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CIK: 0001185072
Total reported value
$280.7M
$280.7M
169 檔
18.2%
At the close of Q4 2025, Mount Lucas Management LP disclosed equity holdings valued at approximately $280.7M, spread across 169 reported holdings.
Mount Lucas Management LP executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 1 holdings and trimming 27 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 8.58% | -5.38% | — | |
| 2 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 4.70% | -1.00% | -0.52% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.80% | +5.56% | NEW | |
| 4 | RKT | Rocket Cos Inc-class A | Stock-Financials | 2.50% | -1.51% | -3.29% | |
| 5 | INTC | Intel CORP | Stock-Tech | 1.84% | -2.04% | EXIT | |
| 6 | EWA | Ishares Msci Australia ETF | ETF-Other | 1.56% | +0.04% | +9.96% | |
| 7 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.55% | +0.08% | +3.27% | |
| 8 | IREN | IREN Limited | Stock-Other | 1.51% | +0.36% | — | |
| 9 | FOXA | Fox CORP - Class A | Stock-Comm Services | 1.27% | — | +0.15% | |
| 10 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.20% | +0.02% | -38.75% | |
| 11 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.20% | -0.05% | +3.97% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 1.19% | -0.02% | +5.96% | |
| 13 | REM | Ishares Mortgage Real Estate | ETF-Other | 1.19% | +0.58% | +5.18% | |
| 14 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.18% | — | -39.17% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.17% | +0.01% | -0.74% | |
| 16 | DWX | State Street Spdr S&p Intern | ETF-Other | 1.15% | +0.03% | +2.86% | |
| 17 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 1.14% | +0.01% | +2.53% | |
| 18 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 1.14% | +0.01% | +0.02% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.13% | +0.01% | +1.44% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.12% | +0.01% | -0.42% | |
| 21 | NEM | Newmont CORP | Stock-Materials | 1.01% | -0.42% | -0.32% | |
| 22 | GM | General Motors Co | Stock-Consumer Disc | 0.93% | +0.01% | +0.96% | |
| 23 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.90% | +0.19% | -0.64% | |
| 24 | COR | Cencora Inc | Stock-Healthcare | 0.88% | -0.31% | -0.59% | |
| 25 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.87% | +0.14% | +0.21% | |
| 26 | PGR | Progressive CORP | Stock-Financials | 0.85% | -0.14% | -1.27% | |
| 27 | WELL | Welltower Inc | Stock-Real Estate | 0.85% | — | +0.12% | |
| 28 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 0.80% | -0.01% | +5.11% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.80% | +0.56% | -27.41% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.79% | -0.01% | +4.86% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.79% | -0.01% | +4.30% | |
| 32 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.79% | -0.01% | +4.46% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.79% | -0.47% | -27.67% | |
| 34 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.79% | — | +3.54% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.79% | -1.05% | -28.32% | |
| 36 | MET | Metlife Inc | Stock-Financials | 0.78% | -0.14% | +0.74% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.75% | -0.35% | +0.11% | |
| 38 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.75% | +0.26% | +1.04% | |
| 39 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.72% | -0.55% | EXIT | |
| 40 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.71% | +0.04% | +12.50% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.71% | -0.43% | — | |
| 42 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.71% | +0.10% | +0.03% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | — | -0.11% | |
| 44 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.66% | +0.30% | — | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.33% | +0.32% | |
| 46 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.65% | -0.37% | -1.67% | |
| 47 | NTRS | Northern Trust CORP | Stock-Financials | 0.65% | -0.26% | EXIT | |
