PROTECTIVE LIFE CORP — 13F Holdings & Portfolio
CIK 355429 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$30.1M
Long-equity book
Holdings
155
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+154 / −0 / ↑0 / ↓1
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
New Positions
- iShares TIPS Bond ETF$2.2M
- Vanguard Short-Term Corporate$2.0M
- Vanguard Intermediate-Term Cor$1.9M
- Vanguard Short-Term Bond ETF$1.7M
- Vanguard Mortgage-Backed Secur$1.7M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Nuveen Preferred & Income Oppo | JPC | 67073B106 | $3.3M | 11.03% | 440,000 | SH |
| 2 | iShares TIPS Bond ETF | TIP | 464287176 | $2.2M | 7.43% | 20,258 | SH |
| 3 | Vanguard Short-Term Corporate | VCSH | 92206C409 | $2.0M | 6.75% | 25,625 | SH |
| 4 | Vanguard Intermediate-Term Cor | VCIT | 92206C870 | $1.9M | 6.23% | 22,664 | SH |
| 5 | Vanguard Short-Term Bond ETF | BSV | 921937827 | $1.7M | 5.75% | 22,053 | SH |
| 6 | Vanguard Mortgage-Backed Secur | VMBS | 92206C771 | $1.7M | 5.72% | 36,637 | SH |
| 7 | JPMorgan Limited Duration Bond | JPLD | 46654Q773 | $1.5M | 4.93% | 28,428 | SH |
| 8 | iShares 1-5 Year Investment Gr | IGSB | 464288646 | $1.1M | 3.64% | 20,833 | SH |
| 9 | Schwab International Equity ET | SCHF | 808524805 | $886.6K | 2.95% | 35,823 | SH |
| 10 | Invesco QQQ Trust Series 1 | QQQ | 46090E103 | $857.7K | 2.85% | 1,486 | SH |
| 11 | State Street SPDR Portfolio S& | SPYG | 78464A409 | $853.4K | 2.84% | 8,716 | SH |
| 12 | State Street SPDR Portfolio Sh | SPTS | 78468R101 | $685.9K | 2.28% | 23,506 | SH |
| 13 | State Street SPDR Portfolio S& | SPYM | 78464A854 | $585.2K | 1.95% | 7,646 | SH |
| 14 | First Trust Institutional Pref | FPEI | 33739P855 | $564.2K | 1.88% | 29,697 | SH |
| 15 | iShares S&P 500 Value ETF | IVE | 464287408 | $511.8K | 1.70% | 2,424 | SH |
| 16 | VictoryShares Free Cash Flow E | VFLO | 92647X830 | $463.2K | 1.54% | 11,732 | SH |
| 17 | Invesco Nasdaq 100 ETF | QQQM | 46138G649 | $456.5K | 1.52% | 1,921 | SH |
| 18 | VictoryShares Free Cash Flow G | GFLW | 92647X764 | $423.0K | 1.41% | 16,085 | SH |
| 19 | iShares Russell Mid-Cap ETF | IWR | 464287499 | $415.7K | 1.38% | 4,275 | SH |
| 20 | iShares U.S. Treasury Bond ETF | GOVT | 46429B267 | $364.1K | 1.21% | 15,891 | SH |
| 21 | iShares MBS ETF | MBB | 464288588 | $324.3K | 1.08% | 3,415 | SH |
| 22 | Apple Inc | AAPL | 037833100 | $303.3K | 1.01% | 1,195 | SH |
| 23 | iShares Core S&P 500 ETF | IVV | 464287200 | $292.9K | 0.97% | 448 | SH |
| 24 | Vanguard Total Bond Market ETF | BND | 921937835 | $292.1K | 0.97% | 3,966 | SH |
| 25 | iShares MSCI EAFE Value ETF | EFV | 464288877 | $269.9K | 0.90% | 3,630 | SH |
| 26 | iShares Core U.S. Aggregate Bo | AGG | 464287226 | $256.2K | 0.85% | 2,581 | SH |
| 27 | iShares MSCI Emerging Markets | EMXC | 46434G764 | $236.9K | 0.79% | 3,012 | SH |
| 28 | Vanguard S&P 500 ETF | VOO | 922908363 | $211.5K | 0.70% | 354 | SH |
| 29 | iShares MSCI USA Quality Facto | QUAL | 46432F339 | $200.2K | 0.67% | 1,044 | SH |
| 30 | State Street SPDR S&P 500 ETF | SPY | 78462F103 | $180.1K | 0.60% | 277 | SH |
| 31 | Dimensional Emerging Core Equi | DFAE | 25434V302 | $168.5K | 0.56% | 4,976 | SH |
| 32 | Capital Group International Bo | CGIB | 14020Y706 | $160.0K | 0.53% | 6,339 | SH |
| 33 | iShares Aaa - A Rated Corporat | QLTA | 46429B291 | $157.1K | 0.52% | 3,301 | SH |
| 34 | State Street Financial Select | XLF | 81369Y605 | $152.3K | 0.51% | 3,084 | SH |
| 35 | Invesco Aerospace & Defense ET | PPA | 46137V100 | $140.2K | 0.47% | 846 | SH |
| 36 | JPMorgan US Tech Leaders ETF | JTEK | 46654Q732 | $133.7K | 0.44% | 1,681 | SH |
| 37 | Microsoft Corp | MSFT | 594918104 | $129.2K | 0.43% | 349 | SH |
| 38 | Vanguard Small-Cap ETF | VB | 922908751 | $128.9K | 0.43% | 492 | SH |
| 39 | State Street SPDR Dow Jones In | DIA | 78467X109 | $128.3K | 0.43% | 277 | SH |
| 40 | iShares Flexible Income Active | BINC | 092528603 | $126.4K | 0.42% | 2,435 | SH |
| 41 | Walmart Inc | WMT | 931142103 | $124.5K | 0.41% | 1,002 | SH |
| 42 | JPMorgan Chase & Co | JPM | 46625H100 | $123.0K | 0.41% | 418 | SH |
| 43 | Johnson & Johnson | JNJ | 478160104 | $123.0K | 0.41% | 503 | SH |
| 44 | Dimensional International Smal | DFIS | 25434V773 | $114.3K | 0.38% | 3,395 | SH |
| 45 | Vanguard S&P 500 Growth ETF | VOOG | 921932505 | $95.4K | 0.32% | 234 | SH |
| 46 | Caterpillar Inc | CAT | 149123101 | $88.6K | 0.29% | 125 | SH |
| 47 | Pacific NoS Global EM Equity A | GEME | 900934506 | $88.1K | 0.29% | 2,529 | SH |
| 48 | Philip Morris International In | PM | 718172109 | $78.5K | 0.26% | 475 | SH |
| 49 | State Street SPDR Portfolio S& | SPMD | 78464A847 | $65.4K | 0.22% | 1,104 | SH |
| 50 | Vanguard Value ETF | VTV | 922908744 | $64.0K | 0.21% | 326 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $30.1M | 155 | 0001104659-26-059931 |
| 2025-12-31 | 2026-02-17 | $3.6M | 1 | 0001104659-26-016130 |
| 2025-09-30 | 2025-11-12 | $3.6M | 1 | 0001104659-25-110297 |