Lexington Hill Partners, LLC

Lexington Hill Partners, LLC reported 77 holdings worth US$206M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 8, 2026

Lexington Hill Partners, LLC reported 77 holdings worth US$206M as of Jun 30, 2026. Largest: Apple Inc, Coca-cola Company (the) and Berkshire Hathaway Inc. Filed Jul 8, 2026 (Form 13F).

Holdings
77
Value as reported
US$206M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc22,710US$6.57M3.2%
Coca-cola Company (the)66,026US$5.37M2.6%
Berkshire Hathaway Inc.7,870US$3.94M1.9%
Amazon.com, Inc.12,485US$2.98M1.4%
Alphabet Inc (google) Class C6,916US$2.47M1.2%
Nvidia Corporation8,834US$1.77M0.86%
Goldman Sachs Group, Inc. (the)1,319US$1.33M0.65%
Jp Morgan Chase & Co.3,525US$1.15M0.56%
Microsoft Corp.2,964US$1.11M0.54%
White Mountains Insurance Group, Ltd.520US$1.08M0.52%
Palantir Technologies Inc.9,176US$1.07M0.52%
First Horizon Corporation41,461US$1.06M0.52%
Eli Lilly And Company550US$660K0.32%
Broadcom Inc.1,658US$626K0.30%
Bank Of America Corporation10,671US$608K0.29%
Rtx Corporation2,749US$522K0.25%
Lockheed Martin Corporation1,004US$512K0.25%
Caterpillar, Inc.450US$479K0.23%
Wells Fargo & Company5,538US$458K0.22%
Pepsico, Inc.3,126US$423K0.21%
Oracle Corporation2,842US$416K0.20%
Hilltop Holdings Inc.10,536US$409K0.20%
Visa Inc.1,169US$401K0.19%
Prosperity Bancshares, Inc.5,284US$386K0.19%
Cisco Systems, Inc.3,233US$380K0.18%
First Busey Corporation11,359US$335K0.16%
Home Depot, Inc. (the)939US$331K0.16%
Abbvie Inc.1,288US$324K0.16%
Johnson & Johnson1,237US$314K0.15%
Boeing Company (the)1,426US$309K0.15%
Merck & Company, Inc.2,328US$299K0.15%
Qualcomm Incorporated1,558US$288K0.14%
Republic Services, Inc.1,272US$271K0.13%
Cadence Design Systems, Inc.707US$265K0.13%
Novartis Ag1,670US$262K0.13%
Meta Platforms, Inc.426US$240K0.12%
O'reilly Automotive, Inc.2,537US$234K0.11%
Graham Holdings Company201US$229K0.11%
Enterprise Products Partners L.p.6,206US$228K0.11%
Thermo Fisher Scientific Inc445US$223K0.11%
Truist Financial Corporation4,361US$217K0.11%
Chevron Corporation1,289US$214K0.10%
Walmart Inc.1,843US$209K0.10%
Kosmos Energy Ltd.20,000US$42,2000.02%
Blend Labs, Inc.13,694US$23,4170.01%
Exxon Mobil Corporation0US$00.00%
Fedex Corporation0US$00.00%
Mastercard Incorporated0US$00.00%
Netflix, Inc.0US$00.00%
Tyson Foods, Inc.0US$00.00%

Source

View original at SEC

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