LH
Lexington Hill Partners, LLC 13F Filing (Q3 2026) — Top Positions & Stock Picks
Lexington Hill Partners, LLCCIK: 0002111980
Momentum followerLong-term holderQuality / disciplined sizing
Total reported value
$227.0M
Reporting period: 2026-09-30 · Number of holdings: 85
Lexington Hill Partners, LLC disclosed 85 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $227.0M and a quarterly turnover rate of 13.6%.
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Personality snowflake
- Concentration
- 38.34
- Portfolio Stability
- 13.6
- Momentum
- 100
- Sector conviction
- 63.92
- Diversification
- 100
- Sizing Uniformity
- 73.11
Lexington Hill Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.096 — mathematically equivalent to about 10 equally-sized positions, well below its 85 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.69), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 18% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy 84615Q103
Trim VTEB
+2.9% -$1.4M
Add VTI
+15.3% $7.1M
New buy 30233Q108
Trim BND
+4.0% -$115.0K
Trim IVV
+0.2% $246.8K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 22.10% | +1.24% | +15.31% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 16.54% | -2.36% | +2.90% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.64% | -0.93% | +4.04% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.76% | -0.14% | +8.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.46% | -0.33% | +0.23% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.02% | -0.21% | +2.40% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.50% | +0.31% | +5.15% | |
| 8 | ✓ | Stock-Other | 2.77% | +2.77% | NEW | ||
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.53% | -0.25% | -2.19% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.51% | -0.09% | +0.34% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.47% | +0.02% | +12.81% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.47% | -0.18% | +0.29% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -0.14% | +0.78% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.03% | +2.80% | |
| 15 | ✓ | Stock-Other | 1.10% | +1.10% | NEW | ||
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | -0.11% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -0.09% | -0.60% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.01% | -0.10% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.11% | +8.75% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.77% | +0.25% | +1.54% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.04% | +1.31% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.70% | -0.24% | -17.98% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.15% | +3.14% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.12% | -4.44% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | -0.13% | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.52% | -0.07% | -0.92% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.05% | — | |
| 28 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.50% | +0.03% | — | |
| 29 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.46% | -0.06% | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.11% | -4.72% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | -0.04% | +4.80% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.42% | -0.12% | -15.02% | |
| 33 | FHN | First Horizon CORP | Stock-Financials | 0.42% | -0.10% | +0.01% | |
| 34 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.41% | -0.30% | -37.57% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.39% | -0.03% | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.33% | -0.03% | — | |
| 37 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.31% | -0.03% | — | |
| 38 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.29% | +0.29% | NEW | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | -0.03% | +2.55% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | -0.03% | +3.57% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | -0.04% | +2.47% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.23% | -0.02% | +0.70% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.22% | -0.03% | -0.58% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.22% | NEW | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.21% | -0.03% | -1.28% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | +0.01% | +8.38% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.20% | -0.02% | +0.42% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | +0.07% | +39.44% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.18% | -0.02% | +5.59% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | +0.03% | +23.52% |
1–50 of 85
Portfolio Performance
Performance for Q4 2026
+1.5%
Performance Last 4 Quarters
+6.1%
- Stdev
- +11.7%
- Beta
- +0.71
- Alpha
- -5.6%
- Max Drawdown
- -2.2%
- Annualized Perf
- +9.4%
- Batting Avg vs S&P
- +37.5%
- Sortino
- +1.51
- Stutzer
- +0.25
- Treynor
- +0.14
- Sterling
- —
- Calmar
- +4.23
- Information Ratio
- -2.12
- Tracking Error
- +5.6%
- Stdev Down
- +6.3%
- Winning Months %
- +62.5%
- Losing Months %
