PROTECTIVE LIFE CORP

Est. AUM

$30.1M

13F long equity, this entity only

Positions

155

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Nuveen Preferred & Income Oppo	COM	$3.3M	440000	11.03%	SOLE
2	iShares TIPS Bond ETF	TIPS BD ETF	$2.2M	20258	7.43%	SOLE
3	Vanguard Short-Term Corporate	SHRT TRM CORP BD	$2.0M	25625	6.75%	SOLE
4	Vanguard Intermediate-Term Cor	INT-TERM CORP	$1.9M	22664	6.23%	SOLE
5	Vanguard Short-Term Bond ETF	SHORT TRM BOND	$1.7M	22053	5.75%	SOLE
6	Vanguard Mortgage-Backed Secur	MTG-BKD SECS ETF	$1.7M	36637	5.72%	SOLE
7	JPMorgan Limited Duration Bond	JPMORGAM LTD DUR	$1.5M	28428	4.93%	SOLE
8	iShares 1-5 Year Investment Gr	ISHS 1-5YR INVS	$1.1M	20833	3.64%	SOLE
9	Schwab International Equity ET	INTL EQTY ETF	$887K	35823	2.95%	SOLE
10	Invesco QQQ Trust Series 1	UNIT SER 1	$858K	1486	2.85%	SOLE
11	State Street SPDR Portfolio S&	STATE STREET SPD	$853K	8716	2.84%	SOLE
12	State Street SPDR Portfolio Sh	STATE STREET SPD	$686K	23506	2.28%	SOLE
13	State Street SPDR Portfolio S&	STATE STREET SPD	$585K	7646	1.94%	SOLE
14	First Trust Institutional Pref	INSTL PFD SECS	$564K	29697	1.87%	SOLE
15	iShares S&P 500 Value ETF	S&P 500 VAL ETF	$512K	2424	1.70%	SOLE
16	VictoryShares Free Cash Flow E	SHARES FREE CASH	$463K	11732	1.54%	SOLE
17	Invesco Nasdaq 100 ETF	NASDAQ 100 ETF	$456K	1921	1.52%	SOLE
18	VictoryShares Free Cash Flow G	VICTORYSHARES FR	$423K	16085	1.41%	SOLE
19	iShares Russell Mid-Cap ETF	RUS MID CAP ETF	$416K	4275	1.38%	SOLE
20	iShares U.S. Treasury Bond ETF	US TREAS BD ETF	$364K	15891	1.21%	SOLE
21	iShares MBS ETF	MBS ETF	$324K	3415	1.08%	SOLE
22	Apple Inc	COM	$303K	1195	1.01%	SOLE
23	iShares Core S&P 500 ETF	CORE S&P500 ETF	$293K	448	0.97%	SOLE
24	Vanguard Total Bond Market ETF	TOTAL BND MRKT	$292K	3966	0.97%	SOLE
25	iShares MSCI EAFE Value ETF	EAFE VALUE ETF	$270K	3630	0.90%	SOLE
26	iShares Core U.S. Aggregate Bo	CORE US AGGBD ET	$256K	2581	0.85%	SOLE
27	iShares MSCI Emerging Markets	MSCI EMRG CHN	$237K	3012	0.79%	SOLE
28	Vanguard S&P 500 ETF	S&P 500 ETF SHS	$212K	354	0.70%	SOLE
29	iShares MSCI USA Quality Facto	MSCI USA QLT FCT	$200K	1044	0.66%	SOLE
30	State Street SPDR S&P 500 ETF	TR UNIT	$180K	277	0.60%	SOLE
31	Dimensional Emerging Core Equi	EMGR CRE EQT MNG	$168K	4976	0.56%	SOLE
32	Capital Group International Bo	INTERNATIONAL BD	$160K	6339	0.53%	SOLE
33	iShares Aaa - A Rated Corporat	A RATE CP BD ETF	$157K	3301	0.52%	SOLE
34	State Street Financial Select	STATE STREET FIN	$152K	3084	0.51%	SOLE
35	Invesco Aerospace & Defense ET	AEROSPACE DEFN	$140K	846	0.47%	SOLE
36	JPMorgan US Tech Leaders ETF	U S TECH LEADERS	$134K	1681	0.45%	SOLE
37	Vanguard Small-Cap ETF	SMALL CP ETF	$129K	492	0.43%	SOLE
38	Microsoft Corp	COM	$129K	349	0.43%	SOLE
39	State Street SPDR Dow Jones In	UT SER 1	$128K	277	0.43%	SOLE
40	iShares Flexible Income Active	ISHARES FLEXIBLE	$126K	2435	0.42%	SOLE
41	Walmart Inc	COM	$125K	1002	0.42%	SOLE
42	JPMorgan Chase & Co	COM	$123K	418	0.41%	SOLE
43	Johnson & Johnson	COM	$123K	503	0.41%	SOLE
44	Dimensional International Smal	INTL SMALL CAP E	$114K	3395	0.38%	SOLE
45	Vanguard S&P 500 Growth ETF	500 GRTH IDX F	$95K	234	0.32%	SOLE
46	Caterpillar Inc	COM	$89K	125	0.30%	SOLE
47	Pacific NoS Global EM Equity A	PACIFIC NOS GLOB	$88K	2529	0.29%	SOLE
48	Philip Morris International In	COM	$79K	475	0.26%	SOLE
49	State Street SPDR Portfolio S&	STATE STREET SPD	$65K	1104	0.22%	SOLE
50	Vanguard Value ETF	VALUE ETF	$64K	326	0.21%	SOLE

1–50 of 155

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.