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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 67 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 SM SM ENERGY CO Energy 83,097.0 $1.6M 0.00% +837.0 +1.0% $18.70 +72.8%
1322 EZPW EZCORP INC Financial Services 79,733.0 $1.5M 0.00% +2K +2.0% $19.42 +77.4%
1323 LMAT LEMAITRE VASCULAR INC Healthcare 19,069.0 $1.5M 0.00% +813.0 +4.5% $81.10 +20.5%
1324 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 188,204.0 $1.5M 0.00% +177K +1598.1% $8.17 -10.3%
1325 RGTI RIGETTI COMPUTING INC Technology 69,367.0 $1.5M 0.00% +12K +20.3% $22.15 +11.9%
1326 FOLD AMICUS THERAPEUTICS INC Healthcare 107,431.0 $1.5M 0.00% -428K -80.0% $14.24 +1.8%
1327 PRLB PROTO LABS INC Industrials 30,218.0 $1.5M 0.00% +515.0 +1.7% $50.59 +46.9%
1328 WKC WORLD KINECT CORPORATION Energy 65,160.0 $1.5M 0.00% +786.0 +1.2% $23.43 +26.4%
1329 POOL POOL CORP Industrials 6,653.0 $1.5M 0.00% -1K -14.6% $228.75 -20.5%
1330 CG CARLYLE GROUP INC Financial Services 25,693.0 $1.5M 0.00% -2K -5.8% $59.11 -22.6%
1331 TRMK TRUSTMARK CORP Financial Services 38,870.0 $1.5M 0.00% +29K +284.9% $38.95 +14.3%
1332 FIRST HAWAIIAN INC 59,740.0 $1.5M 0.00% +36K +153.2% $25.30
1333 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 235,660.0 $1.5M 0.00% -22K -8.7% $6.41 +1.1%
1334 MOOG INC 6,194.0 $1.5M 0.00% $243.55
1335 VCYT VERACYTE INC Healthcare 35,807.0 $1.5M 0.00% +11K +44.8% $42.10 +6.5%
1336 PDFS PDF SOLUTIONS INC Technology 52,828.0 $1.5M 0.00% +934.0 +1.8% $28.53 +70.7%
1337 APLE APPLE HOSPITALITY REIT INC Real Estate 127,002.0 $1.5M 0.00% -41K -24.6% $11.85 +24.4%
1338 ECPG ENCORE CAP GROUP INC Financial Services 27,612.0 $1.5M 0.00% +352.0 +1.3% $54.35 +49.7%
1339 PRDO PERDOCEO ED CORP Consumer Defensive 50,833.0 $1.5M 0.00% +791.0 +1.6% $29.33 +14.7%
1340 AWI ARMSTRONG WORLD INDS INC NEW Industrials 7,798.0 $1.5M 0.00% -514.0 -6.2% $191.10 -16.9%
Page 67 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%