Mount Lucas Management LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1185072
Institutional-grade research for retail investors
13F Reported Value
ⓘ$270.8M
Holdings
165
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Mount Lucas Management LP disclosed 165 positions worth $270.8M in its Form 13F-HR for Q1 2026, led by $IVZ (Invesco Ltd.) at 11.1% of the equity portfolio. During the quarter the fund opened 39 new positions and exited 44 — including a new stake in $ADBE. The portfolio is most concentrated in Other (38.8% of disclosed assets). All figures are sourced directly from Mount Lucas Management LP’s Form 13F-HR filing with the SEC under CIK 1185072.
AI Fund Analysis
ConcentratingISHARES MSCI BRAZIL ETF
7.8% weight
Held 5 quarters
ISHARES 1-3 YEAR TREASURY
1.9% weight
Held 9 quarters
ISHARES 3-7 YEAR TREASURY
1.9% weight
Held 9 quarters
ISHARES 7-10 YEAR TREASURY
1.9% weight
Held 9 quarters
ISHARES MSCI AUSTRALIA ETF
1.4% weight
Held 4 quarters
INVESCO S&P 500 BUYWRITE E
4 quarters accumulating
ISHARES J.P. MORGAN EM HIG
4 quarters accumulating
ISHARES JP MORGAN USD EMER
4 quarters accumulating
$CAH4 quarters accumulating
FLEXSHARES HIGH YIELD VALU
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$29.9M278,712 sh ISHARES MSCI BRAZIL ETF
—Quality
$21.0M547,564 sh- 80.4#43
Quality
$8.5M35,000 sh - 41.5
Quality
$5.5M125,000 sh ISHARES 1-3 YEAR TREASURY BO
—Quality
$5.2M62,719 shISHARES 3-7 YEAR TREASURY BO
—Quality
$5.1M43,217 shISHARES 7-10 YEAR TREASURY B
—Quality
$5.1M53,239 sh- —
Quality
$4.6M323,000 sh - —
Quality
$4.2M40,000 sh ISHARES MSCI AUSTRALIA ETF
—Quality
$3.9M140,370 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Invesco Ltd.$IVZ | — | $29.9M | 278,712 |
| ISHARES MSCI BRAZIL ETF | — | $21.0M | 547,564 |
 ADOBE INC.$ADBE | 80.4#43 | $8.5M | 35,000 |
 INTEL CORP$INTC | 41.5 | $5.5M | 125,000 |
| ISHARES 1-3 YEAR TREASURY BO | — | $5.2M | 62,719 |
| ISHARES 3-7 YEAR TREASURY BO | — | $5.1M | 43,217 |
| ISHARES 7-10 YEAR TREASURY B | — | $5.1M | 53,239 |
 Rocket Companies, Inc.$RKT | — | $4.6M | 323,000 |
 Nebius Group N.V.$NBIS | — | $4.2M | 40,000 |
| ISHARES MSCI AUSTRALIA ETF | — | $3.9M | 140,370 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mount Lucas Management LP's 165 positions.
Showing top 10 of 165 holdings.
