Symetra Investment Management Co
CIK 1811513 · View on SEC EDGAR ↗
- Portfolio value
- $1.1M
- Positions
- 6
- As of
- June 30, 2026
#9,151 of 9,443 by 13F value · top 96.9%
Portfolio value QoQ: -0.9% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 6
- Effective number of positions
- 3.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 16.3% Est. buys $187,322 · sells $258,880
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 75.0% still held
- New positions
- 0
- Increased
- 3
- Decreased
- 3
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 6 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $431,480 | 37.71% | 5,220,575 | $172,206 | Up ×1 | ||
| VTI | $391,095 | 34.18% | 1,056,900 | $-4,478 | Down ×1 | ||
| HYG | $90,761 | 7.93% | 1,134,937 | $-16,870 | Down ×1 | ||
| BKLN | $85,668 | 7.49% | 4,205,600 | $12,251 | Up ×2 | ||
| LQD | $82,425 | 7.20% | 755,710 | $-176,086 | Down ×1 | ||
| SRLN | $62,645 | 5.48% | 1,554,851 | $2,632 | Up ×1 | ||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| LQD | Trimmed | -1.6M | -$176K |
| VCIT | Bought more | +2.1M | +$172K |
| HYG | Trimmed | -218K | -$17K |
| BKLN | Bought more | +609K | +$12K |
| VTI | Trimmed | -176K | -$4K |
| SRLN | Bought more | +60K | +$3K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.