Voya Financial Advisors, Inc.

CIK

1424367

Location

WINDSOR, CT

Portfolio Value

Small $190,688,121

Diversification

Diversified

Filing Date

Global Rank

#4,273 / 8,603 ▼ 81 · as of Mar 2026

Top Industry

Semiconductors 7.2%

3Y Alpha vs SPY

-6.8%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.4%

SPY

+76.0%

Annualised alpha

-6.1%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

170 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.8%

−0.9 pts

Top 5

15.2%

−1.6 pts

Top 10

26.9%

−0.9 pts

HHI

132

Diversified−6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.4%	$38,981,881	31
Financial Services	17.5%	$33,464,218	24
Healthcare	15.8%	$30,171,488	30
Industrials	10.4%	$19,777,247	23
Communication Services	10.2%	$19,383,396	9
Consumer Cyclical	8.8%	$16,771,529	17
Consumer Defensive	6.0%	$11,389,529	10
Energy	4.1%	$7,851,023	10
Utilities	3.6%	$6,826,863	8
Basic Materials	1.9%	$3,646,198	5
Real Estate	1.3%	$2,424,749	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FIS	Fidelity National Information Services, Inc.	+4,605	20,190	$947,112
CSCO	Cisco Systems, Inc.	+3,923	9,659	$749,441
UBER	Uber Technologies, Inc	+2,397	9,762	$702,180
LYG	Lloyds Banking Group plc	+2,282	256,127	$1,288,318
ORCL	Oracle Corp	+1,962	6,334	$931,794
AMT	American Tower Corp /Ma/	+1,720	9,599	$1,656,595
DAL	Delta Air Lines, Inc.	+1,670	4,569	$303,747
GIS	General Mills Inc	+1,180	9,710	$361,406
T	At&T Inc.	+1,169	17,158	$497,410
ACN	Accenture plc	+1,163	2,373	$470,542
CHKP	Check Point Software Technologies Ltd	+834	7,734	$1,104,801
SYY	Sysco Corp	+614	15,567	$1,110,394
UPS	United Parcel Service Inc	+587	10,760	$1,058,568
PEP	Pepsico Inc	+491	4,529	$703,308
ENB	Enbridge Inc	+486	43,702	$2,366,026
WEC	Wec Energy Group, Inc.	+357	9,151	$1,059,411
V	Visa Inc.	+323	11,181	$3,379,345
TYL	Tyler Technologies Inc	+309	1,792	$613,544
SAP	Sap SE	+283	1,398	$239,351
MRVL	Marvell Technology, Inc.	+278	4,415	$437,305
ELV	Elevance Health, Inc.	+272	8,572	$2,509,453
PRVA	Privia Health Group, Inc.	+257	14,879	$306,061
BDX	Becton Dickinson & Co	+116	15,500	$2,437,065
KO	Coca Cola Co	+116	16,561	$1,259,464
UL	Unilever PLC	+76	26,770	$1,525,086
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−7,143	21,616	$1,053,780
DEO	Diageo PLC	−6,076	8,145	$606,395
NVDA	Nvidia Corp	−5,199	20,019	$3,491,313
CSGP	Costar Group, Inc.	−4,700	8,773	$353,902
EBAY	Ebay Inc	−4,239	2,753	$250,578
EPD	Enterprise Products Partners L.P.	−3,986	17,179	$650,053
ETR	Entergy Corp /De/	−3,523	11,800	$1,325,848
