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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 44 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 NWN NORTHWEST NAT HLDG CO Utilities 108,764.0 $5.1M 0.01% -9K -7.5% $46.74 +6.6%
862 GNTX GENTEX CORP Consumer Cyclical 218,450.0 $5.1M 0.01% +32K +17.4% $23.27 +0.6%
863 ITRI ITRON INC Technology 54,041.0 $5.0M 0.01% -18K -25.2% $92.86 -11.9%
864 LZ LEGALZOOM COM INC Industrials 503,442.0 $5.0M 0.01% +97K +23.7% $9.93 -35.0%
865 LAMR LAMAR ADVERTISING CO NEW Real Estate 39,463.0 $5.0M 0.01% +12K +41.3% $126.58 +20.6%
866 PLAB PHOTRONICS INC Technology 156,057.0 $5.0M 0.01% -23K -12.7% $32.00 +55.7%
867 DRH DIAMONDROCK HOSPITALITY CO Real Estate 556,466.0 $5.0M 0.01% -57K -9.3% $8.96 +20.3%
868 DTM DT MIDSTREAM INC Energy 41,610.0 $5.0M 0.01% -80K -65.9% $119.68 +24.7%
869 CFG CITIZENS FINL GROUP INC Financial Services 84,999.0 $5.0M 0.01% -164K -65.8% $58.41 +7.5%
870 TERN TERNS PHARMACEUTICALS INC Healthcare 122,395.0 $4.9M 0.01% +109K +795.6% $40.40 +31.1%
871 STLD STEEL DYNAMICS INC Basic Materials 29,123.0 $4.9M 0.01% -2K -6.9% $169.45 +34.7%
872 FDS FACTSET RESH SYS INC Financial Services 16,997.0 $4.9M 0.01% -2K -10.0% $290.19 -22.5%
873 RGA REINSURANCE GRP OF AMERICA I Financial Services 24,082.0 $4.9M 0.01% -6K -20.3% $203.46 +5.2%
874 RRR RED ROCK RESORTS INC Consumer Cyclical 79,085.0 $4.9M 0.01% -9K -10.6% $61.95 -15.3%
875 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 625,490.0 $4.9M 0.01% +170K +37.3% $7.80 +7.3%
876 CMC COMMERCIAL METALS CO Basic Materials 70,389.0 $4.9M 0.01% +3K +4.4% $69.22 +2.1%
877 TROW PRICE T ROWE GROUP INC Financial Services 47,297.0 $4.8M 0.01% -2K -4.2% $102.38 -0.5%
878 IRM IRON MTN INC DEL Real Estate 58,350.0 $4.8M 0.01% -4K -6.8% $82.95 +53.5%
879 LEA LEAR CORP Consumer Cyclical 42,016.0 $4.8M 0.01% +5K +14.3% $114.60 +20.8%
880 RVMD REVOLUTION MEDICINES INC Healthcare 60,237.0 $4.8M 0.01% +13K +26.7% $79.65 +88.7%
Page 44 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%