Mount Lucas Management LP

Name: Mount Lucas Management LP 13F holdings, Q2 2026
Creator: Mount Lucas Management LP
Published: 2026-08-10

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Mount Lucas Management LP reported 166 stock positions worth $280.7 million. Its top holding was iShares MSCI Brazil ETF (EWZ) at 6.8% of the portfolio, followed by Invesco S&P 500 Pure Value E (RPV, 5.7%) and Invesco QQQ Trust Series 1 (QQQ, 5.6%). Compared with Q1 2026, it opened 22 new positions, sold out of 21, added to 96 and reduced 39. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ) and the biggest sale Invesco S&P 500 Pure Value E (RPV, shares −50%).

Most Recent 13F: Q2 2026
Location: Newtown, PA
CIK: 0001185072
Portfolio Value: $280.7M (Q2 2026)
SEC Filing: 0001140361-26-031910 ↗ filed Aug 10, 2026

Holdings Value

Holdings 166 stocks · $280.7M


EWZ iShares MSCI Brazil ETF	6.76%	550,366	$19.0M	Add +0.5%
RPV Invesco S&P 500 Pure Value E	5.67%	139,712	$15.9M	Reduce -49.9%
QQQ Invesco QQQ Trust Series 1	5.56%	21,204	$15.6M	New
NBIS Nebius Group NV	2.95%	30,000	$8.3M	Reduce -25.0%
SHY iShares 1-3 Year Treasury Bo	2.47%	84,507	$6.9M	Add +34.7%
IREN Iren Ltd. filed as IREN LIMITED	1.63%	100,000	$4.6M	No change
BBJP JPMorgan Betabuilders Japan	1.51%	56,363	$4.2M	Add +0.6%
EWA iShares MSCI Australia ETF	1.48%	147,259	$4.1M	Add +4.9%
IEI iShares 3-7 Year Treasury Bo	1.42%	34,011	$4.0M	Reduce -21.3%
ADBE Adobe Inc.	1.28%	17,500	$3.6M	Reduce -50.0%
BKLN Invesco Senior Loan ETF	1.18%	162,045	$3.3M	Reduce -0.5%
CWB SS SPDR BB Conv Sec ETF	1.18%	30,600	$3.3M	Reduce -12.0%
PBP Invesco S&P 500 Buywrite ETF	1.13%	138,716	$3.2M	Add +0.6%
EMHY iShares J.P. Morgan Em High	1.13%	77,798	$3.2M	Add +1.4%
EMB iShares JP Morgan Usd Emergi	1.13%	32,745	$3.2M	Add +2.2%
VYM Vanguard High DVD Yield ETF	1.12%	19,855	$3.1M	Reduce -1.8%
DWX State Street SPDR S&P Intern	1.11%	67,917	$3.1M	Add +5.5%
REM iShares Mortgage Real Estate	1.08%	137,838	$3.0M	Add +118.7%
CAH Cardinal Health Inc.	1.04%	12,322	$2.9M	Add +2.6%
L Loews Corp.	1.04%	25,699	$2.9M	Add +3.0%
IVZ Invesco Ltd.	0.99%	105,719	$2.8M	Add +32.7%
CSCO Cisco Systems Inc.	0.96%	22,985	$2.7M	Add +3.8%
DAL Delta Air Lines Inc.	0.93%	27,897	$2.6M	Add +2.5%
PFF iShares Preferred & Income S	0.93%	85,186	$2.6M	Add +0.8%
MU Micron Technology Inc.	0.92%	2,244	$2.6M	Add +16.9%
T AT&T Inc.	0.89%	120,449	$2.5M	Add +3.8%
IEF iShares 7-10 Year Treasury B	0.83%	24,494	$2.3M	Reduce -54.0%
JNJ Johnson & Johnson	0.80%	8,815	$2.2M	Add +3.8%
FALN iShares Fallen Angels ETF	0.79%	81,403	$2.2M	Add +2.2%
MNST Monster Beverage Corp.	0.79%	23,056	$2.2M	Add +3.2%
