Stuart Chaussee & Associates, Inc.
CIK
1653253
Location
BEVERLY HILLS, CA
Portfolio Value
Micro
$12,116,619
Diversification
Diversified
Filing Date
Global Rank
#7,531
/ 7,985
▲ 18
· as of Sep 2025
Top Industry
Aerospace & Defense
19.4%
3Y Alpha vs SPY
-7.4%
Period ended 9 months ago
Filed Oct 22, 2025 · 9mo
23 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+45.6%
SPY
+76.0%
Annualised alpha
-7.4%
Max drawdown
−16.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
106 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
16.8%
+1.6 pts
Top 5
42.8%
+0.6 pts
Top 10
58.9%
+0.8 pts
HHI
575
Diversified+41
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.5% | $3,454,200 |
| Industrials | 26.6% | $3,224,671 |
| Financial Services | 7.2% | $874,080 |
| Healthcare | 7.2% | $867,916 |
| Consumer Cyclical | 6.8% | $829,341 |
| Consumer Defensive | 6.6% | $795,374 |
| Communication Services | 5.6% | $672,708 |
| Unclassified | 4.0% | $487,051 |
| Basic Materials | 3.2% | $392,341 |
| Utilities | 1.7% | $204,320 |
| Real Estate | 1.5% | $181,951 |
| Energy | 1.1% | $132,666 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
106 positions ·
$12,116,619 total
· as of Sep 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 106 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 3,340 | $2,035,128 | 16.80% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,506 | $1,297,982 | 10.71% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,220 | $819,908 | 6.77% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,470 | $533,165 | 4.40% | |
| WM |
Waste Management Inc
Industrials
|
Held | 2,286 | $504,817 | 4.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,960 | $476,476 | 3.93% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 1,419 | $386,989 | 3.19% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,047 | $381,929 | 3.15% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 918 | $371,964 | 3.07% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 430 | $328,090 | 2.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,141 | $264,187 | 2.18% | |
| SLV |
iShares Silver Trust
|
Added | 5,460 | $231,340 | 1.91% | |
| ORCL |
Oracle Corp
Technology
|
Held | 800 | $224,992 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 704 | $222,062 | 1.83% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 640 | $211,142 | 1.74% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 4,000 | $206,360 | 1.70% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 597 | $181,422 | 1.50% | |
| GLD |
Spdr Gold Trust
|
Added | 475 | $168,848 | 1.39% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Held | 5,142 | $167,680 | 1.38% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 1,165 | $165,162 | 1.36% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
Held | 535 | $154,031 | 1.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 668 | $146,672 | 1.21% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 345 | $129,116 | 1.07% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 1,537 | $128,385 | 1.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 986 | $101,617 | 0.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 130 | $86,603 | 0.71% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 1,270 | $84,226 | 0.70% | |
| V |
Visa Inc.
Financial Services
|
Held | 236 | $80,565 | 0.66% | |
| FBIN |
Fortune Brands Innovations, Inc.
Industrials
|
Held | 1,500 | $80,085 | 0.66% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 380 | $79,067 | 0.65% | |
| CVX |
Chevron Corp
Energy
|
Held | 500 | $77,645 | 0.64% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Held | 374 | $75,372 | 0.62% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 232 | $74,963 | 0.62% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 2,445 | $71,997 | 0.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 386 | $71,572 | 0.59% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 770 | $64,626 | 0.53% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 514 | $63,607 | 0.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 81 | $59,484 | 0.49% | |
| ACN |
Accenture plc
Technology
|
Held | 239 | $58,937 | 0.49% | |
| BA |
Boeing Co
Industrials
|
Held | 269 | $58,058 | 0.48% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Held | 400 | $50,416 | 0.42% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Held | 162 | $50,177 | 0.41% | |
| SO |
Southern Co
Utilities
|
Held | 485 | $45,963 | 0.38% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Held | 340 | $45,352 | 0.37% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 336 | $45,003 | 0.37% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Held | 715 | $44,666 | 0.37% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 147 | $41,477 | 0.34% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 540 | $40,764 | 0.34% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 160 | $39,312 | 0.32% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 163 | $38,821 | 0.32% |