Mount Lucas Management LP
Annual return '25
-8.0%
SPY '25
+17.7%
Alpha
-25.7ptsvs SPY
Invested
$270.8M
Holdings
165
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RPV
INVESCO S&P 500 PURE VALUE E
Q1 2026: Exited (was 207.7k shares)
11.1%
02
$EWZ
ISHARES MSCI BRAZIL ETF
Q1 2026: Exited (was 640.0k shares)
7.8%
03
$ADBE
ADOBE INC
Q1 2026: New position (379.7k shares)
3.1%
04
$INTC
INTEL CORP
Q1 2026: Exited (was 125.0k shares)
2.0%
05
$SHY
ISHARES 1-3 YEAR TREASURY BO
Q1 2026: Exited (was 24.0k shares)
1.9%
06
$IEI
ISHARES 3-7 YEAR TREASURY BO
Q1 2026: Exited (was 16.6k shares)
1.9%
07
$IEF
ISHARES 7-10 YEAR TREASURY B
Q1 2026: Exited (was 20.5k shares)
1.9%
08
$RKT
ROCKET COS INC-CLASS A
Q1 2026: Exited (was 580.0k shares)
1.7%
09
$NBIS
NEBIUS GROUP NV
Held since at least Q1 2024
1.5%
10
$EWA
ISHARES MSCI AUSTRALIA ETF
Q1 2026: Exited (was 149.4k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.