PROTECTIVE LIFE CORP

CIK 0000355429 · Q1 2026

13F Equity AUM

$30.1M

+743.0% QoQ

Positions

155

+154 QoQ

AUM Rank

#11,203

Top 90%

Skill Alpha (FF)

-2.0%/yr^ns

No Clear Edge

Rank #5,128 · Top 62%

vs S&P -13.7%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 37.2%Top 10: 57.3%Top 20: 75.0%

JPC11.0%

TIP7.4%

VCSH6.8%

VCIT6.2%

BSV5.8%

VMBS5.7%

JPLD4.9%

IGSB3.6%

SCHF3.0%

NDQ2.9%

Others (145)42.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services90.0%

Other10.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 155Median: 0.11%Avg: 0.65%

0–0.5%

121(14.4%)

0.5–1%

12(8.6%)

1–3%

14(25.6%)

3–5%

2(8.6%)

5%+

6(42.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 152Unique: 3vs 20 funds

2.1%Low

155

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.9%

BANK OF AMERICA CORP /DE/

3.2%

4.6%

2.9%

2.3%

VANGUARD CAPITAL MANAGEMENT LLC

2.1%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

2.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New154Increased0Decreased0Exited0

New Positions

TIP7.4%

+20K

VCSH6.8%

+26K

VCIT6.2%

+23K

BSV5.8%

+22K

VMBS5.7%

+37K

JPLD4.9%

+28K

IGSB3.6%

+21K

SCHF3.0%

+36K

NDQ2.9%

+1K

SPYG2.8%

+9K

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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