Mount Lucas Management LP
CIK: 1185072SEC EDGAR →
Portfolio Value
$158.9B
Holdings
165
As of
Q1 2026
New Positions
165
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES MSCI BRAZIL ETF | 547,564 | $21.0B | 13.23% |
| 2 | INTEL CORP | 125,000 | $5.5B | 3.47% |
| 3 | ISHARES 1-3 YEAR TREASURY BO | 62,719 | $5.2B | 3.26% |
| 4 | ISHARES 7-10 YEAR TREASURY B | 53,239 | $5.1B | 3.20% |
| 5 | ROCKET COS INC-CLASS A | 323,000 | $4.6B | 2.90% |
| 6 | ISHARES MSCI AUSTRALIA ETF | 140,370 | $3.9B | 2.45% |
| 7 | JPMORGAN BETABUILDERS JAPAN | 56,017 | $3.9B | 2.43% |
| 8 | IREN LTD | 100,000 | $3.4B | 2.16% |
| 9 | AT&T INC | 116,088 | $3.4B | 2.12% |
| 10 | INVESCO SENIOR LOAN ETF | 162,896 | $3.3B | 2.09% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 79 | $113.7B | 71.5% |
| Technology | 19 | $8.6B | 5.4% |
| Consumer Cyclical | 10 | $7.0B | 4.4% |
| Unknown | 11 | $6.9B | 4.4% |
| Basic Materials | 8 | $5.6B | 3.5% |
| Consumer Defensive | 7 | $4.5B | 2.9% |
| Communication Services | 6 | $4.5B | 2.8% |
| Industrials | 8 | $4.3B | 2.7% |
| Healthcare | 11 | $1.8B | 1.1% |
| Energy | 4 | $1.4B | 0.9% |
| Real Estate | 2 | $569.3M | 0.4% |