Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mount Lucas Management LP (CIK 1185072) reported $270.8M across 164 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RPV ($29.9M, 11.05%), EWZ ($21.0M, 7.76%), ADBE ($8.5M, 3.14%), INTC ($5.5M, 2.04%), SHY ($5.2M, 1.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RPV | INVESCO S&P 500 PURE VALUE E | $29.9M | 11.05% | 278,712 | Added |
| 2 | EWZ | ISHARES MSCI BRAZIL ETF | $21.0M | 7.76% | 547,564 | Added |
| 3 | ADBE | ADOBE INC | $8.5M | 3.14% | 35,000 | New |
| 4 | INTC | INTEL CORP | $5.5M | 2.04% | 125,000 | Hold |
| 5 | SHY | ISHARES 1-3 YEAR TREASURY BO | $5.2M | 1.91% | 62,719 | Added |
| 6 | IEI | ISHARES 3-7 YEAR TREASURY BO | $5.1M | 1.89% | 43,217 | Added |
| 7 | IEF | ISHARES 7-10 YEAR TREASURY B | $5.1M | 1.88% | 53,239 | Added |
| 8 | RKT | ROCKET COS INC-CLASS A | $4.6M | 1.70% | 323,000 | Hold |
| 9 | NBIS | NEBIUS GROUP NV | $4.2M | 1.53% | 40,000 | New |
| 10 | EWA | ISHARES MSCI AUSTRALIA ETF | $3.9M | 1.44% | 140,370 | Trimmed |
| 11 | BBJP | JPMORGAN BETABUILDERS JAPAN | $3.9M | 1.43% | 56,017 | Trimmed |
| 12 | IREN | IREN LTD | $3.4M | 1.27% | 100,000 | Hold |
| 13 | T | AT&T INC | $3.4M | 1.24% | 116,088 | Added |
| 14 | BKLN | INVESCO SENIOR LOAN ETF | $3.3M | 1.23% | 162,896 | Added |
| 15 | CWB | SS SPDR BB CONV SEC ETF | $3.2M | 1.17% | 34,764 | Added |
| 16 | PBP | INVESCO S&P 500 BUYWRITE ETF | $3.0M | 1.12% | 137,947 | Added |
| 17 | EMHY | ISHARES J.P. MORGAN EM HIGH | $3.0M | 1.12% | 76,750 | Added |
| 18 | VYM | VANGUARD HIGH DVD YIELD ETF | $3.0M | 1.11% | 20,219 | Added |
| 19 | EMB | ISHARES JP MORGAN USD EMERGI | $3.0M | 1.11% | 32,045 | Added |
| 20 | DWX | STATE STREET SPDR S&P INTERN | $2.9M | 1.08% | 64,345 | Trimmed |
| 21 | NEM | NEWMONT CORP | $2.8M | 1.05% | 26,210 | Added |
| 22 | ABC | CENCORA INC | $2.7M | 1.01% | 8,665 | Added |
| 23 | L | LOEWS CORP | $2.7M | 0.98% | 24,959 | Added |
| 24 | PFF | ISHARES PREFERRED & INCOME S | $2.6M | 0.95% | 84,540 | Trimmed |
| 25 | CAH | CARDINAL HEALTH INC | $2.5M | 0.94% | 12,013 | Added |
Source: SEC Form 13F filings · as of 2026-03-31