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PROTECTIVE LIFE CORP

Q1 2026 · 13F-HR

PROTECTIVE LIFE CORPholdings as filed

Filed 2026-05-13 · accession 0001104659-26-059931

$30.1M
Reported value
155
Positions
2026-03-31
Period end
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The Brief · PROTECTIVE LIFE CORP · Q1 2026

AI · grounded in 13F

PROTECTIVE LIFE CORP established a new position in iShares TIPS Bond ETF TIP with a purchase of $2.24M. The fund also added new positions in Vanguard Short-Term Corporate VCSH for $2.03M and Vanguard Intermediate-Term Cor VCIT for $1.88M. In total, the fund added 154 positions and reduced none.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67073B106JPCNuveen Preferred & Income Oppo$3.3M11.0%440,000CommonSOLE
464287176TIPiShares TIPS Bond ETF$2.2M7.43%20,258CommonSOLE
92206C409VCSHVanguard Short-Term Corporate$2.0M6.75%25,625CommonSOLE
92206C870VCITVanguard Intermediate-Term Cor$1.9M6.23%22,664CommonSOLE
921937827BSVVanguard Short-Term Bond ETF$1.7M5.75%22,053CommonSOLE
92206C771VMBSVanguard Mortgage-Backed Secur$1.7M5.72%36,637CommonSOLE
46654Q773JPLDJPMorgan Limited Duration Bond$1.5M4.93%28,428CommonSOLE
464288646IGSBiShares 1-5 Year Investment Gr$1.1M3.64%20,833CommonSOLE
808524805SCHFSchwab International Equity ET$886,6192.95%35,823CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$857,6892.85%1,486CommonSOLE
78464A409SPYGState Street SPDR Portfolio S&$853,3832.84%8,716CommonSOLE
78468R101SPTSState Street SPDR Portfolio Sh$685,9052.28%23,506CommonSOLE
78464A854SPYMState Street SPDR Portfolio S&$585,2251.95%7,646CommonSOLE
33739P855FPEIFirst Trust Institutional Pref$564,2431.88%29,697CommonSOLE
464287408IVEiShares S&P 500 Value ETF$511,8281.70%2,424CommonSOLE
92647X830VFLOVictoryShares Free Cash Flow E$463,1791.54%11,732CommonSOLE
46138G649QQQMInvesco Nasdaq 100 ETF$456,4681.52%1,921CommonSOLE
92647X764GFLWVictoryShares Free Cash Flow G$422,9661.41%16,085CommonSOLE
464287499IWRiShares Russell Mid-Cap ETF$415,7001.38%4,275CommonSOLE
46429B267GOVTiShares U.S. Treasury Bond ETF$364,0631.21%15,891CommonSOLE
464288588MBBiShares MBS ETF$324,2541.08%3,415CommonSOLE
037833100AAPLApple Inc$303,2791.01%1,195CommonSOLE
464287200IVViShares Core S&P 500 ETF$292,9250.97%448CommonSOLE
921937835BNDVanguard Total Bond Market ETF$292,0560.97%3,966CommonSOLE
464288877EFViShares MSCI EAFE Value ETF$269,8900.90%3,630CommonSOLE
464287226AGGiShares Core U.S. Aggregate Bo$256,2160.85%2,581CommonSOLE
46434G764EMXCiShares MSCI Emerging Markets$236,9240.79%3,012CommonSOLE
922908363VOOVanguard S&P 500 ETF$211,5330.70%354CommonSOLE
46432F339QUALiShares MSCI USA Quality Facto$200,2500.67%1,044CommonSOLE
78462F103SPYState Street SPDR S&P 500 ETF$180,1440.60%277CommonSOLE
25434V302DFAEDimensional Emerging Core Equi$168,4830.56%4,976CommonSOLE
14020Y706CGIBCapital Group International Bo$159,9650.53%6,339CommonSOLE
46429B291QLTAiShares Aaa - A Rated Corporat$157,0950.52%3,301CommonSOLE
81369Y605XLFState Street Financial Select$152,2570.51%3,084CommonSOLE
46137V100PPAInvesco Aerospace & Defense ET$140,1820.47%846CommonSOLE
46654Q732JTEKJPMorgan US Tech Leaders ETF$133,7070.44%1,681CommonSOLE
594918104MSFTMicrosoft Corp$129,1890.43%349CommonSOLE
922908751VBVanguard Small-Cap ETF$128,8650.43%492CommonSOLE
78467X109DIAState Street SPDR Dow Jones In$128,3040.43%277CommonSOLE
092528603BINCiShares Flexible Income Active$126,4490.42%2,435CommonSOLE