Sector Allocation
Other
$105.0M
Financials
$72.1M
Technology
$28.8M
Industrials
$12.8M
Healthcare
$11.1M
Materials
$10.6M
Consumer Staples
$9.1M
Communication Services
$7.5M
Full Holdings — Mount Lucas Management LP (Q1 2026)
All 165 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $29.9M | 11.1% | +34% | — |
| 2 | — | ISHARES MSCI BRAZIL ETF | $21.0M | 7.8% | +1004% | — |
| 3 | $ADBE | ADOBE INC. | $8.5M | 3.1% | NEW | 80.4 |
| 4 | $INTC | INTEL CORP | $5.5M | 2.0% | NEW | 41.5 |
| 5 | — | ISHARES 1-3 YEAR TREASURY BO | $5.2M | 1.9% | +161% | — |
| 6 | — | ISHARES 3-7 YEAR TREASURY BO | $5.1M | 1.9% | +160% | — |
| 7 | — | ISHARES 7-10 YEAR TREASURY B | $5.1M | 1.9% | +160% | — |
| 8 | $RKT | Rocket Companies, Inc. | $4.6M | 1.7% | +879% | — |
| 9 | $NBIS | Nebius Group N.V. | $4.2M | 1.5% | NEW | — |
| 10 | — | ISHARES MSCI AUSTRALIA ETF | $3.9M | 1.4% | -6% | — |
| 11 | — | JPMORGAN BETABUILDERS JAPAN | $3.9M | 1.4% | -5% | — |
| 12 |  $IREN | IREN Ltd | $3.4M | 1.3% | NEW | — |
| 13 |  $T | AT&T INC. | $3.4M | 1.2% | +53% | 71.9 |
| 14 | $IVZ | Invesco Ltd. | $3.3M | 1.2% | +14% | — |
| 15 | — | SS SPDR BB CONV SEC ETF | $3.2M | 1.2% | +6% | — |
| 16 | — | INVESCO S&P 500 BUYWRITE ETF | $3.0M | 1.1% | +11% | — |
| 17 | — | ISHARES J.P. MORGAN EM HIGH | $3.0M | 1.1% | +9% | — |
| 18 | — | ISHARES JP MORGAN USD EMERGI | $3.0M | 1.1% | +9% | — |
| 19 | — | VANGUARD HIGH DVD YIELD ETF | $3.0M | 1.1% | +4% | — |
| 20 | — | STATE STREET SPDR S&P INTERN | $2.9M | 1.1% | -2% | — |
| 21 |  $NEM | NEWMONT Corp /DE/ | $2.8M | 1.1% | +3% | 88.3 |
| 22 |  $COR | Cencora, Inc. | $2.7M | 1.0% | +33% | 59.6 |
| 23 |  $L | LOEWS CORP | $2.7M | 1.0% | +191% | 75.2 |
| 24 | — | ISHARES PREFERRED & INCOME S | $2.6M | 0.9% | -12% | — |
| 25 | $CAH | CARDINAL HEALTH INC | $2.5M | 0.9% | +40% | 58.6 |
| 26 | — | ISHARES RUSSELL 1000 VALUE E | $2.5M | 0.9% | +41% | — |
| 27 |  $HCA | HCA Healthcare, Inc. | $2.4M | 0.9% | +175% | 70.5 |
| 28 |  $KGC | KINROSS GOLD CORP | $2.2M | 0.8% | +46% | — |
| 29 | — | ISHARES 0-5 YR HY CORP BOND | $2.2M | 0.8% | +11% | — |
| 30 | — | SS SPDR BB HIGH YIELD BOND | $2.2M | 0.8% | +10% | — |
| 31 | — | FLEXSHARES HIGH YIELD VALUE | $2.2M | 0.8% | +11% | — |
| 32 | — | ISHARES US&INTL HIGH YIELD C | $2.1M | 0.8% | +10% | — |
| 33 | — | ISHARES FALLEN ANGELS ETF | $2.1M | 0.8% | +10% | — |
| 34 |  $JNJ | JOHNSON & JOHNSON | $2.1M | 0.8% | NEW | 72.8 |
| 35 |  $VZ | VERIZON COMMUNICATIONS INC | $2.0M | 0.7% | +129% | 71.6 |