GL Globe Life Inc.	0.79%	12,356	$2.2M	Add +2.5%
HYGV NT HY Val-SCRD BD ETF	0.79%	54,798	$2.2M	Add +1.6%
SHYG iShares 0-5 YR HY Corp. Bond	0.79%	52,003	$2.2M	Add +1.3%
JNK SS SPDR BB High Yield Bond	0.79%	22,878	$2.2M	Add +1.4%
GHYG iShares Us&intl High Yield C	0.78%	48,581	$2.2M	Add +2.0%
BNY Bank of New York Mellon Corp.	0.78%	15,100	$2.2M	Add +3.6%
MOH Molina Healthcare Inc.	0.77%	9,500	$2.2M	No change
VTR Ventas Inc.	0.76%	24,065	$2.1M	Add +3.8%
UAL United Airlines Holdings Inc.	0.75%	15,527	$2.1M	Reduce -5.0%
HCA HCA Healthcare Inc.	0.71%	5,132	$2.0M	Add +1.8%
COR Cencora Inc.	0.70%	6,977	$2.0M	Reduce -19.5%
EVC Entravision Communications-A	0.70%	150,000	$2.0M	Reduce -14.6%
GD General Dynamics Corp.	0.64%	5,078	$1.8M	Add +3.6%
NEM Newmont Corp.	0.63%	18,865	$1.8M	Reduce -28.0%
VZ Verizon Communications Inc.	0.61%	40,699	$1.7M	Add +3.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.61%	11,365	$1.7M	Add +3.5%
CCL Carnival Corp. Ltd.	0.60%	58,808	$1.7M	Add +2.9%
VNQ Vanguard Real Estate ETF	0.60%	17,385	$1.7M	Add +132.5%
CBOE Cboe Global Markets Inc.	0.59%	6,864	$1.7M	Add +3.5%
FTAI Ftai Aviation Ltd.	0.58%	6,000	$1.6M	No change
LHX L3HARRIS Technologies Inc.	0.55%	5,342	$1.6M	Add +3.6%
F Ford Motor Co. filed as FORD MTR CO	0.54%	109,539	$1.5M	Add +2.5%
TD Toronto-Dominion Bank	0.54%	12,438	$1.5M	Add +87.3%
IWD iShares Russell 1000 Value E	0.50%	5,771	$1.4M	Reduce -51.2%
NDAQ Nasdaq Inc.	0.49%	17,514	$1.4M	Add +3.6%
QQQM Invesco Nasdaq 100 ETF	0.49%	4,518	$1.4M	New
STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC	0.48%	250,000	$1.4M	No change
VRSN Verisign Inc.	0.48%	5,374	$1.4M	Add +3.5%
MPC Marathon Petroleum Corp.	0.47%	5,164	$1.3M	Add +2.6%
RSG Republic Services Inc.	0.46%	6,059	$1.3M	Add +3.5%
AMD Advanced Micro Devices	0.45%	2,194	$1.3M	Add +43.0%
CME Cme Group Inc.	0.44%	5,639	$1.2M	Add +4.0%
DG Dollar General Corp.	0.44%	10,722	$1.2M	Add +1.8%
ROL Rollins Inc.	0.44%	29,563	$1.2M	Add +3.6%
COF Capital One Financial Corp.	0.44%	6,135	$1.2M	Reduce -30.3%
ASR Grupo Aeroportuario Sur-ADR	0.44%	4,000	$1.2M	New
EVR Evercore Inc. Class A	0.43%	3,573	$1.2M	Add +107.4%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD	0.43%	90,000	$1.2M	Add +91.1%
PAAS Pan American Silver Corp.	0.42%	26,143	$1.2M	Add +340.8%
GM General Motors Co.	0.41%	14,991	$1.2M	Add +2.5%
CDE Coeur Mining Inc.	0.41%	70,760	$1.2M	Add +121.0%
CVS CVS Health Corp.	0.41%	11,146	$1.2M	Add +3.1%
DDI Doubledown Interactive -ADR	0.41%	100,000	$1.1M	New
ADM Archer-Daniels-Midland Co.	0.40%	14,753	$1.1M	Add +2.9%
