page 43 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%