PL
Protective Life CORP
Diversified strategyHigh-turnover traderContrarian
Total reported value
$30.1M
Reporting period: 2026-03-31 · Number of holdings: 155
PROTECTIVE LIFE CORP disclosed 155 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $30.1M and a quarterly turnover rate of 160.6%.
Personality snowflake
- Concentration
- 17.07
- Portfolio Stability
- 100
- Momentum/Contrarian
- 0
- Sector conviction
- 42.05
- Diversification
- 100
- Sizing Uniformity
- 76.23
Recent moves
Trim JPC
0.0% -$250.8K
New buy TIP
New buy VCSH
New buy VCIT
New buy BSV
New buy VMBS
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 11.03% | -88.97% | — | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-Other | 7.43% | +7.43% | NEW | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.75% | +6.75% | NEW | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.23% | +6.23% | NEW | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.75% | +5.75% | NEW | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.72% | +5.72% | NEW | |
| 7 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 4.93% | +4.93% | NEW | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.64% | +3.64% | NEW | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.95% | +2.95% | NEW | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.85% | +2.85% | NEW | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.84% | +2.84% | NEW | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.28% | +2.28% | NEW | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | +1.95% | NEW | |
| 14 | FPEI | First Trust Institutional Pr | ETF-Other | 1.88% | +1.88% | NEW | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.70% | +1.70% | NEW | |
| 16 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.54% | +1.54% | NEW | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.52% | +1.52% | NEW | |
| 18 | GFLW | Vs Free Cash Flow Growth ETF | ETF-Other | 1.41% | +1.41% | NEW | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.38% | +1.38% | NEW | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.21% | +1.21% | NEW | |
| 21 | MBB | Ishares Mbs ETF | ETF-Other | 1.08% | +1.08% | NEW | |
| 22 | AAPL | Apple INC | Stock-Tech | 1.01% | +1.01% | NEW | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.97% | NEW | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.97% | +0.97% | NEW | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.90% | +0.90% | NEW | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.85% | +0.85% | NEW | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.79% | +0.79% | NEW | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.70% | NEW | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.67% | +0.67% | NEW | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.60% | NEW | |
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.56% | +0.56% | NEW | |
| 32 | CGIB | Cap Group Intl Bond Hdg | ETF-Other | 0.53% | +0.53% | NEW | |
| 33 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.52% | +0.52% | NEW | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.51% | +0.51% | NEW | |
| 35 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.47% | +0.47% | NEW | |
| 36 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.44% | +0.44% | NEW | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | +0.43% | NEW | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | +0.43% | NEW | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.43% | +0.43% | NEW | |
| 40 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.42% | +0.42% | NEW | |
| 41 | WMT | Walmart INC | Stock-Consumer Staples | 0.41% | +0.41% | NEW | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.41% | NEW | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.41% | NEW | |
| 44 | DFIS | Dimensional International Sm | ETF-Other | 0.38% | +0.38% | NEW | |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | +0.32% | NEW | |
| 46 | CAT | Caterpillar INC | Stock-Industrials | 0.29% | +0.29% | NEW | |
| 47 | GEME | Pacific Nos Geme Activeetf-u | ETF-Other | 0.29% | +0.29% | NEW | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.26% | +0.26% | NEW | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.22% | +0.22% | NEW | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | +0.21% | NEW |
1–50 of 155
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 155 | $30.1M | 100 | |
| 2025-12-31 | 1 | $3.6M | 1 | |
| 2025-09-30 | 1 | $3.6M | 3 | |
| 2025-06-30 | 1 | $3.5M | 0 | |
| 2025-03-31 | 1 | $3.5M | 100 | |
| 2024-12-31 | 1 | $3.5M | 0 | |
| 2024-09-30 | 1 | $3.6M | 0 | |
| 2024-06-30 | 1 | $3.3M | 0 | |
| 2024-03-31 | 1 | $3.2M | 0 | |
| 2023-12-31 | 1 | $3.0M | 0 | |
| 2023-09-30 | 3 | $13.2M | 0 | |
| 2023-06-30 | 18 | $125.9M | 0 | |
| 2023-03-31 | 19 | $150.7M | 0 | |
| 2022-12-31 | 19 | $124.9M | 0 | |
| 2022-09-30 | 19 | $122.0M | 0 | |
| 2022-06-30 | 19 | $131.7M | 0 | |
| 2022-03-31 | 15 | $110.9M | 0 | |
| 2021-12-31 | 13 | $114.0M | 0 | |
| 2021-09-30 | 13 | $114.9M | 0 | |
| 2021-06-30 | 13 | $113.8M | 100 | |
| 2021-03-31 | 13 | $113.8M | 3 | |
| 2020-12-31 | 15 | $117.0M | 22 | |
| 2020-09-30 | 16 | $140.3M | 6 | |
| 2020-06-30 | 15 | $144.5M | 30 | |
| 2020-03-31 | 14 | $113.4M | 0 | |
| 2019-12-31 | 15 | $113.5M | 57 | |
| 2019-09-30 | 15 | $113.2M | 3 | |
| 2019-06-30 | 12 | $109.5M | 4 | |
| 2019-03-31 | 12 | $107.5M | 3 | |
| 2018-12-31 | 12 | $109.1M | 16 | |
| 2018-09-30 | 13 | $121.6M | — |
Holding changes this quarter
Protective Life CORP's most significant position changes for 2026-03-31: New buy: Ishares Tips Bond ETF (TIP); New buy: Vanguard S/t CORP Bond ETF (VCSH); New buy: Vanguard Int-term Corporate (VCIT); New buy: Vanguard Short-term Bond ETF (BSV); New buy: Vanguard Mortgage-backed Sec (VMBS).
FAQ
What is Protective Life CORP and what type of investor is it?
Protective Life CORP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $30.1M, spread across 155 disclosed positions.
What are Protective Life CORP's largest equity positions?
Based on the latest 13F filing, Protective Life CORP's top holdings by market value are:
1. Nuveen Prefered & Income Opp (JPC) — $3.3M (11.0%)
2. Ishares Tips Bond ETF (TIP) — $2.2M (7.4%)
3. Vanguard S/t CORP Bond ETF (VCSH) — $2.0M (6.8%)
4. Vanguard Int-term Corporate (VCIT) — $1.9M (6.2%)
5. Vanguard Short-term Bond ETF (BSV) — $1.7M (5.8%)
What changes did Protective Life CORP make in its most recent portfolio filing?
In the latest quarter, Protective Life CORP was primarily adding exposure — initiating 49 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Ishares Tips Bond ETF (TIP); New buy: Vanguard S/t CORP Bond ETF (VCSH); New buy: Vanguard Int-term Corporate (VCIT); New buy: Vanguard Short-term Bond ETF (BSV); New buy: Vanguard Mortgage-backed Sec (VMBS)
What sectors does Protective Life CORP focus on?
Protective Life CORP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 22.9%
• Consumer Staples: 18.6%
• Industrials: 13.6%
• Financials: 11.6%
• Health Care: 9.1%
• Energy: 8.5%