PROTECTIVE LIFE CORP

Wealth advisor Mechanical CIK 355429
Long book
$30.1M
Q1 2026
Positions
155
Top-10 weight
57%
concentration
Last quarter
+6.5%
SPY +14.8%
Turnover
99%
of book per quarter

Strategy in plain words

auto-generated from filings

PROTECTIVE LIFE CORP is a wealth-management firm allocating client money, running a $30.1M US long book across 155 positions.

The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+6.3%
Q2 2024
+10.9%
Q3 2024
-0.1%
Q4 2024
+3.9%
Q1 2025
+3.4%
Q2 2025
+4.8%
Q3 2025
+1.3%
Q4 2025
-4.8%
Q1 2026
+6.5%

Sector allocation

No sector data

Long book by quarter

$3.2M
Q1 2024
$3.3M
Q2 2024
$3.6M
Q3 2024
$3.5M
Q4 2024
$3.5M
Q1 2025
$3.5M
Q2 2025
$3.6M
Q3 2025
$3.6M
Q4 2025
$30.1M
Q1 2026

What does PROTECTIVE LIFE own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 2026155$30.1M canonicalSEC ↗
Q4 202513F-HRFeb 17, 20261$3.6M canonicalSEC ↗
Q3 202513F-HRNov 12, 20251$3.6M canonicalSEC ↗
Q2 202513F-HRAug 11, 20251$3.5M canonicalSEC ↗
Q1 202513F-HRMay 15, 20251$3.5M canonicalSEC ↗
Q4 202413F-HRFeb 14, 20251$3.5M canonicalSEC ↗
Q3 202413F-HRNov 7, 20241$3.6M canonicalSEC ↗
Q2 202413F-HRAug 9, 20241$3.3M canonicalSEC ↗
Q1 202413F-HRMay 15, 20241$3.2M canonicalSEC ↗