PROTECTIVE LIFE CORP
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
6 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 90.1% | $3,467,200 |
| Unclassified | 9.5% | $367,113 |
| Industrials | 0.4% | $15,225 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −1,242 | 244 | $179,681 | |
| GEME | Pacific North of South EM Equity Active ETF | −1,077 | 1,452 | $63,220 | |
| VB | Vanguard Morningstar Small-Cap ETF | −234 | 258 | $78,204 | |
| HON | Honeywell International Inc | −55 | 68 | $15,225 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| 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 | |
| GOOGL | Alphabet Inc. | 142 | $40,833 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
Held | 440,000 | $3,467,200 | 90.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 244 | $179,681 | 4.67% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 258 | $78,204 | 2.03% | |
| GEME |
Pacific North of South EM Equity Active ETF
|
Reduced | 1,452 | $63,220 | 1.64% | |
| BNDX |
Vanguard Total International Bond ETF
|
Held | 950 | $46,008 | 1.20% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 68 | $15,225 | 0.40% |
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.