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HIFS

Hingham Institution for Savings Portfolio holdings

AUM $134M
This Fund
S&P 500
This Quarter Est. Return
+12.2%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow %
94.93%
Top 10 Hldgs %
98.87%
Holding
12
New
12
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$42.6M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.6M
3
V icon
Visa
V
+$20.2M
4
CBNA
Chain Bridge Bancorp
CBNA
+$9.49M
5
MA icon
Mastercard
MA
+$9.45M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 59.52%
2 Communication Services 38.2%
3 Industrials 2.28%
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
$46.6M 38.2%
+148,950
New +$42.6M
2025 Q4
0 quarters
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.08T
$20.8M 17.07%
+41,450
New +$20.6M
2025 Q4
0 quarters
V icon
3
Visa
V
$676B
$20.7M 17%
+59,150
New +$20.2M
2025 Q4
0 quarters
CBNA
4
Chain Bridge Bancorp
CBNA
$310M
$10.2M 8.33%
+293,565
New +$9.49M
2025 Q4
0 quarters
MA icon
5
Mastercard
MA
$485B
$9.65M 7.91%
+16,900
New +$9.45M
2025 Q4
0 quarters
SPGI icon
6
S&P Global
SPGI
$114B
$4.96M 4.07%
+9,500
New +$4.7M
2025 Q4
0 quarters
HEI.A icon
7
HEICO Corp Class A
HEI.A
$31.3B
$2.78M 2.28%
+11,000
New +$2.72M
2025 Q4
0 quarters
RLI icon
8
RLI Corp
RLI
$5.1B
$1.92M 1.57%
+30,000
New +$1.88M
2025 Q4
0 quarters
BRK.A icon
9
Berkshire Hathaway Class A
BRK.A
$1.07T
$1.51M 1.24%
+2
New +$1.49M
2025 Q4
0 quarters
PGR icon
10
Progressive
PGR
$122B
$1.48M 1.21%
+6,500
New +$1.47M
2025 Q4
0 quarters
MCO icon
11
Moody's
MCO
$76.1B
$1.28M 1.05%
+2,500
New +$1.22M
2025 Q4
0 quarters
JMSB icon
12
John Marshall Bancorp
JMSB
$325M
$100K 0.08%
+5,000
New +$98.5K
2025 Q4
0 quarters

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Hingham Institution for Savings's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Hingham Institution for Savings, which disclosed 12 positions worth $122M. Its ten largest holdings account for 99% of the portfolio.

Its largest position is Alphabet (Google) Class A: 148,950 shares worth $46.6M.

By sector, the portfolio is most concentrated in Financials at 60% of assets, followed by Communication Services and Industrials.

  • Hingham Institution for Savings's largest Q4 2025 buy was Alphabet (Google) Class A: 148,950 shares worth $46.6M.
  • Hingham Institution for Savings's ten largest holdings make up 99% of its $122M portfolio in Q4 2025.
  • Hingham Institution for Savings disclosed 12 positions in Q4 2025, its first 13F filing on record.

Based on Hingham Institution for Savings's 13F filing for Q4 2025, filed 29 Jan 2026.