Mount Lucas Management LP Diversified Active

CIK: 0001185072 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $788,149 (100.0% shares, 0.0% debt)

Holdings (55)

SHY ISHARES 1-3 YEAR TREASURY BO 20.0%
Value ($000) $157,597 Shares 1,884,686 Est. Cost $83.53 Unrealized
IEF ISHARES 7-10 YEAR TREASURY B 12.8%
Value ($000) $100,658 Shares 966,003 Est. Cost $104.20 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BO 12.7%
Value ($000) $99,723 Shares 821,442 Est. Cost $121.40 Unrealized
ISHARES MSCI EMERGING MARKET 12.4%
Value ($000) $97,650 Shares 2,500,000 Est. Cost Unrealized
XLE ENERGY SELECT SECTOR SPDR 4.2%
Value ($000) $33,446 Shares 583,192 Est. Cost $57.85 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 3.6%
Value ($000) $28,044 Shares 529,936 Est. Cost $52.79 Unrealized
XLRE REAL ESTATE SELECT SECT SPDR 3.0%
Value ($000) $23,823 Shares 768,491 Est. Cost $31.72 Unrealized
XLP CONSUMER STAPLES SPDR 2.9%
Value ($000) $23,147 Shares 455,824 Est. Cost $52.18 Unrealized
XLV HEALTH CARE SELECT SECTOR 2.9%
Value ($000) $22,982 Shares 265,658 Est. Cost $82.42 Unrealized
KSS KOHLS CORP 2.6%
Value ($000) $20,490 Shares 308,866 Est. Cost $51.01 Unrealized +37.6%
M MACY'S INC 2.6%
Value ($000) $20,338 Shares 682,947 Est. Cost $24.35 Unrealized +35.2%
CENTURYLINK INC 2.2%
Value ($000) $17,606 Shares 1,162,087 Est. Cost $18.44 Unrealized
KR KROGER CO 1.2%
Value ($000) $9,799 Shares 356,339 Est. Cost $25.41 Unrealized -2.0%
SJNK SPDR BBG BARC ST HIGH YIELD 1.2%
Value ($000) $9,371 Shares 360,000 Est. Cost $26.03 Unrealized
T AT&T INC 1.2%
Value ($000) $9,078 Shares 318,073 Est. Cost $14.46 Unrealized -3.1%
PRU PRUDENTIAL FINANCIAL INC 1.1%
Value ($000) $8,421 Shares 103,272 Est. Cost $76.34 Unrealized -15.3%
HPE HEWLETT PACKARD ENTERPRISE 1.0%
Value ($000) $8,252 Shares 624,654 Est. Cost $12.65 Unrealized -5.7%
F FORD MOTOR CO 1.0%
Value ($000) $7,615 Shares 995,468 Est. Cost $7.33 Unrealized -15.3%
PSX PHILLIPS 66 0.9%
Value ($000) $6,973 Shares 80,932 Est. Cost $78.52 Unrealized -6.7%
ITB ISHARES U.S. HOME CONSTRUCTI 0.8%
Value ($000) $6,512 Shares 216,778 Est. Cost $30.04 Unrealized
MPC MARATHON PETROLEUM CORP 0.8%
Value ($000) $6,360 Shares 107,785 Est. Cost $49.84 Unrealized +8.9%
VLO VALERO ENERGY CORP 0.8%
Value ($000) $6,250 Shares 83,364 Est. Cost $64.56 Unrealized +1.5%
VRSK VERISK ANALYTICS INC 0.6%
Value ($000) $4,821 Shares 44,218 Est. Cost $102.71 Unrealized +8.8%
PGR PROGRESSIVE CORP 0.6%
Value ($000) $4,521 Shares 74,930 Est. Cost $40.20 Unrealized +30.6%
XLB MATERIALS SELECT SECTOR SPDR 0.5%
Value ($000) $3,843 Shares 76,074 Est. Cost $50.55 Unrealized
HOLLYFRONTIER CORP 0.4%
Value ($000) $3,142 Shares 61,472 Est. Cost $69.90 Unrealized
VRSN VERISIGN INC 0.4%
