Institutional Fund
Lexington Hill Partners, LLC
Dallas, TXCIK 21119802 filings on record
Portfolio Value
$176.59M
Q1 2026
Holdings
78
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+32.8%
from $132.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Mun Bd Fds20.4%
- Vanguard Index Fds16.0%
- Vanguard Bd Index Fds7.6%
- Vanguard Tax-Managed Fds5.3%
- Ishares Tr4.9%
- Spdr S&P 500 ETF Tr4.7%
- Other41.1%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Mun Bd Fds | 721.1K | $35.97M | 20.4% | +325.3K | Added |
| 2 | Vanguard Index Fds | 88.2K | $28.31M | 16.0% | +25.5K | Added |
| 3 | Vanguard Bd Index Fds | 183.3K | $13.49M | 7.6% | +66.2K | Added |
| 4 | Vanguard Tax-Managed Fds | 145.4K | $9.32M | 5.3% | +21.7K | Added |
| 5 | Ishares Tr | 13.2K | $8.62M | 4.9% | +29 | Added |
| 6 | Spdr S&P 500 ETF Tr | 12.9K | $8.37M | 4.7% | +1.1K | Added |
| 7 | Apple Inc | 21.9K | $5.56M | 3.1% | +2.3K | Added |
| 8 | Coca Cola Co | 64.5K | $4.90M | 2.8% | +64.5K | New |
| 9 | Schwab Strategic Tr | 133.9K | $4.11M | 2.3% | +80.8K | Added |
| 10 | Invesco Exchange Traded Fd T | 18.2K | $3.49M | 2.0% | +63 | Added |
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