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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 51 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 LNT ALLIANT ENERGY CORP Utilities 54,249.0 $3.5M 0.00% -5K -7.8% $65.01 +13.8%
1002 ESS ESSEX PPTY TR INC Real Estate 13,403.0 $3.5M 0.00% -939.0 -6.5% $261.68 +5.7%
1003 ADC AGREE RLTY CORP Real Estate 48,663.0 $3.5M 0.00% +14K +38.6% $72.03 +4.8%
1004 HOLOGIC INC 46,960.0 $3.5M 0.00% -55K -53.8% $74.49
1005 FAF FIRST AMERN FINL CORP Financial Services 56,652.0 $3.5M 0.00% +32K +130.9% $61.44 +11.0%
1006 NSA NATIONAL STORAGE AFFILIATES Real Estate 123,262.0 $3.5M 0.00% -28K -18.4% $28.21 +51.4%
1007 APARTMENT INVT & MGMT CO 584,121.0 $3.5M 0.00% -49K -7.7% $5.94
1008 LII LENNOX INTL INC Industrials 7,069.0 $3.4M 0.00% -511.0 -6.7% $485.58 -0.2%
1009 IWX ISHARES TR 37,343.0 $3.4M 0.00% +26K +228.7% $91.86 +12.2%
1010 LADR LADDER CAP CORP Real Estate 311,564.0 $3.4M 0.00% -39K -11.2% $10.99 -7.8%
1011 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 50,704.0 $3.4M 0.00% -4K -7.0% $67.39 +11.7%
1012 ARLO ARLO TECHNOLOGIES INC Industrials 243,822.0 $3.4M 0.00% -29K -10.8% $13.99 -5.9%
1013 FERG FERGUSON ENTERPRISES INC Industrials 15,226.0 $3.4M 0.00% -2K -10.6% $222.63 +0.3%
1014 COMERICA INC 38,642.0 $3.4M 0.00% +28K +264.7% $86.93
1015 OKLO OKLO INC Utilities 46,745.0 $3.4M 0.00% +27K +138.3% $71.76 -8.2%
1016 NEO NEOGENOMICS INC Healthcare 284,886.0 $3.4M 0.00% +261K +1102.2% $11.76 -21.5%
1017 AER AERCAP HOLDINGS NV Industrials 23,270.0 $3.3M 0.00% +2K +8.4% $143.76 -3.6%
1018 J JACOBS SOLUTIONS INC Industrials 25,197.0 $3.3M 0.00% -3K -11.4% $132.46 -13.4%
1019 MAA MID-AMER APT CMNTYS INC Real Estate 23,973.0 $3.3M 0.00% -2K -8.3% $138.91 -5.6%
1020 MSA MSA SAFETY INC Industrials 20,585.0 $3.3M 0.00% +2K +9.1% $160.14 +6.8%
Page 51 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%