Institutional
PROTECTIVE LIFE CORP
CIK 0000355429
$30.1M
Reported AUM
155
Positions
Q1 2026
Period
2026-05-13
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JPC | Nuveen Preferred & Income Oppo | $7.81 | -0.26% | 8.35% | 19.75% | $3.3M | 11.03% | — | HELD |
| 2 | TIP | iShares TIPS Bond ETF | $109.25 | -0.48% | 5.19% | 1.99% | $2.2M | 7.43% | +20,258 | NEW |
| 3 | VCSH | Vanguard Short-Term Corporate | $78.61 | -0.29% | 4.93% | 11.78% | $2.0M | 6.75% | +25,625 | NEW |
| 4 | VCIT | Vanguard Intermediate-Term Cor | $81.91 | -0.56% | 6.42% | 3.84% | $1.9M | 6.23% | +22,664 | NEW |
| 5 | BSV | Vanguard Short-Term Bond ETF | $77.60 | -0.26% | 4.01% | 8.08% | $1.7M | 5.75% | +22,053 | NEW |
| 6 | VMBS | Vanguard Mortgage-Backed Secur | $46.38 | -0.47% | 7.16% | 1.72% | $1.7M | 5.72% | +36,637 | NEW |
| 7 | JPLD | JPMorgan Limited Duration Bond | $51.95 | -0.13% | 5.07% | 17.24% | $1.5M | 4.93% | +28,428 | NEW |
| 8 | IGSB | iShares 1-5 Year Investment Gr | $52.14 | -0.31% | 5.04% | 12.30% | $1.1M | 3.64% | +20,833 | NEW |
| 9 | SCHF | Schwab International Equity ET | $26.81 | -3.77% | 26.99% | 57.05% | $887K | 2.95% | +35,823 | NEW |
| 10 | QQQ | Invesco QQQ Trust Series 1 | $705.06 | -4.80% | 33.69% | 99.06% | $858K | 2.85% | +1,486 | NEW |
| 11 | SPYG | State Street SPDR Portfolio S& | $116.55 | -3.83% | 28.20% | 85.39% | $853K | 2.84% | +8,716 | NEW |
| 12 | SPTS | State Street SPDR Portfolio Sh | $28.93 | -0.14% | 3.81% | 9.34% | $686K | 2.28% | +23,506 | NEW |
| 13 | SPYM | State Street SPDR Portfolio S& | $86.81 | -2.58% | 24.60% | 80.04% | $585K | 1.95% | +7,646 | NEW |
| 14 | FPEI | First Trust Institutional Pref | $19.21 | -0.16% | 8.09% | 21.20% | $564K | 1.88% | +29,697 | NEW |
| 15 | IVE | iShares S&P 500 Value ETF | $226.54 | -1.15% | 20.41% | 66.77% | $512K | 1.70% | +2,424 | NEW |
| 16 | VFLO | VictoryShares Free Cash Flow E | $46.05 | -2.95% | 34.71% | 77.34% | $463K | 1.54% | +11,732 | NEW |
| 17 | QQQM | Invesco Nasdaq 100 ETF | $290.35 | -4.78% | 33.80% | 99.76% | $456K | 1.52% | +1,921 | NEW |
| 18 | GFLW | VictoryShares Free Cash Flow G | $31.24 | -4.61% | 21.38% | 25.74% | $423K | 1.41% | +16,085 | NEW |
| 19 | IWR | iShares Russell Mid-Cap ETF | $106.21 | -2.12% | 19.13% | 42.17% | $416K | 1.38% | +4,275 | NEW |
| 20 | GOVT | iShares U.S. Treasury Bond ETF | $22.61 | -0.35% | 4.04% | -4.13% | $364K | 1.21% | +15,891 | NEW |
| 21 | MBB | iShares MBS ETF | $93.74 | -0.50% | 6.97% | 1.02% | $324K | 1.08% | +3,415 | NEW |
| 22 | AAPL | Apple Inc | $307.34 | -1.25% | 51.31% | 116.17% | $303K | 1.01% | +1,195 | NEW |
| 23 | IVV | iShares Core S&P 500 ETF | $740.91 | -2.62% | 24.60% | 80.03% | $293K | 0.97% | +448 | NEW |
| 24 | BND | Vanguard Total Bond Market ETF | $72.83 | -0.45% | 5.24% | -1.47% | $292K | 0.97% | +3,966 | NEW |
| 25 | EFV | iShares MSCI EAFE Value ETF | $76.90 | -1.91% | 25.29% | 81.64% | $270K | 0.90% | +3,630 | NEW |