EWT iShares MSCI Taiwan ETF	0.40%	10,354	$1.1M	Reduce -25.8%
B Barrick Mining Corp.	0.39%	29,840	$1.1M	Reduce -23.7%
TUR iShares MSCI Turkey ETF	0.39%	28,147	$1.1M	Add +8.3%
PFG Principal Financial Group	0.39%	10,153	$1.1M	Add +3.2%
GREK Global X MSCI Greece ETF	0.39%	14,401	$1.1M	Add +6.5%
KGC Kinross Gold Corp.	0.38%	45,257	$1.1M	Reduce -37.7%
THD iShares MSCI Thailand ETF	0.38%	14,773	$1.1M	Add +5.0%
STX Seagate Technology Holdings	0.38%	1,104	$1.1M	Reduce -0.1%
TRV The Travelers Cos Inc.	0.38%	3,218	$1.1M	Add +2.6%
EPU iShares MSCI Peru and Global	0.37%	12,581	$1.1M	Add +11.8%
EWY iShares MSCI South Korea ETF	0.37%	5,171	$1.0M	Reduce -25.9%
ICE Intercontinental Exchange Inc.	0.37%	8,451	$1.0M	Add +3.6%
USB US Bancorp	0.37%	17,190	$1.0M	Add +3.1%
ABT Abbott Laboratories	0.37%	11,429	$1.0M	Add +3.8%
EWW iShares MSCI Mexico ETF	0.37%	13,736	$1.0M	Add +5.3%
EWM iShares MSCI Malaysia ETF	0.36%	37,899	$1.0M	Add +4.9%
EPOL iShares MSCI Poland ETF	0.36%	26,436	$1.0M	Reduce -4.5%
ECH iShares MSCI Chile ETF	0.36%	25,687	$1.0M	Add +5.8%
ALL Allstate Corp.	0.36%	4,283	$1.0M	Add +2.6%
RF Regions Financial Corp.	0.36%	33,568	$1.0M	Add +3.2%
EWN iShares MSCI Netherlands ETF	0.36%	14,226	$1.0M	Reduce -4.8%
EWO iShares MSCI Austria ETF	0.35%	23,360	$989K	Reduce -5.7%
EWP iShares MSCI Spain ETF	0.35%	16,554	$983K	Add +0.9%
CRDO Credo Technology Group Holdi	0.35%	3,576	$972K	Add +61.2%
EWI iShares MSCI Italy ETF	0.34%	16,198	$960K	Reduce -1.1%
WW WW International Inc.-New filed as WW INTL INC	0.34%	60,000	$959K	No change
EWL iShares MSCI Switzerland ETF	0.34%	15,207	$956K	Add +5.4%
EWQ iShares MSCI France ETF	0.34%	20,990	$954K	Add +349.7%
MTB M & T Bank Corp. filed as M & T BK CORP	0.34%	3,979	$947K	Add +3.0%
EWU iShares MSCI United Kingdom	0.34%	20,401	$941K	Add +5.8%
WRB WR Berkley Corp. filed as BERKLEY W R CORP	0.33%	13,208	$932K	Add +2.4%
MUB iShares National Muni Bond E	0.33%	8,582	$924K	Add +2.5%
FLRN SS SPDR BB Ig Float RT ETF	0.33%	29,853	$921K	Add +0.8%
IGSB iShares 1-5Y Inv Grade Corp.	0.33%	17,529	$919K	Add +2.2%
IAG Iamgold Corp.	0.33%	57,971	$918K	New
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.33%	8,390	$915K	Add +2.6%
EWD iShares MSCI Sweden ETF	0.33%	18,292	$914K	Add +6.6%
SCHP Schwab U.S. Tips ETF	0.33%	34,456	$913K	Add +2.0%
AUNA Auna SA Class A	0.32%	175,000	$898K	New
WIP State Street SPDR Ftse Inter	0.32%	22,768	$897K	Add +2.9%
HIG Hartford Insurance Group Inc.	0.32%	6,675	$885K	Add +2.7%
HBAN Huntington Bancshares Inc.	0.30%	46,859	$831K	Add +3.2%
AAL American Airlines Group Inc.	0.28%	44,059	$796K	New
SYF Synchrony Financial	0.28%	10,455	$795K	Add +2.6%
