Mount Lucas Management LP Diversified Active

CIK: 0001185072 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $660,047 (100.0% shares, 0.0% debt)

Holdings (74)

SHY ISHARES 1-3 YEAR TREASURY BO 34.1%
Value ($000) $224,835 Shares 2,696,836 Est. Cost $83.57 Unrealized
M MACY'S INC 4.3%
Value ($000) $28,089 Shares 750,433 Est. Cost $24.09 Unrealized +39.1%
KSS KOHLS CORP 3.8%
Value ($000) $25,155 Shares 345,062 Est. Cost $50.51 Unrealized +32.0%
F FORD MOTOR CO 2.8%
Value ($000) $18,298 Shares 1,652,907 Est. Cost $7.37 Unrealized +5.0%
EWJ ISHARES MSCI JAPAN ETF 2.2%
Value ($000) $14,663 Shares 253,210 Est. Cost $49.74 Unrealized
XLY CONSUMER DISCRETIONARY SELT 2.0%
Value ($000) $13,143 Shares 120,248 Est. Cost $80.98 Unrealized
XLRE REAL ESTATE SELECT SECT SPDR 2.0%
Value ($000) $12,994 Shares 397,242 Est. Cost $32.71 Unrealized
XLV HEALTH CARE SELECT SECTOR 2.0%
Value ($000) $12,895 Shares 154,507 Est. Cost $77.22 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 1.9%
Value ($000) $12,722 Shares 219,088 Est. Cost $50.55 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 1.9%
Value ($000) $12,653 Shares 182,129 Est. Cost $50.44 Unrealized
ANDEAVOR 1.9%
Value ($000) $12,620 Shares 96,200 Est. Cost $103.14 Unrealized
XL GROUP LTD 1.8%
Value ($000) $11,905 Shares 212,778 Est. Cost $39.45 Unrealized
VLO VALERO ENERGY CORP 1.8%
Value ($000) $11,762 Shares 106,123 Est. Cost $46.99 Unrealized +75.7%
BBY BEST BUY CO INC 1.8%
Value ($000) $11,737 Shares 157,378 Est. Cost $26.09 Unrealized +112.9%
XLI INDUSTRIAL SELECT SECT SPDR 1.8%
Value ($000) $11,735 Shares 163,828 Est. Cost $62.61 Unrealized
CENTURYLINK INC 1.7%
Value ($000) $11,525 Shares 618,277 Est. Cost $16.45 Unrealized
PSX PHILLIPS 66 1.7%
Value ($000) $11,444 Shares 101,893 Est. Cost $71.47 Unrealized +16.3%
GAP GAP INC/THE 1.5%
Value ($000) $9,884 Shares 305,163 Est. Cost $18.35 Unrealized +28.0%
MPC MARATHON PETROLEUM CORP 1.4%
Value ($000) $9,417 Shares 134,231 Est. Cost $37.82 Unrealized +58.7%
PRU PRUDENTIAL FINANCIAL INC 1.4%
Value ($000) $8,911 Shares 95,297 Est. Cost $77.10 Unrealized -9.6%
WESTROCK CO 1.3%
Value ($000) $8,770 Shares 153,806 Est. Cost $64.17 Unrealized
EG EVEREST RE GROUP LTD 1.3%
Value ($000) $8,572 Shares 37,195 Est. Cost $211.82 Unrealized -5.3%
NAVI NAVIENT CORP 1.2%
Value ($000) $8,004 Shares 614,260 Est. Cost $14.58 Unrealized -6.6%
REM ISHARES MORTGAGE REAL ESTATE 1.1%
Value ($000) $7,556 Shares 173,907 Est. Cost $43.45 Unrealized
BKLN INVESCO SENIOR LOAN ETF 1.1%
Value ($000) $7,439 Shares 324,844 Est. Cost $22.90 Unrealized
CWB SPDR BBG BARC CONVERTIBLE 1.1%
Value ($000) $7,417 Shares 139,896 Est. Cost $51.04 Unrealized
LNC LINCOLN NATIONAL CORP 1.1%
Value ($000) $7,248 Shares 116,428 Est. Cost $49.94 Unrealized -1.8%
UNM UNUM GROUP 0.9%
Value ($000) $6,249 Shares 168,943 Est. Cost $31.39 Unrealized +32.9%
VYM VANGUARD HIGH DVD YIELD ETF 0.8%
Value ($000) $5,245 Shares 63,160 Est. Cost $80.74 Unrealized
PBP INVESCO S&P 500 BUYWRITE ETF 0.8%
Value ($000) $5,239 Shares 242,203 Est. Cost $21.63 Unrealized
PGR PROGRESSIVE CORP 0.8%
Value ($000) $5,004 Shares 84,591 Est. Cost $39.87 Unrealized +21.1%
SHYG ISHARES 0-5 YR HY CORP BOND 0.8%
Value ($000) $4,958 Shares 106,359 Est. Cost $47.21 Unrealized
HYG ISHARES IBOXX HIGH YLD CORP 0.7%
Value ($000) $4,944 Shares 58,112 Est. Cost $86.12 Unrealized
EWU ISHARES MSCI UNITED KINGDOM 0.7%
Value ($000) $4,944 Shares 142,151 Est. Cost $31.94 Unrealized
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $4,744 Shares 17,196 Est. Cost $241.94 Unrealized +9.0%
PFF ISHARES US PREFERRED STOCK E 0.6%
Value ($000) $3,767 Shares 99,898 Est. Cost $37.97 Unrealized