| 26 | AGG | iShares Core U.S. Aggregate Bo | $98.17 | -0.50% | 5.32% | -1.36% | $256K | 0.85% | +2,581 | NEW |
| 27 | EMXC | iShares MSCI Emerging Markets | $93.90 | -7.65% | 58.86% | 72.47% | $237K | 0.79% | +3,012 | NEW |
| 28 | VOO | Vanguard S&P 500 ETF | $678.00 | -2.59% | 24.60% | 80.00% | $212K | 0.70% | +354 | NEW |
| 29 | QUAL | iShares MSCI USA Quality Facto | $213.14 | -1.93% | 19.32% | 64.31% | $200K | 0.67% | +1,044 | NEW |
| 30 | SPY | State Street SPDR S&P 500 ETF | $737.55 | -2.58% | 24.51% | 79.50% | $180K | 0.60% | +277 | NEW |
| 31 | DFAE | Dimensional Emerging Core Equi | $38.14 | -6.38% | — | — | $168K | 0.56% | +4,976 | NEW |
| 32 | CGIB | Capital Group International Bo | $25.33 | -0.12% | — | — | $160K | 0.53% | +6,339 | NEW |
| 33 | QLTA | iShares Aaa - A Rated Corporat | $47.17 | -0.55% | — | — | $157K | 0.52% | +3,301 | NEW |
| 34 | XLF | State Street Financial Select | $52.30 | 0.21% | — | — | $152K | 0.51% | +3,084 | NEW |
| 35 | PPA | Invesco Aerospace & Defense ET | $170.50 | -1.75% | — | — | $140K | 0.47% | +846 | NEW |
| 36 | JTEK | JPMorgan US Tech Leaders ETF | $101.43 | -7.07% | — | — | $134K | 0.44% | +1,681 | NEW |
| 37 | MSFT | Microsoft Corp | $416.67 | -2.66% | — | — | $129K | 0.43% | +349 | NEW |
| 38 | VB | Vanguard Small-Cap ETF | $288.20 | -2.44% | — | — | $129K | 0.43% | +492 | NEW |
| 39 | DIA | State Street SPDR Dow Jones In | $509.70 | -1.35% | — | — | $128K | 0.43% | +277 | NEW |
| 40 | BINC | iShares Flexible Income Active | $52.02 | -0.19% | — | — | $126K | 0.42% | +2,435 | NEW |
| 41 | WMT | Walmart Inc | $118.88 | 0.97% | — | — | $125K | 0.41% | +1,002 | NEW |
| 42 | JPM | JPMorgan Chase & Co | $312.37 | 0.48% | — | — | $123K | 0.41% | +418 | NEW |
| 43 | JNJ | Johnson & Johnson | $232.77 | 2.02% | — | — | $123K | 0.41% | +503 | NEW |
| 44 | DFIS | Dimensional International Smal | $35.65 | -2.62% | — | — | $114K | 0.38% | +3,395 | NEW |
| 45 | VOOG | Vanguard S&P 500 Growth ETF | $80.94 | -3.79% | — | — | $95K | 0.32% | +234 | NEW |
| 46 | CAT | Caterpillar Inc | $904.28 | -3.85% | — | — | $89K | 0.29% | +125 | NEW |
| 47 | GEME | Pacific NoS Global EM Equity A | $41.29 | -6.44% | — | — | $88K | 0.29% | +2,529 | NEW |
| 48 | PM | Philip Morris International In | $178.29 | 1.89% | — | — | $79K | 0.26% | +475 | NEW |
| 49 | SPMD | State Street SPDR Portfolio S& | $64.84 | -1.94% | — | — | $65K | 0.22% | +1,104 | NEW |
| 50 | VTV | Vanguard Value ETF | $212.02 | -1.36% | — | — | $64K | 0.21% | +326 | NEW |
| 51 | XOM | Exxon Mobil Corp | $149.92 | -1.39% | — | — | $58K | 0.19% | +339 | NEW |
| 52 | BRK/B | Berkshire Hathaway Inc | — | — | — | — | $57K | 0.19% | +119 | NEW |
| 53 | PSX | Phillips 66 | $183.08 | -0.58% | — | — | $57K | 0.19% | +312 | NEW |
| 54 | PEP | PepsiCo Inc | $141.92 | -0.16% | — | — | $56K | 0.18% | +358 | NEW |
| 55 | KO | Coca-Cola Co/The | $79.48 | 3.46% | — | — | $55K | 0.18% | +717 | NEW |
