CIK: 0001811513
Total reported value
$1.2B
Reporting period: 2026-03-31 · Number of holdings: 6
Symetra Investment Management Co disclosed 6 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.2B and a quarterly turnover rate of 68.5%.
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Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim VTI
+8.3% $14.0M
Add HYG
+5298.3% $105.6M
Trim SRLN
0.0% -$1.7M
Add BKLN
+583.5% $62.4M
Add LQD
+133.5% $146.6M
New buy VCIT
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 34.27% | -32.88% | +8.35% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 22.46% | +22.46% | NEW | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 22.39% | +2.69% | +133.53% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 9.32% | +8.96% | +5298.34% | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-Other | 6.36% | +4.42% | +583.53% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 5.20% | -5.66% | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 43% of reported portfolio value with available pricing
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 6 | $1.2B | 68 | |
| 2025-12-31 | 8 | $568.2M | 24 | |
| 2025-09-30 | 6 | $455.1M | 50 | |
| 2025-06-30 | 5 | $381.8M | 0 | |
| 2025-03-31 | 5 | $406.5M | 100 | |
| 2024-12-31 | 5 | $403.8M | 0 | |
| 2024-09-30 | 5 | $281.3M | 0 | |
| 2024-06-30 | 5 | $295.9M | 0 | |
| 2024-03-31 | 5 | $249.5M | 0 | |
| 2023-12-31 | 5 | $169.7M | 0 | |
| 2023-09-30 | 4 | $240.0M | 0 | |
| 2023-06-30 | 3 | $225.0M | 0 | |
| 2023-03-31 | 3 | $231.7M | 0 | |
| 2022-12-31 | 3 | $187.1M | 0 | |
| 2022-09-30 | 3 | $144.6M | 0 | |
| 2022-06-30 | 3 | $109.0M | 0 | |
| 2022-03-31 | 3 | $91.2M | 0 | |
| 2021-12-31 | 2 | $70.3M | 0 | |
| 2021-09-30 | 2 | $43.6M | 0 | |
| 2021-06-30 | 1 | $7.9M | 100 | |
| 2021-03-31 | 2 | $2.9M | 100 | |
| 2020-12-31 | 1 | $553.0K | 3 | |
| 2020-09-30 | 1 | $539.0K | 0 | |
| 2020-06-30 | 1 | $538.0K | 9 | |
| 2020-03-31 | 1 | $494.0K | — |
Symetra Investment Management Co's most significant position changes for 2026-03-31: New buy: Vanguard Int-term Corporate (VCIT); Sold out: Amplify Energy CORP (AMPY); Sold out: LyondellBasell Industries N.V. (LYB); Add: Vanguard Total Stock Mkt ETF (VTI) — shares +8.35%; Add: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — shares +5298.34%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +9% | +5298.34% | Add |
| 2 | BKLN | Invesco Senior Loan ETF | +4.4% | +583.53% | Add |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +2.7% | +133.53% | Add |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | -5.7% | — | Unchanged |
| 5 | VTI | Vanguard Total Stock Mkt ETF | -32.9% | +8.35% | Add |
| 6 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 7 | AMPY | Amplify Energy CORP | — | EXIT | Sold out |
| 8 | LYB | LyondellBasell Industries N.V. | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-29 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-04 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-04 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-06 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
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