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CIK: 0001185072
Total reported value
$280.7M
$280.7M
165 檔
25.0%
During the Q1 2026 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 165 reported positions.
Mount Lucas Management LP executed strategic sector rebalancing during Q1 2026, establishing 37 new positions while fully exiting 41 holdings and trimming 41 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 | 11.05% | -5.38% | +34.21% | |
| 2 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 7.76% | -1.00% | +48.15% | |
| 3 | ADBE | Adobe Inc | Stock-Tech | 3.14% | -1.86% | — | |
| 4 | INTC | Intel CORP | Stock-Tech | 2.04% | -2.04% | EXIT | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.91% | +0.56% | +160.96% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.89% | -0.47% | +160.30% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.88% | -1.05% | +159.97% | |
| 8 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.70% | -1.51% | — | |
| 9 | NBIS | Nebius Group N.V. | Stock-Other | 1.53% | +1.42% | — | |
| 10 | EWA | Ishares Msci Australia ETF | ETF-Other | 1.44% | +0.04% | -6.04% | |
| 11 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.43% | +0.08% | -4.63% | |
| 12 | IREN | IREN Limited | Stock-Other | 1.27% | +0.36% | — | |
| 13 | T | At&t Inc | Stock-Comm Services | 1.24% | -0.35% | +52.86% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.23% | -0.05% | +14.42% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.17% | +0.01% | +5.87% | |
| 16 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 1.12% | +0.01% | +10.92% | |
| 17 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 1.12% | +0.01% | +8.71% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.11% | +0.01% | +9.02% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.11% | +0.01% | +3.53% | |
| 20 | DWX | State Street Spdr S&p Intern | ETF-Other | 1.08% | +0.03% | -1.64% | |
| 21 | NEM | Newmont CORP | Stock-Materials | 1.05% | -0.42% | +3.27% | |
| 22 | COR | Cencora Inc | Stock-Healthcare | 1.01% | -0.31% | +32.57% | |
| 23 | L | Loews CORP | Stock-Financials | 0.98% | +0.06% | +190.97% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 0.95% | -0.02% | -12.36% | |
| 25 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.94% | +0.10% | +39.82% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.93% | -0.43% | +40.66% | |
| 27 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.88% | -0.17% | +175.26% | |
| 28 | KGC | Kinross Gold CORP | Stock-Materials | 0.82% | -0.44% | +45.53% | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.80% | -0.01% | +10.77% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.80% | -0.01% | +10.50% | |
| 31 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.80% | -0.01% | +10.73% | |
| 32 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 0.79% | -0.01% | +10.16% | |
| 33 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.79% | — | +10.03% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | +0.03% | — | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.12% | +129.15% | |
| 36 | IVZ | Invesco Ltd. | Stock-Financials | 0.71% | +0.28% | +67.56% | |
| 37 | VTR | Ventas Inc | Stock-Real Estate | 0.70% | +0.06% | — | |
| 38 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.69% | -0.10% | — | |
| 39 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.67% | +0.26% | +0.29% | |
| 40 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.66% | -0.11% | — | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | -0.04% | — | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.64% | +0.14% | -22.20% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | +0.33% | +4.03% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.62% | +0.02% | — | |
| 45 | GL | Globe Life Inc | Stock-Financials | 0.62% | +0.17% | +109.31% | |
| 46 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.60% | +0.19% | — | |
| 47 | COF | Capital One Financial CORP | Stock-Financials | 0.59% | -0.15% | +43.26% | |
| 48 | CME | Cme Group Inc | Stock-Financials | 0.59% | -0.15% | +5.55% | |
| 49 | B | Barrick Mining CORP | Stock-Materials | 0.59% | -0.20% | +60.27% | |
| 50 | ROL | Rollins Inc | Stock-Consumer Disc | 0.56% | -0.12% | — |
According to official SEC Form 13F filings, Mount Lucas Management LP reported a total U.S. public equity portfolio value of $280.7M across 165 disclosed positions in Q1 2026.
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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, ADBE) accounted for 25.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
ADBE
市值: $8.5M
Top Position Liquidated / Trimmed
QQQ
前期市值: $7.0M
During Q1 2026, Mount Lucas Management LP's top holdings by market value included RPV (11.1%)、EWZ (7.8%)、ADBE (3.1%). The largest single position, RPV, represented 11.1% of total portfolio value.
In Q1 2026, Mount Lucas Management LP made 188 total portfolio adjustments, initiating 37 new buys, adding to 69 positions, trimming 41 holdings, and fully liquidating 41 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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