Asset Manager
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Hingham Institution for Savings
55 MAIN ST, HINGHAM, MA 02043 • 781-749-2200
Q1 2026 · Filed 2026-04-15
Market Value
$113M
Holdings
16
New Purchases
4
Added To
7
Closed
1
Reduced
1
Top 10 Concentration
95.2%
Turnover
31.2%
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 62.2% |
| Communication Services | 33.5% |
| Industrials | 3.4% |
| Technology | 0.9% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 5 | $84M | 74.6% |
| Large Cap | 5 | $13M | 11.2% |
| Mid Cap | 2 | $3M | 3.0% |
| Small Cap | 2 | $2M | 1.7% |
| Micro Cap | 2 | $11M | 9.5% |
Portfolio Analytics
Avg Market Cap
$520.4B
Median Market Cap
$97.5B
Avg P/E
21.6
Median P/E
14.5
Avg Dividend Yield
0.02%
Avg Beta
0.75
# Stocks
16
# ETFs / Funds
0
Top Holdings (16 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | 30.35% | 119,450 | $34M | $287.56 | -$12M | -29,500 | -19.8% | |
| 2 | BRK-B | 17.55% | 41,450 | $20M | $479.20 | -$972K | — | — | |
| 3 | V | 17.40% | 65,150 | $20M | $302.24 | -$1M | +6,000 | +10.1% | |
| 4 | CBNA | 9.52% | 308,612 | $11M | $34.90 | $601K | +15,047 | +5.1% | |
| 5 | MA | 7.99% | 18,100 | $9M | $499.66 | -$604K | +1,200 | +7.1% | |
| 6 | SPGI | 4.51% | 12,000 | $5M | $425.34 | $139K | +2,500 | +26.3% | |
| 7 | HEI-A | 3.08% | 16,500 | $3M | $211.09 | $706K | +5,500 | +50.0% | |
| 8 | RLI | 1.76% | 35,000 | $2M | $57.04 | $77K | +5,000 | +16.7% | |
| 9 | MCO | 1.73% | 4,500 | $2M | $436.25 | $686K | +2,000 | +80.0% | |
| 10 | BRK-A | 1.27% | 2 | $1M | $718,140.00 | -$73K | — | — | |
| 11 | KNSL | 1.21% | 4,000 | $1M | $341.66 | — | +4,000 | — | NEW |
| 12 | IGIC | 1.19% | 55,400 | $1M | $24.23 | — | +55,400 | — | NEW |
| 13 | PGR | 1.14% | 6,500 | $1M | $198.24 | -$192K | — | — | |
| 14 | APH | 0.78% | 7,000 | $884K | $126.35 | — | +7,000 | — | NEW |
| 15 | CBNK | 0.51% | 19,504 | $580K | $29.74 | — | +19,504 | — | NEW |
| 16 | JMSB | —% | — | — | — | -$100K | -5,000 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| JMSB | — | —% |