WFC	Wells Fargo & Company/Mn	−3,460	42,852	$3,411,447
KMX	Carmax Inc	−2,953	29,415	$1,223,075
GOOGL	Alphabet Inc.	−2,788	19,609	$5,638,764
CMCSA	Comcast Corp	−2,547	90,350	$2,593,948
FAST	Fastenal Co	−1,961	19,023	$882,667
BNY	Bank of New York Mellon Corp	−1,892	15,877	$1,883,488
ADI	Analog Devices Inc	−1,812	8,297	$2,639,607
ROL	Rollins Inc	−1,673	14,117	$753,988
NFLX	Netflix Inc	−1,336	8,001	$769,296
SCHW	Schwab Charles Corp	−1,314	53,369	$5,015,618
NVS	Novartis AG	−1,264	12,813	$1,957,185
AMAT	Applied Materials Inc /De	−1,241	12,808	$4,377,646
NOW	ServiceNow, Inc.	−1,217	6,566	$686,475
LRCX	Lam Research Corp	−1,160	1,583	$338,223
HEI	Heico Corp	−1,160	3,192	$875,246
VEEV	Veeva Systems Inc	−1,099	5,430	$953,833
PFE	Pfizer Inc	−1,094	38,414	$1,078,665
NEE	Nextera Energy Inc	−1,093	9,643	$895,641
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
DXCM	Dexcom Inc	10,286	$645,960
WSO	Watsco Inc	1,424	$518,036
AZN	Astrazeneca PLC	2,494	$491,866
FERG	Ferguson Enterprises Inc. /DE/	1,926	$449,258
PANW	Palo Alto Networks Inc	2,328	$373,224
WAT	Waters Corp /De/	1,236	$368,080
AMRZ	Amrize Ltd	6,470	$362,449
AON	Aon plc	1,118	$360,868
SYK	Stryker Corp	1,060	$348,305
QSR	Restaurant Brands International Inc.	4,022	$297,225
LIN	Linde PLC	593	$293,985
KAI	Kadant Inc	930	$271,885
YUM	Yum Brands Inc	1,721	$267,581
DOW	Dow Inc.	5,970	$248,650
TTE	TotalEnergies SE	2,628	$239,095
SPOT	Spotify Technology S.A.	474	$229,847
MO	Altria Group, Inc.	3,455	$227,995
BEP	Brookfield Renewable Partners L.P.	6,477	$211,409
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
OWL	Blue Owl Capital Inc.	32,475	$485,176
INTU	Intuit Inc.	630	$417,324
PAYC	Paycom Software, Inc.	2,314	$368,759
CRH	Crh Public Ltd Co	2,650	$330,720
PGR	Progressive Corp/Oh/	1,446	$329,283
WK	Workiva Inc	3,578	$308,602
CDNS	Cadence Design Systems Inc	922	$288,198
DDOG	Datadog, Inc.	2,077	$282,451
WDAY	Workday, Inc.	1,305	$280,287
TTD	Trade Desk, Inc.	7,309	$277,449
KR	Kroger Co	4,355	$272,100
KMB	Kimberly Clark Corp	2,651	$267,459
GLOB	Globant S.A.	3,452	$225,657
DKNG	DraftKings Inc.	6,359	$219,131
HLI	Houlihan Lokey, Inc.	1,237	$215,473
ALKT	Alkami Technology, Inc.	9,308	$214,735
VLTO	Veralto Corp	2,151	$214,626
FRPT	Freshpet, Inc.	3,454	$210,452
IBKR	Interactive Brokers Group, Inc.	3,189	$205,084
STE	STERIS plc	802	$203,323
TGT	Target Corp	2,060	$201,365
FND	Floor & Decor Holdings, Inc.	3,298	$200,815
TPR	Tapestry, Inc.	1,550	$198,043
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

