Lexington Hill Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm’s principal and Chief Compliance Officer as Cole Evans, located in Dallas, Texas.
The report details a portfolio consisting of 85 separate securities. The largest position in the portfolio is a holding in Coca-Cola Company, with 5,702,712 shares valued at $66,249,000. Other significant individual stock holdings include Apple Inc. with 7,952,094 shares valued at $23,879,000, and Exxon Mobil Holdings Corp. with 2,504,736 shares valued at $15,390,000.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The top ETF holding is the Vanguard Total Stock Market ETF, with 50,171,844 shares valued at $134,063,000. Other notable ETF positions include the Invesco S&P 500 Equal Weight ETF (33,378,710 shares) and the iShares Core S&P 500 ETF (10,117,137 shares).
The filing also lists holdings in major technology companies, including Microsoft Corporation (1,567,729 shares), NVIDIA Corporation (2,193,973 shares), and Alphabet Inc. Class C shares (1,364,564 shares). Additionally, the portfolio includes positions in financial institutions such as JPMorgan Chase & Co. (1,166,332 shares) and Wells Fargo & Co. (445,197 shares).