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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 64 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 301,662.0 $1.8M 0.00% -75K -19.9% $5.89 +52.7%
1262 RAMP LIVERAMP HLDGS INC Technology 60,149.0 $1.8M 0.00% +967.0 +1.6% $29.37 +28.4%
1263 AGCO AGCO CORP Industrials 16,846.0 $1.8M 0.00% +3K +19.4% $104.32 +8.3%
1264 JHG JANUS HENDERSON GROUP PLC Financial Services 36,895.0 $1.8M 0.00% -3K -6.6% $47.57 +8.9%
1265 MHK MOHAWK INDS INC Consumer Cyclical 16,031.0 $1.8M 0.00% +5K +45.5% $109.30 -4.6%
1266 JXN JACKSON FINANCIAL INC Financial Services 16,401.0 $1.7M 0.00% -1K -6.8% $106.65 +0.4%
1267 HMN HORACE MANN EDUCATORS CORP N Financial Services 37,753.0 $1.7M 0.00% +606.0 +1.6% $46.18 +2.7%
1268 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 21,002.0 $1.7M 0.00% +14K +188.8% $82.88 +0.4%
1269 CRNC CERENCE INC Technology 162,408.0 $1.7M 0.00% -60K -26.9% $10.69 +6.1%
1270 ACWI ISHARES TR 12,269.0 $1.7M 0.00% -12K -48.6% $141.49 +11.5%
1271 VTOL BRISTOW GROUP INC Energy 47,304.0 $1.7M 0.00% +340.0 +0.7% $36.62 +18.0%
1272 GTM ZOOMINFO TECHNOLOGIES INC Technology 170,295.0 $1.7M 0.00% -7K -3.8% $10.17 -64.5%
1273 STWD STARWOOD PPTY TR INC Real Estate 95,979.0 $1.7M 0.00% -6K -6.2% $18.01 -3.6%
1274 ALRM ALARM COM HLDGS INC Technology 33,636.0 $1.7M 0.00% +500.0 +1.5% $51.02 -14.2%
1275 EGHT 8X8 INC NEW Technology 870,189.0 $1.7M 0.00% -12K -1.4% $1.97 +9.5%
1276 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 46,976.0 $1.7M 0.00% +4K +8.1% $36.49 +4.5%
1277 APA APA CORPORATION Energy 69,944.0 $1.7M 0.00% -6K -7.7% $24.46 +59.3%
1278 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 24,221.0 $1.7M 0.00% -11K -31.0% $70.60 +8.7%
1279 WABC WESTAMERICA BANCORPORATION Financial Services 35,646.0 $1.7M 0.00% +233.0 +0.7% $47.83 +17.2%
1280 PATHWARD FINANCIAL INC 23,817.0 $1.7M 0.00% +179.0 +0.8% $71.00
Page 64 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%