13F Filings History of Mount Lucas Management LP

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$225,861,141
Signature - Title
Timothy J. Rudderow - Chief Investment Officer
Location
Newtown, PA
Summary
This page shows a list of all the recent 13F filings made by Mount Lucas Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mount Lucas Management LP reported 167 stock holdings with total value $225,861,141 as of Q4 2025. Top holdings included RPV, QQQ, EWA, BBJP, and FOXA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 167 $225,861,141 +$33,944,066 -$32,200,423 +$1,743,643 RPV, QQQ, EWA, BBJP, FOXA 13F-HR 05 Feb 2026, 10:04
Q3 2025 160 $220,172,055 +$13,810,329 -$18,024,204 -$4,213,875 QQQ, AGNC, NLY, BBJP, EWA 13F-HR 10 Nov 2025, 17:02
Q2 2025 156 $210,133,914 +$47,284,197 -$64,865,793 -$17,581,596 QQQ, NLY, AGNC, IEF, IEI 13F-HR 11 Aug 2025, 12:08
Q1 2025 144 $212,596,721 +$89,344,541 -$165,290,657 -$75,946,116 QQQ, IEI, SHY, IEF, NLY 13F-HR 06 May 2025, 11:55
Q4 2024 135 $287,250,204 +$79,803,795 -$79,358,428 +$445,367 KWEB, RPV, ASHR, SHY, JD 13F-HR 07 Feb 2025, 13:40
Q3 2024 145 $293,204,564 +$92,166,384 -$98,098,664 -$5,932,280 KWEB, QQQ, BABA, JD, AGNC 13F-HR 06 Nov 2024, 16:22
Q2 2024 154 $280,376,251 +$78,735,876 -$90,213,018 -$11,477,142 QQQ, HIG, L, COST, ACGL 13F-HR 06 Aug 2024, 13:07
Q1 2024 142 $298,578,334 +$24,457,173 -$34,871,225 -$10,414,052 RPV, PCAR, URI, PHM, CAH 13F-HR 10 May 2024, 12:15
Q4 2023 139 $283,364,303 +$135,648,268 -$129,235,169 +$6,413,099 QQQ, PCAR, CAH, PHM, RPV 13F-HR 07 Feb 2024, 11:31
Q3 2023 127 $262,570,299 +$16,967,306 -$27,197,256 -$10,229,950 RPV, SHY, CI, MCK, EQT 13F-HR 14 Nov 2023, 13:17
Q2 2023 137 $278,210,641 +$133,067,880 -$147,066,814 -$13,998,934 RPV, SHY, CI, CAH, EQT 13F-HR 14 Aug 2023, 12:29
Q1 2023 109 $293,608,385 +$77,936,657 -$81,868,939 -$3,932,282 SHY, QQQ, MPC, VLO, XOM 13F-HR 12 May 2023, 13:11
Q4 2022 107 $305,199,753 +$138,173,070 -$145,776,820 -$7,603,750 SCHO, SHY, RPV, IWD, MPC 13F-HR 14 Feb 2023, 11:30
Q3 2022 93 $290,369,000 +$7,327,877 -$3,383,292 +$3,944,585 SHY, RPV, ADM, NUE, MOS Restatement 14 Nov 2022, 12:23
Q2 2022 90 $298,602,000 +$115,210,548 -$130,660,642 -$15,450,094 SHY, RPV, NUE, ADM, MOS 13F-HR 10 Aug 2022, 12:19
Q1 2022 111 $343,328,000 +$69,363,130 -$69,707,018 -$343,888 SHY, MOS, RPV, EFV, BBJP 13F-HR 12 May 2022, 13:12
Q4 2021 129 $349,933,000 +$161,541,780 -$143,675,973 +$17,865,807 SHY, HPQ, MOS, WHR, BBWI 13F-HR 14 Feb 2022, 14:07
Q3 2021 107 $316,800,000 +$14,398,223 -$33,656,178 -$19,257,955 SHY, MS, ALL, LEN, DHI 13F-HR 15 Nov 2021, 12:03
Q2 2021 111 $340,206,000 +$129,966,520 -$140,350,897 -$10,384,377 SHY, MS, ALL, CI, LEN 13F-HR 16 Aug 2021, 10:55
Q1 2021 111 $338,805,000 +$26,100,005 -$177,033,613 -$150,933,608 KSS, IVZ, MGM, ALK, SHY 13F-HR 17 May 2021, 13:34
Q4 2020 112 $456,569,000 +$192,139,630 -$258,656,759 -$66,517,129 SHY, KSS, XLU, MGM, BBJP 13F-HR 16 Feb 2021, 15:33
Q3 2020 76 $477,568,000 +$46,867,988 -$91,423,641 -$44,555,653 SHY, XLB, XLI, XLP, XLY 13F-HR 16 Nov 2020, 15:13
