Stuart Chaussee & Associates, Inc.
CIK 1653253 · View on SEC EDGAR ↗
- Portfolio value
- $458.4M
- Positions
- 180
- As of
- Sept. 30, 2025 Data as of Q3 2025
#4,008 of 9,443 by 13F value · top 42.4%
Portfolio value QoQ: +3.3% 13F does not disclose cash
- Top 10 holdings weight
- 92.78%
- Top 25 holdings weight
- 96.90%
- Positions above 1%
- 10
- Effective number of positions
- 7.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2025: 32.51% Est. buys $146,649,609 · sells $150,534,665
Median holding: 4.0 quarters Tracked Q4 2024–Q3 2025 · 83.7% still held
- New positions
- 7
- Increased
- 7
- Decreased
- 23
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
0.6%
Technology
0.6%
Retail
0.2%
Consumer products
0.1%
Materials
0.1%
Healthcare
0.1%
Financials
0.1%
Consumer Discretionary
0.0%
Real Estate
0.0%
Logistics & Transportation
0.0%
Consumer Staples
0.0%
Energy
0.0%
Utilities
0.0%
Communication Services
0.0%
Financial Services
0.0%
Communications
0.0%
Other/Unmapped
98.0%
Full portfolio 180 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BAPR | $103,420,812 | 22.56% | 2,204,829 | $3,158,031 | Down ×1 | ||
| FHDG | $87,055,702 | 18.99% | 2,640,452 | Up ×1 | |||
| SIXP | $57,775,408 | 12.60% | 1,875,210 | Up ×1 | |||
| XBAP | $53,787,060 | 11.73% | 1,420,593 | $1,464,965 | Down ×1 | ||
| VGT | $46,985,065 | 10.25% | 62,930 | $4,792,080 | Down ×1 | ||
| IGM | $28,797,208 | 6.28% | 228,640 | $3,018,773 | Down ×3 | ||
| PSEP | $25,279,769 | 5.51% | 588,586 | $136,549 | Down ×3 | ||
| XTAP | $8,244,516 | 1.80% | 207,958 | $-2,417,732 | Down ×1 | ||
| PNOV | $7,994,341 | 1.74% | 194,699 | $210,917 | Down ×3 | ||
| BJAN | $5,987,052 | 1.31% | 112,930 | $305,143 | Down ×1 | ||
| VYM | $4,103,096 | 0.90% | 29,110 | $144,016 | Down ×3 | ||
| NOC Northrop Grumman Corporation Common Stock | $2,035,129 | 0.44% | 3,340 | $365,196 | |||
| PJAN | $1,947,890 | 0.42% | 42,535 | $-105,941 | Down ×2 | ||
| Unknown issuer (CUSIP: 45782c383) | $1,567,148 | 0.34% | 35,690 | $-206,512 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,297,983 | 0.28% | 2,506 | $51,474 | |||
| BJUN | $1,159,781 | 0.25% | 25,355 | $50,246 | |||
| XLK XLK | $1,018,642 | 0.22% | 3,614 | $103,469 | |||
| PMAY | $855,690 | 0.19% | 22,000 | $24,350 | |||
| BMAR | $851,313 | 0.19% | 16,500 | $-96,444 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $819,827 | 0.18% | 3,220 | $164,785 | Up ×2 | ||
| PJUL | $776,294 | 0.17% | 17,024 | $29,792 | |||
| QQQXXXX | $641,278 | 0.14% | 1,068 | $52,331 | |||
| XBOC | $632,264 | 0.14% | 19,276 | $-787 | Down ×1 | ||
| Unknown issuer (CUSIP: 02079k107) | $606,683 | 0.13% | 2,491 | $170,126 | Up ×2 | ||
| RBUF | $589,924 | 0.13% | 20,562 | Up ×1 | |||
| ZALT | $575,338 | 0.13% | 18,047 | ||||
| PG Procter & Gamble Company (The) Common Stock | $533,110 | 0.12% | 3,470 | $-18,468 | Up ×3 | ||
| IWF | $528,835 | 0.12% | 1,129 | $49,484 | |||
| BAUG | $525,670 | 0.11% | 10,730 | $-17,644 | Down ×1 | ||
| Unknown issuer (CUSIP: 94106l109) | $504,817 | 0.11% | 2,286 | $-18,266 | |||
| Unknown issuer (CUSIP: 02079k305) | $476,476 | 0.10% | 1,960 | $131,065 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $387,066 | 0.08% | 1,419 | $-13,256 | |||
| Unknown issuer (CUSIP: 67066g104) | $381,975 | 0.08% | 2,047 | $58,531 | |||
| HD Home Depot, Inc. (The) Common Stock | $371,964 | 0.08% | 918 | $35,388 | |||
| DMAX | $368,559 | 0.08% | 13,950 | $-18,443 | Down ×1 | ||
| QTJA | $362,223 | 0.08% | 12,540 | $20,311 | |||
| GAPR | $329,669 | 0.07% | 8,400 | $7,870 | |||
| LLY Eli Lilly and Company Common Stock | $328,090 | 0.07% | 430 | $-7,108 | |||
| PFEB | $316,726 | 0.07% | 7,980 | $-115,258 | Down ×1 | ||
