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CIK: 0001185072
Total reported value
$280.7M
$280.7M
135 檔
41.8%
During the Q4 2024 filing period, Mount Lucas Management LP (CIK: 0001185072) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $280.7M across 135 reported positions.
During Q4 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 | 15.35% | — | +8.87% | |
| 2 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 8.60% | -5.38% | — | |
| 3 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 6.45% | — | — | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.67% | +0.56% | +518.03% | |
| 5 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 4.83% | — | +100.00% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.19% | -0.47% | +253.49% | |
| 7 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.67% | +0.02% | +2.51% | |
| 8 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.67% | — | — | |
| 9 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.44% | +0.19% | -8.46% | |
| 10 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.36% | — | -6.77% | |
| 11 | L | Loews CORP | Stock-Financials | 1.22% | +0.06% | -5.41% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.22% | — | -4.96% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | — | -7.08% | |
| 14 | SYF | Synchrony Financial | Stock-Financials | 1.16% | +0.02% | -8.04% | |
| 15 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.12% | +0.26% | -9.82% | |
| 16 | RSG | Republic Services Inc | Stock-Industrials | 1.09% | -0.01% | -4.76% | |
| 17 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.96% | -0.05% | +3.19% | |
| 18 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 0.94% | +0.01% | +1.47% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 0.93% | -0.02% | +2.21% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.92% | +0.01% | -5.69% | |
| 21 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.92% | — | -5.73% | |
| 22 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 0.90% | +0.01% | +3.05% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.89% | +0.01% | +4.67% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.87% | +0.01% | -1.62% | |
| 25 | PCAR | Paccar Inc | Stock-Industrials | 0.81% | — | -7.37% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.75% | -1.05% | -15.32% | |
| 27 | AIZ | Assurant Inc | Stock-Financials | 0.70% | — | -5.61% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | -0.43% | — | |
| 29 | DVA | Davita Inc | Stock-Healthcare | 0.67% | — | -5.88% | |
| 30 | EG | Everest Group, Ltd. | Stock-Financials | 0.66% | — | -7.95% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.64% | -0.01% | +3.55% | |
| 32 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.64% | -0.01% | +3.60% | |
| 33 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.63% | -0.01% | +3.49% | |
| 34 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 0.63% | -0.01% | +4.64% | |
| 35 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.63% | — | +3.29% | |
| 36 | APP | Applovin Corp-class A | Stock-Tech | 0.63% | -0.11% | EXIT | |
| 37 | SVOL | Simplify Volatility Premium | ETF-Other | 0.62% | — | +3.81% | |
| 38 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.58% | — | -5.70% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | — | -4.84% | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.58% | — | -4.70% | |
| 41 | CPRT | Copart Inc | Stock-Industrials | 0.56% | — | -5.01% | |
| 42 | BR | Broadridge Financial Solutio | Stock-Tech | 0.56% | — | -4.65% | |
| 43 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.55% | — | -4.84% | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.54% | -0.15% | -2.52% | |
| 45 | BRO | Brown & Brown Inc | Stock-Financials | 0.53% | — | -4.90% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.53% | -0.04% | -4.76% | |
| 47 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.51% | -0.10% | -4.88% | |
| 48 | CTAS | Cintas CORP | Stock-Industrials | 0.50% | — | -4.85% | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.50% | — | -4.77% | |
| 50 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.49% | +0.58% | -41.42% |
According to official SEC Form 13F filings, Mount Lucas Management LP reported a total U.S. public equity portfolio value of $280.7M across 135 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including KWEB, RPV, ASHR) accounted for 41.8% of total reported equity market value during Q4 2024.
During Q4 2024, Mount Lucas Management LP's top holdings by market value included KWEB (15.3%)、RPV (8.6%)、ASHR (6.5%). The largest single position, KWEB, represented 15.3% of total portfolio value.
In Q4 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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