Fund Universe

Hingham Institution for Savings

CIK 0002044671 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.752
AUM ($M)
134
Positions
15
Turnover
0.08
Top-10 wt
94%
Herfindahl
0.155
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 16 positions · portfolio value $134M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GOOGL funds › ALPHABET INC TRIM 28.2% -2.2% 37.9 105,950 -13,500 2
V funds › VISA INC ADD 16.9% -0.5% 22.7 66,150 +1,000 2
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 15.4% -2.1% 20.7 41,450 +0 2
CBNA funds › CHAIN BRIDGE BANCORP INC ADD 10.5% +0.9% 14.1 334,137 +25,525 2
MA funds › MASTERCARD INCORPORATED ADD 7.3% -0.7% 9.8 19,100 +1,000 2
HEIA funds › HEICO CORP NEW ADD 5.1% +2.0% 6.8 26,500 +10,000 2
PGR funds › PROGRESSIVE CORP ADD 4.1% +3.0% 5.6 25,500 +19,000 2
SPGI funds › S&P GLOBAL INC HOLD 3.6% -0.9% 4.9 12,000 +0 2
IGIC funds › INTL GNRL INSURANCE HLDNGS L ADD 1.6% +0.4% 2.1 80,400 +25,000 2
RLI funds › RLI CORP HOLD 1.5% -0.2% 2.1 35,000 +0 2
MCO funds › MOODYS CORP HOLD 1.5% -0.2% 2.0 4,500 +0 2
NBN funds › NORTHEAST BK PORTLAND ME NEW 1.2% +1.2% 1.6 12,000 +12,000 1
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 1.1% -0.2% 1.5 2 +0 2
KNSL funds › KINSALE CAP GROUP INC HOLD 1.0% -0.2% 1.3 4,000 +0 2
APH funds › AMPHENOL CORP HOLD 0.9% +0.1% 1.2 7,000 +0 2
CBNK funds › CAPITAL BANCORP INC MD EXIT 0.0% -0.5% 0.0 0 -19,504 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 134 15 0.08 94% 0.155 0.752 in
2026Q1 113 15 0.08 95% 0.173 0.736 entered
2025Q4 122 11 0.00 99% 0.220 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status