We are live on ! Find out more
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
Cap. Flow
+$4.56M
Cap. Flow %
3.39%
Top 10 Hldgs %
94.28%
Holding
16
New
1
Increased
6
Reduced
1
Closed
1
Avg Time Held
1.7 quarters
Top 10 Avg Time Held
1.6 quarters
Top 20 Avg Time Held
1.7 quarters

Top Buys

Rank Stock Value
1
PGR icon
Progressive
PGR
+$3.83M
2
HEI.A icon
HEICO Corp Class A
HEI.A
+$2.28M
3
NBN icon
Northeast Bank
NBN
+$1.48M
4
CBNA
Chain Bridge Bancorp
CBNA
+$939K
5
IGIC icon
International General Insurance
IGIC
+$638K

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.86M
2
CBNK icon
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 Held Since
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.2T
$37.9M 28.19%
105,950
-13,500
-11% -$4.86M
2025 Q4
2 quarters
V icon
2
Visa
V
$677B
$22.7M 16.9%
66,150
+1,000
+2% +$321K
2025 Q4
2 quarters
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.08T
$20.7M 15.44%
41,450
– –
2025 Q4
2 quarters
CBNA
4
Chain Bridge Bancorp
CBNA
$310M
$14.1M 10.46%
334,137
+25,525
+8% +$939K
2025 Q4
2 quarters
MA icon
5
Mastercard
MA
$484B
$9.81M 7.3%
19,100
+1,000
+6% +$499K
2025 Q4
2 quarters
HEI.A icon
6
HEICO Corp Class A
HEI.A
$31.4B
$6.83M 5.09%
26,500
+10,000
+61% +$2.28M
2025 Q4
2 quarters
PGR icon
7
Progressive
PGR
$122B
$5.57M 4.15%
25,500
+19,000
+292% +$3.83M
2025 Q4
2 quarters
SPGI icon
8
S&P Global
SPGI
$114B
$4.89M 3.64%
12,000
– –
2025 Q4
2 quarters
IGIC icon
9
International General Insurance
IGIC
$1.05B
$2.1M 1.57%
80,400
+25,000
+45% +$638K
2026 Q1
1 quarter
RLI icon
10
RLI Corp
RLI
$5.13B
$2.07M 1.54%
35,000
– –
2025 Q4
2 quarters
MCO icon
11
Moody's
MCO
$76.4B
$2.04M 1.52%
4,500
– –
2025 Q4
2 quarters
NBN icon
12
Northeast Bank
NBN
$1.09B
$1.59M 1.18%
+12,000
New +$1.48M
2026 Q2
0 quarters
BRK.A icon
13
Berkshire Hathaway Class A
BRK.A
$1.08T
$1.5M 1.12%
2
– –
2025 Q4
2 quarters
KNSL icon
14
Kinsale Capital Group
KNSL
$7.51B
$1.32M 0.98%
4,000
– –
2026 Q1
1 quarter
APH icon
15
Amphenol
APH
$214B
$1.23M 0.92%
14,000
– –
2026 Q1
1 quarter
CBNK icon
16
Capital Bancorp
CBNK
$659M
– –
-19,504
Closed -$580K –

Similar funds

BCM
Boreal Capital Management Miami, Florida $134M AUM 22.66% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
VCWM
Vista Cima Wealth Management Surprise, Arizona $134M AUM 25.81% 1-Year Est. Return
RTC
Real Talk Capital Franklin, Tennessee $134M AUM 22.5% 1-Year Est. Return
PL
PeakShares LLC Tampa, Florida $134M AUM
TWA
Talisman Wealth Advisors Mountainside, New Jersey $134M AUM 23.88% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $134M AUM
TWP
Tenet Wealth Partners Champaign, Illinois $134M AUM

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.