Mount Lucas Management LP Diversified Active

Location: Newtown, PA

CIK: 0001185072 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

Total Value: $271M (100.0% shares, 0.0% debt)

Holdings (165)

RPV INVESCO S&P 500 PURE VALUE E 11.1%
Value $29.93M Shares 278,712 Est. Cost $104.39 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 7.8%
Value $21.02M Shares 547,564 Est. Cost $37.42 Unrealized
ADBE ADOBE INC 3.1%
Value $8.508M Shares 35,000 Est. Cost $289.87 Unrealized 0.0%
INTC INTEL CORP 2.0%
Value $5.516M Shares 125,000 Est. Cost $46.43 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BO 1.9%
Value $5.179M Shares 62,719 Est. Cost $82.38 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BO 1.9%
Value $5.126M Shares 43,217 Est. Cost $117.57 Unrealized
IEF ISHARES 7-10 YEAR TREASURY B 1.9%
Value $5.081M Shares 53,239 Est. Cost $95.48 Unrealized
RKT ROCKET COS INC-CLASS A 1.7%
Value $4.603M Shares 323,000 Est. Cost $19.87 Unrealized +1.4%
NBIS NEBIUS GROUP NV 1.5%
Value $4.15M Shares 40,000 Est. Cost $96.40 Unrealized 0.0%
EWA ISHARES MSCI AUSTRALIA ETF 1.4%
Value $3.897M Shares 140,370 Est. Cost $26.31 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN 1.4%
Value $3.86M Shares 56,017 Est. Cost $53.95 Unrealized
IREN IREN LTD 1.3%
Value $3.428M Shares 100,000 Est. Cost $48.26 Unrealized 0.0%
T AT&T INC 1.2%
Value $3.365M Shares 116,088 Est. Cost $26.56 Unrealized -3.0%
BKLN INVESCO SENIOR LOAN ETF 1.2%
Value $3.325M Shares 162,896 Est. Cost $20.63 Unrealized
CWB SS SPDR BB CONV SEC ETF 1.2%
Value $3.182M Shares 34,764 Est. Cost $71.47 Unrealized
PBP INVESCO S&P 500 BUYWRITE ETF 1.1%
Value $3.033M Shares 137,947 Est. Cost $21.66 Unrealized
EMHY ISHARES J.P. MORGAN EM HIGH 1.1%
Value $3.022M Shares 76,750 Est. Cost $35.97 Unrealized
EMB ISHARES JP MORGAN USD EMERGI 1.1%
Value $3.01M Shares 32,045 Est. Cost $88.25 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 1.1%
Value $2.994M Shares 20,219 Est. Cost $108.70 Unrealized
DWX STATE STREET SPDR S&P INTERN 1.1%
Value $2.934M Shares 64,345 Est. Cost $36.95 Unrealized
NEM NEWMONT CORP 1.0%
Value $2.837M Shares 26,210 Est. Cost $54.97 Unrealized +114.9%
COR CENCORA INC 1.0%
Value $2.722M Shares 8,665 Est. Cost $303.10 Unrealized +16.5%
L LOEWS CORP 1.0%
Value $2.664M Shares 24,959 Est. Cost $93.53 Unrealized +13.8%
PFF ISHARES PREFERRED & INCOME S 0.9%
Value $2.563M Shares 84,540 Est. Cost $31.58 Unrealized
CAH CARDINAL HEALTH INC 0.9%
Value $2.538M Shares 12,013 Est. Cost $166.68 Unrealized +29.2%
IWD ISHARES RUSSELL 1000 VALUE E 0.9%
Value $2.527M Shares 11,825 Est. Cost $211.30 Unrealized
HCA HCA HEALTHCARE INC 0.9%
Value $2.385M Shares 5,040 Est. Cost $447.35 Unrealized +11.3%
KGC KINROSS GOLD CORP 0.8%
Value $2.218M Shares 72,688 Est. Cost $15.07 Unrealized +124.2%
SHYG ISHARES 0-5 YR HY CORP BOND 0.8%
Value $2.173M Shares 51,356 Est. Cost $41.84 Unrealized
JNK SS SPDR BB HIGH YIELD BOND 0.8%
Value $2.161M Shares 22,574 Est. Cost $93.75 Unrealized
HYGV FLEXSHARES HIGH YIELD VALUE 0.8%
Value $2.16M Shares 53,909 Est. Cost $40.63 Unrealized
