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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 50 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NVS NOVARTIS AG Healthcare 27,490.0 $3.8M 0.00% -6K -17.4% $137.87 +10.3%
982 MPT MEDICAL PPTYS TRUST INC Financial Services 756,397.0 $3.8M 0.00% +51K +7.2% $5.00 +1.6%
983 GTLS CHART INDS INC Industrials 18,335.0 $3.8M 0.00% -210.0 -1.1% $206.23 +0.8%
984 ESNT ESSENT GROUP LTD Financial Services 57,882.0 $3.8M 0.00% -96K -62.4% $65.01 -6.5%
985 GAP GAP INC Consumer Cyclical 146,351.0 $3.7M 0.00% -21K -12.6% $25.60 -8.6%
986 HE HAWAIIAN ELEC INDUSTRIES Utilities 304,570.0 $3.7M 0.00% -28K -8.4% $12.30 +11.1%
987 TTD THE TRADE DESK INC Technology 98,367.0 $3.7M 0.00% -184K -65.2% $37.96 -41.0%
988 PCTY PAYLOCITY HLDG CORP Technology 24,399.0 $3.7M 0.00% +2K +6.7% $152.50 -25.9%
989 TRIP TRIPADVISOR INC Consumer Cyclical 253,658.0 $3.7M 0.00% +178K +233.8% $14.56 -30.8%
990 TPL TEXAS PACIFIC LAND CORPORATI Energy 12,840.0 $3.7M 0.00% +8K +180.2% $287.22 +40.0%
991 IWF ISHARES TR 7,752.0 $3.7M 0.00% +1K +21.1% $473.30 -73.6%
992 GPN GLOBAL PMTS INC Industrials 47,173.0 $3.7M 0.00% -6K -11.7% $77.40 -5.3%
993 CFR CULLEN FROST BANKERS INC Financial Services 28,766.0 $3.6M 0.00% +23K +415.2% $126.63 +10.1%
994 SWKS SKYWORKS SOLUTIONS INC Technology 56,748.0 $3.6M 0.00% +25K +78.2% $63.41 +30.0%
995 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 458,329.0 $3.6M 0.00% +58K +14.6% $7.85 -21.1%
996 JEF JEFFERIES FINL GROUP INC Financial Services 57,992.0 $3.6M 0.00% +8K +14.9% $61.97 -16.1%
997 MGNI MAGNITE INC Communication Services 220,440.0 $3.6M 0.00% +32K +17.2% $16.23 -18.7%
998 CDW CDW CORP Technology 26,240.0 $3.6M 0.00% -2K -7.2% $136.20 -18.6%
999 CHTR CHARTER COMMUNICATIONS INC N Communication Services 17,094.0 $3.6M 0.00% -3K -15.6% $208.75 -30.5%
1000 RNST RENASANT CORP Financial Services 100,970.0 $3.6M 0.00% -17K -14.1% $35.22 +16.4%
Page 50 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%