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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 62 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 SMMT SUMMIT THERAPEUTICS INC Healthcare 112,437.0 $2.0M 0.00% -90K -44.5% $17.49 -5.0%
1222 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 48,199.0 $2.0M 0.00% +741.0 +1.6% $40.74 -7.3%
1223 AIN ALBANY INTL CORP Consumer Cyclical 38,699.0 $2.0M 0.00% -24K -38.7% $50.70 +22.5%
1224 NE NOBLE CORP PLC Energy 69,187.0 $2.0M 0.00% -372.0 -0.5% $28.24 +84.1%
1225 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 20,611.0 $2.0M 0.00% +3K +18.8% $94.62 +18.3%
1226 BILL BILL HOLDINGS INC Technology 35,671.0 $1.9M 0.00% -2K -4.8% $54.54 -33.7%
1227 BAX BAXTER INTL INC Healthcare 101,565.0 $1.9M 0.00% -8K -7.1% $19.11 +0.4%
1228 BWXT BWX TECHNOLOGIES INC Industrials 11,217.0 $1.9M 0.00% -1K -9.5% $172.84 +17.4%
1229 SMMD ISHARES TR 25,866.0 $1.9M 0.00% NEW $74.94 +16.1%
1230 CRL CHARLES RIV LABS INTL INC Healthcare 9,704.0 $1.9M 0.00% -746.0 -7.1% $199.48 -19.6%
1231 IOSP INNOSPEC INC Basic Materials 25,264.0 $1.9M 0.00% -15K -37.2% $76.54 +4.0%
1232 ALLY ALLY FINL INC Financial Services 42,676.0 $1.9M 0.00% +19K +80.0% $45.29 -6.5%
1233 KALU KAISER ALUMINUM CORP Basic Materials 16,792.0 $1.9M 0.00% +723.0 +4.5% $114.86 +52.8%
1234 HNRG HALLADOR ENERGY COMPANY Energy 101,029.0 $1.9M 0.00% -37K -26.9% $19.04 -5.7%
1235 CONMED CORP 2,000,000.0 $1.9M 0.00% $0.96
1236 WVE WAVE LIFE SCIENCES LTD Healthcare 112,875.0 $1.9M 0.00% -145K -56.2% $17.00 -62.5%
1237 EWBC EAST WEST BANCORP INC Financial Services 16,925.0 $1.9M 0.00% +1K +6.5% $112.39 +9.5%
1238 SNEX STONEX GROUP INC Financial Services 19,967.0 $1.9M 0.00% +5K +30.3% $95.13 +17.9%
1239 TEM TEMPUS AI INC Healthcare 31,953.0 $1.9M 0.00% -35K -52.1% $59.05 -21.8%
1240 BOOT BOOT BARN HLDGS INC Consumer Cyclical 10,692.0 $1.9M 0.00% $176.47 -12.4%
Page 62 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%