| 36 | $IVZ | Invesco Ltd. | $1.9M | 0.7% | +68% | — |
| 37 |  $VTR | Ventas, Inc. | $1.9M | 0.7% | NEW | 70.3 |
| 38 |  $CBOE | Cboe Global Markets, Inc. | $1.9M | 0.7% | NEW | 81.2 |
| 39 |  $DAL | DELTA AIR LINES, INC. | $1.8M | 0.7% | +0% | 64.4 |
| 40 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.8M | 0.7% | NEW | 66.5 |
| 41 |  $TJX | TJX COMPANIES INC /DE/ | $1.8M | 0.7% | NEW | 70.7 |
| 42 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.7M | 0.6% | -22% | 36.7 |
| 43 |  $CSCO | CISCO SYSTEMS, INC. | $1.7M | 0.6% | +4% | 72.3 |
| 44 |  $GD | GENERAL DYNAMICS CORP | $1.7M | 0.6% | NEW | 73 |
| 45 |  $GL | GLOBE LIFE INC. | $1.7M | 0.6% | +109% | 66.6 |
| 46 |  $MNST | Monster Beverage Corp | $1.6M | 0.6% | NEW | 77 |
| 47 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.6M | 0.6% | +43% | 71 |
| 48 |  $CME | CME GROUP INC. | $1.6M | 0.6% | +6% | 74.5 |
| 49 |  $B | BARRICK MINING CORP | $1.6M | 0.6% | +60% | — |
| 50 |  $ROL | ROLLINS INC | $1.5M | 0.6% | NEW | 73.2 |
| 51 |  $UAL | United Airlines Holdings, Inc. | $1.5M | 0.6% | -19% | 61.3 |
| 52 |  $CCL | Carnival Corp Ltd. | $1.5M | 0.6% | -3% | — |
| 53 |  $FTAI | FTAI Aviation Ltd. | $1.5M | 0.5% | -33% | — |
| 54 |  $NDAQ | NASDAQ, INC. | $1.4M | 0.5% | +4% | 78.5 |
| 55 | — | ISHARES MORTGAGE REAL ESTATE | $1.4M | 0.5% | -53% | — |
| 56 |  $VRSN | VERISIGN INC/CA | $1.3M | 0.5% | +5% | 71.6 |
| 57 |  $ICE | Intercontinental Exchange, Inc. | $1.3M | 0.5% | +5% | 73.8 |
| 58 |  $RSG | REPUBLIC SERVICES, INC. | $1.3M | 0.5% | +4% | 72 |
| 59 |  $MOH | MOLINA HEALTHCARE, INC. | $1.3M | 0.5% | +0% | 60.5 |
| 60 |  $DG | DOLLAR GENERAL CORP | $1.3M | 0.5% | NEW | 60.4 |
| 61 |  $AEM | AGNICO EAGLE MINES LTD | $1.2M | 0.5% | -37% | — |
| 62 |  $F | FORD MOTOR CO | $1.2M | 0.5% | NEW | 58.5 |
| 63 |  $MPC | Marathon Petroleum Corp | $1.2M | 0.5% | NEW | 50.7 |
| 64 |  $MET | METLIFE INC | $1.1M | 0.4% | -35% | 73.9 |
| 65 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.4% | +4% | 67 |
| 66 |  $GM | General Motors Co | $1.1M | 0.4% | -49% | 58.7 |
| 67 |  $FTI | TechnipFMC plc | $1.1M | 0.4% | -45% | — |
| 68 |  $ADM | Archer-Daniels-Midland Co | $1.0M | 0.4% | NEW | 49.4 |
| 69 | — | ISHARES MSCI MALAYSIA ETF | $1.0M | 0.4% | -1% | — |
| 70 | — | ISHARES MSCI POLAND ETF | $1.0M | 0.4% | -4% | — |
| 71 | — | ISHARES MSCI TURKEY ETF | $1.0M | 0.4% | +1% | — |
| 72 |  $PGR | PROGRESSIVE CORP/OH/ | $991,002 | 0.4% | -46% | 83.6 |
| 73 | — | ISHARES MSCI TAIWAN ETF | $989,689 | 0.4% | -8% | — |
