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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 47 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 GHC GRAHAM HLDGS CO Consumer Defensive 3,995.0 $4.4M 0.00% $1098.60 +0.6%
922 MNDY MONDAY COM LTD Technology 29,659.0 $4.4M 0.00% -248K -89.3% $147.56 -46.4%
923 EPR EPR PPTYS Real Estate 87,521.0 $4.4M 0.00% -2K -1.8% $49.90 +17.5%
924 APG API GROUP CORP Industrials 113,745.0 $4.4M 0.00% -3K -2.9% $38.26 +8.8%
925 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 83,512.0 $4.3M 0.00% -10K -10.7% $51.91 -5.9%
926 EE EXCELERATE ENERGY INC Utilities 154,314.0 $4.3M 0.00% -25K -13.9% $28.05 +28.5%
927 FUTU FUTU HLDGS LTD Financial Services 26,177.0 $4.3M 0.00% -120K -82.1% $164.21 -45.3%
928 BRKR BRUKER CORP Healthcare 90,859.0 $4.3M 0.00% -25K -21.9% $47.11 -3.0%
929 DOW DOW INC Basic Materials 182,984.0 $4.3M 0.00% -17K -8.7% $23.38 +54.0%
930 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 22,079.0 $4.3M 0.00% -17K -42.9% $193.43 +6.3%
931 RUN SUNRUN INC Energy 231,537.0 $4.3M 0.00% +168K +264.0% $18.40 -20.5%
932 TYL TYLER TECHNOLOGIES INC Technology 9,380.0 $4.3M 0.00% -709.0 -7.0% $453.95 -31.0%
933 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 43,806.0 $4.2M 0.00% -5K -9.8% $95.70 +22.1%
934 PTC PTC INC Technology 24,005.0 $4.2M 0.00% -2K -6.8% $174.21 -14.9%
935 CYTK CYTOKINETICS INC Healthcare 65,592.0 $4.2M 0.00% +11K +20.0% $63.54 +21.1%
936 L LOEWS CORP Financial Services 39,560.0 $4.2M 0.00% -118K -74.8% $105.31 +3.4%
937 GWRE GUIDEWIRE SOFTWARE INC Technology 20,510.0 $4.1M 0.00% -36K -63.6% $201.01 -30.2%
938 TSN TYSON FOODS INC Consumer Defensive 70,318.0 $4.1M 0.00% -2K -2.2% $58.62 +11.0%
939 AMPL AMPLITUDE INC Technology 355,659.0 $4.1M 0.00% +23K +6.9% $11.58 -42.1%
940 KN KNOWLES CORP Technology 191,955.0 $4.1M 0.00% -29K -13.0% $21.43 +71.1%
Page 47 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%