Mount Lucas Management LP Diversified Active

CIK: 0001185072 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 16, 2020

Total Value ($000): $479,653 (100.0% shares, 0.0% debt)

Holdings (77)

SHY ISHARES 1-3 YEAR TREASURY BO 31.0%
Value ($000) $148,591 Shares 1,717,618 Est. Cost $86.45 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 3.3%
Value ($000) $15,667 Shares 246,174 Est. Cost $56.35 Unrealized
XLI INDUSTRIAL SELECT SECT SPDR 3.2%
Value ($000) $15,329 Shares 199,127 Est. Cost $76.98 Unrealized
XLP CONSUMER STAPLES SPDR 3.2%
Value ($000) $15,175 Shares 236,742 Est. Cost $58.64 Unrealized
XLY CONSUMER DISCRETIONARY SELT 3.2%
Value ($000) $15,147 Shares 103,052 Est. Cost $127.71 Unrealized
XLV HEALTH CARE SELECT SECTOR 3.1%
Value ($000) $15,097 Shares 143,131 Est. Cost $100.07 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 3.0%
Value ($000) $14,611 Shares 125,199 Est. Cost $77.28 Unrealized
XLC COMM SERV SELECT SECTOR SPDR 3.0%
Value ($000) $14,523 Shares 244,498 Est. Cost $54.04 Unrealized
JPMORGAN BETABUILDERS JAPAN 2.2%
Value ($000) $10,598 Shares 429,594 Est. Cost $22.93 Unrealized
WHR WHIRLPOOL CORP 1.9%
Value ($000) $8,884 Shares 48,310 Est. Cost $140.37 Unrealized +18.4%
MGM MGM RESORTS INTERNATIONAL 1.6%
Value ($000) $7,579 Shares 348,481 Est. Cost $16.13 Unrealized +22.8%
CAH CARDINAL HEALTH INC 1.6%
Value ($000) $7,524 Shares 160,263 Est. Cost $39.76 Unrealized +12.2%
SEAGATE TECHNOLOGY 1.5%
Value ($000) $6,981 Shares 141,697 Est. Cost $52.49 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 1.4%
Value ($000) $6,590 Shares 163,655 Est. Cost $29.50 Unrealized +18.3%
ALK ALASKA AIR GROUP INC 1.3%
Value ($000) $6,161 Shares 168,193 Est. Cost $32.56 Unrealized +15.0%
MET METLIFE INC 1.2%
Value ($000) $5,960 Shares 160,343 Est. Cost $37.94 Unrealized -15.6%
IVZ INVESCO LTD 1.2%
Value ($000) $5,953 Shares 521,738 Est. Cost $7.05 Unrealized +20.0%
AIG AMERICAN INTERNATIONAL GROUP 1.2%
Value ($000) $5,842 Shares 212,194 Est. Cost $24.38 Unrealized +7.2%
SYF SYNCHRONY FINANCIAL 1.2%
Value ($000) $5,806 Shares 221,872 Est. Cost $26.60 Unrealized -19.5%
KSS KOHLS CORP 1.2%
Value ($000) $5,575 Shares 300,856 Est. Cost $19.27 Unrealized +9.8%
UNM UNUM GROUP 1.1%
Value ($000) $5,512 Shares 327,493 Est. Cost $15.78 Unrealized +12.7%
PRU PRUDENTIAL FINANCIAL INC 1.1%
Value ($000) $5,413 Shares 85,219 Est. Cost $63.97 Unrealized -21.2%
BKLN INVESCO SENIOR LOAN ETF 1.1%
Value ($000) $5,040 Shares 231,851 Est. Cost $21.68 Unrealized
CWB SPDR BBG BARC CONVERTIBLE 1.0%
Value ($000) $4,928 Shares 71,530 Est. Cost $60.50 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 1.0%
Value ($000) $4,887 Shares 521,574 Est. Cost $8.22 Unrealized -1.7%
XRX XEROX HOLDINGS CORP 1.0%
Value ($000) $4,731 Shares 252,028 Est. Cost $31.44 Unrealized -44.3%
CVS CVS HEALTH CORP 0.9%
Value ($000) $4,515 Shares 77,314 Est. Cost $52.60 Unrealized -0.4%
VLO VALERO ENERGY CORP 0.9%
Value ($000) $4,099 Shares 94,623 Est. Cost $47.74 Unrealized -10.8%
LNC LINCOLN NATIONAL CORP 0.8%
Value ($000) $3,903 Shares 124,585 Est. Cost $41.85 Unrealized -34.7%
DAL DELTA AIR LINES INC 0.8%
Value ($000) $3,811 Shares 124,634 Est. Cost $50.20 Unrealized -44.1%
PSX PHILLIPS 66 0.8%
Value ($000) $3,742 Shares 72,188 Est. Cost $73.87 Unrealized -33.6%
EMB ISHARES JP MORGAN USD EMERGI 0.7%
Value ($000) $3,480 Shares 31,381 Est. Cost $109.89 Unrealized
EMHY ISHARES J.P. MORGAN EM HIGH 0.7%
Value ($000) $3,469 Shares 79,496 Est. Cost $43.64 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.7%
Value ($000) $3,431 Shares 97,177 Est. Cost $31.07 Unrealized
EWN ISHARES MSCI NETHERLANDS ETF 0.7%
Value ($000) $3,418 Shares 98,139 Est. Cost $32.71 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.7%
Value ($000) $3,413 Shares 83,111 Est. Cost $38.96 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.7%
Value ($000) $3,356 Shares 115,224 Est. Cost $27.32 Unrealized
SHYG ISHARES 0-5 YR HY CORP BOND 0.7%
