Hingham Institution for Savings

CIK 0002044671 · Q1 2026

13F Equity AUM

$113.2M

-7.3% QoQ

Positions

+3 QoQ

AUM Rank

#9,557

Top 77%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 82.8%Top 10: 95.2%Top 20: 100.0%

GOOGL30.4%

BRK/B17.6%

V17.4%

CBNA9.5%

MA8.0%

SPGI4.5%

HEI/A3.1%

RLI1.8%

DUT1.7%

BRK/A1.3%

Others (5)4.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services62.8%

Communication Services30.4%

Consumer Discretionary4.8%

Other2.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 15Median: 1.76%Avg: 6.67%

0–0.5%

0(0.0%)

0.5–1%

2(1.3%)

1–3%

6(8.3%)

3–5%

2(7.6%)

5%+

5(82.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 15Unique: 0vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.4%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

MORGAN STANLEY

0.3%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

STATE STREET CORP

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.5%

FMR LLC

0.4%

JPMORGAN CHASE & CO

0.2%

BANK OF AMERICA CORP /DE/

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased7Decreased1Exited1

New Positions

KNSL1.2%

+4K

IGIC1.2%

+55K

APH0.8%

+7K

CBNK0.5%

+20K

Increased

CBNA9.5%

+15K(+5%)

V17.4%

+6K(+10%)

HEI/A3.1%

+6K(+50%)

RLI1.8%

+5K(+17%)

SPGI4.5%

+3K(+26%)

DUT1.7%

+2K(+80%)

MA8.0%

+1K(+7%)

Decreased

GOOGL30.4%

-29,500(-20%)

Exited

JMSB

-5,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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