| 56 | VZ | Verizon Communications Inc | $45.37 | 1.11% | — | — | $54K | 0.18% | +1,084 | NEW |
| 57 | CSCO | Cisco Systems Inc | $121.64 | -6.43% | — | — | $52K | 0.17% | +670 | NEW |
| 58 | CVX | Chevron Corp | $187.31 | -0.55% | — | — | $50K | 0.17% | +243 | NEW |
| 59 | STX | Seagate Technology Holdings PL | $847.47 | -8.48% | — | — | $48K | 0.16% | +122 | NEW |
| 60 | MCD | McDonald's Corp | $279.84 | 2.61% | — | — | $47K | 0.16% | +151 | NEW |
| 61 | CL | Colgate-Palmolive Co | $88.58 | 4.09% | — | — | $47K | 0.16% | +548 | NEW |
| 62 | WM | Waste Management Inc | $220.40 | 0.63% | — | — | $46K | 0.15% | +200 | NEW |
| 63 | BNDX | Vanguard Total International B | $48.01 | -0.15% | — | — | $46K | 0.15% | +950 | NEW |
| 64 | PG | Procter & Gamble Co/The | $146.54 | 4.09% | — | — | $45K | 0.15% | +314 | NEW |
| 65 | EPI | WisdomTree India Earnings Fund | $41.52 | -1.63% | — | — | $44K | 0.15% | +1,075 | NEW |
| 66 | JPST | JPMorgan Ultra-Short Income ET | $50.41 | -0.04% | — | — | $44K | 0.15% | +862 | NEW |
| 67 | BLK | Blackrock Inc | $995.60 | -2.64% | — | — | $43K | 0.14% | +45 | NEW |
| 68 | RTX | RTX Corp | $180.99 | 0.88% | — | — | $41K | 0.14% | +214 | NEW |
| 69 | GOOGL | Alphabet Inc | $368.53 | -0.98% | — | — | $41K | 0.14% | +142 | NEW |
| 70 | TJX | TJX Cos Inc/The | $160.71 | 1.31% | — | — | $40K | 0.13% | +249 | NEW |
| 71 | MO | Altria Group Inc | $72.19 | 2.25% | — | — | $40K | 0.13% | +600 | NEW |
| 72 | JCPB | JPMorgan Core Plus Bond ETF | $46.54 | -0.43% | — | — | $37K | 0.12% | +794 | NEW |
| 73 | VLUE | iShares MSCI USA Value Factor | $191.92 | -4.16% | — | — | $36K | 0.12% | +253 | NEW |
| 74 | FNDF | Schwab Fundamental Internation | $52.60 | -3.82% | — | — | $36K | 0.12% | +732 | NEW |
| 75 | VWO | Vanguard FTSE Emerging Markets | $58.03 | -3.78% | — | — | $36K | 0.12% | +659 | NEW |
| 76 | NEE | NextEra Energy Inc | $85.84 | 0.19% | — | — | $34K | 0.11% | +369 | NEW |
| 77 | MMM | 3M Co | $153.76 | 0.65% | — | — | $34K | 0.11% | +233 | NEW |
| 78 | FDX | FedEx Corp | $331.00 | 0.91% | — | — | $34K | 0.11% | +95 | NEW |
| 79 | CMS | CMS Energy Corp | $72.04 | 2.39% | — | — | $33K | 0.11% | +420 | NEW |
| 80 | AFL | Aflac Inc | $118.24 | 2.56% | — | — | $32K | 0.11% | +294 | NEW |
| 81 | CB | Chubb Ltd | $326.27 | 3.74% | — | — | $32K | 0.11% | +97 | NEW |
| 82 | ABBV | AbbVie Inc | $227.23 | 1.02% | — | — | $32K | 0.10% | +145 | NEW |
| 83 | EMR | Emerson Electric Co | $138.12 | -2.77% | — | — | $31K | 0.10% | +240 | NEW |
| 84 | VUG | Vanguard Growth ETF | $85.93 | -3.62% | — | — | $31K | 0.10% | +70 | NEW |
| 85 | VRIG | Invesco Variable Rate Investme | $25.08 | 0.04% | — | — | $30K | 0.10% | +1,217 | NEW |
| 86 | AVDE | Avantis International Equity E | $89.07 | -2.63% | — | — | $30K | 0.10% | +354 | NEW |
| 87 | MRK | Merck & Co Inc | $120.79 | 0.44% | — | — | $29K | 0.10% | +241 | NEW |
| 88 | EFG | iShares MSCI EAFE Growth ETF | $119.90 | -3.38% | — | — | $28K | 0.09% | +254 | NEW |
