MOUNT LUCAS MANAGEMENT LP

PrivateCIK: 1185072
Location

NEWTOWN, PA

165
Positions
$270.80M
Total AUM (reported)
5.93M
Total Shares

Allocation by class

TOTAL AUM$270.80M165 positions
ETP$138.26M51.1%
COMMON STOCK$132.54M48.9%

Portfolio Concentration

Top 322.0%4–1012.4%11–2516.8%Rest48.9%TOP 1034.3%0%100%
Top 3$59.46M22.0%
4–10$33.55M12.4%
11–25$45.48M16.8%
Rest$132.31M48.9%

Top 3 weight

22.0%

Top 10 weight

34.3%

Voting Authority Distribution

Total shares with voting rights: 5.93M

Sole

Full voting authority

5.93M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole165
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings165
Rows:

INVESCO S&P 500 PURE VALUE E

SOLE
ETP
Shares278.71K
TypeSH
Market value$29.93M
11.05%
Sole
278.71K
Shared
0.00
None
0.00

ISHARES MSCI BRAZIL ETF

SOLE
ETP
Shares547.56K
TypeSH
Market value$21.02M
7.76%
Sole
547.56K
Shared
0.00
None
0.00

ADOBE INC

SOLE
Common Stock
Shares35K
TypeSH
Market value$8.51M
3.14%
Sole
35K
Shared
0.00
None
0.00

INTEL CORP

SOLE
Common Stock
Shares125K
TypeSH
Market value$5.52M
2.04%
Sole
125K
Shared
0.00
None
0.00

ISHARES 1-3 YEAR TREASURY BO

SOLE
ETP
Shares62.72K
TypeSH
Market value$5.18M
1.91%
Sole
62.72K
Shared
0.00
None
0.00

ISHARES 3-7 YEAR TREASURY BO

SOLE
ETP
Shares43.22K
TypeSH
Market value$5.13M
1.89%
Sole
43.22K
Shared
0.00
None
0.00

ISHARES 7-10 YEAR TREASURY B

SOLE
ETP
Shares53.24K
TypeSH
Market value$5.08M
1.88%
Sole
53.24K
Shared
0.00
None
0.00

ROCKET COS INC-CLASS A

SOLE
Common Stock
Shares323K
TypeSH
Market value$4.60M
1.70%
Sole
323K
Shared
0.00
None
0.00

NEBIUS GROUP NV

SOLE
Common Stock
Shares40K
TypeSH
Market value$4.15M
1.53%
Sole
40K
Shared
0.00
None
0.00

ISHARES MSCI AUSTRALIA ETF

SOLE
ETP
Shares140.37K
TypeSH
Market value$3.90M
1.44%
Sole
140.37K
Shared
0.00
None
0.00

JPMORGAN BETABUILDERS JAPAN

SOLE
ETP
Shares56.02K
TypeSH
Market value$3.86M
1.43%
Sole
56.02K
Shared
0.00
None
0.00

IREN LTD

SOLE
Common Stock
Shares100K
TypeSH
Market value$3.43M
1.27%
Sole
100K
Shared
0.00
None
0.00

AT&T INC

SOLE
Common Stock
Shares116.09K
TypeSH
Market value$3.37M
1.24%
Sole
116.09K
Shared
0.00
None
0.00

INVESCO SENIOR LOAN ETF

SOLE
ETP
Shares162.90K
TypeSH
Market value$3.32M
1.23%
Sole
162.90K
Shared
0.00
None
0.00

SS SPDR BB CONV SEC ETF

SOLE
ETP
Shares34.76K
TypeSH
Market value$3.18M
1.17%
Sole
34.76K
Shared
0.00
None
0.00

INVESCO S&P 500 BUYWRITE ETF

SOLE
ETP
Shares137.95K
TypeSH
Market value$3.03M
1.12%
Sole
137.95K
Shared
0.00
None
0.00

ISHARES J.P. MORGAN EM HIGH

SOLE
ETP
Shares76.75K
TypeSH
Market value$3.02M
1.12%
Sole
76.75K
Shared
0.00
None
0.00

ISHARES JP MORGAN USD EMERGI

SOLE
ETP
Shares32.05K
TypeSH
Market value$3.01M
1.11%
Sole
32.05K
Shared
0.00
None
0.00

VANGUARD HIGH DVD YIELD ETF

SOLE
ETP
Shares20.22K
TypeSH
Market value$2.99M
1.11%
Sole
20.22K
Shared
0.00
None
0.00

STATE STREET SPDR S&P INTERN

SOLE
ETP
Shares64.34K
TypeSH
Market value$2.93M
1.08%
Sole
64.34K
Shared
0.00
None
0.00

NEWMONT CORP

SOLE
Common Stock
Shares26.21K
TypeSH
Market value$2.84M
1.05%
Sole
26.21K
Shared
0.00
None
0.00

CENCORA INC

SOLE
Common Stock
Shares8.66K
TypeSH
Market value$2.72M
1.01%
Sole
8.66K
Shared
0.00
None
0.00

LOEWS CORP

SOLE
Common Stock
Shares24.96K
TypeSH
Market value$2.66M
0.98%
Sole
24.96K
Shared
0.00
None
0.00

ISHARES PREFERRED & INCOME S

SOLE
ETP
Shares84.54K
TypeSH
Market value$2.56M
0.95%
Sole
84.54K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
Common Stock
Shares12.01K
TypeSH
Market value$2.54M
0.94%
Sole
12.01K
Shared
0.00
None
0.00
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