| 74 | — | ISHARES MSCI MEXICO ETF | $981,451 | 0.4% | -8% | — |
| 75 | — | ISHARES MSCI THAILAND ETF | $976,177 | 0.4% | -14% | — |
| 76 | — | ISHARES MSCI CHILE ETF | $965,134 | 0.4% | -4% | — |
| 77 |  $CF | CF Industries Holdings, Inc. | $921,734 | 0.3% | +4% | 76.8 |
| 78 |  $TRV | TRAVELERS COMPANIES, INC. | $914,417 | 0.3% | +4% | 71.5 |
| 79 | — | SS SPDR BB IG FLOAT RT ETF | $911,088 | 0.3% | +10% | — |
| 80 | — | ISHARES MSCI PERU AND GLOBAL | $908,149 | 0.3% | -24% | — |
| 81 | — | ISHARES 1-5Y INV GRADE CORP | $901,772 | 0.3% | +10% | — |
| 82 | — | SCHWAB U.S. TIPS ETF | $898,593 | 0.3% | +9% | — |
| 83 | — | ISHR IBX USD INVGD CB ETF-UI | $890,884 | 0.3% | +10% | — |
| 84 | — | ISHARES MSCI SPAIN ETF | $890,575 | 0.3% | -2% | — |
| 85 | — | ISHARES NATIONAL MUNI BOND E | $889,112 | 0.3% | +9% | — |
| 86 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $886,322 | 0.3% | NEW | 50.6 |
| 87 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $878,860 | 0.3% | -3% | 69.5 |
| 88 | — | ISHARES MSCI UNITED KINGDOM | $878,488 | 0.3% | -4% | — |
| 89 | — | ISHARES MSCI AUSTRIA ETF | $878,167 | 0.3% | -4% | — |
| 90 | — | ISHARES MSCI SOUTH AFRICA ET | $877,400 | 0.3% | -14% | — |
| 91 | — | STATE STREET SPDR FTSE INTER | $876,665 | 0.3% | +4% | — |
| 92 | — | ISHARES MSCI ITALY ETF | $874,592 | 0.3% | +1% | — |
| 93 |  $MOS | MOSAIC CO | $871,157 | 0.3% | NEW | 54.3 |
| 94 |  $USB | US BANCORP DE | $866,799 | 0.3% | +2% | 71.4 |
| 95 |  $ALL | ALLSTATE CORP | $865,437 | 0.3% | -33% | 76.6 |
| 96 | — | GLOBAL X MSCI GREECE ETF | $863,331 | 0.3% | -9% | — |
| 97 | — | ISHARES MSCI NETHERLANDS ETF | $859,544 | 0.3% | -1% | — |
| 98 | — | ISHARES MSCI SOUTH KOREA ETF | $858,118 | 0.3% | -35% | — |
| 99 |  $WRB | BERKLEY W R CORP | $854,813 | 0.3% | +3% | 71.8 |
| 100 |  $RF | REGIONS FINANCIAL CORP | $849,449 | 0.3% | +2% | — |
| 101 | — | ISHARES MSCI SWITZERLAND ETF | $848,158 | 0.3% | -2% | — |
| 102 | — | ISHARES MSCI SWEDEN ETF | $835,694 | 0.3% | -4% | — |
| 103 |  $WW | WW INTERNATIONAL, INC. | $824,400 | 0.3% | +20% | 26.4 |
| 104 |  $WHR | WHIRLPOOL CORP /DE/ | $808,800 | 0.3% | NEW | 40.6 |
| 105 |  $MTB | M&T BANK CORP | $798,559 | 0.3% | +2% | 64.1 |
| 106 |  $CVS | CVS HEALTH Corp | $776,159 | 0.3% | +2% | 51.3 |
| 107 |  $TOI | Oncology Institute, Inc. | $767,500 | 0.3% | +0% | 37.8 |
| 108 |  $UHS | UNIVERSAL HEALTH SERVICES INC | $762,949 | 0.3% | +5% | 71.2 |