Q2 2020 65 $505,113,000 +$204,751,927 -$202,678,741 +$2,073,186 SHY, XLK, XLY, XLC, XLB 13F-HR 14 Aug 2020, 10:51
Q1 2020 41 $486,057,000 +$338,855,072 -$292,743,000 +$46,112,072 SHY, XLK, XLU, XRX, DAL 13F-HR 15 May 2020, 07:32
Q4 2019 90 $501,783,000 +$31,651,942 -$109,822,391 -$78,170,449 SHY, IEI, IEF, XLU, XRX 13F-HR 14 Feb 2020, 12:06
Q3 2019 104 $558,206,000 +$149,048,413 -$192,257,966 -$43,209,553 SHY, IEI, IEF, DAL, SYF 13F-HR 14 Nov 2019, 14:22
Q2 2019 92 $590,966,000 +$55,563,368 -$74,083,899 -$18,520,531 IEF, IEI, SHY, XLU, XLK 13F-HR 14 Aug 2019, 13:56
Q1 2019 84 $604,349,000 +$275,339,140 -$379,248,144 -$103,909,004 IEF, IEI, SHY, XLU, XLRE 13F-HR 15 May 2019, 11:37
Q4 2018 54 $690,499,000 +$311,279,709 -$240,095,119 +$71,184,590 SHY, IEF, IEI, XLE, XLU 13F-HR 14 Feb 2019, 16:02
Q3 2018 74 $681,883,000 +$180,140,306 -$166,063,944 +$14,076,362 SHY, LUMN, M, VLO, KSS 13F-HR 14 Nov 2018, 14:52
Q2 2018 74 $660,047,000 +$166,773,200 -$138,868,186 +$27,905,014 SHY, M, KSS, F, EWJ 13F-HR 14 Aug 2018, 13:24
Q1 2018 87 $621,714,000 +$230,265,031 -$193,699,697 +$36,565,334 SHY, KSS, M, F, XLY 13F-HR 15 May 2018, 12:58
Q4 2017 101 $578,636,000 +$20,509,943 -$27,942,161 -$7,432,218 SHY, BBY, UNM, EWJ, VLO 13F-HR 14 Feb 2018, 14:28
Q3 2017 101 $554,332,000 +$169,773,014 -$163,631,870 +$6,141,144 BBY, UNM, SHY, EWJ, ANDV 13F-HR 14 Nov 2017, 08:41
Q2 2017 141 $531,229,000 +$42,749,919 -$32,423,427 +$10,326,492 SHY, BBY, GLW, PFG, UNM 13F-HR 14 Aug 2017, 16:25
Q1 2017 142 $502,074,000 +$151,017,463 -$179,041,828 -$28,024,365 SHY, BBY, UNM, PFG, GLW 13F-HR 15 May 2017, 08:43
Q4 2016 141 $512,521,000 +$63,832,734 -$127,174,958 -$63,342,224 SHY, UNM, GM, PRU, T 13F-HR 14 Feb 2017, 11:16
Q3 2016 155 $548,366,000 +$184,405,740 -$218,573,888 -$34,168,148 SHY, UNM, GM, T, NAVI 13F-HR 14 Nov 2016, 14:53
Q2 2016 141 $575,166,000 +$79,459,346 -$61,819,587 +$17,639,759 SHY, HIG, F, GM, GME 13F-HR 15 Aug 2016, 11:37
Q1 2016 121 $562,425,000 +$180,948,317 -$276,570,681 -$95,622,364 SHY, GM, HIG, F, GME 13F-HR 16 May 2016, 12:11
Q4 2015 112 $661,785,000 +$111,260,734 -$11,652,253 +$99,608,481 SHY, TRV, TSO, BBY, VLO 13F-HR 16 Feb 2016, 15:40
Q3 2015 90 $553,632,000 +$284,738,455 -$203,355,461 +$81,382,994 SHY, TRV, TSO, BBY, ALL 13F-HR 16 Nov 2015, 11:32
Q2 2015 104 $498,546,000 +$59,758,329 -$94,820,352 -$35,062,023 SHY, GHC, VLO, MPC, TRV 13F-HR 14 Aug 2015, 12:39
Q1 2015 106 $562,385,000 $0 $0 $0 SHY, ALL, GHC, VLO, TRV New Holdings 15 May 2015, 16:38
Q1 2015 106 $562,385,000 +$201,357,858 -$212,397,077 -$11,039,219 SHY, ALL, GHC, VLO, TRV 13F-HR 15 May 2015, 12:07
Q4 2014 85 $560,658,000 +$71,990,427 -$62,764,208 +$9,226,219 SHY, DAL, AIZ, VLO, SPLS 13F-HR 17 Feb 2015, 15:06
Q3 2014 90 $524,616,000 +$211,400,314 -$214,939,305 -$3,538,991 SHY, AIZ, DAL, VLO, BBY 13F-HR 14 Nov 2014, 11:28
Q2 2014 109 $534,533,000 +$122,833,285 -$66,294,465 +$56,538,820 F, XLK, R, BBY, AIZ 13F-HR 14 Aug 2014, 12:18
Q1 2014 84 $479,037,000 +$216,891,122 -$209,213,747 +$7,677,375 F, TSN, SWY, AIZ, R 13F-HR 14 May 2014, 14:00
Q4 2013 88 $457,893,000 $0 $0 $0 SWY, MUR, NOC, STX, WDC 13F-HR 14 Feb 2014, 12:27