UNITED STATES OIL FUND LP 0.5%
Value ($000) $3,337 Shares 221,557 Est. Cost $12.02 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $3,110 Shares 38,184 Est. Cost $81.45 Unrealized
UGA UNITED STATES GAS FUND LP 0.5%
Value ($000) $3,000 Shares 86,942 Est. Cost $28.67 Unrealized
UNITED STATES DIESEL-HEATING 0.5%
Value ($000) $2,998 Shares 143,025 Est. Cost $17.14 Unrealized
MA MASTERCARD INC - A 0.4%
Value ($000) $2,893 Shares 14,723 Est. Cost $126.35 Unrealized +42.7%
VRSN VERISIGN INC 0.4%
Value ($000) $2,829 Shares 20,587 Est. Cost $114.83 Unrealized +10.7%
EPU ISHARES MSCI PERU ETF 0.4%
Value ($000) $2,808 Shares 71,540 Est. Cost $30.46 Unrealized
BA BOEING CO/THE 0.4%
Value ($000) $2,759 Shares 8,224 Est. Cost $182.21 Unrealized +81.3%
V VISA INC-CLASS A SHARES 0.4%
Value ($000) $2,731 Shares 20,621 Est. Cost $114.76 Unrealized +6.4%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,635 Shares 10,740 Est. Cost $153.94 Unrealized +37.8%
EWQ ISHARES MSCI FRANCE ETF 0.4%
Value ($000) $2,613 Shares 85,613 Est. Cost $24.96 Unrealized
VNQI VANGUARD GLBL EX-US REAL EST 0.4%
Value ($000) $2,597 Shares 44,716 Est. Cost $59.50 Unrealized
MCO MOODY'S CORP 0.4%
Value ($000) $2,591 Shares 15,191 Est. Cost $151.00 Unrealized +4.8%
VRSK VERISK ANALYTICS INC 0.4%
Value ($000) $2,561 Shares 23,788 Est. Cost $95.40 Unrealized +6.6%
STZ CONSTELLATION BRANDS INC-A 0.4%
Value ($000) $2,430 Shares 11,101 Est. Cost $194.12 Unrealized +2.9%
AME AMETEK INC 0.4%
Value ($000) $2,328 Shares 32,261 Est. Cost $71.98 Unrealized -2.3%
HARRIS CORP 0.4%
Value ($000) $2,318 Shares 16,037 Est. Cost $131.69 Unrealized
YUM YUM! BRANDS INC 0.3%
Value ($000) $2,263 Shares 28,926 Est. Cost $71.00 Unrealized +2.2%
RSG REPUBLIC SERVICES INC 0.3%
Value ($000) $2,191 Shares 32,049 Est. Cost $46.96 Unrealized +27.5%
APH AMPHENOL CORP-CL A 0.3%
Value ($000) $2,190 Shares 25,133 Est. Cost $16.87 Unrealized +19.8%
XYL XYLEM INC 0.3%
Value ($000) $2,142 Shares 31,778 Est. Cost $67.29 Unrealized -1.5%
ALL ALLSTATE CORP 0.3%
Value ($000) $2,116 Shares 23,192 Est. Cost $75.17 Unrealized +5.9%
MCD MCDONALD'S CORP 0.3%
Value ($000) $2,084 Shares 13,300 Est. Cost $128.65 Unrealized +5.3%
EWN ISHARES MSCI NETHERLANDS ETF 0.3%
Value ($000) $1,694 Shares 55,515 Est. Cost $26.30 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.2%
Value ($000) $1,430 Shares 18,837 Est. Cost $73.65 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.2%
Value ($000) $1,384 Shares 27,136 Est. Cost $50.90 Unrealized
MUB ISHARES NATIONAL MUNI BOND E 0.2%
Value ($000) $1,381 Shares 12,669 Est. Cost $109.01 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $1,342 Shares 2,000 Est. Cost $645.21 Unrealized 0.0%
FXI ISHARES CHINA LARGE-CAP ETF 0.2%
Value ($000) $1,109 Shares 25,817 Est. Cost $38.47 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,000 Shares 37,609 Est. Cost $19.67 Unrealized
TEUCRIUM WHEAT FUND 0.1%
Value ($000) $931 Shares 145,860 Est. Cost $6.38 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $859 Shares 7,608 Est. Cost $112.91 Unrealized
EWM ISHARES MSCI MALAYSIA ETF 0.1%
Value ($000) $737 Shares 23,624 Est. Cost $31.78 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.1%
Value ($000) $674 Shares 18,713 Est. Cost $30.40 Unrealized
THD ISHARES MSCI THAILAND ETF 0.1%
Value ($000) $673 Shares 8,178 Est. Cost $69.18 Unrealized
CPER UNITED STATES COPPER INDEX 0.1%
Value ($000) $411 Shares 21,943 Est. Cost $16.74 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $214 Shares 3,167 Est. Cost $55.10 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE 0.0%
Value ($000) $197 Shares 1,900 Est. Cost $103.68 Unrealized