CF CF Industries Holdings Inc.	0.28%	7,288	$789K	Add +2.7%
MET Metlife Inc.	0.28%	9,301	$787K	Reduce -42.2%
LUV Southwest Airlines Co.	0.27%	14,561	$749K	New
MOS The Mosaic Co.	0.27%	35,323	$748K	Add +3.4%
HUM Humana Inc.	0.27%	1,880	$747K	New
XLU St Sr Utl SL SE SPDR ETF-Usd	0.26%	16,257	$737K	Reduce -1.7%
CNC Centene Corp.	0.26%	11,204	$719K	New
SANM Sanmina Corp.	0.25%	2,798	$708K	New
EZA iShares MSCI South Africa Et	0.25%	11,206	$708K	Reduce -13.4%
DELL Dell Technologies -C	0.25%	1,620	$699K	New
IMSR Terrestrial Energy Inc.	0.23%	93,000	$658K	Add +80.6%
EWZS iShares MSCI Brazil Small-Ca	0.23%	50,650	$657K	Add +1.0%
HL Hecla Mining Co.	0.23%	42,303	$653K	New
UHS Universal Health Services-B	0.23%	4,362	$649K	Add +2.3%
TIC Tic Solutions Inc.	0.23%	80,000	$647K	No change
SKM SK Telecom Co. Ltd.-Spon ADR	0.23%	20,000	$643K	No change
FIVE Five Below	0.23%	3,553	$639K	New
AGNC AGNC Investment Corp.	0.23%	58,559	$638K	Add +3.3%
PGR Progressive Corp.	0.23%	2,911	$636K	Reduce -41.8%
HPE Hewlett Packard Enterprise	0.23%	14,095	$636K	New
TKO Tko Group Holdings Inc.	0.22%	3,126	$629K	Add +0.3%
AG First Majestic Silver Corp.	0.22%	36,624	$621K	New
MDGL Madrigal Pharmaceuticals Inc.	0.22%	1,127	$605K	Reduce -0.2%
UWMC Uwm Holdings Corp.	0.21%	260,000	$595K	Add +62.7%
WHR Whirlpool Corp.	0.21%	15,000	$591K	No change
JLL Jones Lang Lasalle Inc.	0.20%	1,810	$561K	Reduce -0.2%
EXE Expand Energy Corp.	0.20%	6,082	$555K	Add +0.6%
SGI Somnigroup International Inc.	0.19%	6,834	$536K	Add +0.2%
RKT Rocket Cos Inc. Class A	0.19%	33,000	$520K	Reduce -89.8%
QXO Qxo Inc.	0.16%	25,442	$440K	Reduce -0.1%
ALAB Astera Labs Inc.	0.16%	908	$439K	New
RFIX Simplify Bond Bull ETF	0.15%	11,027	$431K	Add +0.3%
NXT Nextpower Inc.	0.15%	3,515	$419K	Reduce -0.1%
TER Teradyne Inc.	0.14%	832	$403K	New
EWG iShares MSCI Germany ETF	0.14%	9,632	$398K	New
SITM Sitime Corp.	0.13%	502	$374K	New
CELH Celsius Holdings Inc.	0.13%	12,232	$358K	Reduce -0.1%
LLY Eli Lilly & Co.	0.12%	290	$348K	No change
GRVY Gravity Co. Ltd.-Sponsored ADR	0.12%	5,000	$336K	Add +28.2%
CMTL Comtech Telecommunications	0.11%	145,000	$305K	Reduce -9.4%
AAOI Applied Optoelectronics Inc.	0.11%	2,030	$301K	New
EQX Equinox Gold Corp.	0.11%	30,796	$299K	New
CHTR Charter Communications Inc. Class A	0.09%	1,857	$264K	Add +2.4%
AEM Agnico Eagle Mines Ltd.	0.09%	1,687	$262K	Reduce -72.3%
PLTR Palantir Technologies Inc. Class A	0.07%	1,773	$207K	Reduce -51.9%
INSM Insmed Inc.	0.07%	1,842	$196K	Reduce -0.1%
BLND Blend Labs Inc. Class A	0.06%	100,000	$171K	Reduce -21.9%
AVAV Aerovironment Inc.	0.05%	908	$150K	Reduce -0.2%

