H
Hudson Portfolio Management LLC
RIA/Wealth
Hudson Portfolio Management LLC is a RIA/Wealth based in Austin, TX led by Byron Schoendorf Stinson, reporting $173.9M in AUM as of Q3 2025 with 30% ETF concentration.
Managing PartnerByron Schoendorf Stinson
- Portfolio Value
- $112.9M
- Positions
- 110
- Top Holding
- GOOG at 5.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hudson Portfolio Management LLC's portfolio (30.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $6.7M | 5.91% | -$196.8K Sold | 0.00% 27.4K shares | |
Semiconductors Technology | $4.9M | 4.38% | -$177.1K Sold | — 17.7K shares | |
Medical - Distribution Healthcare | $4.3M | 3.79% | -$65.7K Sold | 0.00% 5.5K shares | |
ETF ETF | $3.5M | 3.14% | +$818.2K Bought | — 34.3K shares | |
ETF ETF | $3.1M | 2.78% | -$170.1K Sold | — 61.5K shares | |
Insurance - Property & Casualty Financial Services | $2.7M | 2.42% | -$109.5K Sold | 0.00% 12.7K shares | |
ETF ETF | $2.4M | 2.13% | -$12.1K Sold | — 26.6K shares | |
Asset Management Financial Services | $2.4M | 2.12% | -$20.4K Sold | 0.00% 22.0K shares | |
ETF ETF | $2.3M | 2.04% | +$523.7K Bought | — 43.5K shares | |
ETF ETF | $2.3M | 2.03% | -$38.1K Sold | — 28.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hudson Portfolio Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+65.78% | |
+32.76% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Hudson Portfolio Management LLC
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