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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 60 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ST SENSATA TECHNOLOGIES HLDG PL Technology 66,355.0 $2.2M 0.00% +2K +3.3% $33.29 +46.0%
1182 PCVX VAXCYTE INC Healthcare 47,755.0 $2.2M 0.00% +14K +41.3% $46.14 +2.5%
1183 FMNB FARMERS NATIONAL BANC CORP Financial Services 164,644.0 $2.2M 0.00% -28K -14.5% $13.32 +6.2%
1184 RVTY REVVITY INC Healthcare 22,641.0 $2.2M 0.00% -2K -8.8% $96.75 +0.2%
1185 DAYFORCE INC 31,567.0 $2.2M 0.00% -2K -6.8% $69.16
1186 NWSA NEWS CORP NEW Communication Services 83,455.0 $2.2M 0.00% $26.12 -0.9%
1187 KMPR KEMPER CORP Financial Services 53,721.0 $2.2M 0.00% -4K -6.7% $40.54 -26.7%
1188 LSCC LATTICE SEMICONDUCTOR CORP Technology 29,507.0 $2.2M 0.00% +10K +48.3% $73.58 +94.6%
1189 SEALED AIR CORP NEW 52,231.0 $2.2M 0.00% +40K +331.7% $41.43
1190 MDU MDU RES GROUP INC Industrials 110,640.0 $2.2M 0.00% +54K +94.7% $19.52 +13.5%
1191 YUMC YUM CHINA HLDGS INC Consumer Cyclical 45,593.0 $2.2M 0.00% +2K +5.1% $47.36 -5.1%
1192 TKR TIMKEN CO Industrials 25,643.0 $2.2M 0.00% +20K +394.2% $84.13 +42.6%
1193 WSO WATSCO INC Industrials 6,391.0 $2.2M 0.00% -1K -15.8% $336.95 +11.3%
1194 BANR BANNER CORP Financial Services 34,283.0 $2.1M 0.00% +451.0 +1.3% $62.66 +3.2%
1195 ENSG ENSIGN GROUP INC Healthcare 12,263.0 $2.1M 0.00% -36K -74.7% $174.20 -1.3%
1196 SYNOVUS FINL CORP 42,546.0 $2.1M 0.00% -3K -6.6% $50.05
1197 NATIONAL CINEMEDIA INC 545,557.0 $2.1M 0.00% -273K -33.4% $3.89
1198 WWD WOODWARD INC Industrials 7,010.0 $2.1M 0.00% -570.0 -7.5% $302.32 +16.2%
1199 NEU NEWMARKET CORP Basic Materials 3,076.0 $2.1M 0.00% +2K +396.1% $687.26 +7.3%
1200 SMTC SEMTECH CORP Technology 28,321.0 $2.1M 0.00% +2K +7.1% $73.69 +112.8%
Page 60 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%