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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 89 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 BCC BOISE CASCADE CO DEL Basic Materials 6,712.0 $494K -122.0 -1.8% $73.60 -8.7%
1762 OZK BANK OZK LITTLE ROCK ARK Financial Services 10,719.0 $493K $46.02 +4.6%
1763 CRMT AMERICAS CAR-MART INC Consumer Cyclical 19,355.0 $489K +8K +76.1% $25.26 -53.0%
1764 ADAMM ADAMAS TRUST INC. Financial Services 66,838.0 $488K +27K +65.9% $7.30 +247.9%
1765 HLNE HAMILTON LANE INC Financial Services 3,628.0 $487K -345.0 -8.7% $134.31 -32.8%
1766 SLVM SYLVAMO CORP Basic Materials 10,117.0 $487K $48.15 -20.9%
1767 PATH UIPATH INC Technology 29,688.0 $487K -4K -11.1% $16.39 -33.3%
1768 RYN RAYONIER INC Real Estate 22,378.0 $484K +5K +31.4% $21.65 -6.0%
1769 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 24,386.0 $483K $19.81 +110.6%
1770 EVER EVERQUOTE INC Communication Services 17,878.0 $483K +5K +35.7% $27.00 -30.1%
1771 SMP STANDARD MTR PRODS INC Consumer Cyclical 13,088.0 $482K -5K -27.3% $36.85 +2.8%
1772 H HYATT HOTELS CORP Consumer Cyclical 3,003.0 $481K -6K -68.2% $160.32 +8.6%
1773 VNOM VIPER ENERGY INC Energy 12,451.0 $481K -2K -11.1% $38.63 +21.4%
1774 MSGE SPHERE ENTERTAINMENT CO Communication Services 5,018.0 $477K -57.0 -1.1% $95.08 -26.8%
1775 ARCB ARCBEST CORP Industrials 6,411.0 $476K -3K -28.8% $74.19 +67.9%
1776 SBCF SEACOAST BKG CORP FLA Financial Services 15,132.0 $475K $31.42 -3.0%
1777 U HAUL HOLDING COMPANY 10,159.0 $475K -17K -62.5% $46.74
1778 DIGITALBRIDGE GROUP INC 30,953.0 $475K $15.34
1779 TRTX TPG RE FIN TR INC Real Estate 54,968.0 $473K +808.0 +1.5% $8.61 -3.5%
1780 LSTR LANDSTAR SYS INC Industrials 3,292.0 $473K +416.0 +14.5% $143.70 +35.0%
Page 89 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%