MOUNT LUCAS MANAGEMENT LP

PrivateCIK: 1185072
Location

NEWTOWN, PA

166
Positions
$280.70M
Total AUM (reported)
6.02M
Total Shares

Allocation by class

TOTAL AUM$280.70M166 positions
ETP$142.30M50.7%
COMMON STOCK$138.40M49.3%

Portfolio Concentration

Top 318.0%4–1012.7%11–2515.9%Rest53.4%TOP 1030.7%0%100%
Top 3$50.50M18.0%
4–10$35.77M12.7%
11–25$44.52M15.9%
Rest$149.90M53.4%

Top 3 weight

18.0%

Top 10 weight

30.7%

Voting Authority Distribution

Total shares with voting rights: 6.02M

Sole

Full voting authority

6.02M

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)

Sole166
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings166
Rows:

ISHARES MSCI BRAZIL ETF

SOLE
ETP
Shares550.37K
TypeSH
Market value$18.99M
6.76%
Sole
550.37K
Shared
0.00
None
0.00

INVESCO S&P 500 PURE VALUE E

SOLE
ETP
Shares139.71K
TypeSH
Market value$15.90M
5.67%
Sole
139.71K
Shared
0.00
None
0.00

INVESCO QQQ TRUST SERIES 1

SOLE
ETP
Shares21.20K
TypeSH
Market value$15.61M
5.56%
Sole
21.20K
Shared
0.00
None
0.00

NEBIUS GROUP NV

SOLE
Common Stock
Shares30K
TypeSH
Market value$8.29M
2.95%
Sole
30K
Shared
0.00
None
0.00

ISHARES 1-3 YEAR TREASURY BO

SOLE
ETP
Shares84.51K
TypeSH
Market value$6.94M
2.47%
Sole
84.51K
Shared
0.00
None
0.00

IREN LTD

SOLE
Common Stock
Shares100K
TypeSH
Market value$4.57M
1.63%
Sole
100K
Shared
0.00
None
0.00

JPMORGAN BETABUILDERS JAPAN

SOLE
ETP
Shares56.36K
TypeSH
Market value$4.24M
1.51%
Sole
56.36K
Shared
0.00
None
0.00

ISHARES MSCI AUSTRALIA ETF

SOLE
ETP
Shares147.26K
TypeSH
Market value$4.15M
1.48%
Sole
147.26K
Shared
0.00
None
0.00

ISHARES 3-7 YEAR TREASURY BO

SOLE
ETP
Shares34.01K
TypeSH
Market value$3.99M
1.42%
Sole
34.01K
Shared
0.00
None
0.00

ADOBE INC

SOLE
Common Stock
Shares17.50K
TypeSH
Market value$3.59M
1.28%
Sole
17.50K
Shared
0.00
None
0.00

INVESCO SENIOR LOAN ETF

SOLE
ETP
Shares162.04K
TypeSH
Market value$3.30M
1.18%
Sole
162.04K
Shared
0.00
None
0.00

SS SPDR BB CONV SEC ETF

SOLE
ETP
Shares30.60K
TypeSH
Market value$3.30M
1.18%
Sole
30.60K
Shared
0.00
None
0.00

INVESCO S&P 500 BUYWRITE ETF

SOLE
ETP
Shares138.72K
TypeSH
Market value$3.18M
1.13%
Sole
138.72K
Shared
0.00
None
0.00

ISHARES J.P. MORGAN EM HIGH

SOLE
ETP
Shares77.80K
TypeSH
Market value$3.16M
1.13%
Sole
77.80K
Shared
0.00
None
0.00

ISHARES JP MORGAN USD EMERGI

SOLE
ETP
Shares32.74K
TypeSH
Market value$3.16M
1.13%
Sole
32.74K
Shared
0.00
None
0.00

VANGUARD HIGH DVD YIELD ETF

SOLE
ETP
Shares19.86K
TypeSH
Market value$3.14M
1.12%
Sole
19.86K
Shared
0.00
None
0.00

STATE STREET SPDR S&P INTERN

SOLE
ETP
Shares67.92K
TypeSH
Market value$3.12M
1.11%
Sole
67.92K
Shared
0.00
None
0.00

ISHARES MORTGAGE REAL ESTATE

SOLE
ETP
Shares137.84K
TypeSH
Market value$3.04M
1.08%
Sole
137.84K
Shared
0.00
None
0.00

CARDINAL HEALTH INC

SOLE
Common Stock
Shares12.32K
TypeSH
Market value$2.93M
1.04%
Sole
12.32K
Shared
0.00
None
0.00

LOEWS CORP

SOLE
Common Stock
Shares25.70K
TypeSH
Market value$2.91M
1.04%
Sole
25.70K
Shared
0.00
None
0.00

INVESCO LTD

SOLE
Common Stock
Shares105.72K
TypeSH
Market value$2.79M
0.99%
Sole
105.72K
Shared
0.00
None
0.00

CISCO SYSTEMS INC

SOLE
Common Stock
Shares22.98K
TypeSH
Market value$2.70M
0.96%
Sole
22.98K
Shared
0.00
None
0.00

DELTA AIR LINES INC

SOLE
Common Stock
Shares27.90K
TypeSH
Market value$2.61M
0.93%
Sole
27.90K
Shared
0.00
None
0.00

ISHARES PREFERRED & INCOME S

SOLE
ETP
Shares85.19K
TypeSH
Market value$2.60M
0.93%
Sole
85.19K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
Common Stock
Shares2.24K
TypeSH
Market value$2.59M
0.92%
Sole
2.24K
Shared
0.00
None
0.00
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