| 89 | SPHQ | Invesco Exchange-Traded Fund T | $84.95 | -2.19% | — | — | $28K | 0.09% | +375 | NEW |
| 90 | ITW | Illinois Tool Works Inc | $252.72 | 0.64% | — | — | $28K | 0.09% | +107 | NEW |
| 91 | HON | Honeywell International Inc | $213.97 | -1.69% | — | — | $28K | 0.09% | +123 | NEW |
| 92 | VIG | Vanguard Dividend Appreciation | $233.28 | -1.37% | — | — | $28K | 0.09% | +129 | NEW |
| 93 | SPSM | State Street SPDR Portfolio S& | $53.57 | -1.78% | — | — | $28K | 0.09% | +573 | NEW |
| 94 | LIN | Linde PLC | $507.90 | 0.09% | — | — | $26K | 0.09% | +53 | NEW |
| 95 | IEFA | iShares Core MSCI EAFE ETF | $95.56 | -2.60% | — | — | $26K | 0.09% | +284 | NEW |
| 96 | TOTL | State Street DoubleLine Total | $39.13 | -0.51% | — | — | $26K | 0.08% | +643 | NEW |
| 97 | VTI | Vanguard Total Stock Market ET | $363.38 | -2.68% | — | — | $25K | 0.08% | +79 | NEW |
| 98 | VYM | Vanguard High Dividend Yield E | $158.24 | -1.35% | — | — | $25K | 0.08% | +171 | NEW |
| 99 | ORCL | Oracle Corp | $213.68 | -9.59% | — | — | $25K | 0.08% | +169 | NEW |
| 100 | LOW | Lowe's Cos Inc | $210.74 | 1.55% | — | — | $25K | 0.08% | +105 | NEW |
| 101 | WMB | Williams Cos Inc/The | — | — | — | — | $24K | 0.08% | +324 | NEW |
| 102 | NVS | Novartis AG | — | — | — | — | $23K | 0.08% | +153 | NEW |
| 103 | HD | Home Depot Inc/The | — | — | — | — | $23K | 0.08% | +71 | NEW |
| 104 | PSA | Public Storage | — | — | — | — | $23K | 0.08% | +84 | NEW |
| 105 | CMI | Cummins Inc | — | — | — | — | $23K | 0.08% | +42 | NEW |
| 106 | IBM | IBM | — | — | — | — | $22K | 0.07% | +91 | NEW |
| 107 | TFC | Truist Financial Corp | — | — | — | — | $20K | 0.07% | +444 | NEW |
| 108 | ICSH | iShares Ultra Short Duration B | — | — | — | — | $20K | 0.07% | +401 | NEW |
| 109 | ADP | Automatic Data Processing Inc | — | — | — | — | $20K | 0.07% | +99 | NEW |
| 110 | PAYX | Paychex Inc | — | — | — | — | $19K | 0.06% | +210 | NEW |
| 111 | COST | Costco Wholesale Corp | — | — | — | — | $19K | 0.06% | +19 | NEW |
| 112 | MPC | Marathon Petroleum Corp | — | — | — | — | $19K | 0.06% | +77 | NEW |
| 113 | DTE | DTE Energy Co | — | — | — | — | $18K | 0.06% | +125 | NEW |
| 114 | APD | Air Products and Chemicals Inc | — | — | — | — | $17K | 0.06% | +60 | NEW |
| 115 | AVUV | Avantis U.S. Small Cap Value E | — | — | — | — | $17K | 0.06% | +156 | NEW |
| 116 | CIBR | First Trust NASDAQ Cybersecuri | — | — | — | — | $17K | 0.06% | +265 | NEW |
| 117 | SHY | iShares 1-3 Year Treasury Bond | — | — | — | — | $16K | 0.05% | +196 | NEW |
| 118 | OKE | ONEOK Inc | — | — | — | — | $16K | 0.05% | +176 | NEW |
| 119 | SLYG | State Street SPDR S&P 600 Smal | — | — | — | — | $16K | 0.05% | +164 | NEW |
| 120 | ABT | Abbott Laboratories | — | — | — | — | $16K | 0.05% | +154 | NEW |
| 121 | ACN | Accenture PLC | — | — | — | — | $16K | 0.05% | +79 | NEW |