Portfolio Sells Q1 2026 → Q2 2026


RPV Invesco S&P 500 Pure Value E	Reduce -49.9%	5.67%	−5.39
INTC Intel Corp.	Sold out	0.00%	−2.04
ADBE Adobe Inc.	Reduce -50.0%	1.28%	−1.86
RKT Rocket Cos Inc. Class A	Reduce -89.8%	0.19%	−1.51
IEF iShares 7-10 Year Treasury B	Reduce -54.0%	0.83%	−1.05
IEI iShares 3-7 Year Treasury Bo	Reduce -21.3%	1.42%	−0.47
KGC Kinross Gold Corp.	Reduce -37.7%	0.38%	−0.44
IWD iShares Russell 1000 Value E	Reduce -51.2%	0.50%	−0.43
NEM Newmont Corp.	Reduce -28.0%	0.63%	−0.42
FTI Technipfmc PLC	Sold out	0.00%	−0.40
AEM Agnico Eagle Mines Ltd.	Reduce -72.3%	0.09%	−0.36
COR Cencora Inc.	Reduce -19.5%	0.70%	−0.30
VNQI Vanguard GLBL Ex-US Real Est	Sold out	0.00%	−0.28
IBKR Interactive Brokers Gro Class A	Sold out	0.00%	−0.26
NTRS Northern Trust Corp.	Sold out	0.00%	−0.26
USFD US Foods Holding Corp.	Sold out	0.00%	−0.24
CVNA Carvana Co.	Sold out	0.00%	−0.22
EXEL Exelixis Inc.	Sold out	0.00%	−0.21
B Barrick Mining Corp.	Reduce -23.7%	0.39%	−0.20
PFGC Performance Food Group Co.	Sold out	0.00%	−0.20
HLI Houlihan Lokey Inc.	Sold out	0.00%	−0.17
COF Capital One Financial Corp.	Reduce -30.3%	0.44%	−0.15
LAD Lithia Motors Inc.	Sold out	0.00%	−0.15
EQH Equitable Holdings Inc.	Sold out	0.00%	−0.14
MET Metlife Inc.	Reduce -42.2%	0.28%	−0.14
PGR Progressive Corp.	Reduce -41.8%	0.23%	−0.14
PLTR Palantir Technologies Inc. Class A	Reduce -51.9%	0.07%	−0.13
AVGO Broadcom Inc.	Sold out	0.00%	−0.12
NET Cloudflare Inc. Class A	Sold out	0.00%	−0.12
APP AppLovin Corp. Class A	Sold out	0.00%	−0.11
SFM Sprouts Farmers Market Inc.	Sold out	0.00%	−0.10
CMTL Comtech Telecommunications	Reduce -9.4%	0.11%	−0.09
IOT Samsara Inc. Class A	Sold out	0.00%	−0.08
TKNO Alpha Teknova Inc.	Sold out	0.00%	−0.07
EZA iShares MSCI South Africa Et	Reduce -13.4%	0.25%	−0.07
RBLX Roblox Corp. Class A	Sold out	0.00%	−0.06
BKLN Invesco Senior Loan ETF	Reduce -0.5%	1.18%	−0.05
ZS Zscaler Inc.	Sold out	0.00%	−0.05
INSM Insmed Inc.	Reduce -0.1%	0.07%	−0.04
CELH Celsius Holdings Inc.	Reduce -0.1%	0.13%	−0.03
QXO Qxo Inc.	Reduce -0.1%	0.16%	−0.03
DUOL Duolingo	Sold out	0.00%	−0.02
BLND Blend Labs Inc. Class A	Reduce -21.9%	0.06%	−0.02
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -1.7%	0.26%	−0.02
EPOL iShares MSCI Poland ETF	Reduce -4.5%	0.36%	−0.01
AVAV Aerovironment Inc.	Reduce -0.2%	0.05%	−0.01
NXT Nextpower Inc.	Reduce -0.1%	0.15%	−0.01
JLL Jones Lang Lasalle Inc.	Reduce -0.2%	0.20%	−0.00
MDGL Madrigal Pharmaceuticals Inc.	Reduce -0.2%	0.22%	−0.00
CWB SS SPDR BB Conv Sec ETF	Reduce -12.0%	1.18%	+0.00