| 48 | WAB | Wabtec CORP | Stock-Industrials | 0.63% | — | -0.15% | |
| 49 | NDAQ | Nasdaq Inc | Stock-Financials | 0.63% | -0.04% | +0.04% | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.62% | — | +0.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TUR | Ishares Msci Turkey ETF | +0.3% | +316.16% | Add |
| 2 | GM | General Motors Co | +0.2% | +0.96% | Add |
| 3 | FTAI | FTAI Aviation Ltd. | +0.2% | +12.50% | Add |
| 4 | CAH | Cardinal Health Inc | +0.2% | +0.03% | Add |
| 5 | FOXA | Fox CORP - Class A | +0.1% | +0.15% | Add |
| 6 | NEM | Newmont CORP | +0.1% | -0.32% | Trim |
| 7 | WW | Ww International Inc-new | +0.1% | +25.00% | Add |
| 8 | TOI | Oncology Institute Inc/the | +0.1% | +55.76% | Add |
| 9 | DAL | Delta Air Lines Inc | +0.1% | +1.04% | Add |
| 10 | CMTL | Comtech Telecommunications | +0.1% | — | Unchanged |
| 11 | UAL | United Airlines Holdings Inc | +0.1% | -0.64% | Trim |
| 12 | B | Barrick Mining CORP | +0.1% | -1.40% | Trim |
| 13 | GMED | Globus Medical Inc - A | +0.1% | -1.81% | Trim |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +0.32% | Add |
| 15 | EWA | Ishares Msci Australia ETF | +0.1% | +9.96% | Add |
| 16 | EWZ | Ishares Msci Brazil ETF | 0% | -0.52% | Trim |
| 17 | COIN | Coinbase Global Inc -class A | -0.1% | -1.79% | Trim |
| 18 | DUOL | Duolingo | -0.1% | -1.84% | Trim |
| 19 | SFM | Sprouts Farmers Market Inc | -0.1% | -1.81% | Trim |
| 20 | HLI | Houlihan Lokey Inc | -0.1% | -1.58% | Trim |
| 21 | VRSN | Verisign Inc | -0.1% | -0.68% | Trim |
| 22 | FMCC | Freddie Mac | -0.1% | -1.81% | Trim |
| 23 | MSI | Motorola Solutions Inc | -0.1% | -0.78% | Trim |
| 24 | PGR | Progressive CORP | -0.1% | -1.27% | Trim |
| 25 | T | At&t Inc | -0.1% | +0.11% | Add |
| 26 | BLND | Blend Labs Inc-a | -0.1% | -36.00% | Trim |
| 27 | UWMC | Uwm Holdings CORP | -0.1% | -4.01% | Trim |
| 28 | HOOD | Robinhood Markets Inc - A | -0.2% | -1.84% | Trim |
| 29 | RBLX | Roblox CORP -class A | -0.2% | -1.78% | Trim |
| 30 | RKT | Rocket Cos Inc-class A | -0.2% | -3.29% | Trim |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -27.41% | Trim |
| 32 | IEF | Ishares 7-10 Year Treasury B | -0.3% | -28.32% | Trim |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | -27.67% | Trim |
| 34 | ACGL | Arch Capital Group Ltd. | -0.6% | -38.07% | Trim |
| 35 | NLY | Annaly Capital Management In | -0.6% | -39.17% | Trim |
| 36 | AGNC | Agnc Investment CORP | -0.6% | -38.75% | Trim |
| 37 | INTC | Intel CORP | -0.7% | -31.51% | Trim |
| 38 | QQQM | Invesco Nasdaq 100 ETF | -0.7% | -74.70% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -9% | -76.17% | Trim |
| 40 | RPV | Invesco S&p 500 Pure Value E | — | NEW | New buy |
| 41 | IREN | IREN Limited | — | NEW | New buy |
| 42 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 43 | MOH | Molina Healthcare Inc | — | NEW | New buy |
| 44 | ADP | Automatic Data Processing | — | NEW | New buy |
| 45 | EIDO | Ishares Msci Indonesia ETF | — | NEW | New buy |
| 46 | INDA | Ishares Msci India ETF | — | NEW | New buy |
| 47 | TIC | Tic Solutions Inc | — | NEW | New buy |
| 48 | EVC | Entravision Communications-a | — | NEW | New buy |
| 49 | IMSR | Terrestrial Energy Inc | — | NEW | New buy |
| 50 | NOTVQ | Inotiv Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Mount Lucas Management LP reported a total U.S. public equity portfolio value of $280.7M across 169 disclosed positions in Q4 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 RPV, EWZ, QQQ) accounted for 18.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
RPV
市值: $21.5M
Top Position Liquidated / Trimmed
NOTVQ
前期市值: $208.1K
During Q4 2025, Mount Lucas Management LP's top holdings by market value included RPV (8.6%)、EWZ (4.7%)、QQQ (2.8%). The largest single position, RPV, represented 8.6% of total portfolio value.
In Q4 2025, Mount Lucas Management LP made 49 total portfolio adjustments, initiating 10 new buys, adding to 11 positions, trimming 27 holdings, and fully liquidating 1 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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