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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 59 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 SHOO MADDEN STEVEN LTD Consumer Cyclical 55,382.0 $2.3M 0.00% -106K -65.8% $41.64 +0.7%
1162 TDS TELEPHONE & DATA SYS INC Communication Services 56,155.0 $2.3M 0.00% +593.0 +1.1% $41.00 -4.1%
1163 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 53,047.0 $2.3M 0.00% -2K -2.9% $43.30 +61.0%
1164 UDR UDR INC Real Estate 62,575.0 $2.3M 0.00% -5K -7.0% $36.68 +3.6%
1165 SR SPIRE INC Utilities 27,598.0 $2.3M 0.00% +9K +46.1% $82.70 +5.2%
1166 ELAN ELANCO ANIMAL HEALTH INC Healthcare 100,817.0 $2.3M 0.00% +41K +68.0% $22.63 -4.0%
1167 AXTA AXALTA COATING SYS LTD Basic Materials 70,270.0 $2.3M 0.00% -80K -53.3% $32.31 -9.6%
1168 STAG STAG INDL INC Real Estate 61,739.0 $2.3M 0.00% -2K -2.7% $36.76 +3.8%
1169 TNET TRINET GROUP INC Industrials 38,366.0 $2.3M 0.00% -4K -9.7% $59.13 -27.7%
1170 GLOBUS MED INC 25,949.0 $2.3M 0.00% -1K -3.8% $87.31
1171 PNFP PINNACLE FINL PARTNERS INC Financial Services 23,653.0 $2.3M 0.00% -2K -6.1% $95.41 +1.8%
1172 EEFT EURONET WORLDWIDE INC Technology 29,612.0 $2.3M 0.00% -44K -59.9% $76.11 -13.0%
1173 KYMR KYMERA THERAPEUTICS INC Healthcare 28,940.0 $2.3M 0.00% -8K -20.6% $77.81 +1.4%
1174 OUTFRONT MEDIA INC 93,259.0 $2.2M 0.00% -8K -7.6% $24.10
1175 LTC LTC PPTYS INC Real Estate 65,372.0 $2.2M 0.00% -11K -14.4% $34.38 +11.9%
1176 SOMNIGROUP INTERNATIONAL INC 25,120.0 $2.2M 0.00% -2K -7.5% $89.28
1177 QRVO QORVO INC Technology 26,518.0 $2.2M 0.00% +13K +96.0% $84.51 +25.9%
1178 BLDR BUILDERS FIRSTSOURCE INC Industrials 21,726.0 $2.2M 0.00% -1.6M -98.7% $102.89 -27.9%
1179 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 99,430.0 $2.2M 0.00% -6K -5.4% $22.32 -27.0%
1180 CRC CALIFORNIA RES CORP Energy 49,477.0 $2.2M 0.00% +7K +15.2% $44.71 +38.8%
Page 59 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%