Stuart Chaussee & Associates, Inc.
CIK 1653253 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $458.4M
- Posisi
- 180
- Per tanggal
- 30 Sep. 2025 Data per Q3 2025
Nilai portofolio QoQ: +3.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 92,78%
- Bobot 25 kepemilikan teratas
- 96,90%
- Posisi di atas 1%
- 10
- Jumlah posisi efektif
- 7,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q3 2025: 32,51% Perkiraan pembelian $146.649.609 · penjualan $150.534.665
Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q3 2025 · 83,7% masih dipegang
- Posisi baru
- 7
- Meningkat
- 7
- Menurun
- 23
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Portofolio lengkap 180 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BAPR | $103.420.812 | 22,56% | 2.204.829 | $3.158.031 | Turun ×1 | ||
| FHDG | $87.055.702 | 18,99% | 2.640.452 | Naik ×1 | |||
| SIXP | $57.775.408 | 12,60% | 1.875.210 | Naik ×1 | |||
| XBAP | $53.787.060 | 11,73% | 1.420.593 | $1.464.965 | Turun ×1 | ||
| VGT | $46.985.065 | 10,25% | 62.930 | $4.792.080 | Turun ×1 | ||
| IGM | $28.797.208 | 6,28% | 228.640 | $3.018.773 | Turun ×3 | ||
| PSEP | $25.279.769 | 5,51% | 588.586 | $136.549 | Turun ×3 | ||
| XTAP | $8.244.516 | 1,80% | 207.958 | $-2.417.732 | Turun ×1 | ||
| PNOV | $7.994.341 | 1,74% | 194.699 | $210.917 | Turun ×3 | ||
| BJAN | $5.987.052 | 1,31% | 112.930 | $305.143 | Turun ×1 | ||
| VYM | $4.103.096 | 0,90% | 29.110 | $144.016 | Turun ×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 | Turun ×2 | ||
| Penerbit tidak dikenal (CUSIP: 45782c383) | $1.567.148 | 0,34% | 35.690 | $-206.512 | Turun ×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 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $819.827 | 0,18% | 3.220 | $164.785 | Naik ×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 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 02079k107) | $606.683 | 0,13% | 2.491 | $170.126 | Naik ×2 | ||
| RBUF | $589.924 | 0,13% | 20.562 | Naik ×1 | |||
| ZALT | $575.338 | 0,13% | 18.047 | ||||
| PG Procter & Gamble Company (The) Common Stock | $533.110 | 0,12% | 3.470 | $-18.468 | Naik ×3 | ||
| IWF | $528.835 | 0,12% | 1.129 | $49.484 | |||
| BAUG | $525.670 | 0,11% | 10.730 | $-17.644 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 94106l109) | $504.817 | 0,11% | 2.286 | $-18.266 | |||
| Penerbit tidak dikenal (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 | |||
| Penerbit tidak dikenal (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 | Turun ×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 | Turun ×1 | ||
| VOO | $309.331 | 0,07% | 505 | $22.403 | |||
| RSP | $280.756 | 0,06% | 1.480 | $274.213 | Naik ×1 | ||
| VTV | $277.113 | 0,06% | 1.486 | $7.418 | Turun ×2 | ||
| Penerbit tidak dikenal (CUSIP: 00287y109) | $264.187 | 0,06% | 1.141 | $52.395 | |||
| Penerbit tidak dikenal (CUSIP: 46428q109) | $231.340 | 0,05% | 5.460 | $182.617 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 68389x105) | $224.992 | 0,05% | 800 | $50.088 | |||
| Penerbit tidak dikenal (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 | Naik ×1 | ||
| Penerbit tidak dikenal (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 | Naik ×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 | Turun ×1 | ||
| IEFA | $104.510 | 0,02% | 1.197 | Naik ×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 | Turun ×1 | ||
