Institutions / Mount Lucas Management LP
Mount Lucas Management LP
CIK 1185072 · Institution · as of Mar 31, 2026
Portfolio value
$270.80M
Positions
165
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$270.80M+19.9%Positions
165-1.2%Top holdings
Mar 31, 2026View all 165 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco S&P 500 Pure Value E | $29.93M | 11.1% |
| iShares MSCI Brazil ETF | $21.02M | 7.8% |
| Adobe Inc. | $8.51M | 3.1% |
| Intel Corp | $5.52M | 2.0% |
| iShares 1-3 Year Treasury Bo | $5.18M | 1.9% |
| iShares 3-7 Year Treasury Bo | $5.13M | 1.9% |
| iShares 7-10 Year Treasury B | $5.08M | 1.9% |
| Rocket Companies, Inc. | $4.60M | 1.7% |
| Nebius Group N.V. | $4.15M | 1.5% |
| iShares MSCI Australia ETF | $3.90M | 1.4% |
| JPMorgan Betabuilders Japan | $3.86M | 1.4% |
| Iren Ltd | $3.43M | 1.3% |
| AT&T Inc. | $3.37M | 1.2% |
| Invesco Senior Loan ETF | $3.32M | 1.2% |
| Ss SPDR Bb Conv Sec ETF | $3.18M | 1.2% |
| Invesco S&P 500 Buywrite ETF | $3.03M | 1.1% |
| iShares J.p. Morgan Em High | $3.02M | 1.1% |
| iShares Jp Morgan Usd Emergi | $3.01M | 1.1% |
| Vanguard High Dvd Yield ETF | $2.99M | 1.1% |
| State Street SPDR S&P Intern | $2.93M | 1.1% |
| Newmont Corp | $2.84M | 1.0% |
| Cencora Inc | $2.72M | 1.0% |
| Loews Corp | $2.66M | 1.0% |
| iShares Preferred & Income S | $2.56M | 0.9% |
| Cardinal Health Inc | $2.54M | 0.9% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 464286400 Common stock | $19.12M | +498K +1003.85% | 547,564 7.76% of portfolio | medium |
| Q1 2026 as of | New | Adobe Inc. Common stock | $8.51M | +35K | 35,000 3.14% of portfolio | medium |
| Q1 2026 as of | Add | 46137V258 Common stock | $7.63M | +71K +34.21% | 278,712 11.05% of portfolio | medium |
| Q1 2026 as of | Exit | 46090E103 Common stock | $-7.00M | -11K -100.00% | 0 | medium |
| Q1 2026 as of | New | Intel Corp Common stock | $5.52M | +125K | 125,000 2.04% of portfolio | medium |
| Q1 2026 as of | New | Nebius Group N.V. Common stock | $4.15M | +40K | 40,000 1.53% of portfolio | low |
| Q1 2026 as of | Add | Rocket Companies, Inc. Common stock | $4.13M | +290K +878.79% | 323,000 1.70% of portfolio | low |
| Q1 2026 as of | New | Q4982L109 Common stock | $3.43M | +100K | 100,000 1.27% of portfolio | low |
| Q1 2026 as of | Add | 464287457 Common stock | $3.19M | +39K +160.96% | 62,719 1.91% of portfolio | low |
| Q1 2026 as of | Exit | Fox Corp Common stock | $-3.19M | -44K -100.00% | 0 | low |