931142103WMTWalmart Inc$124,5290.41%1,002CommonSOLE
46625H100JPMJPMorgan Chase & Co$122,9590.41%418CommonSOLE
478160104JNJJohnson & Johnson$122,9530.41%503CommonSOLE
25434V773DFISDimensional International Smal$114,3100.38%3,395CommonSOLE
921932505VOOGVanguard S&P 500 Growth ETF$95,3990.32%234CommonSOLE
149123101CATCaterpillar Inc$88,5580.29%125CommonSOLE
900934506GEMEPacific NoS Global EM Equity A$88,0760.29%2,529CommonSOLE
718172109PMPhilip Morris International In$78,5360.26%475CommonSOLE
78464A847SPMDState Street SPDR Portfolio S&$65,3790.22%1,104CommonSOLE
922908744VTVVanguard Value ETF$63,9610.21%326CommonSOLE
30231G102XOMExxon Mobil Corp$57,5150.19%339CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$57,0250.19%119CommonSOLE
718546104PSXPhillips 66$56,8400.19%312CommonSOLE
713448108PEPPepsiCo Inc$55,5940.18%358CommonSOLE
191216100KOCoca-Cola Co/The$54,5280.18%717CommonSOLE
92343V104VZVerizon Communications Inc$54,4170.18%1,084CommonSOLE
17275R102CSCOCisco Systems Inc$51,9850.17%670CommonSOLE
166764100CVXChevron Corp$50,2770.17%243CommonSOLE
G7997R103STXSeagate Technology Holdings PL$47,7950.16%122CommonSOLE
580135101MCDMcDonald's Corp$46,9290.16%151CommonSOLE
194162103CLColgate-Palmolive Co$46,7060.16%548CommonSOLE
94106L109WMWaste Management Inc$45,9580.15%200CommonSOLE
92203J407BNDXVanguard Total International B$45,6480.15%950CommonSOLE
742718109PGProcter & Gamble Co/The$45,3540.15%314CommonSOLE
97717W422EPIWisdomTree India Earnings Fund$43,8600.15%1,075CommonSOLE
46641Q837JPSTJPMorgan Ultra-Short Income ET$43,6260.15%862CommonSOLE
09290D101BLKBlackrock Inc$43,2770.14%45CommonSOLE
75513E101RTXRTX Corp$41,2810.14%214CommonSOLE
02079K305GOOGLAlphabet Inc$40,8330.14%142CommonSOLE
872540109TJXTJX Cos Inc/The$39,7650.13%249CommonSOLE
02209S103MOAltria Group Inc$39,5940.13%600CommonSOLE
46641Q670JCPBJPMorgan Core Plus Bond ETF$37,3820.12%794CommonSOLE
46432F388VLUEiShares MSCI USA Value Factor$35,9740.12%253CommonSOLE
808524755FNDFSchwab Fundamental Internation$35,8170.12%732CommonSOLE
922042858VWOVanguard FTSE Emerging Markets$35,6190.12%659CommonSOLE
65339F101NEENextEra Energy Inc$34,2730.11%369CommonSOLE
88579Y101MMM3M Co$33,8390.11%233CommonSOLE
31428X106FDXFedEx Corp$33,8370.11%95CommonSOLE
125896100CMSCMS Energy Corp$32,5840.11%420CommonSOLE
001055102AFLAflac Inc$32,2550.11%294CommonSOLE
H1467J104CBChubb Ltd$31,6150.11%97CommonSOLE
00287Y109ABBVAbbVie Inc$31,5360.10%145CommonSOLE
291011104EMREmerson Electric Co$31,4450.10%240CommonSOLE
922908736VUGVanguard Growth ETF$30,5750.10%70CommonSOLE
46090A879VRIGInvesco Variable Rate Investme$30,4680.10%1,217CommonSOLE
025072703AVDEAvantis International Equity E$30,0330.10%354CommonSOLE
58933Y105MRKMerck & Co Inc$28,9900.10%241CommonSOLE
464288885EFGiShares MSCI EAFE Growth ETF$28,2880.09%254CommonSOLE
46137V241SPHQInvesco Exchange-Traded Fund T$28,1960.09%375CommonSOLE
452308109ITWIllinois Tool Works Inc$27,8510.09%107CommonSOLE
438516106HONHoneywell International Inc$27,8020.09%123CommonSOLE
921908844VIGVanguard Dividend Appreciation$27,7430.09%129CommonSOLE
78468R853SPSMState Street SPDR Portfolio S&$27,6870.09%573CommonSOLE
G54950103LINLinde PLC$26,2750.09%53CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$25,7100.09%284CommonSOLE
78467V848TOTLState Street DoubleLine Total$25,5460.08%643CommonSOLE
922908769VTIVanguard Total Stock Market ET$25,3440.08%79CommonSOLE
