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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 52 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 VC VISTEON CORP Consumer Cyclical 34,652.0 $3.3M 0.00% $95.10 +19.3%
1022 CASY CASEYS GEN STORES INC Consumer Cyclical 5,930.0 $3.3M 0.00% -564.0 -8.7% $552.71 +49.3%
1023 JBHT HUNT J B TRANS SVCS INC Industrials 16,862.0 $3.3M 0.00% -1K -7.0% $194.34 +33.2%
1024 AVNT AVIENT CORPORATION Basic Materials 102,804.0 $3.2M 0.00% +3K +2.6% $31.24 +9.8%
1025 INVH INVITATION HOMES INC Real Estate 115,174.0 $3.2M 0.00% -9K -7.0% $27.79 +5.4%
1026 AROW ARROW FINL CORP Financial Services 101,905.0 $3.2M 0.00% -20K -16.6% $31.40 +17.3%
1027 FLUTTER ENTMT PLC 14,824.0 $3.2M 0.00% -148K -90.9% $215.04
1028 BCPC BALCHEM CORP Basic Materials 20,779.0 $3.2M 0.00% -5K -20.8% $153.36 +5.5%
1029 EVEREST GROUP LTD 9,320.0 $3.2M 0.00% -191.0 -2.0% $339.35
1030 PVH PVH CORPORATION Consumer Cyclical 47,187.0 $3.2M 0.00% -4K -7.7% $67.02 +32.7%
1031 ZIP ZIPRECRUITER INC Industrials 808,921.0 $3.2M 0.00% +205K +34.0% $3.90 -19.0%
1032 NPO ENPRO INC Industrials 14,721.0 $3.2M 0.00% +158.0 +1.1% $214.13 +44.0%
1033 STN STANTEC INC Industrials 33,326.0 $3.1M 0.00% +11K +49.7% $94.49 -19.0%
1034 TOL TOLL BROTHERS INC Consumer Cyclical 23,229.0 $3.1M 0.00% +552.0 +2.4% $135.22 -0.7%
1035 HOPE HOPE BANCORP INC Financial Services 285,836.0 $3.1M 0.00% -43K -13.0% $10.96 +13.0%
1036 VONG VANGUARD SCOTTSDALE FDS 25,726.0 $3.1M 0.00% -986.0 -3.7% $121.75 +5.6%
1037 TARS TARSUS PHARMACEUTICALS INC Healthcare 38,071.0 $3.1M 0.00% +6K +19.0% $81.88 -24.0%
1038 URBN URBAN OUTFITTERS INC Consumer Cyclical 41,351.0 $3.1M 0.00% +369.0 +0.9% $75.26 -3.0%
1039 SFNC SIMMONS 1ST NATL CORP Financial Services 163,989.0 $3.1M 0.00% -31K -16.0% $18.85 +13.2%
1040 BANC BANC OF CALIFORNIA INC Financial Services 159,943.0 $3.1M 0.00% -6K -3.8% $19.29 -2.5%
Page 52 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%