Protective Life Corp.
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-3.9ptsvs SPY
Invested
$159.7M
Holdings
123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
ISHARES TR
Held since at least Q1 2024
8.4%
02
$SFLR
INNOVATOR ETFS TRUST
Held since at least Q1 2024
6.6%
03
$DJUL
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
3.9%
04
$DSEP
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
3.9%
05
$DOCT
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
3.8%
06
$DNOV
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
3.7%
07
$BALT
INNOVATOR ETFS TRUST
Held since at least Q1 2024
3.5%
08
$RFLR
INNOVATOR ETFS TRUST
Held since at least Q1 2024
2.6%
09
$QFLR
INNOVATOR ETFS TRUST
Held since at least Q1 2024
2.5%
10
$XOM
EXXON MOBIL CORP
Q1 2026: New position (17.5k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:15 UTC.