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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 69 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 MECHANICS BANCORP 97,183.0 $1.4M 0.00% NEW $14.63
1362 TMDX TRANSMEDICS GROUP INC Healthcare 11,652.0 $1.4M 0.00% +958.0 +9.0% $121.65 -42.1%
1363 HAE HAEMONETICS CORP MASS Healthcare 17,463.0 $1.4M 0.00% -31K -63.8% $80.15 -16.6%
1364 APOGEE THERAPEUTICS INC 18,492.0 $1.4M 0.00% +9K +97.3% $75.48
1365 B BARRICK MNG CORP Basic Materials 31,882.0 $1.4M 0.00% -12K -27.1% $43.62 -3.5%
1366 OPK OPKO HEALTH INC Healthcare 1,102,174.0 $1.4M 0.00% -116K -9.5% $1.26 +2.4%
1367 SCSC SCANSOURCE INC Technology 35,233.0 $1.4M 0.00% +625.0 +1.8% $39.06 +15.1%
1368 AHR AMERICAN HEALTHCARE REIT INC Real Estate 29,225.0 $1.4M 0.00% $47.06 +8.4%
1369 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 68,332.0 $1.4M 0.00% +1K +1.5% $20.08 -43.2%
1370 CADENCE BANK 32,020.0 $1.4M 0.00% -159K -83.2% $42.84
1371 WDFC WD 40 CO Basic Materials 6,951.0 $1.4M 0.00% +80.0 +1.2% $196.90 +5.3%
1372 IMVT IMMUNOVANT INC Healthcare 53,631.0 $1.4M 0.00% +41K +323.9% $25.42 +33.1%
1373 HRL HORMEL FOODS CORP Consumer Defensive 57,501.0 $1.4M 0.00% -10K -14.2% $23.70 -11.9%
1374 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 7,943.0 $1.4M 0.00% -589.0 -6.9% $171.28 +139.2%
1375 VIAVI SOLUTIONS INC 1,000,000.0 $1.4M 0.00% $1.35
1376 AEM AGNICO EAGLE MINES LTD Basic Materials 7,955.0 $1.4M 0.00% -132.0 -1.6% $169.80 +6.3%
1377 DAN DANA INC Consumer Cyclical 56,611.0 $1.3M 0.00% -35K -38.5% $23.76 +48.1%
1378 KAI KADANT INC Industrials 4,702.0 $1.3M 0.00% +3K +120.5% $285.02 +15.6%
1379 CNR CORE NATURAL RESOURCES INC Energy 15,114.0 $1.3M 0.00% -265.0 -1.7% $88.51 -0.4%
1380 GIII G III APPAREL GROUP LTD Consumer Cyclical 46,037.0 $1.3M 0.00% $28.96 +9.4%
Page 69 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%