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Hingham Institution for Savings

Location
HINGHAM, MA
Portfolio Value
Small $108,242,590
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,186 / 8,232 ▲ 120
Top Industry
Internet Content & Information 31.7%
3Y Alpha vs SPY
+0.1%
Period ended 2 months ago
Filed Apr 15, 2026 · 59d
2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+9.2%
SPY
+9.1%
Annualised alpha
+0.5%
Max drawdown
−8.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
31.7%
−7.9 pts
Top 5
86.6%
−5.1 pts
Top 10
97.5%
−2.5 pts
HHI
1,878
Dec 2025 → Mar 2026 · range 1,878 – 2,356
Moderately concentrated−478

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 67.4% $73,009,098
Communication Services 31.7% $34,349,042
Technology 0.8% $884,450

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
6 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
13 positions · $108,242,590 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History