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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 68 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 25,222.0 $1.5M 0.00% -191.0 -0.8% $58.87 -0.5%
1342 MSTR STRATEGY INC Technology 9,770.0 $1.5M 0.00% +107.0 +1.1% $151.95 +5.3%
1343 MILLROSE PPTYS INC 49,552.0 $1.5M 0.00% +40K +398.6% $29.87
1344 UMBF UMB FINL CORP Financial Services 12,843.0 $1.5M 0.00% -253.0 -1.9% $115.04 +16.8%
1345 AVIDITY BIOSCIENCES INC 20,348.0 $1.5M 0.00% -323K -94.1% $72.13
1346 NHC NATIONAL HEALTHCARE CORP Healthcare 10,702.0 $1.5M 0.00% +3K +31.0% $137.09 +38.6%
1347 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 19,674.0 $1.5M 0.00% -6K -24.4% $74.03 +19.6%
1348 LAND GLADSTONE LD CORP Real Estate 159,117.0 $1.5M 0.00% -21K -11.6% $9.15 +3.6%
1349 CPF CENTRAL PAC FINL CORP Financial Services 46,537.0 $1.5M 0.00% +820.0 +1.8% $31.16 +12.8%
1350 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 561,080.0 $1.4M 0.00% +146K +35.2% $2.58 +58.9%
1351 BEN FRANKLIN RESOURCES INC Financial Services 60,564.0 $1.4M 0.00% -5K -7.1% $23.89 +32.6%
1352 AMR ALPHA METALLURGICAL RESOUR I Energy 7,209.0 $1.4M 0.00% -224.0 -3.0% $199.88 -3.5%
1353 HAFC HANMI FINL CORP Financial Services 53,288.0 $1.4M 0.00% +773.0 +1.5% $27.03 +13.7%
1354 APOLLO GLOBAL MGMT INC 19,000.0 $1.4M 0.00% NEW $75.52
1355 MTZ MASTEC INC Industrials 6,599.0 $1.4M 0.00% -22K -77.0% $217.37 +79.8%
1356 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 668.0 $1.4M 0.00% -120.0 -15.2% $2146.18 -7.0%
1357 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 15,911.0 $1.4M 0.00% +81.0 +0.5% $90.03 -5.7%
1358 TNC TENNANT CO Industrials 19,418.0 $1.4M 0.00% +233.0 +1.2% $73.70 +16.9%
1359 BCBP BCB BANCORP INC Financial Services 176,719.0 $1.4M 0.00% -37K -17.3% $8.07 +27.1%
1360 EXACT SCIENCES CORP 14,018.0 $1.4M 0.00% -2K -10.8% $101.56
Page 68 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%