Symetra Investment Management Co — 13F Holdings

2026 Q1  ·  8 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Symetra Investment Management Co maintained a portfolio of 8 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 22.46% of the total fund value. They heavily accumulated shares in BLACKROCK, INC., increasing the position by 5298.3%.
Position History hover any row below to update
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Symetra Investment Management Co Bellevue, WA Asset Manager AUM $1M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q1
Top Holding
VTI (34.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
VANGUARD
ETF 34.27% 67.15% #1
Prev: #1
8.0
—
94,995 8.3%
P
S
1,233,045 $395,573 2021 Q1 13F Filing 2026-03-31 2026-05-07
VCIT
VANGUARD SCOTTS...
Bond/Debt 22.46% — #2
Prev: #—
9.0
—
3,133,225 —
NEW
 3,133,225 $259,274 2026 Q1 13F Filing 2026-03-31 2026-05-07
LQD
BLACKROCK, INC.
Unknown 22.39% 19.70% #3 1
Prev: #2
8.0
—
1,356,200 133.5%
P
S
2,371,880 $258,511 2020 Q1 13F Filing 2026-03-31 2026-05-07
HYG
BLACKROCK, INC.
ETF 9.32% 0.36% #4 1
Prev: #5
7.2
—
1,327,765 5298.3%
P
S
1,352,825 $107,631 2023 Q3 13F Filing 2026-03-31 2026-05-07
BKLN
INVESCO LTD
ETF 6.36% 1.94% #5 1
Prev: #4
6.0
—
3,070,845 583.5%
P
S
3,597,095 $73,417 2025 Q3 13F Filing 2026-03-31 2026-05-07
SRLN
STATE STREET CO...
ETF 5.20% 10.86% #6 3
Prev: #3
3.1
—
no change no change
P
S
1,495,085 $60,013 2023 Q4 13F Filing 2026-03-31 2026-05-07
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #7)
 0.0
—
-15 -100.0%
CLOSED
 — $— 2022 Q1 13F Filing 2026-03-31 2026-05-07
AMPY
AMPLIFY ENERGY ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #6)
 0.0
—
-499 -100.0%
CLOSED
 — $— 2021 Q3 13F Filing 2026-03-31 2026-05-07
Showing 1-8 of 8 holdings

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