GHYG ISHARES US&INTL HIGH YIELD C 0.8%
Value $2.149M Shares 47,633 Est. Cost $43.70 Unrealized
FALN ISHARES FALLEN ANGELS ETF 0.8%
Value $2.128M Shares 79,636 Est. Cost $26.00 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value $2.076M Shares 8,494 Est. Cost $227.87 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value $1.969M Shares 39,230 Est. Cost $42.93 Unrealized +2.1%
IVZ INVESCO LTD 0.7%
Value $1.936M Shares 79,693 Est. Cost $19.53 Unrealized +40.6%
VTR VENTAS INC 0.7%
Value $1.896M Shares 23,179 Est. Cost $77.33 Unrealized 0.0%
CBOE CBOE GLOBAL MARKETS INC 0.7%
Value $1.865M Shares 6,634 Est. Cost $272.00 Unrealized 0.0%
DAL DELTA AIR LINES INC 0.7%
Value $1.809M Shares 27,207 Est. Cost $35.94 Unrealized +94.3%
LHX L3HARRIS TECHNOLOGIES INC 0.7%
Value $1.78M Shares 5,157 Est. Cost $343.14 Unrealized 0.0%
TJX TJX COMPANIES INC 0.6%
Value $1.753M Shares 10,977 Est. Cost $154.23 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.6%
Value $1.729M Shares 14,573 Est. Cost $54.57 Unrealized +120.2%
CSCO CISCO SYSTEMS INC 0.6%
Value $1.718M Shares 22,148 Est. Cost $61.29 Unrealized +27.1%
GD GENERAL DYNAMICS CORP 0.6%
Value $1.682M Shares 4,902 Est. Cost $354.49 Unrealized 0.0%
GL GLOBE LIFE INC 0.6%
Value $1.678M Shares 12,054 Est. Cost $131.79 Unrealized +7.6%
MNST MONSTER BEVERAGE CORP 0.6%
Value $1.618M Shares 22,334 Est. Cost $80.63 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value $1.605M Shares 8,799 Est. Cost $196.58 Unrealized +13.6%
CME CME GROUP INC 0.6%
Value $1.602M Shares 5,423 Est. Cost $269.61 Unrealized +7.3%
B BARRICK MINING CORP 0.6%
Value $1.595M Shares 39,107 Est. Cost $30.20 Unrealized +60.0%
ROL ROLLINS INC 0.6%
Value $1.525M Shares 28,547 Est. Cost $61.83 Unrealized 0.0%
UAL UNITED AIRLINES HOLDINGS INC 0.6%
Value $1.504M Shares 16,339 Est. Cost $44.59 Unrealized +150.5%
CCL CARNIVAL CORP 0.5%
Value $1.479M Shares 57,162 Est. Cost $16.17 Unrealized +91.9%
FTAI FTAI AVIATION LTD 0.5%
Value $1.47M Shares 6,000 Est. Cost $144.95 Unrealized +86.8%
NDAQ NASDAQ INC 0.5%
Value $1.435M Shares 16,908 Est. Cost $80.01 Unrealized +14.7%
REM ISHARES MORTGAGE REAL ESTATE 0.5%
Value $1.353M Shares 63,014 Est. Cost $21.98 Unrealized
VRSN VERISIGN INC 0.5%
Value $1.29M Shares 5,193 Est. Cost $267.74 Unrealized -12.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value $1.283M Shares 8,157 Est. Cost $170.44 Unrealized -3.2%
RSG REPUBLIC SERVICES INC 0.5%
Value $1.282M Shares 5,854 Est. Cost $170.87 Unrealized +26.8%
MOH MOLINA HEALTHCARE INC 0.5%
Value $1.266M Shares 9,500 Est. Cost $164.37 Unrealized +2.6%
DG DOLLAR GENERAL CORP 0.5%
Value $1.251M Shares 10,538 Est. Cost $147.69 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.5%
Value $1.234M Shares 6,080 Est. Cost $102.11 Unrealized +101.8%
F FORD MOTOR CO 0.5%
Value $1.233M Shares 106,840 Est. Cost $13.74 Unrealized 0.0%
MPC MARATHON PETROLEUM CORP 0.5%
Value $1.229M Shares 5,032 Est. Cost $184.70 Unrealized 0.0%
MET METLIFE INC 0.4%
Value $1.138M Shares 16,088 Est. Cost $74.54 Unrealized +3.9%
ABT ABBOTT LABORATORIES 0.4%
