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Lexington Hill Partners, LLC Top Holdings and 13F Report (2026)

About Lexington Hill Partners, LLC

Investment Activity

  • Lexington Hill Partners, LLC has $176.59 million in total holdings as of March 31, 2026.
  • Lexington Hill Partners, LLC owns shares of 78 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 27.39% of the portfolio was purchased this quarter.
  • About 1.62% of the portfolio was sold this quarter.
  • This quarter, Lexington Hill Partners, LLC has purchased 67 new stocks and bought additional shares in 46 stocks.
  • Lexington Hill Partners, LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

191216100 - CocaCola
$4,902,679 Holding
G9618E107 - White Mountains Insurance Group
$1,142,419 Holding
11135F101 - Broadcom
$431,662 Holding
02079K305 - Alphabet
$292,504 Holding
743606105 - Prosperity Bancshares
$283,836 Holding

Largest Purchases this Quarter

Vanguard Tax-Exempt Bond ETF
325,271 shares (about $16.23M)
Vanguard Total Stock Market ETF
25,494 shares (about $8.18M)
CocaCola
64,467 shares (about $4.90M)
Vanguard Total Bond Market ETF
66,156 shares (about $4.87M)
Schwab US Dividend Equity ETF
80,804 shares (about $2.48M)

Largest Sales this Quarter

iShares MSCI USA Min Vol Factor ETF
15,831 shares (about $1.47M)
Dimensional U.S. Core Equity 2 ETF
3,307 shares (about $128.51K)
iShares Russell 2000 ETF
482 shares (about $119.54K)
iShares MSCI USA Quality Factor ETF
540 shares (about $103.55K)
iShares MSCI Emerging Markets ETF
1,823 shares (about $103.53K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLexington Hill Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$35,973,637$16,227,772 82.2%721,05920.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$28,305,693$8,178,726 40.6%88,23216.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$13,494,542$4,871,732 56.5%183,2507.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$9,320,037$1,388,804 17.5%145,4445.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,616,301$18,943 0.2%13,1914.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,370,291$703,648 9.2%12,8714.7%Finance
Apple Inc. stock logo
AAPL
Apple
$5,559,844$582,455 11.7%21,9073.1%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$4,902,679$4,902,679 New Holding64,4672.8%Consumer Staples
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$4,108,156$2,479,074 152.2%133,9032.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,485,393$12,091 0.3%18,1612.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,986,854$1,230,586 70.1%6,2331.7%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,544,418$117,576 4.8%14,9971.4%Energy
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,397,884$2,720 -0.1%24,6871.4%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,341,205$119,540 -4.9%9,4401.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,173,922$358,016 19.7%10,4381.2%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,132,5830.0%23,5571.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,042,275$569,416 38.7%37,7851.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,000,759$14,940 0.8%3,3481.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,902,3120.0%4,4211.1%Finance
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,801,551$128,510 -6.7%46,3601.0%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,761,085$1,468,205 -45.5%18,9891.0%ETF
PALANTIR TECHNOLOGIES INC
$1,343,728$26,330 2.0%9,1860.8%CL A
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$1,279,172$32,667 -2.5%28,3500.7%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,276,783$103,526 -7.5%22,4830.7%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,213,650$725,330 148.5%6,9590.7%Computer and Technology
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$1,196,7100.0%13,0400.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,195,530$460,075 62.6%3,2300.7%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,174,2070.0%16,8350.7%ETF
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$1,142,419$1,142,419 New Holding5200.6%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,103,680$58,355 5.6%1,3050.6%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$998,783$93,331 -8.5%3,4780.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$894,410$100,882 12.7%3,0410.5%Finance
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$880,3170.0%9,6350.5%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$847,723$74,864 -8.1%9,5570.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$805,172$369,455 84.8%2,8070.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$718,1400.0%10.4%Finance
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$669,538$6,603 1.0%8,4160.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$663,888$3,716 0.6%8,0400.4%Manufacturing
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$645,1780.0%7,7200.4%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$594,480$12,687 2.2%9840.3%Aerospace
SPDR FTSE International Government Inflation-Protected Bond ETF stock logo
WIP
SPDR FTSE International Government Inflation-Protected Bond ETF
$570,639$2,732 0.5%14,4100.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$520,858$137,116 35.7%5660.3%Medical
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$499,681$6,896 -1.4%12,8250.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$497,321$43,320 9.5%3,2030.3%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$474,070$63,068 15.3%6690.3%Industrials
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$473,712$13,296 2.9%5,9500.3%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$431,662$431,662 New Holding1,3950.2%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$429,296$104,575 32.2%2,2250.2%Aerospace
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$411,328$3,475 0.9%4,3790.2%ETF
Hilltop Holdings Inc. stock logo
HTH
Hilltop
$375,397$1,934 0.5%10,4800.2%Finance
WALMART INC
$360,653$111,228 44.6%2,9020.2%COM
SPDR Dow Jones International Real Estate ETF stock logo
RWX
SPDR Dow Jones International Real Estate ETF
$331,044$2,316 0.7%12,4360.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$329,096$103,686 46.0%6,7510.2%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$313,612$113,360 56.6%6280.2%Business Services
The Boeing Company stock logo
BA
Boeing
$301,908$18,110 6.4%1,5170.2%Aerospace
Alphabet Inc. stock logo
GOOGL
Alphabet
$292,504$292,504 New Holding1,0170.2%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$286,328$675 0.2%4,2400.2%ETF
Prosperity Bancshares, Inc. stock logo
PB
Prosperity Bancshares
$283,836$283,836 New Holding4,2250.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$280,666$19,084 7.3%8530.2%Retail/Wholesale
Novartis AG stock logo
NVS
Novartis
$277,379$277,379 New Holding1,8160.2%Medical
Republic Services, Inc. stock logo
RSG
Republic Services
$276,184$276,184 New Holding1,2610.2%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$270,143$270,143 New Holding1,1050.2%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$268,643$268,643 New Holding2,7940.2%Consumer Discretionary
FedEx Corporation stock logo
FDX
FedEx
$267,169$4,987 1.9%7500.2%Transportation
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$266,377$1,521 0.6%1,2260.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$257,793$36,983 16.7%1,1850.1%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$255,661$1,048 0.4%9760.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$242,595$242,595 New Holding4240.1%Computer and Technology
Calamos Convertible Opportunities and Income Fund stock logo
CHI
Calamos Convertible Opportunities and Income Fund
$241,617$5,993 2.5%22,4970.1%Financial Services
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$234,822$234,822 New Holding6,2060.1%Energy
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$231,716$302 0.1%7670.1%ETF
Truist Financial Corporation stock logo
TFC
Truist Financial
$230,929$3,264 1.4%5,0230.1%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$229,130$4,421 2.0%4,0430.1%ETF
Tyson Foods, Inc. stock logo
TSN
Tyson Foods
$217,838$217,838 New Holding3,4000.1%Consumer Staples
Graham Holdings Company stock logo
GHC
Graham
$212,509$212,509 New Holding2010.1%Consumer Discretionary
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$202,488$103,545 -33.8%1,0560.1%ETF
Kosmos Energy Ltd. stock logo
KOS
Kosmos Energy
$55,6000.0%20,0000.0%Energy
Blend Labs, Inc. stock logo
BLND
Blend Labs
$23,2800.0%13,6940.0%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$0$437,727 -100.0%00.0%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$0$296,772 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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