170 positions · $190,688,121 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 170 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	19,677	-666	$7,283,835	−26.0%	3.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,833	-952	$6,005,048	−12.7%	3.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,609	-2,788	$5,638,764	−19.6%	2.96%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,099	-884	$5,029,841	−13.2%	2.64%
SCHW	Schwab Charles Corp Financial Services	Reduced	53,369	-1,314	$5,015,618	−8.2%	2.63%
LMT	Lockheed Martin Corp Industrials	Added	8,170	+21	$4,937,866	+25.3%	2.59%
PM	Philip Morris International Inc. Consumer Defensive	Added	29,188	+33	$4,825,943	+3.2%	2.53%
META	Meta Platforms, Inc. Communication Services	Reduced	8,156	-512	$4,666,292	−18.4%	2.45%
AMAT	Applied Materials Inc /De Technology	Reduced	12,808	-1,241	$4,377,646	+21.2%	2.30%
NVDA	Nvidia Corp Technology	Reduced	20,019	-5,199	$3,491,313	−25.8%	1.83%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	10,265	-614	$3,469,056	+4.9%	1.82%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	42,852	-3,460	$3,411,447	−21.0%	1.79%
V	Visa Inc. Financial Services	Added	11,181	+323	$3,379,345	−11.3%	1.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,341	-182	$3,038,607	−7.3%	1.59%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	15,967	-113	$2,723,012	−24.9%	1.43%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	30,177	-677	$2,703,557	+4.1%	1.42%
ADI	Analog Devices Inc Technology	Reduced	8,297	-1,812	$2,639,607	−3.7%	1.38%
CMCSA	Comcast Corp Communication Services	Reduced	90,350	-2,547	$2,593,948	−0.3%	1.36%
MDT	Medtronic plc Healthcare	Reduced	29,411	-800	$2,548,463	−12.2%	1.34%
ELV	Elevance Health, Inc. Healthcare	Added	8,572	+272	$2,509,453	−13.8%	1.32%
BDX	Becton Dickinson & Co Healthcare	Added	15,500	+116	$2,437,065	+3.8%	1.28%
ENB	Enbridge Inc Energy	Added	43,702	+486	$2,366,026	+14.5%	1.24%
OMC	Omnicom Group Inc. Communication Services	Reduced	29,978	-726	$2,257,643	−8.9%	1.18%
COP	Conocophillips Energy	Reduced	16,426	-487	$2,168,232	+37.0%	1.14%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	7,166	-116	$2,081,651	+15.7%	1.09%
NVS	Novartis AG Healthcare	Reduced	12,813	-1,264	$1,957,185	+0.8%	1.03%
GD	General Dynamics Corp Industrials	Reduced	5,683	-199	$1,950,519	−1.5%	1.02%
MA	Mastercard Inc Financial Services	Reduced	3,891	-308	$1,944,177	−18.9%	1.02%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	15,877	-1,892	$1,883,488	−8.7%	0.99%
GSK	GSK plc Healthcare	Reduced	33,702	-552	$1,860,013	+10.7%	0.98%
DIS	Walt Disney Co Communication Services	Reduced	17,640	-544	$1,700,143	−17.8%	0.89%
AAPL	Apple Inc. Technology	Reduced	6,602	-352	$1,675,521	−11.4%	0.88%
AMT	American Tower Corp /Ma/ Real Estate	Added	9,599	+1,720	$1,656,595	+19.8%	0.87%
DUK	Duke Energy CORP Utilities	Reduced	12,450	-28	$1,630,203	+11.5%	0.85%
UL	Unilever PLC Consumer Defensive	Added	26,770	+76	$1,525,086	−12.6%	0.80%
TFC	Truist Financial Corp Financial Services	Reduced	31,803	-624	$1,461,983	−8.4%	0.77%
AVGO	Broadcom Inc. Technology	Reduced	4,688	-9	$1,450,982	−10.7%	0.76%
MCK	Mckesson Corp Healthcare	Reduced	1,665	-82	$1,440,824	+0.5%	0.76%
RTX	RTX Corp Industrials	Reduced	7,288	-228	$1,405,855	+2.0%	0.74%
ETR	Entergy Corp /De/ Utilities	Reduced	11,800	-3,523	$1,325,848	−6.4%	0.70%
CRM	Salesforce, Inc. Technology	Reduced	6,982	-66	$1,303,329	−30.2%	0.68%
LYG	Lloyds Banking Group plc Financial Services	Added	256,127	+2,282	$1,288,318	−4.2%	0.68%
KO	Coca Cola Co Consumer Defensive	Added	16,561	+116	$1,259,464	+9.6%	0.66%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	3,307	+55	$1,256,329	+13.6%	0.66%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	9,770	-243	$1,233,755	−9.2%	0.65%
KMX	Carmax Inc Consumer Cyclical	Reduced	29,415	-2,953	$1,223,075	−2.2%	0.64%
AMGN	Amgen Inc Healthcare	Reduced	3,457	-11	$1,216,345	+7.2%	0.64%
ADSK	Autodesk, Inc. Technology	Reduced	5,074	-492	$1,214,715	−26.3%	0.64%
SYY	Sysco Corp Consumer Defensive	Added	15,567	+614	$1,110,394	+0.8%	0.58%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	10,495	-276	$1,109,846	−16.2%	0.58%