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CIK: 0001185072
Total reported value
$280.7M
$280.7M
148 檔
42.6%
At the close of Q1 2025, Mount Lucas Management LP disclosed equity holdings valued at approximately $280.7M, spread across 148 reported holdings.
In Q1 2025, Mount Lucas Management LP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 15.94% | — | -5.83% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.74% | +5.56% | NEW | |
| 3 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 5.98% | — | — | |
| 4 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 5.29% | — | — | |
| 5 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 3.49% | -1.00% | — | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.21% | -0.47% | -26.68% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.20% | +0.56% | -58.30% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.20% | -1.05% | +209.26% | |
| 9 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.84% | — | +7.29% | |
| 10 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.69% | +0.02% | +5.04% | |
| 11 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.36% | — | -4.75% | |
| 12 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.14% | +0.08% | +192.41% | |
| 13 | INTC | Intel CORP | Stock-Tech | 1.10% | -2.04% | EXIT | |
| 14 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.94% | — | — | |
| 15 | DWX | State Street Spdr S&p Intern | ETF-Other | 0.87% | +0.03% | +129.04% | |
| 16 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.87% | -0.05% | -0.59% | |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.85% | +0.01% | +1.85% | |
| 18 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.83% | +0.58% | +74.41% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.83% | +0.01% | -1.69% | |
| 20 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 0.83% | +0.01% | -1.74% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.81% | +0.01% | -0.76% | |
| 22 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 0.79% | +0.01% | -2.40% | |
| 23 | PGR | Progressive CORP | Stock-Financials | 0.75% | -0.14% | +301.46% | |
| 24 | SYF | Synchrony Financial | Stock-Financials | 0.74% | +0.02% | -15.65% | |
| 25 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.72% | — | -18.15% | |
| 26 | WRB | Wr Berkley CORP | Stock-Financials | 0.72% | +0.01% | +100.84% | |
| 27 | ALL | Allstate CORP | Stock-Financials | 0.71% | +0.04% | +297.09% | |
| 28 | L | Loews CORP | Stock-Financials | 0.64% | +0.06% | -47.50% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.63% | +0.49% | NEW | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.63% | — | +107.92% | |
| 31 | WELL | Welltower Inc | Stock-Real Estate | 0.63% | — | — | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.62% | — | -2.94% | |
| 33 | MET | Metlife Inc | Stock-Financials | 0.60% | -0.14% | +93.20% | |
| 34 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 0.58% | -0.01% | -1.53% | |
| 35 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.58% | — | -1.01% | |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.58% | -0.01% | -1.67% | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.58% | -0.01% | -1.44% | |
| 38 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.58% | -0.01% | -1.15% | |
| 39 | BRO | Brown & Brown Inc | Stock-Financials | 0.58% | — | -3.13% | |
| 40 | UHS | Universal Health Services-b | Stock-Healthcare | 0.58% | -0.05% | +115.76% | |
| 41 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.57% | +0.26% | -22.75% | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.56% | +0.14% | +31.33% | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.56% | -0.11% | EXIT | |
| 44 | WMB | Williams Cos Inc | Stock-Energy | 0.54% | — | — | |
| 45 | RSG | Republic Services Inc | Stock-Industrials | 0.54% | -0.01% | -55.14% | |
| 46 | GM | General Motors Co | Stock-Consumer Disc | 0.54% | +0.01% | +96.84% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.54% | — | — | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.52% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | — | -52.93% | |
| 50 | RFIX | Simplify Bond Bull ETF | ETF-Other | 0.52% | -0.01% | — |
According to official SEC Form 13F filings, Mount Lucas Management LP reported a total U.S. public equity portfolio value of $280.7M across 148 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including KWEB, QQQ, ASHR) accounted for 42.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
KWEB
市值: $49.6M
During Q1 2025, Mount Lucas Management LP's top holdings by market value included KWEB (15.9%)、QQQ (7.7%)、ASHR (6.0%). The largest single position, KWEB, represented 15.9% of total portfolio value.
In Q1 2025, Mount Lucas Management LP made 50 total portfolio adjustments, initiating 50 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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