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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 88 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 NATL NCR ATLEOS CORPORATION Technology 13,371.0 $510K 0.00% $38.11 +17.3%
1742 RLI RLI CORP Financial Services 7,959.0 $509K 0.00% -1K -14.6% $63.98 -17.8%
1743 LXP INDUSTRIAL TRUST 10,262.0 $509K 0.00% NEW $49.58
1744 CC CHEMOURS CO Basic Materials 43,092.0 $508K 0.00% +16K +58.2% $11.79 +81.3%
1745 LCII LCI INDS Consumer Cyclical 4,182.0 $507K 0.00% -280.0 -6.3% $121.34 -8.0%
1746 WTM WHITE MTNS INS GROUP LTD Financial Services 243.0 $505K +35.0 +16.8% $2078.03 +3.3%
1747 AN AUTONATION INC Consumer Cyclical 2,445.0 $505K +165.0 +7.2% $206.48 -8.0%
1748 GFF GRIFFON CORP Industrials 6,819.0 $502K -3K -27.6% $73.65 +15.2%
1749 APPF APPFOLIO INC Technology 2,153.0 $501K -227.0 -9.5% $232.65 -29.1%
1750 HWKN HAWKINS INC Basic Materials 3,523.0 $500K -44.0 -1.2% $142.06 +7.8%
1751 HP HELMERICH & PAYNE INC Energy 17,449.0 $500K -117.0 -0.7% $28.68 +39.1%
1752 SIBN SI-BONE INC Healthcare 25,334.0 $500K +360.0 +1.4% $19.72 -25.6%
1753 ADTRAN HOLDINGS INC 57,374.0 $499K +15K +36.0% $8.69
1754 BRZE BRAZE INC Technology 14,526.0 $498K +721.0 +5.2% $34.29 -29.0%
1755 AWR AMER STATES WTR CO Utilities 6,841.0 $496K -103.0 -1.5% $72.48 +5.7%
1756 UFPT UFP TECHNOLOGIES INC Healthcare 2,230.0 $495K +874.0 +64.5% $222.03 +3.1%
1757 EXP EAGLE MATLS INC Basic Materials 2,394.0 $495K -993.0 -29.3% $206.68 -3.5%
1758 STRA STRATEGIC ED INC Consumer Defensive 6,169.0 $495K -41.0 -0.7% $80.20 -2.1%
1759 NG NOVAGOLD RES INC Basic Materials 53,012.0 $494K $9.32 -17.1%
1760 CTKB CYTEK BIOSCIENCES INC Healthcare 97,830.0 $494K -18K -15.7% $5.05 -20.6%
Page 88 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%