Value $1.13M Shares 11,006 Est. Cost $130.02 Unrealized -11.2%
GM GENERAL MOTORS CO 0.4%
Value $1.09M Shares 14,625 Est. Cost $41.07 Unrealized +100.2%
FTI TECHNIPFMC PLC 0.4%
Value $1.083M Shares 15,663 Est. Cost $22.80 Unrealized +147.2%
ADM ARCHER-DANIELS-MIDLAND CO 0.4%
Value $1.042M Shares 14,336 Est. Cost $65.64 Unrealized 0.0%
EWM ISHARES MSCI MALAYSIA ETF 0.4%
Value $1.027M Shares 36,137 Est. Cost $24.49 Unrealized
EPOL ISHARES MSCI POLAND ETF 0.4%
Value $1.008M Shares 27,693 Est. Cost $28.01 Unrealized
TUR ISHARES MSCI TURKEY ETF 0.4%
Value $1.004M Shares 25,988 Est. Cost $34.37 Unrealized
PGR PROGRESSIVE CORP 0.4%
Value $991K Shares 4,999 Est. Cost $236.46 Unrealized -12.6%
EWT ISHARES MSCI TAIWAN ETF 0.4%
Value $990K Shares 13,955 Est. Cost $57.40 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.4%
Value $981K Shares 13,046 Est. Cost $60.67 Unrealized
THD ISHARES MSCI THAILAND ETF 0.4%
Value $976K Shares 14,070 Est. Cost $58.91 Unrealized
ECH ISHARES MSCI CHILE ETF 0.4%
Value $965K Shares 24,274 Est. Cost $29.82 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.3%
Value $922K Shares 7,099 Est. Cost $84.18 Unrealized +7.0%
TRV TRAVELERS COS INC/THE 0.3%
Value $914K Shares 3,135 Est. Cost $247.37 Unrealized +16.6%
FLRN SS SPDR BB IG FLOAT RT ETF 0.3%
Value $911K Shares 29,600 Est. Cost $30.54 Unrealized
EPU ISHARES MSCI PERU AND GLOBAL 0.3%
Value $908K Shares 11,252 Est. Cost $31.54 Unrealized
IGSB ISHARES 1-5Y INV GRADE CORP 0.3%
Value $902K Shares 17,157 Est. Cost $51.07 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.3%
Value $899K Shares 33,769 Est. Cost $36.07 Unrealized
LQD ISHR IBX USD INVGD CB ETF-UI 0.3%
Value $891K Shares 8,174 Est. Cost $110.05 Unrealized
EWP ISHARES MSCI SPAIN ETF 0.3%
Value $891K Shares 16,398 Est. Cost $32.91 Unrealized
MUB ISHARES NATIONAL MUNI BOND E 0.3%
Value $889K Shares 8,376 Est. Cost $106.53 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.3%
Value $886K Shares 9,836 Est. Cost $92.65 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC 0.3%
Value $879K Shares 6,499 Est. Cost $78.46 Unrealized +74.3%
EWU ISHARES MSCI UNITED KINGDOM 0.3%
Value $878K Shares 19,282 Est. Cost $34.56 Unrealized
EWO ISHARES MSCI AUSTRIA ETF 0.3%
Value $878K Shares 24,772 Est. Cost $24.36 Unrealized
EZA ISHARES MSCI SOUTH AFRICA ET 0.3%
Value $877K Shares 12,941 Est. Cost $43.28 Unrealized
WIP STATE STREET SPDR FTSE INTER 0.3%
Value $877K Shares 22,138 Est. Cost $38.67 Unrealized
EWI ISHARES MSCI ITALY ETF 0.3%
Value $875K Shares 16,372 Est. Cost $32.08 Unrealized
MOS MOSAIC CO/THE 0.3%
Value $871K Shares 34,163 Est. Cost $27.87 Unrealized 0.0%
USB US BANCORP 0.3%
Value $867K Shares 16,666 Est. Cost $41.26 Unrealized +37.3%
ALL ALLSTATE CORP 0.3%
Value $865K Shares 4,174 Est. Cost $183.84 Unrealized +10.4%
GREK GLOBAL X MSCI GREECE ETF 0.3%
Value $863K Shares 13,517 Est. Cost $42.26 Unrealized
EWN ISHARES MSCI NETHERLANDS ETF 0.3%
Value $860K Shares 14,946 Est. Cost $53.46 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.3%
Value $858K Shares 6,976 Est. Cost $71.78 Unrealized
