Lexington Hill Partners, LLC
Long book
$176.6M
Q1 2026
Positions
78
Top-10 weight
69%
concentration
Last quarter
+8.5%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsLexington Hill Partners, LLC is a wealth-management firm allocating client money, running a $176.6M US long book across 78 positions.
The portfolio is concentrated: the top 10 names carry 69% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TAX-EXEMPT BOND ETF, VANGUARD TOTAL STOCK MKT ETF, VANGUARD TOTAL BOND MARKET, VANGUARD FTSE DEVELOPED ETF, ISHARES CORE S&P 500 ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.1%
Q1 2026
+8.5%
Sector allocation
Technology 32%
Financials 24%
Consumer staples 16%
Consumer discretionary 8%
Energy 7%
Industrials 6%
Healthcare 3%
Services media 2%
Long book by quarter
What does Lexington Hill own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 21.9K | $5.6M | 3.1% | +11.7% |
| KO COCA-COLA CO/THE | Consumer staples | 64.5K | $4.9M | 2.8% | New |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.2K | $3.0M | 1.7% | +70.1% |
| XOM EXXON MOBIL CORP | Energy | 15.0K | $2.5M | 1.4% | +4.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 10.4K | $2.2M | 1.2% | +19.7% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 9.2K | $1.3M | 0.8% | +2.0% |
| NVDA NVIDIA CORP | Technology | 7.0K | $1.2M | 0.7% | +148.5% |
| MSFT MICROSOFT CORP | Technology | 3.2K | $1.2M | 0.7% | +62.6% |
| WTM WHITE MOUNTAINS INSURANCE GP | Financials | 520 | $1.1M | 0.6% | New |
| GS GOLDMAN SACHS GROUP INC | Financials | 1.3K | $1.1M | 0.6% | +5.6% |
| JPM JPMORGAN CHASE & CO | Financials | 3.0K | $894K | 0.5% | +12.7% |
| GOOG ALPHABET INC-CL C | Technology | 2.8K | $805K | 0.5% | +84.8% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 1 | $718K | 0.4% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 984 | $594K | 0.3% | +2.2% |
| LLY ELI LILLY & CO | Healthcare | 566 | $521K | 0.3% | +35.7% |
| PEP PEPSICO INC | Consumer staples | 3.2K | $497K | 0.3% | +9.5% |
| CAT CATERPILLAR INC | Industrials | 669 | $474K | 0.3% | +15.3% |
| WFC WELLS FARGO & CO | Financials | 6.0K | $474K | 0.3% | +2.9% |
| AVGO BROADCOM INC | Technology | 1.4K | $432K | 0.2% | New |
| RTX RTX CORP | Industrials | 2.2K | $429K | 0.2% | +32.2% |
| HTH HILLTOP HOLDINGS INC | Financials | 10.5K | $375K | 0.2% | +0.5% |
| WMT WALMART INC | Consumer discretionary | 2.9K | $361K | 0.2% | +44.6% |
| BAC BANK OF AMERICA CORP | Financials | 6.8K | $329K | 0.2% | +46.0% |
| MA MASTERCARD INC - A | Services media | 628 | $314K | 0.2% | +56.6% |
| BA BOEING CO/THE | Industrials | 1.5K | $302K | 0.2% | +6.4% |
| GOOGL ALPHABET INC-CL A | Technology | 1.0K | $293K | 0.2% | New |
| PB PROSPERITY BANCSHARES INC | Financials | 4.2K | $284K | 0.2% | New |
| HD HOME DEPOT INC | Consumer discretionary | 853 | $281K | 0.2% | +7.3% |
| RSG REPUBLIC SERVICES INC | Utilities | 1.3K | $276K | 0.2% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.1K | $270K | 0.2% | New |
| NFLX NETFLIX INC | Services media | 2.8K | $269K | 0.2% | New |
| FDX FEDEX CORP | Industrials | 750 | $267K | 0.2% | +1.9% |
| ABBV ABBVIE INC | Healthcare | 1.2K | $258K | 0.1% | +16.7% |
| META META PLATFORMS INC-CLASS A | Technology | 424 | $243K | 0.1% | New |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 6.2K | $235K | 0.1% | New |
| TFC TRUIST FINANCIAL CORP | Financials | 5.0K | $231K | 0.1% | +1.4% |
| TSN TYSON FOODS INC-CL A | Consumer staples | 3.4K | $218K | 0.1% | New |
| GHC GRAHAM HOLDINGS CO-CLASS B | Services media | 201 | $213K | 0.1% | New |
| KOS KOSMOS ENERGY LTD | Energy | 20.0K | $56K | 0.0% | Held |
| BLND BLEND LABS INC-A | Technology | 13.7K | $23K | 0.0% | Held |