LH

Lexington Hill Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$176.6M

Reporting period: 2026-03-31 · Number of holdings: 78

Lexington Hill Partners, LLC disclosed 78 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $176.6M and a quarterly turnover rate of 33.1%.

Personality snowflake

Concentration
34.25
Portfolio Stability
33.14
Momentum/Contrarian
100
Sector conviction
56.79
Diversification
100
Sizing Uniformity
76.02

Recent moves

  • Add VTEB

    +82.2%　$16.1M

  • Trim IVV

    +0.2%　-$398.6K

  • Trim USMV

    -45.5%　-$1.5M

  • Trim SPY

    +9.2%　$331.0K

  • Add SCHD

    +152.2%　$2.7M

  • Add BND

    +56.5%　$4.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTEBVanguard Tax-exempt Bond ETFETF-Other20.37%+5.40%+82.18%
2VTIVanguard Total Stock Mkt ETFETF-Other16.03%+0.21%+40.64%
3BNDVanguard Total Bond MarketETF-Other7.64%+1.12%+56.50%
4VEAVanguard Ftse Developed ETFETF-Other5.28%-0.53%+17.51%
5IVVIshares Core S&p 500 ETFETF-Large Cap & Growth4.88%-1.90%+0.22%
6SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth4.74%-1.30%+9.18%
7AAPLApple INCStock-Tech3.15%-0.86%+11.70%
8KOCoca-cola Co/theStock-Consumer Staples2.78%+2.78%NEW
9SCHDSchwab US Dvd Equity ETFETF-Other2.33%+1.23%+152.18%
10RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.97%—+0.35%
11BRK-BBerkshire Hathaway Inc-cl BStock-Other1.69%+0.30%+70.07%
12XOMExxon Mobil CORPStock-Energy1.44%+0.15%+4.84%
13EFAIshares Msci Eafe ETFETF-Other1.36%—-0.11%
14IWMIshares Russell 2000 ETFETF-Small Cap1.33%-0.51%-4.86%
15AMZNAmazon.com INCStock-Consumer Disc1.23%-0.28%+19.72%
16IEFAIshares Core Msci Eafe ETFETF-Other1.21%——
17VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.16%+0.06%+38.66%
18VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.13%-0.44%+0.75%
19GLDSpdr Gold SharesETF-Commodities1.08%-0.24%—
20DFACDimensional US Core Equity 2ETF-Other1.02%-0.46%-6.66%
21USMVIshares Msci USA Min Vol FacETF-Other1.00%-1.47%-45.47%
22PLTRPalantir Technologies Inc-aStock-Tech0.76%-0.44%+2.00%
23DFAUDimensional US Core Equity METF-Other0.72%-0.30%-2.49%
24EEMIshares Msci Emerging MarketETF-Emerging Markets0.72%—-7.50%
25NVDANvidia CORPStock-Tech0.69%+0.30%+148.54%
26GDXVaneck Gold Miners ETFETF-Commodities0.68%-0.16%—
27MSFTMicrosoft CORPStock-Tech0.68%-0.04%+62.56%
28IEMGIshares Core Msci EmergingETF-Emerging Markets0.66%——
29WTMWhite Mountains Insurance Group, Ltd.Stock-Financials0.65%+0.65%NEW
30GSGoldman Sachs Group INCStock-Financials0.62%—+5.58%
31VOVanguard Mid-cap ETFETF-Other0.57%-0.26%-8.55%
32JPMJpmorgan Chase & CoStock-Financials0.51%—+12.71%
33EFAVIshares Msci Eafe Min Vol FaETF-Other0.50%——
34VNQVanguard Real Estate ETFETF-Other0.48%-0.21%-8.11%
35GOOGAlphabet Inc-cl CStock-Comm Services0.46%+0.10%+84.79%
36BRK-ABerkshire Hathaway Inc-cl AStock-Other0.41%——
37HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield0.38%—+1.00%
38SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.38%—+0.56%
39IDEVIshares Core Msci Dev MktsETF-Other0.37%——
40LMTLockheed Martin CORPStock-Industrials0.34%-0.01%+2.18%
41WIPState Street Spdr Ftse InterETF-Other0.32%—+0.48%
42LLYEli Lilly & CoStock-Healthcare0.29%-0.04%+35.73%
43DFAIDimensional International CoETF-Other0.28%—-1.36%
44PEPPepsico INCStock-Consumer Staples0.28%-0.04%+9.54%
45CATCaterpillar INCStock-Industrials0.27%+0.02%+15.34%
46WFCWells Fargo & CoStock-Financials0.27%-0.14%+2.89%
47AVGOBroadcom INCStock-Tech0.24%+0.24%NEW
48RTXRtx CORPStock-Industrials0.24%+0.01%+32.20%
49EMBIshares Jp Morgan Usd EmergiETF-Other0.23%—+0.85%
50HTHHilltop Holdings INCStock-Other0.21%—+0.52%
1–50 of 78

Holding changes this quarter

Lexington Hill Partners, LLC's most significant position changes for 2026-03-31: New buy: Coca-cola Co/the (KO); New buy: White Mountains Insurance Group, Ltd. (WTM); Sold out: Vanguard High Dvd Yield ETF (VYM); New buy: Broadcom INC (AVGO); Sold out: Ss Spdr Bb 1-3m T-bill ETF (BIL).

