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 | V | VISA INC | Financial Services | 66,150.0 | $22.7M | 16.90% | +1K | +1.5% | $343.09 | +10.7% |
| 2 | — | CHAIN BRIDGE BANCORP INC | — | 334,137.0 | $14.1M | 10.46% | +26K | +8.3% | $42.05 | — |
| 3 | MA | MASTERCARD INCORPORATED | Financial Services | 19,100.0 | $9.8M | 7.30% | +1K | +5.5% | $513.60 | +15.2% |
| 4 | — | HEICO CORP NEW | — | 26,500.0 | $6.8M | 5.09% | +10K | +60.6% | $257.91 | — |
| 5 | PGR | PROGRESSIVE CORP | Financial Services | 25,500.0 | $5.6M | 4.15% | +19K | +292.3% | $218.45 | -0.4% |
| 6 | IGIC | INTL GNRL INSURANCE HLDNGS L | Financial Services | 80,400.0 | $2.1M | 1.57% | +25K | +45.1% | $26.17 | +2.2% |
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
Financial Services
57.1%
Communication Services
41.5%
Technology
1.4%