PROTECTIVE LIFE CORP
CIK
355429
Location
BIRMINGHAM, AL
Portfolio Value
Micro
$7,198,625
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,243
/ 8,603
▲ 240
· as of Mar 2026
Top Industry
Asset Management
56.1%
3Y Alpha vs SPY
-3.9%
Period ended 3 months ago
Filed May 13, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.8%
SPY
+76.0%
Annualised alpha
-3.8%
Max drawdown
−11.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
46.1%
−53.9 pts
Top 5
66.5%
−33.5 pts
Top 10
74.7%
−25.3 pts
HHI
2,320
Moderately concentrated−7,680
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 50.7% | $3,648,811 |
| Unclassified | 16.2% | $1,166,136 |
| Technology | 8.8% | $634,288 |
| Consumer Defensive | 7.1% | $513,935 |
| Industrials | 5.1% | $370,476 |
| Healthcare | 3.5% | $252,204 |
| Energy | 2.5% | $177,099 |
| Consumer Cyclical | 1.9% | $134,854 |
| Communication Services | 1.5% | $109,862 |
| Utilities | 1.4% | $100,321 |
| Real Estate | 0.7% | $46,935 |
| Basic Materials | 0.6% | $43,704 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 1,486 | $857,689 | |
| 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 | |
| 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. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
74 positions ·
$7,198,625 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 74 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
Held | 440,000 | $3,317,600 | 46.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 1,486 | $857,689 | 11.91% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 1,195 | $303,279 | 4.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 277 | $180,144 | 2.50% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 349 | $129,189 | 1.79% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
NEW | 277 | $128,303 | 1.78% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,002 | $124,528 | 1.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 418 | $122,958 | 1.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 503 | $122,953 | 1.71% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 125 | $88,557 | 1.23% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
NEW | 475 | $78,536 | 1.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 119 | $57,024 | 0.79% | |
| PSX |
Phillips 66
Energy
|
NEW | 312 | $56,840 | 0.79% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 358 | $55,593 | 0.77% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 717 | $54,527 | 0.76% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 1,084 | $54,416 | 0.76% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 670 | $51,985 | 0.72% | |
| CVX |
Chevron Corp
Energy
|
NEW | 243 | $50,276 | 0.70% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 122 | $47,794 | 0.66% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 151 | $46,929 | 0.65% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
NEW | 548 | $46,706 | 0.65% | |
| WM |
Waste Management Inc
Industrials
|
NEW | 200 | $45,958 | 0.64% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 314 | $45,354 | 0.63% | |
| BLK |
BlackRock, Inc.
Financial Services
|
NEW | 45 | $43,276 | 0.60% | |
| RTX |
RTX Corp
Industrials
|
NEW | 214 | $41,280 | 0.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 142 | $40,833 | 0.57% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
NEW | 249 | $39,765 | 0.55% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 600 | $39,594 | 0.55% | |
| NEE |
Nextera Energy Inc
Utilities
|
NEW | 369 | $34,272 | 0.48% | |
| MMM |
3M Co
Industrials
|
NEW | 233 | $33,838 | 0.47% | |
| CMS |
Cms Energy Corp
Utilities
|
NEW | 420 | $32,583 | 0.45% | |
| AFL |
Aflac Inc
Financial Services
|
NEW | 294 | $32,254 | 0.45% | |
| CB |
Chubb Ltd
Financial Services
|
NEW | 97 | $31,615 | 0.44% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 145 | $31,536 | 0.44% | |
| EMR |
Emerson Electric Co
Industrials
|
NEW | 240 | $31,444 | 0.44% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 123 | $29,157 | 0.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 241 | $28,989 | 0.40% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
NEW | 107 | $27,851 | 0.39% | |
| FDX |
Fedex Corp
Industrials
|
NEW | 95 | $27,265 | 0.38% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 53 | $26,275 | 0.37% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 169 | $24,861 | 0.35% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
NEW | 105 | $24,809 | 0.34% | |
| WMB |
Williams Companies, Inc.
Energy
|
NEW | 324 | $23,580 | 0.33% | |
| NVS |
Novartis AG
Healthcare
|
NEW | 153 | $23,370 | 0.32% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 71 | $23,351 | 0.32% | |
| PSA |
Public Storage
Real Estate
|
NEW | 84 | $22,753 | 0.32% | |
| CMI |
Cummins Inc
Industrials
|
NEW | 42 | $22,596 | 0.31% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 91 | $22,057 | 0.31% | |
| TFC |
Truist Financial Corp
Financial Services
|
NEW | 444 | $20,410 | 0.28% | |
| ADP |
Automatic Data Processing Inc
Technology
|
NEW | 99 | $20,114 | 0.28% |