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Portfolio (Quarterly) Guide ↗

Lexington Hill Partners, LLC

· CIK 0002111980
13F Portfolio $177M AUM 78 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 40 Added 9 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWM ISHARES TR 9,440.0 $2.3M 1.33% -482.0 -4.9% $248.01 +17.1%
2 DFAC DIMENSIONAL ETF TRUST 46,360.0 $1.8M 1.02% -3K -6.7% $38.86 +13.0%
3 USMV ISHARES TR 18,989.0 $1.8M 1.00% -16K -45.5% $92.74 +4.0%
4 DFAU DIMENSIONAL ETF TRUST 28,350.0 $1.3M 0.72% -724.0 -2.5% $45.12 +14.5%
5 EEM ISHARES TR 22,483.0 $1.3M 0.72% -2K -7.5% $56.79 +20.4%
6 VO VANGUARD INDEX FDS 3,478.0 $999K 0.57% -325.0 -8.6% $287.17 -72.6%
7 VNQ VANGUARD INDEX FDS 9,557.0 $848K 0.48% -844.0 -8.1% $88.70 +9.6%
8 DFAI DIMENSIONAL ETF TRUST 12,825.0 $500K 0.28% -177.0 -1.4% $38.96 +7.6%
9 QUAL ISHARES TR 1,056.0 $202K 0.12% -540.0 -33.8% $191.75 +12.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.1%
Technology 23.2%
Consumer Defensive 14.7%
Energy 6.7%
Consumer Cyclical 5.8%
Industrials 5.6%
Communication Services 3.8%
Healthcare 3.1%