| 122 | GIS | General Mills Inc | — | — | — | — | $15K | 0.05% | +411 | NEW |
| 123 | DUK | Duke Energy Corp | — | — | — | — | $15K | 0.05% | +116 | NEW |
| 124 | CMCSA | Comcast Corp | — | — | — | — | $15K | 0.05% | +509 | NEW |
| 125 | DHR | Danaher Corp | — | — | — | — | $15K | 0.05% | +77 | NEW |
| 126 | KMB | Kimberly-Clark Corp | — | — | — | — | $14K | 0.05% | +150 | NEW |
| 127 | BX | Blackstone Inc | — | — | — | — | $14K | 0.05% | +125 | NEW |
| 128 | VO | Vanguard Mid-Cap ETF | — | — | — | — | $14K | 0.05% | +48 | NEW |
| 129 | STWD | Starwood Property Trust Inc | — | — | — | — | $13K | 0.04% | +766 | NEW |
| 130 | CLX | Clorox Co/The | — | — | — | — | $13K | 0.04% | +125 | NEW |
| 131 | LMT | Lockheed Martin Corp | — | — | — | — | $13K | 0.04% | +21 | NEW |
| 132 | ENB | Enbridge Inc | — | — | — | — | $12K | 0.04% | +216 | NEW |
| 133 | UNH | UnitedHealth Group Inc | — | — | — | — | $11K | 0.04% | +41 | NEW |
| 134 | DLR | Digital Realty Trust Inc | — | — | — | — | $11K | 0.04% | +61 | NEW |
| 135 | UPS | United Parcel Service Inc | — | — | — | — | $10K | 0.03% | +100 | NEW |
| 136 | NML | Neuberger Energy Infrastructur | — | — | — | — | $9K | 0.03% | +885 | NEW |
| 137 | COWZ | Pacer US Cash Cows 100 ETF | — | — | — | — | $9K | 0.03% | +145 | NEW |
| 138 | OEF | iShares S&P 100 ETF | — | — | — | — | $9K | 0.03% | +28 | NEW |
| 139 | HYLS | First Trust Tactical High Yiel | — | — | — | — | $9K | 0.03% | +218 | NEW |
| 140 | IMCG | iShares Morningstar Mid-Cap Gr | — | — | — | — | $8K | 0.03% | +105 | NEW |
| 141 | DEO | Diageo PLC | — | — | — | — | $7K | 0.02% | +100 | NEW |
| 142 | GUNR | FlexShares Morningstar Global | — | — | — | — | $7K | 0.02% | +133 | NEW |
| 143 | PDBC | Invesco Optimum Yield Diversif | — | — | — | — | $7K | 0.02% | +404 | NEW |
| 144 | WTMF | WisdomTree Managed Futures Str | — | — | — | — | $7K | 0.02% | +172 | NEW |
| 145 | MNA | NYLI Merger Arbitrage ETF | — | — | — | — | $7K | 0.02% | +182 | NEW |
| 146 | PBP | Invesco S&P 500 BuyWrite ETF | — | — | — | — | $6K | 0.02% | +272 | NEW |
| 147 | AMLP | Alerian MLP ETF | — | — | — | — | $4K | 0.01% | +76 | NEW |
| 148 | SOLV | Solventum Corp | — | — | — | — | $4K | 0.01% | +59 | NEW |
| 149 | FNDC | Schwab Fundamental Internation | — | — | — | — | $2K | 0.01% | +42 | NEW |
| 150 | GTEK | The Goldman Sachs Future Tech | — | — | — | — | $2K | 0.01% | +44 | NEW |
| 151 | VEA | Vanguard FTSE Developed Market | — | — | — | — | $2K | 0.01% | +27 | NEW |
| 152 | VFH | Vanguard Financials ETF | — | — | — | — | $1K | 0.00% | +9 | NEW |
| 153 | VOE | Vanguard Mid-Cap Value ETF | — | — | — | — | $553 | 0.00% | +3 | NEW |
| 154 | VOT | Vanguard Mid-Cap Growth ETF | — | — | — | — | $515 | 0.00% | +2 | NEW |
| 155 | BIL | State Street SPDR Bloomberg 1- | — | — | — | — | $92 | 0.00% | +1 | NEW |
Source: SEC EDGAR · accession 0001104659-26-059931. 13F discloses long positions only — shorts, foreign equities, and options are excluded.