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CIK: 0001811513
Total reported value
$1.1B
$1.1B
6 檔
95.7%
At the close of Q1 2026, Symetra Investment Management Co disclosed equity holdings valued at approximately $1.1B, spread across 6 reported holdings.
In Q1 2026, Symetra Investment Management Co displayed an active expansion posture, initiating 1 new positions and adding to 4 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VCIT, LQD) accounted for 95.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCIT
市值: $259.3M
Top Position Liquidated / Trimmed
AMPY
前期市值: $2.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 34.27% | -0.09% | +8.35% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 22.46% | +15.25% | — | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 22.39% | -15.19% | +133.53% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 9.32% | -1.39% | +5298.34% | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-Other | 6.36% | +1.13% | +583.53% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 5.20% | +0.28% | — |
| # | 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 |
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 Q1 2026.
During Q1 2026, Symetra Investment Management Co's top holdings by market value included VTI (34.3%)、VCIT (22.5%)、LQD (22.4%). The largest single position, VTI, represented 34.3% of total portfolio value.
In Q1 2026, Symetra Investment Management Co made 7 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 0 holdings, and fully liquidating 2 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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