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Asset Manager ← All Institutions

Stuart Chaussee & Associates, Inc.

Q2 2025 · Filed 2025-08-01
Market Value
$438M
+10.5%
Holdings
165
+6
New Purchases
14
Added To
10
Closed
19
Reduced
11
Top 10 Concentration
91.9%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAPR 22.89% 0.00% +22.89% $100M
BFEB 15.91% 0.01% +15.91% $70M
XBAP 11.95% 0.00% +11.95% $52M
QJUN 9.39% 0.00% +9.39% $41M
BFAP 6.28% 0.00% +6.28% $28M
XTAP 2.43% 0.00% +2.43% $11M
QTAP 1.26% 0.00% +1.26% $6M
VGT 9.63% 8.62% +1.01% $42M
IGM 5.89% 5.25% +0.64% $26M
BJUN 0.25% 0.00% +0.25% $1M
BMAR 0.22% 0.00% +0.22% $948K
XBOC 0.14% 0.00% +0.14% $633K
BAUG 0.12% 0.00% +0.12% $543K
PFEB 0.10% 0.00% +0.10% $432K
QTJA 0.08% 0.00% +0.08% $342K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PNOV 1.78% 25.26% -23.48% $8M
BOCT 0.00% 18.84% -18.84% $0
XBJA 0.00% 15.29% -15.29% $0
ISEP 0.00% 10.13% -10.13% $0
PJUL 0.17% 1.45% -1.28% $747K
POCT 0.01% 0.95% -0.94% $25K
PSEP 5.74% 6.56% -0.82% $25M
PMAY 0.19% 0.78% -0.59% $831K
IOCT 0.00% 0.45% -0.45% $0
SOXL 0.00% 0.19% -0.19% $0
VYM 0.90% 1.08% -0.18% $4M
TQQQ 0.00% 0.14% -0.14% $0
PAUG 0.00% 0.12% -0.12% $0
PJAN 0.47% 0.53% -0.06% $2M
NOC 0.38% 0.43% -0.05% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 26 $5M 1.2%
Large Cap 95 $79M 18.0%
Mid Cap 10 $131K 0.0%
Small Cap 16 $184M 42.0%
Micro Cap 18 $170M 38.8%

Portfolio Analytics

Avg Market Cap
$195.6B
Median Market Cap
$50.6B
Avg P/E
32.3
Median P/E
24.2
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
93
# ETFs / Funds
72