Value ($000) $2,831 Shares 19,091 Est. Cost $115.72 Unrealized +28.5%
WESTROCK CO 0.3%
Value ($000) $2,560 Shares 67,813 Est. Cost $63.64 Unrealized
V VISA INC-CLASS A SHARES 0.3%
Value ($000) $2,531 Shares 19,183 Est. Cost $115.23 Unrealized +14.0%
YUM YUM! BRANDS INC 0.3%
Value ($000) $2,487 Shares 27,065 Est. Cost $71.22 Unrealized +10.1%
CITRIX SYSTEMS INC 0.3%
Value ($000) $2,474 Shares 24,148 Est. Cost $110.92 Unrealized
US NATURAL GAS FUND LP 0.3%
Value ($000) $2,458 Shares 99,461 Est. Cost $24.71 Unrealized
FISV FISERV INC 0.3%
Value ($000) $2,391 Shares 32,530 Est. Cost $78.47 Unrealized -1.5%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $2,389 Shares 20,769 Est. Cost $111.88 Unrealized +0.8%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $2,299 Shares 11,287 Est. Cost $203.11 Unrealized -0.6%
MA MASTERCARD INC - A 0.3%
Value ($000) $2,270 Shares 12,030 Est. Cost $128.08 Unrealized +49.1%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $2,164 Shares 8,119 Est. Cost $242.71 Unrealized +11.7%
TJX TJX COMPANIES INC 0.3%
Value ($000) $2,163 Shares 48,352 Est. Cost $46.18 Unrealized -0.6%
CTAS CINTAS CORP 0.3%
Value ($000) $2,122 Shares 12,635 Est. Cost $47.64 Unrealized -12.6%
AME AMETEK INC 0.3%
Value ($000) $2,030 Shares 29,982 Est. Cost $71.88 Unrealized -4.9%
MCO MOODY'S CORP 0.3%
Value ($000) $1,979 Shares 14,134 Est. Cost $150.76 Unrealized -5.9%
XYL XYLEM INC 0.3%
Value ($000) $1,972 Shares 29,565 Est. Cost $67.19 Unrealized -5.4%
BR BROADRIDGE FINANCIAL SOLUTIO 0.2%
Value ($000) $1,927 Shares 20,025 Est. Cost $111.46 Unrealized -14.1%
STZ CONSTELLATION BRANDS INC-A 0.2%
Value ($000) $1,661 Shares 10,332 Est. Cost $193.68 Unrealized -8.7%
MUB ISHARES NATIONAL MUNI BOND E 0.2%
Value ($000) $1,315 Shares 12,061 Est. Cost $109.03 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE 0.2%
Value ($000) $1,313 Shares 25,427 Est. Cost $55.57 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.1%
Value ($000) $1,176 Shares 23,357 Est. Cost $50.90 Unrealized
REM ISHARES MORTGAGE REAL ESTATE 0.1%
Value ($000) $1,075 Shares 26,918 Est. Cost $43.45 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $796 Shares 10,680 Est. Cost $81.34 Unrealized
SHYG ISHARES 0-5 YR HY CORP BOND 0.1%
Value ($000) $699 Shares 15,697 Est. Cost $47.21 Unrealized
XLC COMM SERV SELECT SECTOR SPDR 0.0%
Value ($000) $223 Shares 5,414 Est. Cost $49.00 Unrealized
XLY CONSUMER DISCRETIONARY SELT 0.0%
Value ($000) $177 Shares 1,787 Est. Cost $80.98 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $115 Shares 1,850 Est. Cost $50.44 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $71 Shares 3,014 Est. Cost $21.18 Unrealized
XLI INDUSTRIAL SELECT SECT SPDR 0.0%
Value ($000) $19 Shares 291 Est. Cost $62.61 Unrealized