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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 6 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SHOP SHOPIFY INC Technology 1,392,374.0 $224.1M 0.22% +1.4M +8455.8% $160.97 -34.8%
102 TRIP COM GROUP LTD 179,570,000.0 $221.7M 0.22% +22.5M +14.3% $1.23
103 CIEN CIENA CORP Technology 946,820.0 $221.4M 0.22% +878K +1267.0% $233.87 +151.1%
104 CRM SALESFORCE INC Technology 827,399.0 $219.2M 0.22% -138K -14.3% $264.91 -33.4%
105 MCO MOODYS CORP Financial Services 428,936.0 $219.1M 0.22% +3K +0.8% $510.85 -12.8%
106 PG PROCTER AND GAMBLE CO Consumer Defensive 1,528,142.0 $218.8M 0.22% +761K +99.2% $143.19 -0.5%
107 RSP INVESCO EXCHANGE TRADED FD T 1,141,275.0 $218.6M 0.22% NEW $191.56 +6.9%
108 HD HOME DEPOT INC Consumer Cyclical 625,466.0 $215.2M 0.21% -819K -56.7% $344.10 -8.8%
109 ZS ZSCALER INC Technology 950,885.0 $213.9M 0.21% +54K +6.0% $224.92 -22.4%
110 GLOBAL PMTS INC 231,615,000.0 $208.3M 0.20% -170.0M -42.3% $0.90
111 BSX BOSTON SCIENTIFIC CORP Healthcare 2,170,682.0 $207.0M 0.20% -2.2M -50.5% $95.35 -40.1%
112 ALNYLAM PHARMACEUTICALS INC 139,790,000.0 $205.9M 0.20% -30.2M -17.8% $1.47
113 WAYFAIR INC 122,455,000.0 $204.0M 0.20% -20.1M -14.1% $1.67
114 XOM EXXON MOBIL CORP Energy 1,680,545.0 $202.2M 0.20% -55K -3.2% $120.34 +29.9%
115 LITE LUMENTUM HLDGS INC Technology 544,599.0 $200.7M 0.20% -12K -2.1% $368.59 +161.7%
116 CBRE CBRE GROUP INC Real Estate 1,239,134.0 $199.2M 0.20% +71K +6.0% $160.79 -18.5%
117 BLOCK INC 212,785,000.0 $197.5M 0.20% +67.0M +46.0% $0.93
118 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,088,655.0 $194.0M 0.19% +227K +26.4% $178.20 +1.2%
119 JAZZ INVESTMENTS I LTD 145,360,000.0 $193.8M 0.19% +73.0M +100.9% $1.33
120 WM WASTE MGMT INC DEL Industrials 879,816.0 $193.3M 0.19% -158K -15.2% $219.71 -0.1%
Page 6 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%