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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 48 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 LUV SOUTHWEST AIRLS CO Industrials 99,372.0 $4.1M 0.00% -12K -11.0% $41.33 -1.1%
942 IP INTERNATIONAL PAPER CO Consumer Cyclical 104,238.0 $4.1M 0.00% -12K -10.3% $39.39 -20.6%
943 BSV VANGUARD BD INDEX FDS 52,098.0 $4.1M 0.00% -2K -2.9% $78.81 -1.2%
944 GALAXY DIGITAL INC. 183,558.0 $4.1M 0.00% +91K +98.1% $22.36
945 MLYS MINERALYS THERAPEUTICS INC Healthcare 112,672.0 $4.1M 0.00% -26K -18.7% $36.29 -17.7%
946 IT GARTNER INC Technology 16,160.0 $4.1M 0.00% -2K -9.8% $252.28 -36.6%
947 ALLE ALLEGION PLC Industrials 25,463.0 $4.1M 0.00% +5K +25.0% $159.22 -18.1%
948 PRAXIS PRECISION MEDICINES I 13,655.0 $4.0M 0.00% NEW $294.74
949 APTIV PLC 52,874.0 $4.0M 0.00% +4K +7.9% $76.09
950 CNQ CANADIAN NAT RES LTD Energy 117,874.0 $4.0M 0.00% +58K +95.6% $33.92 +43.3%
951 IEX IDEX CORP Industrials 22,456.0 $4.0M 0.00% -2K -7.1% $177.94 +17.3%
952 YEXT YEXT INC Technology 494,239.0 $4.0M 0.00% +30K +6.5% $8.06 -55.5%
953 M MACYS INC Consumer Cyclical 180,299.0 $4.0M 0.00% -131K -42.2% $22.05 -6.3%
954 SON SONOCO PRODS CO Consumer Cyclical 90,921.0 $4.0M 0.00% +41K +80.4% $43.64 +13.1%
955 HLX HELIX ENERGY SOLUTIONS GRP I Energy 631,996.0 $4.0M 0.00% -32K -4.8% $6.27 +60.8%
956 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 99,871.0 $3.9M 0.00% +43K +76.8% $39.40 -14.1%
957 LFUS LITTELFUSE INC Technology 15,550.0 $3.9M 0.00% -3K -14.8% $252.92 +82.1%
958 CNOB CONNECTONE BANCORP INC Financial Services 149,800.0 $3.9M 0.00% -24K -13.6% $26.22 +13.5%
959 WST WEST PHARMACEUTICAL SVSC INC Healthcare 14,215.0 $3.9M 0.00% -2K -13.2% $275.14 +15.0%
960 NDSN NORDSON CORP Industrials 16,263.0 $3.9M 0.00% $240.43 +20.6%
Page 48 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%