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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 93 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 20,963.0 $413K $19.68 +30.0%
1842 KLIC KULICKE & SOFFA INDS INC Technology 9,045.0 $412K -224.0 -2.4% $45.56 +121.9%
1843 FBK FB FINL CORP Financial Services 7,385.0 $412K -84.0 -1.1% $55.80 -5.8%
1844 HR HEALTHCARE RLTY TR Real Estate 24,211.0 $410K -3K -11.1% $16.95 +20.1%
1845 NSIT INSIGHT ENTERPRISES INC Technology 5,027.0 $410K $81.47 +14.9%
1846 FOUR SHIFT4 PMTS INC Technology 6,490.0 $409K -21K -76.2% $62.97 -30.9%
1847 BANF BANCFIRST CORP Financial Services 3,846.0 $408K $106.02 +5.0%
1848 DIOD DIODES INC Technology 8,202.0 $405K $49.34 +95.2%
1849 REAX THE REAL BROKERAGE INC Real Estate 109,283.0 $399K -5K -4.2% $3.65 -50.7%
1850 SPRY ARS PHARMACEUTICALS INC Healthcare 34,128.0 $398K -81K -70.3% $11.65 -33.0%
1851 SEADRILL LTD 11,454.0 $396K -103.0 -0.9% $34.60
1852 ATNI ATN INTL INC Communication Services 17,378.0 $396K +304.0 +1.8% $22.80 +19.5%
1853 SAP SAP SE Technology 1,631.0 $396K -117K -98.6% $242.91 -25.9%
1854 TRN TRINITY INDS INC Industrials 14,941.0 $395K -272.0 -1.8% $26.44 +27.7%
1855 BKKT BAKKT HOLDINGS INC Technology 39,248.0 $394K +29K +267.2% $10.04 +22.7%
1856 QFIN QFIN HOLDINGS INC Financial Services 20,434.0 $394K -8K -28.6% $19.27 -34.8%
1857 DNLI DENALI THERAPEUTICS INC Healthcare 23,805.0 $393K $16.51 +16.9%
1858 COMMERCE.COM INC 95,215.0 $392K -8K -8.0% $4.12
1859 NGVT INGEVITY CORP Basic Materials 6,620.0 $392K $59.18 +10.2%
1860 FRME FIRST MERCHANTS CORP Financial Services 10,417.0 $390K -298.0 -2.8% $37.48 +7.3%
Page 93 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%