Hingham Institution for Savings
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 68.5% | $85,019,737 |
| Communication Services | 30.5% | $37,863,351 |
| Technology | 1.0% | $1,234,240 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CBNA | Chain Bridge Bancorp Inc | +25,525 | 334,137 | $14,050,460 | |
| IGIC | International General Insurance Holdings Ltd. | +25,000 | 80,400 | $2,104,068 | |
| PGR | Progressive Corp/Oh/ | +19,000 | 25,500 | $5,570,475 | |
| MA | Mastercard Inc | +1,000 | 19,100 | $9,809,760 | |
| V | Visa Inc. | +1,000 | 66,150 | $22,695,403 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −13,500 | 105,950 | $37,863,351 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CBNK | Capital Bancorp Inc | 19,504 | $580,048 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 105,950 | $37,863,351 | 30.51% | |
| V |
Visa Inc.
Financial Services
|
Added | 66,150 | $22,695,403 | 18.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 41,450 | $20,741,165 | 16.71% | |
| CBNA |
Chain Bridge Bancorp Inc
Financial Services
|
Added | 334,137 | $14,050,460 | 11.32% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 19,100 | $9,809,760 | 7.90% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 25,500 | $5,570,475 | 4.49% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 12,000 | $4,623,576 | 3.73% | |
| IGIC |
International General Insurance Holdings Ltd.
Financial Services
|
Added | 80,400 | $2,104,068 | 1.70% | |
| RLI |
Rli Corp
Financial Services
|
Held | 35,000 | $2,067,450 | 1.67% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 4,500 | $2,038,140 | 1.64% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
Held | 4,000 | $1,319,240 | 1.06% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 7,000 | $1,234,240 | 0.99% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.