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Portfolio (Quarterly) Guide ↗

Mount Lucas Management LP

· CIK 0001185072
13F Portfolio $271M AUM 167 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 71 Added 45 Reduced 45 Exited
Page 4 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AEM AGNICO EAGLE MINES LTD Basic Materials 6,080.0 $1.2M 0.46% -4K -36.8% $202.98 -17.9%
62 F FORD MOTOR CO Consumer Cyclical 106,840.0 $1.2M 0.46% NEW $11.54 +21.7%
63 MPC MARATHON PETROLEUM CORP Energy 5,032.0 $1.2M 0.45% NEW $244.18 -0.5%
64 MET METLIFE INC Financial Services 16,088.0 $1.1M 0.42% -8K -34.5% $70.72 +21.0%
65 ABT ABBOTT LABORATORIES Healthcare 11,006.0 $1.1M 0.42% +424.0 +4.0% $102.67 -13.9%
66 GM GENERAL MOTORS CO Consumer Cyclical 14,625.0 $1.1M 0.40% -14K -48.7% $74.50 +6.4%
67 TECHNIPFMC PLC 15,663.0 $1.1M 0.40% -13K -45.2% $69.13
68 ADM ARCHER-DANIELS-MIDLAND CO Consumer Defensive 14,336.0 $1.0M 0.39% NEW $72.69 +3.3%
69 EWM ISHARES MSCI MALAYSIA ETF 36,137.0 $1.0M 0.38% -536.0 -1.5% $28.41 -3.1%
70 EPOL ISHARES MSCI POLAND ETF 27,693.0 $1.0M 0.37% -1K -4.1% $36.41 +9.2%
71 TUR ISHARES MSCI TURKEY ETF 25,988.0 $1.0M 0.37% +165.0 +0.6% $38.65 +6.0%
72 PGR PROGRESSIVE CORP Financial Services 4,999.0 $991K 0.37% -4K -46.3% $198.24 +3.3%
73 EWT ISHARES MSCI TAIWAN ETF 13,955.0 $990K 0.36% -1K -8.1% $70.92 +55.1%
74 EWW ISHARES MSCI MEXICO ETF 13,046.0 $981K 0.36% -1K -8.2% $75.23 +2.8%
75 THD ISHARES MSCI THAILAND ETF 14,070.0 $976K 0.36% -2K -14.1% $69.38 +4.2%
76 ECH ISHARES MSCI CHILE ETF 24,274.0 $965K 0.36% -1K -4.2% $39.76 +2.3%
77 CF CF INDUSTRIES HOLDINGS INC Basic Materials 7,099.0 $922K 0.34% +246.0 +3.6% $129.84 -20.7%
78 TRV TRAVELERS COS INC/THE Financial Services 3,135.0 $914K 0.34% +113.0 +3.7% $291.68 +5.5%
79 FLRN SS SPDR BB IG FLOAT RT ETF 29,600.0 $911K 0.34% +3K +10.1% $30.78 +0.1%
80 EPU ISHARES MSCI PERU AND GLOBAL 11,252.0 $908K 0.34% -4K -24.4% $80.71 +8.8%
Page 4 of 9  ·  165 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.1%
Technology 18.2%
Healthcare 11.2%
Basic Materials 8.8%
Industrials 7.6%
Consumer Cyclical 7.3%
Communication Services 6.2%
Consumer Defensive 4.8%
Real Estate 2.5%
Energy 1.3%