Data as of Q4 2025 (Dec 31, 2025)

Symetra Investment Management Co

•CIK: 1811513•Filing: Q4 2025

**Symetra Investment Management Co.** manages $568M across a concentrated portfolio of seven holdings. The fund exhibits a significant overweight to broad market equity exposure, evidenced by the $381.6M allocation to VTI. Further diversification is provided through fixed income, notably a $111.9M position in LQD. These top holdings suggest a core strategy balancing broad market growth with credit-sensitive fixed income plays.

Total AUM
$568.2M
QoQ Performance
+24.9%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
LQD
SRLN
VTI67.1%
LQD19.7%
SRLN10.9%
BKLN1.9%
HYG0.4%
AMPY0.0%
LYB0.0%

📈 Biggest Buys

LQD
BLACKROCK, INC.
NEW
19.7% of portfolio
HYG
BLACKROCK, INC.
+24960.0%
0.4% of portfolio

📉 Biggest Sells

VTI
VANGUARD
-1.4%
67.1% of portfolio
SRLN
STATE STREET CORPORATION
-4.4%
10.9% of portfolio
BKLN
INVESCO LTD
-2.2%
1.9% of portfolio

Sector Breakdown

Other100.0%

Changes from Q3 2025

NEW1 new position
↑1 increased
↓3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI67.1%
VANGUARD
$381.6M
LQD19.7%
BLACKROCK, INC.
$111.9M
SRLN10.9%
STATE STREET CORPORATION
$61.7M
BKLN1.9%
INVESCO LTD
$11.1M
HYG0.4%
BLACKROCK, INC.
$2.0M

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