Portfolio Buys Q1 2026 → Q2 2026


QQQ Invesco QQQ Trust Series 1	New	5.56%	+5.56
MU Micron Technology Inc.	Add +16.9%	0.92%	+0.68
REM iShares Mortgage Real Estate	Add +118.7%	1.08%	+0.58
SHY iShares 1-3 Year Treasury Bo	Add +34.7%	2.47%	+0.56
QQQM Invesco Nasdaq 100 ETF	New	0.49%	+0.49
ASR Grupo Aeroportuario Sur-ADR	New	0.44%	+0.44
DDI Doubledown Interactive -ADR	New	0.41%	+0.41
VNQ Vanguard Real Estate ETF	Add +132.5%	0.60%	+0.35
AMD Advanced Micro Devices	Add +43.0%	0.45%	+0.34
CSCO Cisco Systems Inc.	Add +3.8%	0.96%	+0.33
IAG Iamgold Corp.	New	0.33%	+0.33
AUNA Auna SA Class A	New	0.32%	+0.32
TD Toronto-Dominion Bank	Add +87.3%	0.54%	+0.31
PAAS Pan American Silver Corp.	Add +340.8%	0.42%	+0.30
AAL American Airlines Group Inc.	New	0.28%	+0.28
IVZ Invesco Ltd.	Add +32.7%	0.99%	+0.28
CRDO Credo Technology Group Holdi	Add +61.2%	0.35%	+0.27
LUV Southwest Airlines Co.	New	0.27%	+0.27
HUM Humana Inc.	New	0.27%	+0.27
EWQ iShares MSCI France ETF	Add +349.7%	0.34%	+0.26
DAL Delta Air Lines Inc.	Add +2.5%	0.93%	+0.26
CNC Centene Corp.	New	0.26%	+0.26
SANM Sanmina Corp.	New	0.25%	+0.25
DELL Dell Technologies -C	New	0.25%	+0.25
EVR Evercore Inc. Class A	Add +107.4%	0.43%	+0.24
HL Hecla Mining Co.	New	0.23%	+0.23
FIVE Five Below	New	0.23%	+0.23
HPE Hewlett Packard Enterprise	New	0.23%	+0.23
AG First Majestic Silver Corp.	New	0.22%	+0.22
MNST Monster Beverage Corp.	Add +3.2%	0.79%	+0.19
CDE Coeur Mining Inc.	Add +121.0%	0.41%	+0.19
NU Nu Holdings Ltd./Cayman Isl-A	Add +91.1%	0.43%	+0.18
GL Globe Life Inc.	Add +2.5%	0.79%	+0.17
ALAB Astera Labs Inc.	New	0.16%	+0.16
TER Teradyne Inc.	New	0.14%	+0.14
EWG iShares MSCI Germany ETF	New	0.14%	+0.14
BNY Bank of New York Mellon Corp.	Add +3.6%	0.78%	+0.14
SITM Sitime Corp.	New	0.13%	+0.13
CVS CVS Health Corp.	Add +3.1%	0.41%	+0.12
IMSR Terrestrial Energy Inc.	Add +80.6%	0.23%	+0.12
AAOI Applied Optoelectronics Inc.	New	0.11%	+0.11
EQX Equinox Gold Corp.	New	0.11%	+0.11
CAH Cardinal Health Inc.	Add +2.6%	1.04%	+0.11
F Ford Motor Co.	Add +2.5%	0.54%	+0.09
BBJP JPMorgan Betabuilders Japan	Add +0.6%	1.51%	+0.09
GREK Global X MSCI Greece ETF	Add +6.5%	0.39%	+0.07
PFG Principal Financial Group	Add +3.2%	0.39%	+0.06
VTR Ventas Inc.	Add +3.8%	0.76%	+0.06
L Loews Corp.	Add +3.0%	1.04%	+0.05
CCL Carnival Corp. Ltd.	Add +2.9%	0.60%	+0.05

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	166	$280.7M	EWZ, RPV, QQQ, NBIS, SHY
Q1 2026	165	$270.8M	RPV, EWZ, ADBE, INTC, SHY
Q4 2025	167	$225.9M	RPV, QQQ, EWA, BBJP, FOXA
Q3 2025	159	$221.6M	QQQ, AGNC, NLY, BBJP, EWA
Q2 2025	156	$210.1M	QQQ, NLY, AGNC, IEF, IEI
Q1 2025	144	$212.6M	QQQ, IEI, SHY, IEF, NLY
Q4 2024	135	$287.3M	KWEB, RPV, ASHR, SHY, JD
Q3 2024	145	$293.6M	KWEB, QQQ, BABA, JD, AGNC
Q2 2024	154	$281.8M	QQQ, HIG, L, COST, ACGL
Q1 2024	142	$298.6M	RPV, PCAR, URI, PHM, CAH