PROTECTIVE LIFE CORP

CIK

355429

Location

BIRMINGHAM, AL

Portfolio Value

Micro $13,997,015

Diversification

Diversified

Filing Date

Global Rank

#8,699 / 8,794 ▼ 80 · as of Jun 2026

Top Industry

Asset Management 99.6%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.8%

+1.1 pts

Top 5

64.3%

+4.5 pts

Top 10

88.7%

+11.7 pts

HHI

1,199

Diversified+198

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.9%	$9,787,567	21
Financial Services	30.0%	$4,194,223	3
Industrials	0.1%	$15,225	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
IVZ	Invesco Ltd.	+126	2,047	$620,179
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	−72,575	12,351	$983,592
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−51,838	27,382	$2,268,024
FNDA	Schwab Fundamental U.S. Small Company ETF	−15,842	20,755	$575,789
FCAL	First Trust California Municipal High income ETF	−15,664	14,033	$270,696
BIV	Vanguard Intermediate-Term Bond ETF	−12,710	13,309	$1,019,057
ABI	VictoryShares Pioneer Asset-Based Income ETF	−12,229	16,434	$704,976
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−12,104	19,661	$1,084,505
DCOR	Dimensional US Core Equity 1 ETF	−6,469	1,902	$66,627
—		−6,461	17,619	$526,115
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−5,521	12,109	$1,162,431
BKF	iShares MSCI BIC ETF	−1,453	1,559	$159,485
QQQ	Invesco Qqq Trust, Series 1	−1,242	244	$179,681
STT	State Street Corp	−1,091	1,993	$106,844
—		−1,077	1,452	$63,220
VB	Vanguard Morningstar Small-Cap ETF	−762	612	$321,334
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−573	674	$28,833
VEU	Vanguard FTSE All-World Ex-US ETF	−90	569	$33,963
HON	Honeywell International Inc	−55	68	$15,225
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAPL	Apple Inc.	1,195	$303,279
SPY	Spdr S&P 500 ETF Trust	277	$180,144
MSFT	Microsoft Corp	349	$129,189
DIA	Spdr Dow Jones Industrial Average ETF Trust	277	$128,303
WMT	Walmart Inc.	1,002	$124,528
JPM	Jpmorgan Chase & Co	418	$122,958
JNJ	Johnson & Johnson	503	$122,953
CAT	Caterpillar Inc	125	$88,557
PM	Philip Morris International Inc.	475	$78,536
XOM	ExxonMobil Holdings Corp	339	$57,514
BRK-B	Berkshire Hathaway Inc	119	$57,024
PSX	Phillips 66	312	$56,840
PEP	Pepsico Inc	358	$55,593
KO	Coca Cola Co	717	$54,527
VZ	Verizon Communications Inc	1,084	$54,416
CSCO	Cisco Systems, Inc.	670	$51,985
CVX	Chevron Corp	243	$50,276
STX	Seagate Technology Holdings plc	122	$47,794
ACSG	American Century Small Cap Growth Insights ETF	510	$47,266
MCD	Mcdonalds Corp	151	$46,929
CL	Colgate Palmolive Co	548	$46,706
WM	Waste Management Inc	200	$45,958
PG	PROCTER & GAMBLE Co	314	$45,354
BLK	BlackRock, Inc.	45	$43,276
RTX	RTX Corp	214	$41,280
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $13,997,015 total · filing declares 43 positions · $13,997,044 · as of Jun 30, 2026

All sectors Financial Services Industrials

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	440,000	0	$3,467,200	+4.5%	24.77%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	27,382	-51,838	$2,268,024	—	16.20%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	12,109	-5,521	$1,162,431	−23.5%	8.30%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	19,661	-12,104	$1,084,505	−36.1%	7.75%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	13,309	-12,710	$1,019,057	−49.6%	7.28%
BNDW	Vanguard Total World Bond ETF	Reduced	12,351	-72,575	$983,592	−82.5%	7.03%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	16,434	-12,229	$704,976	−31.3%	5.04%
IVZ	Invesco Ltd. Financial Services	Added	2,047	+126	$620,179	+35.9%	4.43%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	20,755	-15,842	$575,789	−37.7%	4.11%
		Reduced	17,619	-6,461	$526,115	−26.3%	3.76%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	612	-762	$321,334	−26.9%	2.30%
FCAL	First Trust California Municipal High income ETF	Reduced	14,033	-15,664	$270,696	−52.0%	1.93%
QQQ	Invesco Qqq Trust, Series 1	Reduced	244	-1,242	$179,681	−79.1%	1.28%
CGCB	Capital Group Core Bond ETF	Held	6,339	0	$161,834	+1.2%	1.16%
BKF	iShares MSCI BIC ETF	Reduced	1,559	-1,453	$159,485	−32.7%	1.14%
BCLO	iShares BBB-B CLO Active ETF	Held	2,435	0	$127,447	+0.8%	0.91%
STT	State Street Corp Financial Services	Reduced	1,993	-1,091	$106,844	−29.8%	0.76%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	1,902	-6,469	$66,627	−76.4%	0.48%
		Reduced	1,452	-1,077	$63,220	−28.2%	0.45%
BNDX	Vanguard Total International Bond ETF	Held	950	0	$46,008	+0.8%	0.33%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	569	-90	$33,963	−4.6%	0.24%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	674	-573	$28,833	−43.1%	0.21%
HON	Honeywell International Inc Industrials	Reduced	68	-55	$15,225	−45.2%	0.11%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Held	44	0	$2,766	+53.8%	0.02%
EDV	Vanguard World Funds Extended Duration ETF	Held	9	0	$1,184	+8.9%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.