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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 70 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 BTU PEABODY ENERGY CORP Energy 44,865.0 $1.3M 0.00% -12K -21.2% $29.70 -12.3%
1382 MLI MUELLER INDS INC Industrials 11,594.0 $1.3M 0.00% -3K -19.5% $114.80 +20.5%
1383 YOU CLEAR SECURE INC Technology 37,926.0 $1.3M 0.00% +5K +13.8% $35.08 +76.8%
1384 ONB OLD NATL BANCORP IND Financial Services 59,449.0 $1.3M 0.00% $22.31 +8.4%
1385 ENTG ENTEGRIS INC Technology 15,674.0 $1.3M 0.00% -1K -8.1% $84.25 +68.4%
1386 VIKING HOLDINGS LTD 18,464.0 $1.3M 0.00% -397.0 -2.1% $71.41
1387 EFC ELLINGTON FINANCIAL INC Real Estate 96,953.0 $1.3M 0.00% +2K +1.7% $13.58 -0.1%
1388 TEGNA INC 67,400.0 $1.3M 0.00% -559.0 -0.8% $19.41
1389 NVMI NOVA LTD Technology 3,881.0 $1.3M 0.00% +316.0 +8.9% $334.50 +57.5%
1390 FBRT FRANKLIN BSP RLTY TR INC Real Estate 129,296.0 $1.3M 0.00% +2K +1.8% $10.03 -15.3%
1391 UHAL U HAUL HOLDING COMPANY Industrials 25,703.0 $1.3M 0.00% -21K -45.1% $50.41 +1.7%
1392 BHE BENCHMARK ELECTRS INC Technology 30,250.0 $1.3M 0.00% +2K +5.4% $42.76 +107.2%
1393 PBF PBF ENERGY INC Energy 47,646.0 $1.3M 0.00% +32K +211.3% $27.12 +43.3%
1394 ORKA ORUKA THERAPEUTICS INC Healthcare 42,503.0 $1.3M 0.00% NEW $30.31 +95.9%
1395 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 55,064.0 $1.3M 0.00% +20K +55.5% $23.39 +20.7%
1396 TRNO TERRENO RLTY CORP Real Estate 21,730.0 $1.3M 0.00% $58.71 +13.2%
1397 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 42,845.0 $1.3M 0.00% -391.0 -0.9% $29.66 +6.0%
1398 HCC WARRIOR MET COAL INC Energy 14,364.0 $1.3M 0.00% +5K +51.7% $88.17 +5.4%
1399 WPC WP CAREY INC Real Estate 19,676.0 $1.3M 0.00% -7K -25.6% $64.36 +16.1%
1400 LBRT LIBERTY ENERGY INC Energy 68,455.0 $1.3M 0.00% -35K -33.6% $18.46 +74.1%
Page 70 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%