SC
Stuart Chaussee & Associates, Inc. 13F Holdings & Recent Stock Buys (Q4 2025)
Stuart Chaussee & Associates, Inc.CIK: 0001653253
High-turnover trader
Total reported value
—
Reporting period: 2025-12-31 · Number of holdings: 1
Stuart Chaussee & Associates, Inc. disclosed 1 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of — and a quarterly turnover rate of 100.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 100
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out BAPR
Sold out FHDG
Sold out SIXP
Sold out XBAP
Sold out VGT
Sold out IGM
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
Portfolio Performance
Performance for Q3 2026
—
Performance Last 4 Quarters
+5.1%
- Stdev
- +8.1%
- Beta
- +0.05
- Alpha
- +8.2%
- Max Drawdown
- -8.1%
- Annualized Perf
- +9.1%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +1.57
- Stutzer
- +0.3
- Treynor
- +1.96
- Sterling
- +0.87
- Calmar
- +1.12
- Information Ratio
- -0.72
- Tracking Error
- +13.9%
- Stdev Down
- +5.8%
- Winning Months %
- +76.7%
- Losing Months %
- +23.3%
- Best 12 Months
- +14.1%
- Worst 12 Months
- +1.2%
- Efficiency Ratio
- +0.48
- Sharpe
- +1.12
- Stdev Sectors
- —
- Skewness
- -1.85
- Kurtosis
- +5.82
- Upside Potential
- +2.54
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2025 Q4 | 1 | — | 100 | ||
| 2025 Q3 | 180 | $458.4M | 100 | ||
| 2025 Q2 | 180 | $443.9M | 0 | ||
| 2025 Q1 | 186 | $401.4M | 100 | ||
| 2024 Q4 | 183 | $403.4M | 0 | ||
| 2024 Q3 | 165 | $380.9M | 0 | ||
| 2024 Q2 | 171 | $363.3M | 0 | ||
| 2024 Q1 | 157 | $347.7M | 0 | ||
| 2023 Q4 | 148 | $342.6M | 0 | ||
| 2023 Q3 | 131 | $300.8M | 0 | ||
| 2023 Q2 | 131 | $317.7M | 0 | ||
| 2023 Q1 | 136 | $294.6M | 0 | ||
| 2022 Q4 | 151 | $270.7M | 0 | ||
| 2022 Q3 | 148 | $43.1M | 0 | ||
| 2022 Q2 | 157 | $46.3M | 0 | ||
| 2022 Q1 | 162 | $209.9M | 0 | ||
| 2021 Q4 | 170 | $232.4M | 0 | ||
| 2021 Q3 | 146 | $64.2M | 0 | ||
| 2021 Q2 | 156 | $226.3M | 100 | ||
| 2021 Q1 | 294 | $259.6M | 8 | ||
| 2020 Q4 | 85 | $248.1M | 16 | ||
| 2020 Q3 | 88 | $219.7M | 17 | ||
| 2020 Q2 | 70 | $191.9M | 58 | ||
| 2020 Q1 | 67 | $105.7M | 100 | ||
| 2019 Q4 | 128 | $176.7M | 62 | ||
| 2019 Q3 | 130 | $166.4M | 46 | ||
| 2019 Q2 | 133 | $161.5M | 6 | ||
| 2019 Q1 | 131 | $155.0M | 60 | ||
| 2018 Q4 | 121 | $131.3M | 100 | ||
| 2018 Q3 | 133 | $158.0M | 7 | ||
| 2018 Q2 | 137 | $148.5M | 100 | ||
| 2018 Q1 | 105 | $24.1M | 100 | ||
| 2017 Q4 | 120 | $138.5M | 100 | ||
| 2017 Q3 | 89 | $134.4M | 0 | ||
| 2017 Q2 | 87 | $134.4M | 46 | ||
| 2017 Q1 | 76 | $101.6M | 100 | ||
| 2016 Q4 | 58 | $129.1M | 73 | ||
| 2016 Q3 | 74 | $123.1M | 3 | ||
| 2016 Q2 | 75 | $121.8M | 64 | ||
| 2016 Q1 | 83 | $110.0M | 100 | ||
| 2015 Q4 | 88 | $106.5M | 0 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Stuart Chaussee & Associates, Inc.'s most significant position changes for 2025-12-31: Sold out: Innovator U.s. Equity Buffer (BAPR); Sold out: Ftequity Qrtrly Dyn Buff ETF (FHDG); Sold out: Allian US Equ 6 Mon Bu10-usd (SIXP); Sold out: Innovator US Eqy Accel 9 Buf (XBAP); Sold out: Vanguard Info Tech ETF (VGT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BAPR | Innovator U.s. Equity Buffer | — | EXIT | Sold out |
| 2 | FHDG | Ftequity Qrtrly Dyn Buff ETF | — | EXIT | Sold out |
| 3 | SIXP | Allian US Equ 6 Mon Bu10-usd | — | EXIT | Sold out |
| 4 | XBAP | Innovator US Eqy Accel 9 Buf | — | EXIT | Sold out |
| 5 | VGT | Vanguard Info Tech ETF | — | EXIT | Sold out |
| 6 | IGM | Ishares Expanded Tech Sector | — | EXIT | Sold out |
| 7 | PSEP | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 8 | XTAP | Innovator US Eqty Accel Pl | — | EXIT | Sold out |
| 9 | PNOV | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 10 | BJAN | Innovator U.s. Equity Buffer | — | EXIT | Sold out |
| 11 | VYM | Vanguard High Dvd Yield ETF | — | EXIT | Sold out |
| 12 | NOC | Northrop Grumman CORP | — | EXIT | Sold out |
| 13 | PJAN | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 14 | ✓ | Innovator Power Buffer - Mar. | — | EXIT | Sold out |
| 15 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 16 | BJUN | Innovator U.s. Equity Buffer | — | EXIT | Sold out |
