☆Hingham Institution for Savings
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
AI Eval Run AI Eval
Holdings · 16 positions · portfolio value $134M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess 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
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | 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