WRB WR BERKLEY CORP 0.3%
Value $855K Shares 12,897 Est. Cost $55.81 Unrealized +24.4%
RF REGIONS FINANCIAL CORP 0.3%
Value $849K Shares 32,521 Est. Cost $20.86 Unrealized +38.9%
EWL ISHARES MSCI SWITZERLAND ETF 0.3%
Value $848K Shares 14,422 Est. Cost $51.92 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.3%
Value $836K Shares 17,153 Est. Cost $42.30 Unrealized
WW WW INTERNATIONAL INC-NEW 0.3%
Value $824K Shares 60,000 Est. Cost $31.58 Unrealized -23.5%
WHR WHIRLPOOL CORP 0.3%
Value $809K Shares 15,000 Est. Cost $83.37 Unrealized 0.0%
MTB M & T BANK CORP 0.3%
Value $799K Shares 3,863 Est. Cost $174.13 Unrealized +27.0%
CVS CVS HEALTH CORP 0.3%
Value $776K Shares 10,807 Est. Cost $64.69 Unrealized +20.5%
TOI ONCOLOGY INSTITUTE INC/THE 0.3%
Value $768K Shares 250,000 Est. Cost $3.24 Unrealized -4.7%
UHS UNIVERSAL HEALTH SERVICES-B 0.3%
Value $763K Shares 4,263 Est. Cost $180.78 Unrealized +18.6%
XLU ST SR UTL SL SE SPDR ETF-USD 0.3%
Value $759K Shares 16,541 Est. Cost $54.75 Unrealized
VNQI VANGUARD GLBL EX-US REAL EST 0.3%
Value $752K Shares 16,921 Est. Cost $43.59 Unrealized
EWZS ISHARES MSCI BRAZIL SMALL-CA 0.3%
Value $743K Shares 50,150 Est. Cost $10.79 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.3%
Value $711K Shares 45,412 Est. Cost $14.80 Unrealized +20.9%
IBKR INTERACTIVE BROKERS GRO-CL A 0.3%
Value $695K Shares 10,369 Est. Cost $48.49 Unrealized +51.8%
SYF SYNCHRONY FINANCIAL 0.3%
Value $693K Shares 10,186 Est. Cost $36.86 Unrealized +107.0%
NTRS NORTHERN TRUST CORP 0.3%
Value $692K Shares 4,961 Est. Cost $102.69 Unrealized +43.1%
NU NU HOLDINGS LTD/CAYMAN ISL-A 0.2%
Value $677K Shares 47,100 Est. Cost $12.96 Unrealized +33.7%
EXE EXPAND ENERGY CORP 0.2%
Value $664K Shares 6,049 Est. Cost $105.80 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value $663K Shares 7,477 Est. Cost $89.92 Unrealized
USFD US FOODS HOLDING CORP 0.2%
Value $651K Shares 7,064 Est. Cost $72.03 Unrealized +20.3%
MU MICRON TECHNOLOGY INC 0.2%
Value $648K Shares 1,919 Est. Cost $387.04 Unrealized 0.0%
TKO TKO GROUP HOLDINGS INC 0.2%
Value $629K Shares 3,117 Est. Cost $205.58 Unrealized 0.0%
TD TORONTO-DOMINION BANK 0.2%
Value $620K Shares 6,640 Est. Cost $95.26 Unrealized 0.0%
CDE COEUR MINING INC 0.2%
Value $601K Shares 32,012 Est. Cost $22.32 Unrealized 0.0%
MDGL MADRIGAL PHARMACEUTICALS INC 0.2%
Value $591K Shares 1,129 Est. Cost $492.48 Unrealized 0.0%
CVNA CARVANA CO 0.2%
Value $586K Shares 1,865 Est. Cost $280.15 Unrealized +45.8%
SKM SK TELECOM CO LTD-SPON ADR 0.2%
Value $586K Shares 20,000 Est. Cost $29.29 Unrealized
UWMC UWM HOLDINGS CORP 0.2%
Value $578K Shares 159,800 Est. Cost $5.87 Unrealized -13.4%
AGNC AGNC INVESTMENT CORP 0.2%
Value $569K Shares 56,707 Est. Cost $9.88 Unrealized
EXEL EXELIXIS INC 0.2%
Value $556K Shares 12,969 Est. Cost $40.14 Unrealized +9.0%
JLL JONES LANG LASALLE INC 0.2%
Value $552K Shares 1,813 Est. Cost $336.02 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC-A 0.2%
Value $539K Shares 3,688 Est. Cost $96.35 Unrealized +60.0%
CMTL COMTECH TELECOMMUNICATIONS 0.2%