| VOO | $309,331 | 0.07% | 505 | $22,403 | |||
| RSP | $280,756 | 0.06% | 1,480 | $274,213 | Up ×1 | ||
| VTV | $277,113 | 0.06% | 1,486 | $7,418 | Down ×2 | ||
| Unknown issuer (CUSIP: 00287y109) | $264,187 | 0.06% | 1,141 | $52,395 | |||
| Unknown issuer (CUSIP: 46428q109) | $231,340 | 0.05% | 5,460 | $182,617 | Up ×1 | ||
| Unknown issuer (CUSIP: 68389x105) | $224,992 | 0.05% | 800 | $50,088 | |||
| Unknown issuer (CUSIP: 46625h100) | $221,957 | 0.05% | 704 | $17,958 | |||
| AVGO Broadcom Inc. - Common Stock | $211,142 | 0.05% | 640 | $34,726 | |||
| BAC Bank of America Corporation Common Stock | $206,360 | 0.05% | 4,000 | $17,080 | |||
| IVV | $188,827 | 0.04% | 282 | $13,655 | |||
| VTI | $182,512 | 0.04% | 556 | $13,481 | |||
| MCD McDonald's Corporation Common Stock | $181,422 | 0.04% | 597 | $6,997 | |||
| GLD | $168,848 | 0.04% | 475 | $92,640 | Up ×1 | ||
| Unknown issuer (CUSIP: 00BK9ZQ96) | $168,784 | 0.04% | 400 | $-6,180 | |||
| VICI VICI Properties Inc. Common Stock | $167,681 | 0.04% | 5,142 | $52 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $165,162 | 0.04% | 1,165 | $22,333 | |||
| HII Huntington Ingalls Industries, Inc. Common Stock | $154,032 | 0.03% | 535 | $24,851 | |||
| AMZN Amazon.com, Inc. - Common Stock | $146,673 | 0.03% | 668 | $6,044 | Up ×3 | ||
| BDEC | $144,173 | 0.03% | 3,008 | $8,332 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $129,116 | 0.03% | 345 | $5,954 | |||
| UPS United Parcel Service, Inc. Common Stock | $128,386 | 0.03% | 1,537 | $-26,759 | |||
| VHT | $126,944 | 0.03% | 489 | $5,506 | |||
| IWB | $116,954 | 0.03% | 320 | $8,292 | |||
| QUAL | $110,442 | 0.02% | 568 | $6,632 | |||
| QTAP | $107,986 | 0.02% | 2,470 | $-5,431,301 | Down ×1 | ||
| IEFA | $104,510 | 0.02% | 1,197 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $101,617 | 0.02% | 986 | $5,206 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $95,665 | 0.02% | 950 | $-5,025 | Down ×1 | ||
| VIG | $88,474 | 0.02% | 410 | $4,559 | |||
| Unknown issuer (CUSIP: 78462f103) | $86,603 | 0.02% | 130 | $6,282 | |||
| KO Coca-Cola Company (The) Common Stock | $84,226 | 0.02% | 1,270 | $-5,627 | |||
| Unknown issuer (CUSIP: 92826c839) | $80,566 | 0.02% | 236 | $-3,226 | |||
| FBIN Fortune Brands Innovations, Inc. Common Stock | $80,085 | 0.02% | 1,500 | $2,865 | |||
| HON Honeywell International Inc. - Common Stock | $79,990 | 0.02% | 380 | $-8,504 | |||
| CVX Chevron Corporation Common Stock | $77,645 | 0.02% | 500 | $6,050 | |||
| Unknown issuer (CUSIP: 20030n101) | $76,822 | 0.02% | 2,445 | $-10,440 | |||
| MRSH Marsh Common Stock | $75,372 | 0.02% | 374 | $-6,399 | |||
| ELV Elevance Health, Inc. Common Stock | $74,964 | 0.02% | 232 | $-48,336 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $71,572 | 0.02% | 386 | $12,610 | |||
| Unknown issuer (CUSIP: 09247x101) | $66,455 | 0.01% | 57 | $6,648 | |||
| Unknown issuer (CUSIP: 58933y105) | $64,626 | 0.01% | 770 | $3,673 | |||
| VT | $63,906 | 0.01% | 464 | $4,304 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $63,608 | 0.01% | 514 | $2,956 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $59,485 | 0.01% | 81 | $-300 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $58,937 | 0.01% | 239 | $-12,498 | |||
| BA Boeing Company (The) Common Stock | $58,058 | 0.01% | 269 | $1,694 | |||
| VUG | $55,561 | 0.01% | 116 | $4,774 | |||
| Unknown issuer (CUSIP: 64110l106) | $55,150 | 0.01% | 46 | $-6,450 | |||
| LEN Lennar Corporation Class A Common Stock | $50,416 | 0.01% | 400 | $6,172 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $50,178 | 0.01% | 162 | $-1,681 | |||
| VOE | $49,581 | 0.01% | 284 | $2,874 | |||
