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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 71 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 25,263.0 $1.3M 0.00% $49.96 +9.1%
1402 EEM ISHARES TR 23,021.0 $1.3M 0.00% +5K +25.6% $54.71 +25.0%
1403 UVV UNIVERSAL CORP VA Consumer Defensive 23,703.0 $1.3M 0.00% +383.0 +1.6% $52.75 +3.4%
1404 LW LAMB WESTON HLDGS INC Consumer Defensive 29,746.0 $1.2M 0.00% +520.0 +1.8% $41.89 +0.5%
1405 OCUL OCULAR THERAPEUTIX INC Healthcare 102,254.0 $1.2M 0.00% -82K -44.6% $12.14 -31.7%
1406 CHEF CHEFS WHSE INC Consumer Defensive 19,879.0 $1.2M 0.00% +266.0 +1.4% $62.33 +23.3%
1407 MSM MSC INDL DIRECT INC Industrials 14,719.0 $1.2M 0.00% +2K +17.8% $84.10 +29.4%
1408 KREF KKR REAL ESTATE FIN TR INC Real Estate 150,467.0 $1.2M 0.00% -164K -52.2% $8.22 -20.1%
1409 PECO PHILLIPS EDISON & CO INC Real Estate 34,731.0 $1.2M 0.00% -53K -60.4% $35.57 +14.7%
1410 CRSP CRISPR THERAPEUTICS AG Healthcare 23,515.0 $1.2M 0.00% -5K -18.4% $52.44 -1.6%
1411 HLIT HARMONIC INC Technology 124,547.0 $1.2M 0.00% +2K +1.7% $9.89 +70.9%
1412 GLPI GAMING & LEISURE PPTYS INC Real Estate 27,492.0 $1.2M 0.00% -268K -90.7% $44.69 +7.2%
1413 VSH VISHAY INTERTECHNOLOGY INC Technology 84,591.0 $1.2M 0.00% +6K +7.8% $14.49 +226.1%
1414 CPB THE CAMPBELLS COMPANY Consumer Defensive 43,761.0 $1.2M 0.00% +2K +3.9% $27.87 -27.8%
1415 UNFI UNITED NAT FOODS INC Consumer Defensive 36,065.0 $1.2M 0.00% -2K -6.2% $33.67 +48.1%
1416 POWL POWELL INDS INC Industrials 3,792.0 $1.2M 0.00% +2K +120.3% $318.78 -8.4%
1417 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,078.0 $1.2M 0.00% -2K -21.2% $197.97 +17.8%
1418 TSHA TAYSHA GENE THERAPIES INC Healthcare 218,185.0 $1.2M 0.00% +182K +497.8% $5.50 +1.6%
1419 DGII DIGI INTL INC Technology 27,595.0 $1.2M 0.00% +336.0 +1.2% $43.29 +58.0%
1420 SUI SUN CMNTYS INC Real Estate 9,619.0 $1.2M 0.00% -1K -13.3% $123.91 +0.8%
Page 71 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%