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CIK: 0001185072
Total reported value
$280.7M
$280.7M
145 檔
38.4%
According to the latest 13F quarterly dataset, Mount Lucas Management LP managed an equity portfolio of $280.7M at the end of Q3 2024, spanning 145 distinct U.S. exchange-listed positions.
During Q3 2024, Mount Lucas Management LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 16.05% | — | +136.75% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.86% | +5.56% | NEW | |
| 3 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 7.23% | — | -73.33% | |
| 4 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 2.72% | — | — | |
| 5 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.82% | +0.02% | +3.56% | |
| 6 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.79% | — | +3.15% | |
| 7 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.54% | — | -51.03% | |
| 8 | EWA | Ishares Msci Australia ETF | ETF-Other | 1.22% | +0.04% | +0.42% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.22% | — | -43.95% | |
| 10 | L | Loews CORP | Stock-Financials | 1.18% | +0.06% | -53.62% | |
| 11 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.16% | +0.08% | +2.09% | |
| 12 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.15% | — | -48.28% | |
| 13 | RSG | Republic Services Inc | Stock-Industrials | 1.12% | -0.01% | -43.96% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | — | -47.20% | |
| 15 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.02% | +0.26% | -48.67% | |
| 16 | SYF | Synchrony Financial | Stock-Financials | 0.95% | +0.02% | -53.67% | |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.94% | +0.01% | +3.00% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-Other | 0.94% | -0.02% | +4.73% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.92% | -1.05% | -3.87% | |
| 20 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.91% | +0.58% | +12.62% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.91% | -0.47% | -21.37% | |
| 22 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.91% | -0.05% | +7.15% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.91% | +0.56% | -32.72% | |
| 24 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.90% | +0.19% | -53.89% | |
| 25 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 0.88% | +0.01% | +4.64% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.88% | +0.01% | +3.43% | |
| 27 | DWX | State Street Spdr S&p Intern | ETF-Other | 0.87% | +0.03% | -1.39% | |
| 28 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 0.87% | +0.01% | +3.88% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.87% | +0.01% | +0.66% | |
| 30 | PCAR | Paccar Inc | Stock-Industrials | 0.81% | — | -51.27% | |
| 31 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.80% | — | -60.11% | |
| 32 | DVA | Davita Inc | Stock-Healthcare | 0.76% | — | -60.12% | |
| 33 | EG | Everest Group, Ltd. | Stock-Financials | 0.76% | — | -53.70% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.69% | +0.49% | NEW | |
| 35 | AIZ | Assurant Inc | Stock-Financials | 0.67% | — | -59.95% | |
| 36 | SVOL | Simplify Volatility Premium | ETF-Other | 0.62% | — | — | |
| 37 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 0.62% | -0.01% | +3.79% | |
| 38 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.61% | -0.01% | +4.66% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.61% | -0.01% | +4.01% | |
| 40 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.61% | -0.01% | +4.62% | |
| 41 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.61% | — | +4.00% | |
| 42 | CTAS | Cintas CORP | Stock-Industrials | 0.58% | — | +119.19% | |
| 43 | KGC | Kinross Gold CORP | Stock-Materials | 0.57% | -0.44% | +2.73% | |
| 44 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.56% | — | -42.99% | |
| 45 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.55% | -0.10% | -42.83% | |
| 46 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.55% | — | +2.39% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.55% | — | -52.31% | |
| 48 | BRO | Brown & Brown Inc | Stock-Financials | 0.55% | — | -45.15% | |
| 49 | BR | Broadridge Financial Solutio | Stock-Tech | 0.55% | — | -42.92% | |
| 50 | CPRT | Copart Inc | Stock-Industrials | 0.53% | — | -43.08% |
According to official SEC Form 13F filings, Mount Lucas Management LP reported a total U.S. public equity portfolio value of $280.7M across 145 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including KWEB, QQQ, BABA) accounted for 38.4% of total reported equity market value during Q3 2024.
During Q3 2024, Mount Lucas Management LP's top holdings by market value included KWEB (16.1%)、QQQ (8.9%)、BABA (7.2%). The largest single position, KWEB, represented 16.1% of total portfolio value.
In Q3 2024, Mount Lucas Management LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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