Mount Lucas Management LP

Position in AAOI — Applied Optoelectronics, Inc.

CIK 1185072 Newtown, PA

Position in AAOI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$300,764

New position

Shares Held

2,030

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#349

of 480 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Mount Lucas Management LP holds $3,940,907 across 4 Communication Equipment names. AAOI ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	22,985	$2,699,818
2	HPE	Hewlett Packard Enterprise Co	14,095	$635,825
3	CMTL	Comtech Telecommunications Corp /De/	145,000	$304,500
4	AAOI	Applied Optoelectronics, Inc. This page	2,030	$300,764

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,764	2,030	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.