Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2025 data
Stuart Chaussee & Associates, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Stuart Chaussee & Associates, Inc.

•CIK: 1653253•Filing: Q3 2025

**Stuart Chaussee & Associates, Inc.** manages $458M across a diversified portfolio of 180 positions. The fund exhibits significant conviction in select names, with BAPR representing the largest allocation at $103.4M. Further notable concentrations include FHDG at $87.1M and SIXP at $57.8M, suggesting a focus on specific sector opportunities. This structure indicates a concentrated, high-conviction approach within its current mandate.

Total AUM
$458.4M
QoQ Performance
+3.3%
Positions
178
Top 10 Concentration
92.8%
Latest Filing
Q3 2025

Top Holdings Allocation

BAPR
FHDG
SIXP
XBAP
VGT
IGM
PSEP
BAPR22.6%
FHDG19.0%
SIXP12.6%
XBAP11.7%
VGT10.2%
IGM6.3%
PSEP5.5%
XTAP1.8%

📈 Biggest Buys

FHDG
FT Vest Quarterly Dynamic Buff
NEW
19.0% of portfolio
SIXP
AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF
NEW
12.6% of portfolio
RBUF
Innovator SC Buffer 10 - Quart
NEW
0.1% of portfolio
ZALT
Innovator Large Cap Buffer 10
NEW
0.1% of portfolio
RSP
Invesco S&P 500 Equal Weight
+4011.1%
0.1% of portfolio

📉 Biggest Sells

QTAP
Innovator Growth-100 - Apr.
-98.1%
0.0% of portfolio
XTAP
Innovator Accelerated Plus - A
-25.5%
1.8% of portfolio
PSEP
Innovator Power Buffer - Sep.
-4.3%
5.5% of portfolio
BAPR
Innovator Buffer - Apr.
-0.6%
22.6% of portfolio
VGT
Vanguard Information Technolog
-1.1%
10.2% of portfolio

Sector Breakdown

Other98.5%
Technology0.7%
Consumer0.2%
Healthcare0.2%
ETF0.1%
Materials0.1%
Industrial0.1%
Financial0.1%

🚪 Exited Positionssold since Q2 2025

BFEB
Innovator Buffer - Feb.
SOLD
$69.7M
QJUN
FT Vest Nasdaq-100 Buffer - Ju
SOLD
$41.1M
BFAP
FT Vest Bitcoin Strategy - Apr
SOLD
$27.5M
PDEC
Innovator Power Buffer - Dec.
SOLD
$14.0K
SHOP
Shopify
SOLD
$13.8K
+2 more exited positions

Changes from Q2 2025

NEW7 new positions
↑7 increased
↓23 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BAPR22.6%
Innovator Buffer - Apr.
$103.4M
FHDG19.0%
FT Vest Quarterly Dynamic Buff
$87.1M
SIXP12.6%
AllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF
$57.8M
XBAP11.7%
Innovator Accelerated Buffer -
$53.8M
VGT10.2%
Vanguard Information Technolog
$47.0M

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