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CIK: 0001811513
Total reported value
$1.1B
$1.1B
6 檔
39.8%
The Q3 2025 SEC filing reveals that Symetra Investment Management Co held a total portfolio value of $1.1B, covering 6 public equity positions.
In Q3 2025, Symetra Investment Management Co displayed an active expansion posture, initiating 1 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 83.23% | -0.09% | +10.74% | |
| 2 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 14.29% | +0.28% | — | |
| 3 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.48% | +1.13% | — | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | — | -1.39% | — | |
| 5 | AMPY | Amplify Energy CORP | Stock-Other | — | — | — | |
| 6 | LYB | LyondellBasell Industries N.V. | Stock-Materials | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +19.2% | +10.74% | Add |
| 2 | AMPY | Amplify Energy CORP | — | — | Unchanged |
| 3 | LYB | LyondellBasell Industries N.V. | — | — | Unchanged |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | — | Unchanged |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | -21.7% | — | Trim |
| 6 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Symetra Investment Management Co reported a total U.S. public equity portfolio value of $1.1B across 6 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SRLN, BKLN) accounted for 39.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
BKLN
市值: $11.3M
Top Position Liquidated / Trimmed
SRLN
前期市值: $146.1M
During Q3 2025, Symetra Investment Management Co's top holdings by market value included VTI (83.2%)、SRLN (14.3%)、BKLN (2.5%). The largest single position, VTI, represented 83.2% of total portfolio value.
In Q3 2025, Symetra Investment Management Co made 3 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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