921946406VYMVanguard High Dividend Yield E$25,3250.08%171CommonSOLE
68389X105ORCLOracle Corp$24,8620.08%169CommonSOLE
548661107LOWLowe's Cos Inc$24,8090.08%105CommonSOLE
969457100WMBWilliams Cos Inc/The$23,5810.08%324CommonSOLE
66987V109NVSNovartis AG$23,3710.08%153CommonSOLE
437076102HDHome Depot Inc/The$23,3510.08%71CommonSOLE
74460D109PSAPublic Storage$22,7540.08%84CommonSOLE
231021106CMICummins Inc$22,5970.08%42CommonSOLE
459200101IBMIBM$22,0570.07%91CommonSOLE
89832Q109TFCTruist Financial Corp$20,4110.07%444CommonSOLE
46434V878ICSHiShares Ultra Short Duration B$20,2990.07%401CommonSOLE
053015103ADPAutomatic Data Processing Inc$20,1150.07%99CommonSOLE
704326107PAYXPaychex Inc$19,3450.06%210CommonSOLE
22160K105COSTCostco Wholesale Corp$18,9320.06%19CommonSOLE
56585A102MPCMarathon Petroleum Corp$18,8020.06%77CommonSOLE
233331107DTEDTE Energy Co$18,2770.06%125CommonSOLE
009158106APDAir Products and Chemicals Inc$17,4290.06%60CommonSOLE
025072877AVUVAvantis U.S. Small Cap Value E$17,2330.06%156CommonSOLE
33734X846CIBRFirst Trust NASDAQ Cybersecuri$16,6100.06%265CommonSOLE
464287457SHYiShares 1-3 Year Treasury Bond$16,1840.05%196CommonSOLE
682680103OKEONEOK Inc$15,9090.05%176CommonSOLE
78464A201SLYGState Street SPDR S&P 600 Smal$15,8460.05%164CommonSOLE
002824100ABTAbbott Laboratories$15,8110.05%154CommonSOLE
G1151C101ACNAccenture PLC$15,6650.05%79CommonSOLE
370334104GISGeneral Mills Inc$15,2970.05%411CommonSOLE
26441C204DUKDuke Energy Corp$15,1890.05%116CommonSOLE
20030N101CMCSAComcast Corp$14,6130.05%509CommonSOLE
235851102DHRDanaher Corp$14,5990.05%77CommonSOLE
494368103KMBKimberly-Clark Corp$14,4710.05%150CommonSOLE
09260D107BXBlackstone Inc$14,3740.05%125CommonSOLE
922908629VOVanguard Mid-Cap ETF$13,7850.05%48CommonSOLE
85571B105STWDStarwood Property Trust Inc$13,1900.04%766CommonSOLE
189054109CLXClorox Co/The$12,9540.04%125CommonSOLE
539830109LMTLockheed Martin Corp$12,6920.04%21CommonSOLE
29250N105ENBEnbridge Inc$11,6940.04%216CommonSOLE
91324P102UNHUnitedHealth Group Inc$11,0940.04%41CommonSOLE
253868103DLRDigital Realty Trust Inc$10,9930.04%61CommonSOLE
911312106UPSUnited Parcel Service Inc$9,8380.03%100CommonSOLE
64129H104NMLNeuberger Energy Infrastructur$9,3010.03%885CommonSOLE
69374H881COWZPacer US Cash Cows 100 ETF$9,0710.03%145CommonSOLE
464287101OEFiShares S&P 100 ETF$8,9060.03%28CommonSOLE
33738D408HYLSFirst Trust Tactical High Yiel$8,8440.03%218CommonSOLE
464288307IMCGiShares Morningstar Mid-Cap Gr$8,2710.03%105CommonSOLE
25243Q205DEODiageo PLC$7,4450.02%100CommonSOLE
33939L407GUNRFlexShares Morningstar Global$7,3360.02%133CommonSOLE
46090F100PDBCInvesco Optimum Yield Diversif$6,9970.02%404CommonSOLE
97717W125WTMFWisdomTree Managed Futures Str$6,8260.02%172CommonSOLE
45409B800MNANYLI Merger Arbitrage ETF$6,6160.02%182CommonSOLE
46137V399PBPInvesco S&P 500 BuyWrite ETF$5,9810.02%272CommonSOLE
00162Q452AMLPAlerian MLP ETF$4,0010.01%76CommonSOLE
83444M101SOLVSolventum Corp$3,8530.01%59CommonSOLE
808524748FNDCSchwab Fundamental Internation$1,9470.01%42CommonSOLE
38149W812GTEKThe Goldman Sachs Future Tech$1,8000.01%44CommonSOLE
921943858VEAVanguard FTSE Developed Market$1,7300.01%27CommonSOLE
92204A405VFHVanguard Financials ETF$1,0870.00%9CommonSOLE
922908512VOEVanguard Mid-Cap Value ETF$5530.00%3CommonSOLE
922908538VOTVanguard Mid-Cap Growth ETF$5150.00%2CommonSOLE
78468R663BILState Street SPDR Bloomberg 1-$920.00%1CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.