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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 55 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FCF FIRST COMWLTH FINL CORP PA Financial Services 165,150.0 $2.8M 0.00% -18K -9.8% $16.86 +10.3%
1082 DOLE DOLE PLC Consumer Defensive 185,046.0 $2.8M 0.00% -15K -7.6% $14.99 -3.7%
1083 NMIH NMI HLDGS INC Financial Services 67,671.0 $2.8M 0.00% +972.0 +1.5% $40.79 -8.3%
1084 FNB F N B CORP Financial Services 161,132.0 $2.8M 0.00% +24K +17.4% $17.10 +2.5%
1085 MHO M/I HOMES INC Consumer Cyclical 21,500.0 $2.8M 0.00% +260.0 +1.2% $127.95 +1.5%
1086 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 21,854.0 $2.8M 0.00% -275.0 -1.2% $125.87 -38.6%
1087 TTC TORO CO Industrials 34,800.0 $2.7M 0.00% +15K +80.2% $78.72 +15.3%
1088 WFRD WEATHERFORD INTL PLC Energy 34,982.0 $2.7M 0.00% -9K -20.2% $78.26 +39.0%
1089 TDOC TELADOC HEALTH INC Healthcare 390,381.0 $2.7M 0.00% +125K +47.1% $7.00 -6.1%
1090 OC OWENS CORNING NEW Industrials 24,413.0 $2.7M 0.00% -4K -13.3% $111.91 +4.9%
1091 XENE XENON PHARMACEUTICALS INC Healthcare 60,858.0 $2.7M 0.00% $44.82 +20.9%
1092 KIM KIMCO RLTY CORP Real Estate 134,459.0 $2.7M 0.00% -10K -6.8% $20.27 +18.9%
1093 SNDR SCHNEIDER NATIONAL INC Industrials 102,517.0 $2.7M 0.00% $26.53 +25.9%
1094 MFA MFA FINL INC Real Estate 291,483.0 $2.7M 0.00% -38K -11.6% $9.31 +1.5%
1095 AOS SMITH A O CORP Industrials 40,546.0 $2.7M 0.00% +2K +4.9% $66.88 -14.4%
1096 LNTH LANTHEUS HLDGS INC Healthcare 40,696.0 $2.7M 0.00% -6K -13.3% $66.55 +54.8%
1097 SLAB SILICON LABORATORIES INC Technology 20,676.0 $2.7M 0.00% $130.70 +66.4%
1098 MKL MARKEL GROUP INC Financial Services 1,254.0 $2.7M 0.00% -84.0 -6.3% $2149.65 -13.6%
1099 ARW ARROW ELECTRS INC Technology 24,420.0 $2.7M 0.00% +10K +66.5% $110.18 +97.2%
1100 PJT PJT PARTNERS INC Financial Services 16,074.0 $2.7M 0.00% +2K +11.2% $167.20 -6.4%
Page 55 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%