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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 83 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 INDB INDEPENDENT BK CORP MASS Financial Services 8,812.0 $644K 0.00% $73.08 +7.9%
1642 GLNG GOLAR LNG LTD Energy 17,298.0 $644K 0.00% -812.0 -4.5% $37.21 +40.7%
1643 SSD SIMPSON MFG INC Industrials 3,986.0 $644K 0.00% -175.0 -4.2% $161.47 +14.6%
1644 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 11,915.0 $643K 0.00% $53.94 +27.7%
1645 INTA INTAPP INC Technology 13,990.0 $641K 0.00% -76K -84.4% $45.82 -55.5%
1646 VRRM VERRA MOBILITY CORP Technology 28,597.0 $641K 0.00% -806.0 -2.7% $22.41 -39.8%
1647 KYTX KYVERNA THERAPEUTICS INC Healthcare 68,140.0 $641K 0.00% NEW $9.40 -7.8%
1648 MYGN MYRIAD GENETICS INC Healthcare 104,130.0 $640K 0.00% +2K +1.7% $6.15 -37.9%
1649 BEPC BROOKFIELD RENEWABLE CORP Utilities 16,669.0 $639K 0.00% +2K +16.5% $38.34 -2.2%
1650 NHI NATIONAL HEALTH INVS INC Real Estate 8,366.0 $639K 0.00% $76.37 +0.1%
1651 TWI TITAN INTL INC ILL Industrials 81,542.0 $638K 0.00% +838.0 +1.0% $7.83 -6.1%
1652 KFY KORN FERRY Industrials 9,657.0 $638K 0.00% $66.02 +3.0%
1653 EXPO EXPONENT INC Industrials 9,151.0 $636K 0.00% -49.0 -0.5% $69.46 -16.8%
1654 NMRK NEWMARK GROUP INC Real Estate 36,581.0 $634K 0.00% +12K +48.5% $17.34 -15.8%
1655 IESC IES HLDGS INC Industrials 1,629.0 $634K 0.00% $389.02 +69.6%
1656 PATK PATRICK INDS INC Consumer Cyclical 5,789.0 $628K 0.00% -122K -95.5% $108.43 -16.2%
1657 EOSE EOS ENERGY ENTERPRISES INC Industrials 54,722.0 $627K 0.00% +9K +19.8% $11.46 -29.7%
1658 BFS SAUL CTRS INC Real Estate 19,864.0 $626K 0.00% +336.0 +1.7% $31.53 +9.5%
1659 CBT CABOT CORP Basic Materials 9,395.0 $623K 0.00% -391.0 -4.0% $66.28 +25.8%
1660 KBH KB HOME Consumer Cyclical 11,006.0 $621K 0.00% -1K -11.6% $56.41 -13.8%
Page 83 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%