| 109 | — | ST SR UTL SL SE SPDR ETF-USD | $759,066 | 0.3% | +5% | — |
| 110 | — | VANGUARD GLBL EX-US REAL EST | $752,138 | 0.3% | -48% | — |
| 111 | — | ISHARES MSCI BRAZIL SMALL-CA | $742,722 | 0.3% | +0% | — |
| 112 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $710,698 | 0.3% | +2% | 69.4 |
| 113 |  $IBKR | Interactive Brokers Group, Inc. | $695,449 | 0.3% | +5% | 75.5 |
| 114 |  $SYF | Synchrony Financial | $692,852 | 0.3% | -7% | — |
| 115 |  $NTRS | NORTHERN TRUST CORP | $692,407 | 0.3% | -58% | 71.8 |
| 116 |  $NU | Nu Holdings Ltd. | $676,827 | 0.3% | +0% | — |
| 117 |  $EXE | EXPAND ENERGY Corp | $664,059 | 0.3% | NEW | 83.9 |
| 118 | — | VANGUARD REAL ESTATE ETF | $663,210 | 0.2% | -54% | — |
| 119 |  $USFD | US Foods Holding Corp. | $651,371 | 0.2% | +5% | 60.6 |
| 120 |  $MU | MICRON TECHNOLOGY INC | $648,315 | 0.2% | NEW | 88.4 |
| 121 |  $TKO | TKO Group Holdings, Inc. | $628,543 | 0.2% | NEW | 73.1 |
| 122 |  $TD | TORONTO DOMINION BANK | $619,578 | 0.2% | NEW | — |
| 123 |  $CDE | Coeur Mining, Inc. | $600,865 | 0.2% | NEW | 78.1 |
| 124 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $590,998 | 0.2% | NEW | 25.4 |
| 125 |  $CVNA | CARVANA CO. | $586,319 | 0.2% | +5% | 69.2 |
| 126 |  $SKM | SK TELECOM CO LTD | $585,800 | 0.2% | NEW | — |
| 127 |  $UWMC | UWM Holdings Corp | $578,476 | 0.2% | +3% | 49.4 |
| 128 |  $AGNC | AGNC Investment Corp. | $568,771 | 0.2% | -80% | — |
| 129 |  $EXEL | EXELIXIS, INC. | $556,240 | 0.2% | +5% | 79.4 |
| 130 |  $JLL | JONES LANG LASALLE INC | $551,732 | 0.2% | NEW | 59.8 |
| 131 |  $PLTR | Palantir Technologies Inc. | $539,481 | 0.2% | -25% | 85.8 |
| 132 |  $CMTL | COMTECH TELECOMMUNICATIONS CORP /DE/ | $531,200 | 0.2% | +49% | 39.3 |
| 133 |  $PFGC | Performance Food Group Co | $530,064 | 0.2% | +5% | 53.1 |
| 134 |  $TIC | TIC Solutions, Inc. | $526,400 | 0.2% | +0% | 45.7 |
| 135 |  $EVC | ENTRAVISION COMMUNICATIONS CORP | $521,532 | 0.2% | +2% | 28.2 |
| 136 |  $EVR | Evercore Inc. | $514,333 | 0.2% | NEW | 76.1 |
| 137 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $504,208 | 0.2% | NEW | 64.6 |
| 138 |  $QXO | QXO, Inc. | $494,783 | 0.2% | NEW | 53.5 |
| 139 |  $HLI | HOULIHAN LOKEY, INC. | $454,126 | 0.2% | -43% | 67.3 |
| 140 | — | SIMPLIFY BOND BULL ETF | $445,060 | 0.2% | +0% | — |
| 141 |  $CELH | Celsius Holdings, Inc. | $434,559 | 0.2% | NEW | 63 |
| 142 |  $STX | Seagate Technology Holdings plc | $432,895 | 0.2% | NEW | — |
| 143 |  $NXT | Nextpower Inc. | $424,215 | 0.2% | NEW | 74.8 |