Value $531K Shares 160,000 Est. Cost $3.24 Unrealized +74.3%
PFGC PERFORMANCE FOOD GROUP CO 0.2%
Value $530K Shares 6,188 Est. Cost $83.76 Unrealized +12.3%
TIC TIC SOLUTIONS INC 0.2%
Value $526K Shares 80,000 Est. Cost $11.13 Unrealized -7.9%
EVC ENTRAVISION COMMUNICATIONS-A 0.2%
Value $522K Shares 175,600 Est. Cost $2.58 Unrealized +18.8%
EVR EVERCORE INC - A 0.2%
Value $514K Shares 1,723 Est. Cost $351.86 Unrealized 0.0%
SGI SOMNIGROUP INTERNATIONAL INC 0.2%
Value $504K Shares 6,821 Est. Cost $91.97 Unrealized 0.0%
QXO QXO INC 0.2%
Value $495K Shares 25,478 Est. Cost $24.14 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.2%
Value $454K Shares 3,162 Est. Cost $168.18 Unrealized +4.4%
RFIX SIMPLIFY BOND BULL ETF 0.2%
Value $445K Shares 11,000 Est. Cost $53.50 Unrealized
CELH CELSIUS HOLDINGS INC 0.2%
Value $435K Shares 12,248 Est. Cost $50.69 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HOLDINGS 0.2%
Value $433K Shares 1,105 Est. Cost $376.45 Unrealized 0.0%
NXT NEXTPOWER INC-CL A 0.2%
Value $424K Shares 3,519 Est. Cost $108.82 Unrealized 0.0%
LAD LITHIA MOTORS INC 0.2%
Value $409K Shares 1,636 Est. Cost $309.90 Unrealized +3.8%
CHTR CHARTER COMMUNICATIONS INC-A 0.1%
Value $392K Shares 1,814 Est. Cost $377.74 Unrealized -43.4%
EQH EQUITABLE HOLDINGS INC 0.1%
Value $385K Shares 10,388 Est. Cost $50.43 Unrealized -9.5%
AVGO BROADCOM INC 0.1%
Value $334K Shares 1,078 Est. Cost $165.93 Unrealized +101.4%
PAAS PAN AMERICAN SILVER CORP 0.1%
Value $324K Shares 5,931 Est. Cost $58.40 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES 0.1%
Value $312K Shares 1,534 Est. Cost $221.70 Unrealized 0.0%
NET CLOUDFLARE INC - CLASS A 0.1%
Value $312K Shares 1,512 Est. Cost $137.06 Unrealized +33.1%
IMSR TERRESTRIAL ENERGY INC 0.1%
Value $309K Shares 51,500 Est. Cost $6.09 Unrealized
INSM INSMED INC 0.1%
Value $302K Shares 1,844 Est. Cost $159.03 Unrealized 0.0%
APP APPLOVIN CORP-CLASS A 0.1%
Value $290K Shares 728 Est. Cost $118.18 Unrealized +329.1%
LLY ELI LILLY & CO 0.1%
Value $267K Shares 290 Est. Cost $1047.09 Unrealized 0.0%
SFM SPROUTS FARMERS MARKET INC 0.1%
Value $260K Shares 3,371 Est. Cost $155.44 Unrealized -53.4%
GRVY GRAVITY CO LTD-SPONSORED ADR 0.1%
Value $242K Shares 3,900 Est. Cost $63.69 Unrealized
IOT SAMSARA INC-CL A 0.1%
Value $219K Shares 6,923 Est. Cost $40.81 Unrealized -27.1%
BLND BLEND LABS INC-A 0.1%
Value $218K Shares 128,000 Est. Cost $3.39 Unrealized -28.4%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value $208K Shares 2,218 Est. Cost $131.33 Unrealized 0.0%
EWQ ISHARES MSCI FRANCE ETF 0.1%
Value $202K Shares 4,668 Est. Cost $39.95 Unrealized
TKNO ALPHA TEKNOVA INC 0.1%
Value $202K Shares 70,000 Est. Cost $7.12 Unrealized -59.1%
AVAV AEROVIRONMENT INC 0.1%
Value $167K Shares 910 Est. Cost $296.44 Unrealized 0.0%
RBLX ROBLOX CORP -CLASS A 0.1%
Value $153K Shares 2,698 Est. Cost $68.29 Unrealized +5.1%
ZS ZSCALER INC 0.0%
Value $125K Shares 888 Est. Cost $246.78 Unrealized -21.7%
DUOL DUOLINGO 0.0%
Value $56,185 Shares 570 Est. Cost $265.42 Unrealized -48.1%