Lexington Hill Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$176.6M
Q ending 2026-03-31
Prior quarter
$133.0M
Q ending 2025-12-31
Change
+32.8% QoQ
Positions
78
reported holdings
Largest positions
All 78 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Mun Bd Fds | VTEB | Shares | $36.0M | 721K |
| Vanguard Index Fds | VTI | Shares | $28.3M | 88K |
| Vanguard Bd Index Fds | BND | Shares | $13.5M | 183K |
| Vanguard Tax-Managed Fds | VEA | Shares | $9.3M | 145K |
| Ishares Tr | IVV | Shares | $8.6M | 13K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $8.4M | 13K |
| Apple Inc | AAPL | Shares | $5.6M | 22K |
| Coca Cola Co | KO | Shares | $4.9M | 64K |
| Schwab Strategic Tr | SCHD | Shares | $4.1M | 134K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.5M | 18K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.0M | 6K |
| Exxon Mobil Corp | XOM | Shares | $2.5M | 15K |
| Ishares Tr | EFA | Shares | $2.4M | 25K |
| Ishares Tr | IWM | Shares | $2.3M | 9K |
| Amazon Com Inc | AMZN | Shares | $2.2M | 10K |
| Ishares Tr | IEFA | Shares | $2.1M | 24K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.0M | 38K |
| Vanguard Index Fds | VOO | Shares | $2.0M | 3K |
| Spdr Gold Tr | GLD | Shares | $1.9M | 4K |
| Dimensional Etf Trust | DFAC | Shares | $1.8M | 46K |
| Ishares Tr | USMV | Shares | $1.8M | 19K |
| Palantir Technologies Inc | PLTR | Shares | $1.3M | 9K |
| Dimensional Etf Trust | DFAU | Shares | $1.3M | 28K |
| Ishares Tr | EEM | Shares | $1.3M | 22K |
| Nvidia Corporation | NVDA | Shares | $1.2M | 7K |
| Vaneck Etf Trust | GDX | Shares | $1.2M | 13K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Ishares Inc | IEMG | Shares | $1.2M | 17K |
| White Mtns Ins Group Ltd | Shares | $1.1M | 520 | |
| Goldman Sachs Group Inc | GS | Shares | $1.1M | 1K |
| Vanguard Index Fds | VO | Shares | $999K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $894K | 3K |
| Ishares Tr | EFAV | Shares | $880K | 10K |
| Vanguard Index Fds | VNQ | Shares | $848K | 10K |
| Alphabet Inc | GOOG | Shares | $805K | 3K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Ishares Tr | HYG | Shares | $670K | 8K |
| Ishares Tr | SHY | Shares | $664K | 8K |
| Ishares Tr | IDEV | Shares | $645K | 8K |
| Lockheed Martin Corp | LMT | Shares | $594K | 984 |
| Spdr Series Trust | WIP | Shares | $571K | 14K |
| Eli Lilly & Co | LLY | Shares | $521K | 566 |
| Dimensional Etf Trust | DFAI | Shares | $500K | 13K |
| Pepsico Inc | PEP | Shares | $497K | 3K |
| Caterpillar Inc | CAT | Shares | $474K | 669 |
| Wells Fargo & Co | WFC | Shares | $474K | 6K |
| Broadcom Inc | AVGO | Shares | $432K | 1K |
| Rtx Corporation | RTX | Shares | $429K | 2K |
| Ishares Tr | EMB | Shares | $411K | 4K |
| Hilltop Hldgs Inc | HTH | Shares | $375K | 10K |
| Walmart Inc | WMT | Shares | $361K | 3K |
| Spdr Index Shs Fds | RWX | Shares | $331K | 12K |
| Bank America Corp | BAC | Shares | $329K | 7K |
| Mastercard Incorporated | MA | Shares | $314K | 628 |
| Boeing Co | BA | Shares | $302K | 2K |
| Alphabet Inc | GOOGL | Shares | $293K | 1K |
| Ishares Tr | IJH | Shares | $286K | 4K |
| Prosperity Bancshares Inc | PB | Shares | $284K | 4K |
| Home Depot Inc | HD | Shares | $281K | 853 |
| Novartis Ag | NVS | Shares | $277K | 2K |
| Republic Svcs Inc | RSG | Shares | $276K | 1K |
| Johnson & Johnson | JNJ | Shares | $270K | 1K |
| Netflix Inc. | NFLX | Shares | $269K | 3K |
| Fedex Corp | FDX | Shares | $267K | 750 |
| Vanguard Index Fds | VBR | Shares | $266K | 1K |
| Abbvie Inc | ABBV | Shares | $258K | 1K |
| Vanguard Index Fds | VB | Shares | $256K | 976 |
| Meta Platforms Inc | META | Shares | $243K | 424 |
| Calamos Conv Opportunities & | CHI | Shares | $242K | 22K |
| Enterprise Prods Partners L | EPD | Shares | $235K | 6K |
| Vanguard Index Fds | VBK | Shares | $232K | 767 |
| Truist Finl Corp | TFC | Shares | $231K | 5K |
| J P Morgan Exchange Traded F | JEPI | Shares | $229K | 4K |
| Tyson Foods Inc | TSN | Shares | $218K | 3K |
| Graham Hldgs Co | GHC | Shares | $213K | 201 |
| Ishares Tr | QUAL | Shares | $202K | 1K |
| Kosmos Energy Ltd | KOS | Shares | $56K | 20K |
| Blend Labs Inc | BLND | Shares | $23K | 14K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.