| 17 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 18 | PMAY | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 19 | BMAR | Innovator U.s. Equity Buffer | — | EXIT | Sold out |
| 20 | AAPL | Apple Inc | — | EXIT | Sold out |
| 21 | PJUL | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 22 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | Sold out |
| 23 | XBOC | Innovator US Eqy Acc 9 Buff | — | EXIT | Sold out |
| 24 | ✓ | — | EXIT | Sold out | |
| 25 | RBUF | Invv US Sml C 10 B Etf-qrt | — | EXIT | Sold out |
| 26 | ZALT | Innovator US Eq 10 Buffer | — | EXIT | Sold out |
| 27 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 28 | IWF | Ishares Russell 1000 Growth | — | EXIT | Sold out |
| 29 | BAUG | Innovator U.s. Equity Buffer | — | EXIT | Sold out |
| 30 | ✓ | — | EXIT | Sold out | |
| 31 | ✓ | — | EXIT | Sold out | |
| 32 | APD | Air Products & Chemicals Inc | — | EXIT | Sold out |
| 33 | ✓ | — | EXIT | Sold out | |
| 34 | HD | Home Depot Inc | — | EXIT | Sold out |
| 35 | DMAX | Ishares Lg Cap Max Buff Dec | — | EXIT | Sold out |
| 36 | QTJA | Innovator Growth Acc Plus-j | — | EXIT | Sold out |
| 37 | GAPR | Ft Vest US Equity Moderate B | — | EXIT | Sold out |
| 38 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 39 | PFEB | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 40 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 41 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 42 | VTV | Vanguard Value ETF | — | EXIT | Sold out |
| 43 | ✓ | — | EXIT | Sold out | |
| 44 | ✓ | — | EXIT | Sold out | |
| 45 | ✓ | — | EXIT | Sold out | |
| 46 | ✓ | — | EXIT | Sold out | |
| 47 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 48 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 49 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 50 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
Filing History
FAQ
What is Stuart Chaussee & Associates, Inc. and what type of investor is it?
Stuart Chaussee & Associates, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Stuart Chaussee & Associates, Inc.'s largest equity positions?
Based on the latest 13F filing, Stuart Chaussee & Associates, Inc.'s top holdings by market value are:
1. Ikena Oncology Inc — $0.0
What changes did Stuart Chaussee & Associates, Inc. make in its most recent portfolio filing?
In the latest quarter, Stuart Chaussee & Associates, Inc. took a more defensive posture — trimming 0 positions and completely exiting 50 holdings. The largest of these moves: Sold out: Innovator U.s. Equity Buffer (BAPR); Sold out: Ftequity Qrtrly Dyn Buff ETF (FHDG); Sold out: Allian US Equ 6 Mon Bu10-usd (SIXP); Sold out: Innovator US Eqy Accel 9 Buf (XBAP); Sold out: Vanguard Info Tech ETF (VGT)
What sectors does Stuart Chaussee & Associates, Inc. focus on?
Sector breakdown data is not yet available for Stuart Chaussee & Associates, Inc.. Check back after the next 13F processing cycle.
Investment Profile
Stuart Chaussee & Associates, Inc. returned an annualized 9.1% over the trailing 30 months — outperforming the S&P 500 by 8.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.05 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 0 to 100 over the past 4 quarters — a shift toward more active trading.
Peer Institutions
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—
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Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
KF
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CIK 0000056822
Total reported value
—
1 stks
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Concentration0.0
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Sector conviction0.0
View detail
RA
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CIK 0000083402
Total reported value
—
1 stks
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Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
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Developer Access
Access Stuart Chaussee & Associates, Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/stuart-chaussee-associates-incCLI
npx alphasmo institutions get stuart-chaussee-associates-inc