| VIG | $88.474 | 0,02% | 410 | $4.559 | |||
| Penerbit tidak dikenal (CUSIP: 78462f103) | $86.603 | 0,02% | 130 | $6.282 | |||
| KO Coca-Cola Company (The) Common Stock | $84.226 | 0,02% | 1.270 | $-5.627 | |||
| Penerbit tidak dikenal (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 | |||
| Penerbit tidak dikenal (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 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $71.572 | 0,02% | 386 | $12.610 | |||
| Penerbit tidak dikenal (CUSIP: 09247x101) | $66.455 | 0,01% | 57 | $6.648 | |||
| Penerbit tidak dikenal (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 | |||
| Penerbit tidak dikenal (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 | |||
| Penerbit tidak dikenal (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 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VGT | Dipangkas | -683 | +$4.8M |
| BAPR | Dipangkas | -14K | +$3.2M |
| IGM | Dipangkas | -828 | +$3.0M |
| XTAP | Dipangkas | -71K | -$2.4M |
| XBAP | Dipangkas | -4K | +$1.5M |
| NOC | Hanya pergerakan harga | +0 | +$365K |
| BJAN | Dipangkas | -200 | +$305K |
| PNOV | Dipangkas | -2K | +$211K |
| — | Dipangkas | -6K | -$207K |
| — | Beli lebih banyak | +4K | +$183K |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| BOCT | 30 Juni 2025 | 1.777.329 | $74.712.157 | Tidak lagi dilacak |
| BFEB | 30 Sep. 2025 | 1.560.824 | $69.690.792 | Tidak lagi dilacak |
| XBJA | 30 Juni 2025 | 2.147.157 | $60.614.242 | Tidak lagi dilacak |
| QDEC | 31 Maret 2025 | 1.795.627 | $49.451.568 | Tidak lagi dilacak |
| QJUN | 30 Sep. 2025 | 1.391.119 | $41.135.389 | Tidak lagi dilacak |
| ISEP | 30 Juni 2025 | 1.396.432 | $40.160.826 | Tidak lagi dilacak |
| BFAP | 30 Sep. 2025 | 1.188.683 | $27.525.144 | Tidak lagi dilacak |
| IOCT | 30 Juni 2025 | 58.650 | $1.797.623 | Tidak lagi dilacak |
| SOXL | 30 Juni 2025 | 47.000 | $749.650 | Tidak lagi dilacak |
| TQQQ | 30 Juni 2025 | 10.000 | $573.000 | |
| PAUG | 30 Juni 2025 | 12.455 | $470.550 | Tidak lagi dilacak |
| GLD | 31 Maret 2025 | 1.450 | $351.089 | Tidak lagi dilacak |
| CAT | 31 Maret 2025 | 370 | $134.221 | 145,2% |
| EWS | 30 Juni 2025 | 3.850 | $91.476 | Tidak lagi dilacak |
| ACVF | 30 Juni 2025 | 2.000 | $85.640 | Tidak lagi dilacak |
| APRW | 31 Maret 2025 | 2.200 | $72.226 | Tidak lagi dilacak |
| STRV | 30 Juni 2025 | 1.800 | $64.908 | Tidak lagi dilacak |
| QCOM | 30 Juni 2025 | 336 | $51.613 | 1,7% |
| ISCV | 30 Juni 2025 | 800 | $47.440 | Tidak lagi dilacak |
| ORA | 30 Juni 2025 | 500 | $35.385 | 30,9% |
| ENZL | 30 Juni 2025 | 700 | $29.456 | |
| VBK | 30 Juni 2025 | 110 | $27.695 | Tidak lagi dilacak |
| KDEC | 30 Juni 2025 | 1.120 | $25.661 | Tidak lagi dilacak |
| TNA | 30 Juni 2025 | 555 | $16.239 | Tidak lagi dilacak |
| TTEK | 30 Juni 2025 | 490 | $14.333 | 2,0% |
| PDEC | 30 Sep. 2025 | 350 | $14.004 | Tidak lagi dilacak |
| SHOP | 30 Sep. 2025 | 120 | $13.842 | -1,8% |
| NSIT | 31 Maret 2025 | 69 | $10.495 | -0,9% |
| MGA | 30 Juni 2025 | 300 | $10.197 | 81,4% |
| ANSS | 30 Sep. 2025 | 17 | $5.971 | Tidak lagi dilacak |
| MRP | 30 Juni 2025 | 200 | $5.302 | 6,9% |
| TTE | 30 Sep. 2025 | 83 | $5.095 | 53,8% |
| AZPNXXXX | 31 Maret 2025 | 18 | $4.493 | Tidak lagi dilacak |
| DXCM | 31 Maret 2025 | 24 | $1.866 | 33,3% |
| ZALT | 31 Maret 2025 | 10 | $298 | Tidak lagi dilacak |
| QBUF | 31 Maret 2025 | 10 | $264 |