Stuart-Chaussee--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  null,
  "ACN",
  "ABT",
  "MBC",
  "ABBV",
  "ADBE",
  "APD",
  "VONG",
  null,
  "GOOGL",
  null,
  "AXP",
  "AIG",
  "AVGO",
  "LOW",
  "WRB",
  null,
  null,
  "CCI",
  "DUK",
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  "AZN",
  "MCD",
  "FBIN",
  "QCOM",
  "LEN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  "MA",
  null,
  "MSFT",
  "MDLZ",
  "HIG",
  "ANSS",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  "IWF",
  "PANW",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MGA",
  "AMGN",
  "ORA",
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "AMT",
  "IBM",
  "SBUX",
  "TXN",
  "TJX",
  null,
  null,
  null,
  null,
  "UPS",
  "VO",
  "MET",
  "VOE",
  null,
  null,
  "VIG",
  null,
  "ULTA",
  "WY",
  "IT",
  "VYM",
  "MGC",
  null,
  "BX",
  "AJG",
  "WM",
  "GSLC",
  null,
  "AMZN",
  "MSI",
  "HII",
  null,
  "VGT",
  "VUG",
  "VBK",
  "VT",
  "VOO",
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WMB",
  null,
  "XEL",
  null,
  "MSCI",
  "JKHY",
  "NDSN",
  "TER",
  "SO",
  "ON",
  "RDDT",
  "SYY",
  "DGRO",
  "GWW",
  "ADP",
  "BAC",
  "BRK-B",
  "BLK",
  "BA",
  "BHF",
  "BR",
  "CAVA",
  "CVX",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "ED",
  "RSP",
  "IJJ",
  "ADI",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "XLK",
  "ITOT",
  "VTI",
  null,
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 186
Total Value: 401416884
Accession Number: 0001095449-25-000046
Form Type: 13F-HR
CIK: stuart-chaussee--associates
Manager Name: Stuart-Chaussee--Associates

Data Enrichment

75% identified

139 identified47 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

186 positions • $401.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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CAVA GROUP, INC.

CAVA|148929102

Shares:10

Value:$864

% of Portfolio:0.0% ($864/$401.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:3

Value:$653

% of Portfolio:0.0% ($653/$401.4M)

CROWN CASTLE INC.

CCI|22822V101

Shares:5

Value:$521

% of Portfolio:0.0% ($521/$401.4M)

Brighthouse Financial, Inc.

BHF|10922N103

Shares:7

Value:$406

% of Portfolio:0.0% ($406/$401.4M)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:7

Value:$285

% of Portfolio:0.0% ($285/$401.4M)

46438F101

Shares:4

Value:$187

% of Portfolio:0.0% ($187/$401.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CAVA GROUP, INC.(CAVAcusip148929102)	10	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$864	0.0% ($864/$401.4M)	QoQ -23.40% (-$264) YoY +23.25% (+$163)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	3	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$653	0.0% ($653/$401.4M)	QoQ +18.72% (+$103) YoY +10.11% (+$60)
CROWN CASTLE INC.(CCIcusip22822V101)	5	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$521	0.0% ($521/$401.4M)	QoQ +14.75% (+$67) YoY -1.51% (-$8)
Brighthouse Financial, Inc.(BHFcusip10922N103)	7	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$406	0.0% ($406/$401.4M)	QoQ +20.83% (+$70) YoY +12.46% (+$45)
ON SEMICONDUCTOR CORP(ONcusip682189105)	7	QoQ 0.00% (-0) YoY NEW(+7)	All Managers (Combined)	$285	0.0% ($285/$401.4M)	QoQ -35.37% (-$156) YoY NEW(+$285)
(cusip46438F101)✕	4	QoQ 0.00% (-0) YoY NEW(+4)	All Managers (Combined)	$187	0.0% ($187/$401.4M)	QoQ -11.79% (-$25) YoY NEW(+$187)