Mount Lucas Management LP has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $232 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $28.7M, Agnc Investment Corp. with a value of $4.47M, Jp Morgan ETF Trust Betabuilde with a value of $3.77M, Ishares Msci Australia ETF with a value of $3.67M, and Spdr Bloomberg Convertible Sec with a value of $2.99M.
Examining the 13F form we can see an increase of $6.82M in the current position value, from $225M to 232M.
Mount Lucas Management LP is based out at Newtown, PA
Below you can find more details about Mount Lucas Management LP portfolio as well as his latest detailed transactions.
Portfolio value
$232 Million
ETFs: $119 Million
Financial Services: $40.5 Million
Technology: $18.7 Million
Healthcare: $9.91 Million
Industrials: $8.55 Million
Consumer Cyclical: $7.31 Million
Communication Services: $7.23 Million
Real Estate: $6.5 Million
Other: $13.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