Value ($000) $3,355 Shares 76,328 Est. Cost $43.96 Unrealized
JNK SPDR BBG BARC HIGH YIELD BND 0.7%
Value ($000) $3,337 Shares 32,004 Est. Cost $103.12 Unrealized
GHYG ISHARES US&INTL HIGH YIELD C 0.7%
Value ($000) $3,326 Shares 69,268 Est. Cost $46.79 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.6%
Value ($000) $2,922 Shares 44,717 Est. Cost $57.13 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.6%
Value ($000) $2,881 Shares 64,169 Est. Cost $40.23 Unrealized
INDA ISHARES MSCI INDIA ETF 0.6%
Value ($000) $2,862 Shares 84,514 Est. Cost $33.86 Unrealized
REM ISHARES MORTGAGE REAL ESTATE 0.6%
Value ($000) $2,847 Shares 110,510 Est. Cost $25.76 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.6%
Value ($000) $2,695 Shares 64,155 Est. Cost $40.19 Unrealized
PFF ISHARES PREFERRED & INCOME S 0.5%
Value ($000) $2,522 Shares 69,193 Est. Cost $36.45 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.5%
Value ($000) $2,356 Shares 7,397 Est. Cost $232.70 Unrealized +22.1%
ISHARES INTERNATIONAL PREFER 0.5%
Value ($000) $2,249 Shares 159,903 Est. Cost $14.06 Unrealized
CCI CROWN CASTLE INTL CORP 0.5%
Value ($000) $2,184 Shares 13,114 Est. Cost $107.40 Unrealized +20.2%
APPLE INC 0.4%
Value ($000) $2,085 Shares 18,000 Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $1,997 Shares 8,262 Est. Cost $170.95 Unrealized +26.8%
MCD MCDONALD'S CORP 0.4%
Value ($000) $1,915 Shares 8,723 Est. Cost $181.41 Unrealized -0.0%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.4%
Value ($000) $1,907 Shares 33,194 Est. Cost $46.69 Unrealized +4.0%
HSY HERSHEY CO/THE 0.4%
Value ($000) $1,718 Shares 11,984 Est. Cost $129.74 Unrealized -3.8%
EXR EXTRA SPACE STORAGE INC 0.4%
Value ($000) $1,700 Shares 15,885 Est. Cost $88.80 Unrealized -5.3%
MAA MID-AMERICA APARTMENT COMM 0.3%
Value ($000) $1,661 Shares 14,326 Est. Cost $101.80 Unrealized -5.7%
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,537 Shares 488 Est. Cost $120.78 Unrealized +30.5%
CHTR CHARTER COMMUNICATIONS INC-A 0.3%
Value ($000) $1,461 Shares 2,340 Est. Cost $507.25 Unrealized +16.3%
EWM ISHARES MSCI MALAYSIA ETF 0.3%
Value ($000) $1,458 Shares 55,683 Est. Cost $26.18 Unrealized
DG DOLLAR GENERAL CORP 0.3%
Value ($000) $1,361 Shares 6,491 Est. Cost $167.17 Unrealized +8.9%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,336 Shares 3,762 Est. Cost $279.18 Unrealized +10.7%
CLX CLOROX COMPANY 0.3%
Value ($000) $1,277 Shares 6,076 Est. Cost $168.73 Unrealized +12.0%
WMT WALMART INC 0.3%
Value ($000) $1,245 Shares 8,898 Est. Cost $38.07 Unrealized +8.5%
CINF CINCINNATI FINANCIAL CORP 0.3%
Value ($000) $1,244 Shares 15,956 Est. Cost $91.12 Unrealized -25.9%
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $1,230 Shares 11,124 Est. Cost $100.53 Unrealized +10.4%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $1,118 Shares 21,775 Est. Cost $63.31 Unrealized -29.3%
KRE SPDR S&P REGIONAL BANKING 0.2%
Value ($000) $1,115 Shares 31,250 Est. Cost $35.68 Unrealized
CPB CAMPBELL SOUP CO 0.2%
Value ($000) $1,113 Shares 23,017 Est. Cost $41.23 Unrealized +0.1%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,106 Shares 7,474 Est. Cost $115.40 Unrealized +26.3%
EWQ ISHARES MSCI FRANCE ETF 0.2%
Value ($000) $1,104 Shares 39,506 Est. Cost $27.95 Unrealized
CITRIX SYSTEMS INC 0.2%
Value ($000) $1,059 Shares 7,688 Est. Cost $147.96 Unrealized
MUB ISHARES NATIONAL MUNI BOND E 0.2%
Value ($000) $944 Shares 8,142 Est. Cost $111.33 Unrealized
FLRN SPDR BBG BARC IG FLOATING RT 0.2%
Value ($000) $943 Shares 30,843 Est. Cost $30.48 Unrealized
IGSB ISHARES 1-5Y INV GRADE CORP 0.2%
Value ($000) $941 Shares 17,142 Est. Cost $54.72 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.2%
Value ($000) $940 Shares 15,250 Est. Cost $59.14 Unrealized
LQD ISHARES IBOXX INVESTMENT GRA 0.2%
Value ($000) $938 Shares 6,965 Est. Cost $134.48 Unrealized
WIP SPDR FTSE INTERNATIONAL GOVE 0.2%
Value ($000) $923 Shares 17,019 Est. Cost $54.23 Unrealized