Institutional
Symetra Investment Management Co
CIK 0001811513
$1.2M
Reported AUM
6
Positions
Q1 2026
Period
2026-05-07
Filed
The Brief · Symetra Investment Management Co · Q1 2026
AI · grounded in 13F
Symetra Investment Management Co established a new position in VCIT valued at $259,274. The fund also increased its holdings in HYG by 5,298.3% and BKLN by 583.5%. Additionally, the manager closed out positions in AMPY and LYB.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD | $363.38 | -2.68% | 24.59% | 71.45% | $396K | 34.27% | +94,995 | +8.3% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $81.91 | -0.56% | 6.42% | 3.84% | $259K | 22.46% | +3,133,225 | NEW |
| 3 | LQD | BLACKROCK, INC. | $108.17 | -0.62% | 6.23% | -3.50% | $259K | 22.39% | +1,356,200 | +133.5% |
| 4 | HYG | BLACKROCK, INC. | $79.43 | -0.50% | 6.72% | 19.17% | $108K | 9.32% | +1,327,765 | +5298.3% |
| 5 | BKLN | INVESCO LTD | $20.46 | -0.20% | 4.40% | 29.18% | $73K | 6.36% | +3,070,845 | +583.5% |
| 6 | SRLN | STATE STREET CORPORATION | $40.30 | -0.17% | 6.00% | 25.76% | $60K | 5.20% | — | HELD |
| 7 | AMPY | AMPLIFY ENERGY CORP | $4.37 | -5.82% | 34.46% | 32.83% | — | — | −499 | EXITED |
| 8 | LYB | LYONDELLBASELL INDUSTRIES | $64.50 | -2.54% | 25.95% | -8.41% | — | — | −15 | EXITED |
Source: SEC EDGAR · accession 0001811513-26-000010. 13F discloses long positions only — shorts, foreign equities, and options are excluded.