- +37.5%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.28
- Sharpe
- +0.82
- Stdev Sectors
- +10.5%
- Skewness
- -0.01
- Kurtosis
- -0.65
- Upside Potential
- +3.32
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Lexington Hill Partners, LLC's most significant position changes for 2026-09-30: New buy: ; New buy: ; New buy: Vanguard Ultra Short Bond Et (VUSB); New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Tesla Inc (TSLA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +2.8% | NEW | New buy | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.2% | +15.31% | Add |
| 3 | ✓ | +1.1% | NEW | New buy | |
| 4 | AAPL | Apple Inc | +0.3% | +5.15% | Add |
| 5 | VUSB | Vanguard Ultra Short Bond Et | +0.3% | NEW | New buy |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +1.54% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | New buy |
| 8 | MSFT | Microsoft CORP | +0.2% | +3.14% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.1% | +8.75% | Add |
| 11 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 12 | COP | Conocophillips | +0.1% | NEW | New buy |
| 13 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 14 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 15 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 16 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +39.44% | Add |
| 18 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 19 | TMO | Thermo Fisher Scientific Inc | 0% | +7.19% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | +23.52% | Add |
| 21 | VWO | Vanguard Ftse Emerging Marke | 0% | +12.81% | Add |
| 22 | CVX | Chevron CORP | 0% | +3.26% | Add |
| 23 | V | Visa Inc-class A Shares | 0% | +8.38% | Add |
| 24 | MRK | Merck & Co. Inc. | 0% | -1.07% | Trim |
| 25 | ORLY | O'reilly Automotive Inc | 0% | +20.54% | Add |
| 26 | BLND | Blend Labs Inc-a | — | — | Unchanged |
| 27 | KOS | Kosmos Energy LTD | — | — | Unchanged |
| 28 | ABBV | Abbvie Inc | 0% | +2.02% | Add |
| 29 | QCOM | Qualcomm Inc | 0% | +4.30% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | +7.92% | Add |
| 31 | BUSE | First Busey CORP | 0% | — | Unchanged |
| 32 | EPD | Enterprise Products Partners | 0% | +1.48% | Add |
| 33 | QUAL | Ishares Msci USA Quality Fac | 0% | +0.19% | Add |
| 34 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.53% | Add |
| 35 | RSG | Republic Services Inc | 0% | +1.18% | Add |
| 36 | GHC | Graham Holdings Co-class B | 0% | — | Unchanged |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.31% | Add |
| 38 | BA | Boeing Co/the | 0% | +8.91% | Add |
| 39 | VB | Vanguard Small-cap ETF | 0% | +0.31% | Add |
| 40 | TFC | Truist Financial CORP | 0% | +0.07% | Add |
| 41 | VBR | Vanguard Small-cap Value ETF | 0% | +0.41% | Add |
| 42 | NVS | Novartis Ag-sponsored Adr | 0% | +4.49% | Add |
| 43 | WFC | Wells Fargo & Co | 0% | +0.42% | Add |
| 44 | HTH | Hilltop Holdings Inc | 0% | +0.57% | Add |
| 45 | ORCL | Oracle CORP | 0% | +5.59% | Add |
| 46 | DFAI | Dimensional International Co | 0% | +0.44% | Add |
| 47 | LMT | Lockheed Martin CORP | 0% | +0.70% | Add |
| 48 | AMZN | Amazon.com Inc | 0% | +2.80% | Add |
| 49 | GENI | Genius Sports Limited | 0% | EXIT | Sold out |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | — | Unchanged |
1–50 of 88
Filing History
FAQ
What is Lexington Hill Partners, LLC and what type of investor is it?
Lexington Hill Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $227.0M, spread across 85 disclosed positions.
What are Lexington Hill Partners, LLC's largest equity positions?
Based on the latest 13F filing, Lexington Hill Partners, LLC's top holdings by market value are:
1. Vanguard Total Stock Mkt ETF (VTI) — $50.2M (22.1%)
2. Vanguard Tax-exempt Bond ETF (VTEB) — $37.6M (16.5%)
3. Vanguard Total Bond Market (BND) — $19.6M (8.6%)
4. Vanguard Ftse Developed ETF (VEA) — $13.1M (5.8%)
5. Ishares Core S&p 500 ETF (IVV) — $10.1M (4.5%)
What changes did Lexington Hill Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Lexington Hill Partners, LLC made 75 notable position adjustments: 11 new positions were initiated, 47 existing holdings were added to, 14 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: ; New buy: ; New buy: Vanguard Ultra Short Bond Et (VUSB); New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Tesla Inc (TSLA)
What sectors does Lexington Hill Partners, LLC focus on?
Lexington Hill Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.7%
• Financials: 15.6%
• Consumer Staples: 15.6%
• Consumer Discretionary: 10.0%
• Communication Services: 6.9%
• Health Care: 6.2%
Investment Profile
Lexington Hill Partners, LLC returned an annualized 9.4% over the trailing 8 months — underperforming the S&P 500 by 5.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.71 (less volatile than the market) and a 38% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 37.7% of the portfolio concentrated in Information Technology.
It has added to its VTI position over the past two quarters (+$21.9M, now $50.2M), while trimming IWM over the same stretch (-$1.3M, still holding $1.0M).
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