| VONG Vanguard Russell 1000 Growth ETF | $48,849 | 0.01% | 405 | $4,581 | |||
| Unknown issuer (CUSIP: 30231g102) | $46,002 | 0.01% | 408 | $2,020 | |||
| SO Southern Company (The) Common Stock | $45,963 | 0.01% | 485 | $1,425 | |||
| HIG The Hartford Insurance Group, Inc. Common Stock | $45,353 | 0.01% | 340 | $2,217 | |||
| ABT Abbott Laboratories Common Stock | $45,004 | 0.01% | 336 | $-695 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $44,666 | 0.01% | 715 | $-3,554 | |||
| ONEQ Fidelity Nasdaq Composite Index ETF | $43,495 | 0.01% | 488 | $4,406 | |||
| VONV Vanguard Russell 1000 Value ETF | $41,771 | 0.01% | 467 | $1,944 | |||
| IBM International Business Machines Corporation Common Stock | $41,478 | 0.01% | 147 | $-1,855 | |||
| NEE NextEra Energy, Inc. Common Stock | $40,765 | 0.01% | 540 | $3,278 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| FHDG | $87,055,702 | 2,640,452 | 18.99% |
| SIXP | $57,775,408 | 1,875,210 | 12.60% |
| RBUF | $589,924 | 20,562 | 0.13% |
| ZALT | $575,338 | 18,047 | 0.13% |
| IEFA | $104,510 | 1,197 | 0.02% |
| FDXTF | $2,594 | 50 | 0.00% |
| SNPS | $2,467 | 5 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VGT | Trimmed | -683 | +$4.8M |
| BAPR | Trimmed | -14K | +$3.2M |
| IGM | Trimmed | -828 | +$3.0M |
| XTAP | Trimmed | -71K | -$2.4M |
| XBAP | Trimmed | -4K | +$1.5M |
| NOC | Price move only | +0 | +$365K |
| BJAN | Trimmed | -200 | +$305K |
| PNOV | Trimmed | -2K | +$211K |
| — | Trimmed | -6K | -$207K |
| — | Bought more | +4K | +$183K |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BOCT | June 30, 2025 | 1,777,329 | $74,712,157 | No longer tracked |
| BFEB | Sept. 30, 2025 | 1,560,824 | $69,690,792 | No longer tracked |
| XBJA | June 30, 2025 | 2,147,157 | $60,614,242 | No longer tracked |
| QDEC | March 31, 2025 | 1,795,627 | $49,451,568 | No longer tracked |
| QJUN | Sept. 30, 2025 | 1,391,119 | $41,135,389 | No longer tracked |
| ISEP | June 30, 2025 | 1,396,432 | $40,160,826 | No longer tracked |
| BFAP | Sept. 30, 2025 | 1,188,683 | $27,525,144 | No longer tracked |
| IOCT | June 30, 2025 | 58,650 | $1,797,623 | No longer tracked |
| SOXL | June 30, 2025 | 47,000 | $749,650 | No longer tracked |
| TQQQ | June 30, 2025 | 10,000 | $573,000 | |
| PAUG | June 30, 2025 | 12,455 | $470,550 | No longer tracked |
| GLD | March 31, 2025 | 1,450 | $351,089 | No longer tracked |
| CAT | March 31, 2025 | 370 | $134,221 | 149.8% |
| EWS | June 30, 2025 | 3,850 | $91,476 | No longer tracked |
| ACVF | June 30, 2025 | 2,000 | $85,640 | No longer tracked |
| APRW | March 31, 2025 | 2,200 | $72,226 | No longer tracked |
| STRV | June 30, 2025 | 1,800 | $64,908 | No longer tracked |
| QCOM | June 30, 2025 | 336 | $51,613 | 1.1% |
| ISCV | June 30, 2025 | 800 | $47,440 | No longer tracked |
| ORA | June 30, 2025 | 500 | $35,385 | 30.4% |
| ENZL | June 30, 2025 | 700 | $29,456 | |
| VBK | June 30, 2025 | 110 | $27,695 | No longer tracked |
| KDEC | June 30, 2025 | 1,120 | $25,661 | No longer tracked |
| TNA | June 30, 2025 | 555 | $16,239 | No longer tracked |
| TTEK | June 30, 2025 | 490 | $14,333 | 2.1% |
| PDEC | Sept. 30, 2025 | 350 | $14,004 | No longer tracked |
| SHOP | Sept. 30, 2025 | 120 | $13,842 | -1.9% |
| NSIT | March 31, 2025 | 69 | $10,495 | -2.3% |
| MGA | June 30, 2025 | 300 | $10,197 | 86.4% |
| ANSS | Sept. 30, 2025 | 17 | $5,971 | No longer tracked |
| MRP | June 30, 2025 | 200 | $5,302 | 7.5% |
| TTE | Sept. 30, 2025 | 83 | $5,095 | 52.3% |
| AZPNXXXX | March 31, 2025 | 18 | $4,493 | No longer tracked |
| DXCM | March 31, 2025 | 24 | $1,866 | 31.0% |
| ZALT | March 31, 2025 | 10 | $298 | No longer tracked |
| QBUF | March 31, 2025 | 10 | $264 |