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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 61 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 HUDSON PAC PPTYS INC 192,365.0 $2.1M 0.00% NEW $10.83
1202 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 78,877.0 $2.1M 0.00% +5K +7.4% $26.37 -37.3%
1203 CALX CALIX INC Technology 39,218.0 $2.1M 0.00% +4K +12.1% $52.93 -25.9%
1204 LOGI LOGITECH INTL S A Technology 20,127.0 $2.1M 0.00% +2K +9.0% $102.92 +9.4%
1205 HSIC HENRY SCHEIN INC Healthcare 27,371.0 $2.1M 0.00% +655.0 +2.5% $75.58 -1.8%
1206 PHR PHREESIA INC Healthcare 121,519.0 $2.1M 0.00% -10K -7.8% $16.92 -47.3%
1207 NOV NOV INC Energy 131,536.0 $2.1M 0.00% -10K -7.0% $15.63 +33.1%
1208 SJM SMUCKER J M CO Consumer Defensive 20,884.0 $2.0M 0.00% -2K -7.1% $97.81 +5.7%
1209 BC BRUNSWICK CORP Consumer Cyclical 27,376.0 $2.0M 0.00% +22K +403.7% $74.24 +9.1%
1210 PEB PEBBLEBROOK HOTEL TR Real Estate 179,003.0 $2.0M 0.00% -33K -15.7% $11.32 +30.6%
1211 NBTB NBT BANCORP INC Financial Services 48,588.0 $2.0M 0.00% -7K -12.3% $41.52 +10.6%
1212 PTON PELOTON INTERACTIVE INC Consumer Cyclical 326,407.0 $2.0M 0.00% -104K -24.1% $6.16 -7.3%
1213 OFG OFG BANCORP Financial Services 49,030.0 $2.0M 0.00% +521.0 +1.1% $40.98 +9.9%
1214 RAPP RAPPORT THERAPEUTICS INC Healthcare 66,149.0 $2.0M 0.00% +53K +395.8% $30.34 +24.3%
1215 FTAI AVIATION LTD 10,183.0 $2.0M 0.00% -1K -9.8% $196.85
1216 ACA ARCOSA INC Industrials 18,793.0 $2.0M 0.00% $106.32 +13.6%
1217 WORKIVA INC 2,000,000.0 $2.0M 0.00% $0.99
1218 CVCO CAVCO INDS INC DEL Consumer Cyclical 3,349.0 $2.0M 0.00% -42K -92.6% $590.74 -13.8%
1219 SHAK SHAKE SHACK INC Consumer Cyclical 24,299.0 $2.0M 0.00% +3K +13.9% $81.17 -22.7%
1220 IRIDIUM COMMUNICATIONS INC 113,473.0 $2.0M 0.00% -62K -35.4% $17.38
Page 61 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%