Mount Lucas Management LP

Position in CSCO — Cisco Systems, Inc.

CIK 1185072 Newtown, PA

Position in CSCO

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

Position Value

$2,699,818

+$981,355 QoQ

Shares Held

22,985

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#1,621

of 4,043 holders

Holding Since

Jun 2025

5 quarters 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. CSCO ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc. This page	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.	2,030	$300,764

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,699,818	22,985	+3.8%	Shares	Sole	2026-08-10
2026-03-31	$1,718,463	22,148	+4.0%	Shares	Sole	2026-05-05
2025-12-31	$1,640,045	21,291	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$1,452,077	21,223	+3.6%	Shares	Sole	2025-11-10
2025-06-30	$1,421,873	20,494	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.