Portfolio (Quarterly)
Guide ↗
Hingham Institution for Savings
· CIK 0002044671| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | Communication Services | 148,950.0 | $46.6M | 38.20% | NEW | — | $313.00 | +23.0% |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 41,450.0 | $20.8M | 17.07% | NEW | — | $502.65 | — |
| 3 | V | VISA INC | Financial Services | 59,150.0 | $20.7M | 17.00% | NEW | — | $350.71 | -6.0% |
| 4 | — | CHAIN BRIDGE BANCORP INC | — | 293,565.0 | $10.2M | 8.33% | NEW | — | $34.64 | — |
| 5 | MA | MASTERCARD INCORPORATED | Financial Services | 16,900.0 | $9.6M | 7.91% | NEW | — | $570.88 | -13.5% |
| 6 | SPGI | S&P GLOBAL INC | Financial Services | 9,500.0 | $5.0M | 4.07% | NEW | — | $522.59 | -20.6% |
| 7 | — | HEICO CORP NEW | — | 11,000.0 | $2.8M | 2.27% | NEW | — | $252.43 | — |
| 8 | RLI | RLI CORP | Financial Services | 30,000.0 | $1.9M | 1.57% | NEW | — | $63.98 | -18.0% |
| 9 | — | BERKSHIRE HATHAWAY INC DEL | — | 2.0 | $1.5M | 1.24% | NEW | — | $754800.00 | — |
| 10 | PGR | PROGRESSIVE CORP | Financial Services | 6,500.0 | $1.5M | 1.21% | NEW | — | $227.72 | -11.1% |
| 11 | MCO | MOODYS CORP | Financial Services | 2,500.0 | $1.3M | 1.05% | NEW | — | $510.85 | -13.1% |
| 12 | JMSB | JOHN MARSHALL BANCORP INC | Financial Services | 5,000.0 | $100K | 0.08% | NEW | — | $19.99 | +2.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Communication Services
53.7%
Financial Services
46.3%