Top Holdings (165 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BAPR 22.89% 2,218,802 $100M $45.19 +2,218,802 NEW
2 BFEB 15.91% 1,560,824 $70M $44.65 $70M +1,560,224 +260037.3%
3 XBAP 11.95% 1,424,118 $52M $36.74 +1,424,118 NEW
4 VGT 9.63% 63,613 $42M $663.28 $8M +568 +0.9%
5 QJUN 9.39% 1,391,119 $41M $29.57 +1,391,119 NEW
6 BFAP 6.28% 1,188,683 $28M $23.16 +1,188,683 NEW
7 IGM 5.89% 229,468 $26M $112.34 $5M -90 -0.0%
8 PSEP 5.74% 614,899 $25M $40.89 -$875K -62,479 -9.2%
9 XTAP 2.43% 279,058 $11M $38.21 +279,058 NEW
10 PNOV 1.78% 196,949 $8M $39.52 -$92M -2,493,818 -92.7%
11 BJAN 1.30% 113,130 $6M $50.22 $450K +930 +0.8%
12 QTAP 1.26% 131,825 $6M $42.02 +131,825 NEW
13 VYM 0.90% 29,698 $4M $133.31 -$337K -3,613 -10.8%
14 PJAN 0.47% 46,625 $2M $44.05 -$37K -3,795 -7.5%
15 NOC 0.38% 3,340 $2M $499.98 -$40K
16 MSFT 0.28% 2,506 $1M $497.41 $306K
17 BJUN 0.25% 25,355 $1M $43.76 +25,355 NEW
18 BMAR 0.22% 19,326 $948K $49.04 +19,326 NEW
19 XLK 0.21% 3,614 $915K $253.23 $272K +500 +16.1%
20 PMAY 0.19% 22,000 $831K $37.79 -$2M -64,630 -74.6%
21 PJUL 0.17% 17,024 $747K $43.85 -$5M -125,805 -88.1%
22 AAPL 0.15% 3,193 $655K $205.15 -$32K +100 +3.2%
23 XBOC 0.14% 19,876 $633K $31.85 +19,876 NEW
24 PG 0.13% 3,462 $552K $159.32 -$37K +7 +0.2%
25 BAUG 0.12% 11,806 $543K $46.02 +11,806 NEW
26 IWF 0.11% 1,129 $479K $424.58 $72K
27 PFEB 0.10% 11,365 $432K $38.01 +11,365 NEW
28 APD 0.09% 1,419 $400K $282.12 -$18K
29 QTJA 0.08% 12,540 $342K $27.27 +12,540 NEW
30 HD 0.08% 918 $337K $366.64 -$22K -61 -6.2%
31 LLY 0.08% 430 $335K $779.53 -$20K
32 GAPR 0.07% 8,400 $322K $38.31 $6K
33 VOO 0.07% 505 $287K $568.17 $27K
34 VTV 0.06% 1,526 $270K $176.73 -$66K -420 -21.6%
35 BAC 0.04% 4,000 $189K $47.32 $22K
36 AVGO 0.04% 640 $176K $275.65 $98K +170 +36.2%
37 IVV 0.04% 282 $175K $621.18 $17K
38 MCD 0.04% 597 $174K $292.17 -$12K
39 VTI 0.04% 556 $169K $304.01 $16K
40 VICI 0.04% 5,142 $168K $32.60 -$103
41 UPS 0.04% 1,537 $155K $100.94 -$14K
42 DELL 0.03% 1,165 $143K $122.60 +1,165 NEW
43 AMZN 0.03% 641 $141K $219.39 $61K +225 +54.1%
44 BDEC 0.03% 3,008 $136K $45.16 $123K +2,708 +902.7%
45 HII 0.03% 535 $129K $241.46 $20K
46 ANTM 0.03% 317 $123K $388.96 -$15K
47 ETN 0.03% 345 $123K $356.99 $29K
48 VHT 0.03% 489 $121K $248.34 -$8K
49 IWB 0.02% 320 $109K $339.57 $11K
50 QUAL 0.02% 568 $104K $182.76 $7K
51 SGOV 0.02% 1,000 $101K $100.69 $20
52 WMT 0.02% 986 $96K $97.78 $80K +800 +430.1%
53 KO 0.02% 1,270 $90K $70.75 -$1K
54 HON 0.02% 380 $88K $232.88 $8K
55 VIG 0.02% 410 $84K $204.67 $4K
56 MMC 0.02% 374 $82K $218.64 -$9K
57 FBHS 0.02% 1,500 $77K $51.48 -$14K
58 GLD 0.02% 250 $76K $304.83 +250 NEW
59 CVX 0.02% 500 $72K $143.19 -$12K
60 ACN 0.02% 239 $71K $298.89 -$3K
61 SBUX 0.01% 685 $63K $91.63 -$4K
62 DUK 0.01% 514 $61K $118.00 -$2K
63 META 0.01% 81 $60K $738.09 $13K
64 VT 0.01% 464 $60K $128.45 $6K
65 JNJ 0.01% 386 $59K $152.75 -$5K
66 BA 0.01% 269 $56K $209.53 $10K
67 AJG 0.01% 162 $52K $320.12 -$4K
68 VUG 0.01% 116 $51K $437.82 $8K
69 MDLZ 0.01% 715 $48K $67.44 -$293
70 VOE 0.01% 284 $47K $164.46 $1K
71 ABT 0.01% 336 $46K $136.01 $1K
72 SO 0.01% 485 $45K $91.83 -$58
73 VONG 0.01% 405 $44K $109.30 $7K
74 LEN 0.01% 400 $44K $110.61 -$2K
75 IBM 0.01% 147 $43K $294.78 $7K
76 HIG 0.01% 340 $43K $126.87 $1K
77 ICE 0.01% 218 $40K $183.47 $2K
78 VONV 0.01% 467 $40K $85.28 $1K
79 BR 0.01% 163 $40K $243.03 $93
80 ONEQ 0.01% 488 $39K $80.10 $6K
81 ADI 0.01% 160 $38K $238.02 $6K
82 ED 0.01% 375 $38K $100.35 -$4K
83 NEE 0.01% 540 $37K $69.42 -$794
84 SPTM 0.01% 475 $36K $74.89 $3K
85 CSCO 0.01% 500 $35K $69.38 $4K
86 PAYX 0.01% 220 $32K $145.46 -$2K
87 AXP 0.01% 100 $32K $318.98 $5K
88 DGRO 0.01% 478 $31K $63.94 $1K
89 MPC 0.01% 180 $30K $166.11 $4K
90 USMV 0.01% 315 $30K $93.87 $66
91 SYY 0.01% 385 $29K $75.74 $270
92 IT 0.01% 72 $29K $404.22 -$1K
93 BRK-B 0.01% 57 $28K $485.77 -$3K
94 MGC 0.01% 115 $26K $224.92 $3K
95 POCT 0.01% 610 $25K $41.30 -$4M -95,855 -99.4%
96 IJJ 0.01% 192 $24K $123.58 $739
97 TXN 0.01% 112 $23K $207.62 $3K
98 IWD 0.01% 117 $23K $194.23 $710
99 POOL 0.01% 77 $22K $291.48 -$2K
100 DGRW 0.01% 268 $22K $83.74 $1K

New Positions

SymbolValue% Port
BAPR $100M 22.89%
XBAP $52M 11.95%
QJUN $41M 9.39%
BFAP $28M 6.28%
XTAP $11M 2.43%
QTAP $6M 1.26%
BJUN $1M 0.25%
BMAR $948K 0.22%
XBOC $633K 0.14%
BAUG $543K 0.12%
PFEB $432K 0.10%
QTJA $342K 0.08%
DELL $143K 0.03%
GLD $76K 0.02%

Sold Out Positions

SymbolValue% Port
PAUG —%
MGA —%
ORA —%
STRV —%
ENZL —%
TQQQ —%
QCOM —%
VBK —%
SOXL —%
MRP —%
EWS —%
TNA —%
TTEK —%
BOCT —%
ISCV —%
View SEC EDGAR Filings for Stuart Chaussee & Associates, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms