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Portfolio (Quarterly) Guide ↗

VOYA INVESTMENT MANAGEMENT LLC

· CIK 0001068837
13F Portfolio $100.2B AUM Filed Oct 9, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2439 New
Page 5 of 122  ·  2,439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXON AXON ENTERPRISE INC Industrials 368,520.0 $263.9M 0.26% NEW $716.12 -44.2%
82 HEWLETT PACKARD ENTERPRISE C 3,876,500.0 $263.2M 0.26% NEW $67.90
83 GLW CORNING INC Technology 3,169,741.0 $260.0M 0.26% NEW $82.03 +133.8%
84 INTU INTUIT Technology 378,576.0 $258.4M 0.26% NEW $682.47 -42.4%
85 NXPI NXP SEMICONDUCTORS N V Technology 1,116,050.0 $254.2M 0.25% NEW $227.73 +28.0%
86 KKR & CO INC 4,771,665.0 $249.8M 0.25% NEW $52.35
87 RTX RTX CORPORATION Industrials 1,490,941.0 $249.5M 0.25% NEW $167.33 +2.3%
88 DASH DOORDASH INC Communication Services 917,158.0 $249.5M 0.25% NEW $271.99 -41.5%
89 HWM HOWMET AEROSPACE INC Industrials 1,247,220.0 $244.7M 0.24% NEW $196.23 +32.7%
90 SPOTIFY USA INC 178,020,000.0 $243.7M 0.24% NEW $1.37
91 CDNS CADENCE DESIGN SYSTEM INC Technology 691,071.0 $242.7M 0.24% NEW $351.26 -1.5%
92 LIN LINDE PLC Basic Materials 506,007.0 $240.4M 0.24% NEW $475.03 +6.5%
93 LOW LOWES COS INC Consumer Cyclical 938,617.0 $235.2M 0.23% NEW $250.54 -12.8%
94 BKNG BOOKING HOLDINGS INC Consumer Cyclical 42,824.0 $230.5M 0.23% NEW $5383.24 -97.1%
95 WM WASTE MGMT INC DEL Industrials 1,038,142.0 $229.3M 0.23% NEW $220.83 -0.5%
96 CRM SALESFORCE INC Technology 965,755.0 $228.9M 0.23% NEW $237.00 -26.8%
97 GILD GILEAD SCIENCES INC Healthcare 2,050,498.0 $227.6M 0.23% NEW $111.00 +16.7%
98 DLTR DOLLAR TREE INC Consumer Defensive 2,406,748.0 $226.7M 0.23% NEW $94.21 -4.9%
99 MDB MONGODB INC Technology 716,779.0 $222.5M 0.22% NEW $310.38 +0.6%
100 DHR DANAHER CORPORATION Healthcare 1,107,994.0 $219.4M 0.22% NEW $198.01 -18.2%
Page 5 of 122  ·  2,439 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 43.5%
Financial Services 10.7%
Industrials 9.6%
Consumer Cyclical 9.6%
Communication Services 9.3%
Healthcare 7.8%
Consumer Defensive 2.7%
Energy 1.8%
Real Estate 1.7%
Utilities 1.7%