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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 87 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 AIR AAR CORP Industrials 6,397.0 $530K 0.00% -3K -30.2% $82.79 +30.9%
1722 MGEE MGE ENERGY INC Utilities 6,736.0 $528K 0.00% $78.42 -3.0%
1723 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 8,671.0 $528K 0.00% -1K -10.5% $60.89 -20.8%
1724 REV GROUP INC 8,649.0 $526K 0.00% -214.0 -2.4% $60.81
1725 BL BLACKLINE INC Technology 9,493.0 $525K 0.00% -136.0 -1.4% $55.29 -47.7%
1726 MIDD MIDDLEBY CORP Industrials 3,521.0 $523K 0.00% -1K -29.0% $148.67 -0.4%
1727 UPBOUND GROUP INC 29,675.0 $521K 0.00% $17.56
1728 AMER SPORTS INC 13,851.0 $517K 0.00% +1K +11.9% $37.35
1729 PSKY PARAMOUNT SKYDANCE CORP Communication Services 38,603.0 $517K 0.00% -1K -3.6% $13.40 -21.9%
1730 AMBA AMBARELLA INC Technology 7,288.0 $516K 0.00% -75.0 -1.0% $70.84 +23.6%
1731 SAIC SCIENCE APPLICATIONS INTL CO Technology 5,123.0 $516K 0.00% -456.0 -8.2% $100.66 -0.6%
1732 GTLB GITLAB INC Technology 13,692.0 $514K 0.00% -678.0 -4.7% $37.53 -28.8%
1733 TBBK BANCORP INC DEL Financial Services 7,609.0 $514K 0.00% -681.0 -8.2% $67.52 -18.1%
1734 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 29,022.0 $513K 0.00% -1K -3.6% $17.69 -18.5%
1735 HSTM HEALTHSTREAM INC Healthcare 22,221.0 $513K 0.00% +346.0 +1.6% $23.07 +3.2%
1736 OSCR OSCAR HEALTH INC Healthcare 35,601.0 $512K 0.00% +797.0 +2.3% $14.37 +57.6%
1737 SYNA SYNAPTICS INC Technology 6,908.0 $511K 0.00% -5K -42.9% $74.02 +94.1%
1738 TRST TRUSTCO BK CORP N Y Financial Services 12,359.0 $511K 0.00% NEW $41.33 +21.6%
1739 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 20,933.0 $511K 0.00% -128.0 -0.6% $24.40 -24.3%
1740 IDYA IDEAYA BIOSCIENCES INC Healthcare 14,754.0 $510K 0.00% $34.57 -15.8%
Page 87 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%