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HIFS
Hingham Institution for Savings Portfolio holdings
AUM
$134M
This Fund
S&P 500
This Quarter
Est. Return
+14.38%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$134M
AUM Growth
+$21.1M
(+19%)
Cap. Flow
+$4.56M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
94.28%
Holding
16
New
1
Increased
6
Reduced
1
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Progressive
PGR
|
+$3.83M |
| 2 |
HEICO Corp Class A
HEI.A
|
+$2.28M |
| 3 |
Northeast Bank
NBN
|
+$1.48M |
| 4 |
CBNA
Chain Bridge Bancorp
CBNA
|
+$939K |
| 5 |
International General Insurance
IGIC
|
+$638K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$4.86M |
| 2 |
Capital Bancorp
CBNK
|
+$580K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 65.8% |
| 2 | Communication Services | 28.19% |
| 3 | Industrials | 5.09% |
| 4 | Technology | 0.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alphabet (Google) Class A
GOOGL
$4.17T
| $37.9M | 28.19% |
105,950
-13,500
| -11% | -$4.86M |
|
2
Visa
V
$683B
| $22.7M | 16.9% |
66,150
+1,000
| +2% | +$321K |
|
3
Berkshire Hathaway Class B
BRK.B
$1.06T
| $20.7M | 15.44% |
41,450
| – | – |
|
|
CBNA
4
Chain Bridge Bancorp
CBNA
$303M
| $14.1M | 10.46% |
334,137
+25,525
| +8% | +$939K |
|
5
Mastercard
MA
$503B
| $9.81M | 7.3% |
19,100
+1,000
| +6% | +$499K |
|
|
6
HEICO Corp Class A
HEI.A
$36.9B
| $6.83M | 5.09% |
26,500
+10,000
| +61% | +$2.28M |
|
|
7
Progressive
PGR
$126B
| $5.57M | 4.15% |
25,500
+19,000
| +292% | +$3.83M |
|
8
S&P Global
SPGI
$126B
| $4.89M | 3.64% |
12,000
| – | – |
|
|
9
International General Insurance
IGIC
$1.13B
| $2.1M | 1.57% |
80,400
+25,000
| +45% | +$638K |
|
10
RLI Corp
RLI
$5.9B
| $2.07M | 1.54% |
35,000
| – | – |
|
11
Moody's
MCO
$86.1B
| $2.04M | 1.52% |
4,500
| – | – |
|
|
12
Northeast Bank
NBN
$1.1B
| $1.59M | 1.18% |
+12,000
| New | +$1.48M |
|
|
13
Berkshire Hathaway Class A
BRK.A
$1.07T
| $1.5M | 1.12% |
2
| – | – |
|
14
Kinsale Capital Group
KNSL
$8.64B
| $1.32M | 0.98% |
4,000
| – | – |
|
15
Amphenol
APH
$189B
| $1.23M | 0.92% |
7,000
| – | – |
|
|
16
Capital Bancorp
CBNK
$591M
| – | – |
-19,504
| Closed | -$580K |
|
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Hingham Institution for Savings's Q2 2026 Portfolio in Review
As of Q2 2026, Hingham Institution for Savings held 16 positions worth $134M, up 19% from $113M the previous quarter. Its ten largest holdings account for 94% of the portfolio.
Hingham Institution for Savings deployed $4.56M of net new capital in Q2 2026, opening 1 new position and adding to 6 existing holdings. Its largest new stake was Northeast Bank: 12,000 shares worth $1.59M.
By sector, the portfolio is most concentrated in Financials at 66% of assets, up from 66% a quarter earlier, followed by Communication Services and Industrials.
On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $4.86M trimmed.
- Hingham Institution for Savings's largest Q2 2026 buy was Northeast Bank: 12,000 shares worth $1.59M.
- Hingham Institution for Savings added most to Progressive in Q2 2026, an estimated $3.83M increase.
- Hingham Institution for Savings's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $4.86M.
- Hingham Institution for Savings fully exited Capital Bancorp in Q2 2026, selling an estimated $580K.
- Hingham Institution for Savings's ten largest holdings make up 94% of its $134M portfolio in Q2 2026.
- Hingham Institution for Savings opened 1 new position and closed 1 in Q2 2026.
- Hingham Institution for Savings's portfolio value rose 19% quarter-over-quarter to $134M.
Based on Hingham Institution for Savings's 13F filing for Q2 2026, filed 21 Jul 2026.