Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Stuart Chaussee & Associates, Inc. 13F Holdings -- Portfolio & Top Positions (2025-09-30)

Stuart Chaussee & Associates, Inc. (CIK 1653253) reported $458.4M across 178 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: BAPR ($103.4M, 22.56%), FHDG ($87.1M, 18.99%), SIXP ($57.8M, 12.60%), XBAP ($53.8M, 11.73%), VGT ($47.0M, 10.25%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BAPRInnovator Buffer - Apr.$103.4M22.56%2.2MTrimmed
2FHDGFT Vest Quarterly Dynamic Buff$87.1M18.99%2.6MNew
3SIXPAllianzIM US LargeCap 6 Month Buffer10 Mar/Sep ETF$57.8M12.60%1.9MNew
4XBAPInnovator Accelerated Buffer -$53.8M11.73%1.4MTrimmed
5VGTVanguard Information Technolog$47.0M10.25%62,930Trimmed
6IGMiShares Expanded Technology$28.8M6.28%228,640Trimmed
7PSEPInnovator Power Buffer - Sep.$25.3M5.51%588,586Trimmed
8XTAPInnovator Accelerated Plus - A$8.2M1.80%207,958Trimmed
9PNOVInnovator Power Buffer - Nov.$8.0M1.74%194,699Trimmed
10BJANInnovator Buffer - Jan.$6.0M1.31%112,930Trimmed
11VYMVanguard High Dividend Yield$4.1M0.90%29,110Trimmed
12NOCNorthrop Grumman$2.0M0.44%3,340Hold
13PJANInnovator Power Buffer - Jan.$1.9M0.42%42,535Trimmed
14PMARInnovator Power Buffer - Mar.$1.6M0.34%35,690Trimmed
15MSFTMicrosoft$1.3M0.28%2,506Hold
16BJUNInnovator Buffer - Jun.$1.2M0.25%25,355Hold
17XLKTechnology Sector SPDR$1.0M0.22%3,614Hold
18BMARInnovator Buffer - Mar.$851,3130.19%16,500Trimmed
19PMAYInnovator Power Buffer - May$855,6900.19%22,000Hold
20AAPLApple$819,8270.18%3,220Added
21PJULInnovator Power Buffer - Jul.$776,2940.17%17,024Hold
22QQQInvesco QQQ Trust$641,2780.14%1,068Hold
23XBOCInnovator Accelerated Buffer -$632,2640.14%19,276Trimmed
24GOOGAlphabet$606,6830.13%2,491Added
25RBUFInnovator SC Buffer 10 - Quart$589,9240.13%20,562New

Source: SEC Form 13F filings · as of 2025-09-30