Arkolith/Funds/Globe Life Inc.

Globe Life Inc.

CIK 320335
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Globe Life Inc. holds a concentrated book of 2 stocks worth $421.6M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 87% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Trimmed
1
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought

No buys this quarter.

Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Globe Life Inc.

Manager / fundShared namesTheir $ in those
RAYMOND JAMES FINANCIAL INC2 / 2$18.3B
BANK OF AMERICA CORP /DE/2 / 2$16.6B
JPMORGAN CHASE & CO2 / 2$15.9B
MORGAN STANLEY2 / 2$15.8B
JONES FINANCIAL COMPANIES LLLP2 / 2$10.0B
GOLDMAN SACHS GROUP INC2 / 2$9.0B
ENVESTNET ASSET MANAGEMENT INC2 / 2$6.4B
LPL Financial LLC2 / 2$3.9B

Ranked by how many of Globe Life Inc.'s top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
MUTUAL FND
$368.6M536.7K
87.4%
−2.3%
Reduced · −13K sh
2Vanguard Scottsdale FDS
MUTUAL FND
$53.0M704.5K
12.6%
Held
Showing all 2 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 20262$421.6M13F-HR
Q1 2026Mar 31, 2026May 11, 20262$380.8M13F-HR
Q4 2025Dec 31, 2025Feb 6, 20262$397.8M13F-HR
Q3 2025Sep 30, 2025Nov 7, 20252$400.2M13F-HR
Q2 2025Jun 30, 2025Aug 8, 20252$365.0M13F-HR
Q1 2025Mar 31, 2025May 1, 20252$340.2M13F-HR
Q4 2024Dec 31, 2024Feb 27, 20252$358.3M13F-HR/A
Amended / restated
  • Q4 2024 · filed Feb 4, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.