Stock Taper 
MOUNT LUCAS MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 290 | $347.83K |
 SiTime Corporation | SITM | 502 | $374.27K |
 Teradyne, Inc. | TER | 832 | $402.56K |
 Astera Labs, Inc. Common Stock | ALAB | 908 | $438.58K |
 AeroVironment, Inc. | AVAV | 908 | $149.88K |
 Seagate Technology Holdings plc | STX | 1.1K | $1.07M |
 Madrigal Pharmaceuticals, Inc. | MDGL | 1.13K | $605.14K |
 Dell Technologies Inc. | DELL | 1.62K | $698.97K |
 Agnico Eagle Mines Limited | AEM | 1.69K | $261.7K |
 Palantir Technologies Inc. | PLTR | 1.77K | $206.86K |
 Jones Lang LaSalle Incorporated | JLL | 1.81K | $561.01K |
 Insmed Incorporated | INSM | 1.84K | $196.39K |
 Charter Communications, Inc. | CHTR | 1.86K | $264.08K |
 Humana Inc. | HUM | 1.88K | $746.77K |
 Applied Optoelectronics, Inc. | AAOI | 2.03K | $300.76K |
 Advanced Micro Devices, Inc. | AMD | 2.19K | $1.27M |
 Micron Technology, Inc. | MU | 2.24K | $2.59M |
 Sanmina Corporation | SANM | 2.8K | $708.12K |
 The Progressive Corporation | PGR | 2.91K | $635.91K |
 TKO Group Holdings, Inc. | TKO | 3.13K | $629.29K |