Mount Lucas Management LP

Mount Lucas Management LP, a DE Limited Partnership with 18 employees and 5 advisory roles, has received an approved status by the U.S. Securities and Exchange Commission in 1986. Despite the unknown number of clients it serves, the firm continues to provide professional financial management and advisory services.

• DAVID ASPELL

  PORTFOLIO MANAGER owns less than 5%

• GERALD PRIOR III

  CHIEF OPERATING OFFICER owns less than 5%

• GREGORY J COX

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JAMES ALBAN MEHLING

  CHIEF FINANCIAL OFFICER owns less than 5%

• JOHN ROBERT OBERKOFLER

  VICE PRESIDENT owns less than 5%

• KENT CHEN HUANG

  CHIEF RISK OFFICER owns less than 5%

• KEVIN ROBERT REID

  ASSISTANT VICE PRESIDENT owns less than 5%

• MLM LLC

  GENERAL PARTNER owns less than 5%

• MOUNT LUCAS MANAGEMENT CORPORATION

  CLASS A - LIMITED PARTNER owns 75% or more

• PAUL RICHARD DEROSA

  DIRECTOR OF GENERAL PARTNER owns less than 5%

• RAYMOND E IX

  SENIOR VICE PRESIDENT owns less than 5%

• ROGER ELLIS ALCALY

  DIRECTOR OF GENERAL PARTNER owns less than 5%

• TIMOTHY JOHN RUDDEROW

  CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER owns less than 5%

• CREDIT SUISSE SECURITIES (USA) LLC
  United States

• Main Street Financial Solutions LLC
• Insight Advisors LLC
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• Prism Advisory Group LLC
• Prism Funds LLC
• Cordatus Wealth Management LLC
• Newlin Capital Partners LLC
• Brick & KYLE Associates Inc

• Mount Lucas Management LP Q3 2022 vs. Q4 2022 13F Holdings Comparison

• ISHARES TR BARCLAYS 7 10 YR $45,592k
• ISHARES TR 3 7 YR TREAS BD $45,432k
• ISHARES TR $45,130k
• SELECT SECTOR SPDR TR SBI INT-UTILS $13,407k
• SELECT SECTOR SPDR $11,092k
• SELECT SECTOR SPDR $11,030k
• SELECT SECTOR SPDR $10,873k
• SELECT SECTOR SPDR TR SBI CONS STPLS $10,714k
• SELECT SECTOR SPDR $10,673k
• AT&T INC $10,491k