Position changes disclosed by Lexington Hill Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VTEBVanguard Tax-exempt Bond ETF+5.4%+82.18%Add
2SCHDSchwab US Dvd Equity ETF+1.2%+152.18%Add
3BNDVanguard Total Bond Market+1.1%+56.50%Add
4BRK-BBerkshire Hathaway Inc-cl B+0.3%+70.07%Add
5NVDANvidia CORP+0.3%+148.54%Add
6VTIVanguard Total Stock Mkt ETF+0.2%+40.64%Add
7XOMExxon Mobil CORP+0.2%+4.84%Add
8GOOGAlphabet Inc-cl C+0.1%+84.79%Add
9VWOVanguard Ftse Emerging Marke+0.1%+38.66%Add
10WMTWalmart INC0%+44.59%Add
11CATCaterpillar INC0%+15.34%Add
12RTXRtx CORP0%+32.20%Add
13MAMastercard INC - A0%+56.61%Add
14BACBank Of America CORP—+46.00%Add
15LMTLockheed Martin CORP0%+2.18%Add
16MSFTMicrosoft CORP0%+62.56%Add
17PEPPepsico INC0%+9.54%Add
18LLYEli Lilly & Co0%+35.73%Add
19QUALIshares Msci USA Quality Fac-0.1%-33.83%Trim
20WFCWells Fargo & Co-0.1%+2.89%Add
21GDXVaneck Gold Miners ETF-0.2%—Unchanged
22VNQVanguard Real Estate ETF-0.2%-8.11%Trim
23GLDSpdr Gold Shares-0.2%—Unchanged
24VOVanguard Mid-cap ETF-0.3%-8.55%Trim
25AMZNAmazon.com INC-0.3%+19.72%Add
26DFAUDimensional US Core Equity M-0.3%-2.49%Trim
27PLTRPalantir Technologies Inc-a-0.4%+2.00%Add
28VOOVanguard S&p 500 ETF-0.4%+0.75%Add
29DFACDimensional US Core Equity 2-0.5%-6.66%Trim
30IWMIshares Russell 2000 ETF-0.5%-4.86%Trim
31VEAVanguard Ftse Developed ETF-0.5%+17.51%Add
32AAPLApple INC-0.9%+11.70%Add
33SPYSs Spdr S&p 500 ETF Trust-us-1.3%+9.18%Add
34USMVIshares Msci USA Min Vol Fac-1.5%-45.47%Trim
35IVVIshares Core S&p 500 ETF-1.9%+0.22%Add
36KOCoca-cola Co/the—NEWNew buy
37WTMWhite Mountains Insurance Group, Ltd.—NEWNew buy
38VYMVanguard High Dvd Yield ETF—EXITSold out
39AVGOBroadcom INC—NEWNew buy
40BILSs Spdr Bb 1-3m T-bill ETF—EXITSold out
41GOOGLAlphabet Inc-cl A—NEWNew buy
42PBProsperity Bancshares INC—NEWNew buy
43NVSNovartis Ag-sponsored Adr—NEWNew buy
44RSGRepublic Services INC—NEWNew buy
45JNJJohnson & Johnson—NEWNew buy
46NFLXNetflix INC—NEWNew buy
47METAMeta Platforms Inc-class A—NEWNew buy
48EPDEnterprise Products Partners—NEWNew buy
49TSNTyson Foods Inc-cl A—NEWNew buy
50GHCGraham Holdings Co-class B—NEWNew buy

FAQ

What is Lexington Hill Partners, LLC and what type of investor is it?
Lexington Hill Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $176.6M, spread across 78 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 Tax-exempt Bond ETF (VTEB) — $36.0M (20.4%) 2. Vanguard Total Stock Mkt ETF (VTI) — $28.3M (16.0%) 3. Vanguard Total Bond Market (BND) — $13.5M (7.6%) 4. Vanguard Ftse Developed ETF (VEA) — $9.3M (5.3%) 5. Ishares Core S&p 500 ETF (IVV) — $8.6M (4.9%)
What changes did Lexington Hill Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Lexington Hill Partners, LLC made 48 notable position adjustments: 13 new positions were initiated, 26 existing holdings were added to, 7 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Coca-cola Co/the (KO); New buy: White Mountains Insurance Group, Ltd. (WTM); Sold out: Vanguard High Dvd Yield ETF (VYM); New buy: Broadcom INC (AVGO); Sold out: Ss Spdr Bb 1-3m T-bill ETF (BIL)
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: 31.1% • Financials: 19.5% • Consumer Staples: 18.4% • Energy: 8.1% • Consumer Discretionary: 7.8% • Industrials: 6.6%