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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 65 of 122  ·  2,439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 WABC WESTAMERICA BANCORPORATION Financial Services 35,413.0 $1.8M 0.00% NEW $49.99 +10.9%
1282 BOOT BOOT BARN HLDGS INC Consumer Cyclical 10,682.0 $1.8M 0.00% NEW $165.72 -6.8%
1283 INSTALLED BLDG PRODS INC 7,170.0 $1.8M 0.00% NEW $246.66
1284 ALRM ALARM COM HLDGS INC Technology 33,136.0 $1.8M 0.00% NEW $53.08 -17.6%
1285 JHG JANUS HENDERSON GROUP PLC Financial Services 39,489.0 $1.8M 0.00% NEW $44.51 +16.2%
1286 EAT BRINKER INTL INC Consumer Cyclical 13,874.0 $1.8M 0.00% NEW $126.68 +7.8%
1287 ACA ARCOSA INC Industrials 18,743.0 $1.8M 0.00% NEW $93.71 +27.1%
1288 PATHWARD FINANCIAL INC 23,638.0 $1.7M 0.00% NEW $74.01
1289 FRT FEDERAL RLTY INVT TR NEW Real Estate 17,202.0 $1.7M 0.00% NEW $101.31 +17.1%
1290 TEX TEREX CORP NEW Industrials 33,957.0 $1.7M 0.00% NEW $51.30 +12.3%
1291 AEBI SCHMIDT HLDG AG 138,902.0 $1.7M 0.00% NEW $12.47
1292 XPO XPO INC Industrials 13,348.0 $1.7M 0.00% NEW $129.27 +63.0%
1293 SRPT SAREPTA THERAPEUTICS INC Healthcare 89,271.0 $1.7M 0.00% NEW $19.27 -11.2%
1294 RGTI RIGETTI COMPUTING INC Technology 57,676.0 $1.7M 0.00% NEW $29.79 -43.3%
1295 DKS DICKS SPORTING GOODS INC Consumer Cyclical 7,717.0 $1.7M 0.00% NEW $222.22 -0.2%
1296 CG CARLYLE GROUP INC Financial Services 27,274.0 $1.7M 0.00% NEW $62.70 -28.0%
1297 LW LAMB WESTON HLDGS INC Consumer Defensive 29,226.0 $1.7M 0.00% NEW $58.08 -26.3%
1298 EYPT EYEPOINT PHARMACEUTICALS INC Healthcare 119,166.0 $1.7M 0.00% NEW $14.24 -10.3%
1299 VTOL BRISTOW GROUP INC Energy 46,964.0 $1.7M 0.00% NEW $36.08 +19.6%
1300 QTWO Q2 HLDGS INC Technology 23,395.0 $1.7M 0.00% NEW $72.39 -35.0%
Page 65 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%