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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 74 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2,692.0 $1.1M 0.00% -94.0 -3.4% $393.30 -16.2%
1462 DISC MEDICINE INC 13,186.0 $1.0M 0.00% +9K +209.1% $79.41
1463 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 4,501.0 $1.0M 0.00% -90.0 -2.0% $232.53 -18.3%
1464 HTO H2O AMERICA Utilities 21,361.0 $1.0M 0.00% +311.0 +1.5% $48.99 +17.6%
1465 NXST NEXSTAR MEDIA GROUP INC Communication Services 5,109.0 $1.0M 0.00% +1K +40.1% $203.05 -7.4%
1466 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 64,739.0 $1.0M 0.00% NEW $15.95 -1.8%
1467 CWT CALIFORNIA WTR SVC GROUP Utilities 23,704.0 $1.0M 0.00% +13K +111.7% $43.33 +0.4%
1468 BNTX BIONTECH SE Healthcare 10,765.0 $1.0M 0.00% -11K -49.6% $95.20 -3.1%
1469 WTRG ESSENTIAL UTILS INC Utilities 26,707.0 $1.0M 0.00% -656.0 -2.4% $38.36 -3.2%
1470 KGC KINROSS GOLD CORP Basic Materials 36,226.0 $1.0M 0.00% +4K +12.7% $28.20 +4.6%
1471 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 16,748.0 $1.0M 0.00% -2K -9.7% $60.61 +3.1%
1472 VRTS VIRTUS INVT PARTNERS INC Financial Services 6,220.0 $1.0M 0.00% -635.0 -9.3% $163.15 -11.7%
1473 NEWAMSTERDAM PHARMA COMPANY 28,875.0 $1.0M 0.00% +10K +49.6% $35.08
1474 HPK HIGHPEAK ENERGY INC Energy 213,173.0 $1.0M 0.00% +13K +6.6% $4.74 +48.9%
1475 RES RPC INC Energy 184,421.0 $1.0M 0.00% -21K -10.3% $5.44 +30.9%
1476 IRMD IRADIMED CORP Healthcare 10,284.0 $1.0M 0.00% +140.0 +1.4% $97.28 -4.5%
1477 CORT CORCEPT THERAPEUTICS INC Healthcare 28,699.0 $999K 0.00% -578.0 -2.0% $34.80 +73.4%
1478 MYRG MYR GROUP INC DEL Industrials 4,566.0 $998K 0.00% +281.0 +6.6% $218.50 +112.5%
1479 TXNM ENERGY INC 16,890.0 $994K 0.00% $58.88
1480 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 21,735.0 $987K 0.00% -240.0 -1.1% $45.40 -7.5%
Page 74 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%