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HIFS
Hingham Institution for Savings Portfolio holdings
AUM
$134M
This Fund
S&P 500
This Quarter
Est. Return
-8.83%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
-$8.88M
(-7.3%)
Cap. Flow
+$1.92M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
95.17%
Holding
16
New
4
Increased
7
Reduced
1
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$1.93M |
| 2 |
Kinsale Capital Group
KNSL
|
+$1.52M |
| 3 |
International General Insurance
IGIC
|
+$1.36M |
| 4 |
HEICO Corp Class A
HEI.A
|
+$1.35M |
| 5 |
S&P Global
SPGI
|
+$1.16M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$9.27M |
| 2 |
John Marshall Bancorp
JMSB
|
+$100K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 65.79% |
| 2 | Communication Services | 30.35% |
| 3 | Industrials | 3.08% |
| 4 | Technology | 0.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alphabet (Google) Class A
GOOGL
$3.91T
| $34.3M | 30.35% |
119,450
-29,500
| -20% | -$9.27M |
|
2
Berkshire Hathaway Class B
BRK.B
$1.07T
| $19.9M | 17.55% |
41,450
| – | – |
|
|
3
Visa
V
$677B
| $19.7M | 17.4% |
65,150
+6,000
| +10% | +$1.93M |
|
|
CBNA
4
Chain Bridge Bancorp
CBNA
$277M
| $10.8M | 9.52% |
308,612
+15,047
| +5% | +$526K |
|
5
Mastercard
MA
$477B
| $9.04M | 7.99% |
18,100
+1,200
| +7% | +$632K |
|
|
6
S&P Global
SPGI
$126B
| $5.1M | 4.51% |
12,000
+2,500
| +26% | +$1.16M |
|
|
7
HEICO Corp Class A
HEI.A
$35.4B
| $3.48M | 3.08% |
16,500
+5,500
| +50% | +$1.35M |
|
8
RLI Corp
RLI
$5.68B
| $2M | 1.76% |
35,000
+5,000
| +17% | +$300K |
|
9
Moody's
MCO
$81.7B
| $1.96M | 1.73% |
4,500
+2,000
| +80% | +$946K |
|
|
10
Berkshire Hathaway Class A
BRK.A
$1.07T
| $1.44M | 1.27% |
2
| – | – |
|
|
11
Kinsale Capital Group
KNSL
$7.95B
| $1.37M | 1.21% |
+4,000
| New | +$1.52M |
|
|
12
International General Insurance
IGIC
$1.23B
| $1.34M | 1.19% |
+55,400
| New | +$1.36M |
|
13
Progressive
PGR
$124B
| $1.29M | 1.14% |
6,500
| – | – |
|
14
Amphenol
APH
$188B
| $884K | 0.78% |
+7,000
| New | +$985K |
|
15
Capital Bancorp
CBNK
$588M
| $580K | 0.51% |
+19,504
| New | +$584K |
|
|
16
John Marshall Bancorp
JMSB
$315M
| – | – |
-5,000
| Closed | -$100K |
|
Similar funds
HCA
SA
AFW
TC
SG
JAA
SCM
SA
Hingham Institution for Savings's Q1 2026 Portfolio in Review
As of Q1 2026, Hingham Institution for Savings held 16 positions worth $113M, down 7.3% from $122M the previous quarter. Its ten largest holdings account for 95% of the portfolio.
Hingham Institution for Savings's Q1 2026 filing shows 4 new, 7 increased, 1 reduced and 1 closed positions. Its largest new stake was Kinsale Capital Group: 4,000 shares worth $1.37M. The largest sale was Alphabet (Google) Class A, an estimated $9.27M.
By sector, the portfolio is most concentrated in Financials at 66% of assets, up from 60% a quarter earlier, followed by Communication Services and Industrials.
- Hingham Institution for Savings's largest Q1 2026 buy was Kinsale Capital Group: 4,000 shares worth $1.37M.
- Hingham Institution for Savings added most to Visa in Q1 2026, an estimated $1.93M increase.
- Hingham Institution for Savings's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $9.27M.
- Hingham Institution for Savings fully exited John Marshall Bancorp in Q1 2026, selling an estimated $100K.
- Hingham Institution for Savings's ten largest holdings make up 95% of its $113M portfolio in Q1 2026.
- Hingham Institution for Savings opened 4 new positions and closed 1 in Q1 2026.
- Hingham Institution for Savings's portfolio value fell 7.3% quarter-over-quarter to $113M.
Based on Hingham Institution for Savings's 13F filing for Q1 2026, filed 15 Apr 2026.