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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 84 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 ICUI ICU MED INC Healthcare 4,347.0 $620K 0.00% -49.0 -1.1% $142.67 -6.6%
1662 ANAB ANAPTYSBIO INC Healthcare 12,760.0 $619K 0.00% -201.0 -1.6% $48.48 +23.2%
1663 IWP ISHARES TR 4,502.0 $617K 0.00% +2K +54.4% $136.94 +1.8%
1664 SRPT SAREPTA THERAPEUTICS INC Healthcare 28,561.0 $615K 0.00% -61K -68.0% $21.52 -21.9%
1665 SPSC SPS COMM INC Technology 6,886.0 $614K 0.00% -20K -74.1% $89.13 -39.7%
1666 COLB COLUMBIA BKG SYS INC Financial Services 21,835.0 $610K 0.00% -3K -11.1% $27.95 +6.4%
1667 CHE CHEMED CORP NEW Healthcare 1,424.0 $609K 0.00% -157.0 -9.9% $427.86 +2.7%
1668 PII POLARIS INC Consumer Cyclical 9,586.0 $606K 0.00% -142.0 -1.5% $63.25 +7.2%
1669 STNG SCORPIO TANKERS INC Energy 11,883.0 $604K 0.00% +78.0 +0.7% $50.83 +57.8%
1670 ENPH ENPHASE ENERGY INC Energy 18,773.0 $602K 0.00% +255.0 +1.4% $32.05 +99.8%
1671 CRBG COREBRIDGE FINL INC Financial Services 19,773.0 $597K 0.00% -3K -11.8% $30.17 -8.1%
1672 BNL BROADSTONE NET LEASE INC Real Estate 34,298.0 $596K 0.00% -88K -72.0% $17.37 +17.4%
1673 TECK TECK RESOURCES LTD Basic Materials 12,415.0 $595K 0.00% +7K +148.4% $47.94 +30.7%
1674 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 60,870.0 $592K 0.00% -851K -93.3% $9.73 -23.4%
1675 SLG SL GREEN RLTY CORP Real Estate 12,850.0 $589K 0.00% -140.0 -1.1% $45.87 -5.7%
1676 BKU BANKUNITED INC Financial Services 13,197.0 $588K 0.00% -186.0 -1.4% $44.57 +3.7%
1677 UUUU ENERGY FUELS INC Energy 40,334.0 $586K 0.00% +2K +5.4% $14.54 +24.1%
1678 ICL ICL GROUP LTD Basic Materials 102,132.0 $586K 0.00% +8K +8.7% $5.74 +12.5%
1679 FCN FTI CONSULTING INC Industrials 3,394.0 $580K 0.00% +775.0 +29.6% $170.83 -9.8%
1680 XPEL XPEL INC Consumer Cyclical 11,593.0 $579K 0.00% +139.0 +1.2% $49.91 -10.4%
Page 84 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%