| 144 |  $LAD | LITHIA MOTORS INC | $408,542 | 0.1% | +5% | 59.1 |
| 145 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $391,606 | 0.1% | +3% | 57.7 |
| 146 |  $EQH | Equitable Holdings, Inc. | $385,499 | 0.1% | +5% | 48.9 |
| 147 |  $AVGO | Broadcom Inc. | $333,652 | 0.1% | +5% | 86.4 |
| 148 |  $PAAS | PAN AMERICAN SILVER CORP | $324,011 | 0.1% | NEW | — |
| 149 |  $AMD | ADVANCED MICRO DEVICES INC | $312,062 | 0.1% | NEW | 78.8 |
| 150 |  $NET | Cloudflare, Inc. | $311,986 | 0.1% | -55% | 52.6 |
| 151 |  $IMSR | Terrestrial Energy Inc. /DE/ | $309,258 | 0.1% | +29% | 27 |
| 152 |  $INSM | INSMED Inc | $301,531 | 0.1% | NEW | 29.4 |
| 153 |  $APP | AppLovin Corp | $289,744 | 0.1% | -46% | 86.8 |
| 154 |  $LLY | ELI LILLY & Co | $266,733 | 0.1% | NEW | 89.3 |
| 155 |  $SFM | Sprouts Farmers Market, Inc. | $260,005 | 0.1% | -47% | 73.4 |
| 156 |  $GRVY | GRAVITY Co., Ltd. | $241,644 | 0.1% | +0% | — |
| 157 |  $IOT | Samsara Inc. | $219,390 | 0.1% | +5% | 61.3 |
| 158 |  $BLND | Blend Labs, Inc. | $217,600 | 0.1% | +0% | 24.1 |
| 159 |  $CRDO | Credo Technology Group Holding Ltd | $208,204 | 0.1% | NEW | — |
| 160 | — | ISHARES MSCI FRANCE ETF | $202,498 | 0.1% | -76% | — |
| 161 |  $TKNO | Alpha Teknova, Inc. | $202,300 | 0.1% | +0% | 23 |
| 162 |  $AVAV | AeroVironment Inc | $166,576 | 0.1% | NEW | 42.1 |
| 163 |  $RBLX | Roblox Corp | $152,599 | 0.1% | -56% | 53.7 |
| 164 |  $ZS | Zscaler, Inc. | $124,578 | 0.1% | +5% | 57.9 |
| 165 |  $DUOL | Duolingo, Inc. | $56,185 | 0.0% | -54% | 82 |
New Positions (39)
$ADBE ADOBE INC.$8.5M$INTC INTEL CORP$5.5M$NBIS Nebius Group N.V.$4.2M$IREN IREN Ltd$3.4M$JNJ JOHNSON & JOHNSON$2.1M$VTR Ventas, Inc.$1.9M$CBOE Cboe Global Markets, Inc.$1.9M$LHX L3HARRIS TECHNOLOGIES, INC. /DE/$1.8M$TJX TJX COMPANIES INC /DE/$1.8M$GD GENERAL DYNAMICS CORP$1.7M$MNST Monster Beverage Corp$1.6M$ROL ROLLINS INC$1.5M$DG DOLLAR GENERAL CORP$1.3M$F FORD MOTOR CO$1.2M$MPC Marathon Petroleum Corp$1.2MExited Positions (44)
CALL ISHARES MSCI BRAZIL ETF
$QQQ INVESCO QQQ TRUST, SERIES 1$RKTCALL Rocket Companies, Inc.$INTCCALL INTEL CORP$IRENCALL IREN Ltd
$FOX Fox Corp
$NLY ANNALY CAPITAL MANAGEMENT INC
$WELL WELLTOWER INC.
$WMT Walmart Inc.
$WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
$WMB WILLIAMS COMPANIES, INC.
$KMI KINDER MORGAN, INC.
$PKG PACKAGING CORP OF AMERICA
$ADP AUTOMATIC DATA PROCESSING INC
$HOOD Robinhood Markets, Inc.Browse Top Institutional Investors
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