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Riggs Asset Management Portfolio holdings

AUM $560M
1-Year Est. Return 64.94%
This Fund
S&P 500
This Quarter Est. Return
+4.39%
1 Year Est. Return
+64.94%
3 Year Est. Return
+207.03%
5 Year Est. Return
+268.77%
10 Year Est. Return
+923.4%
AUM
$496M
AUM Growth
+$34.7M
Cap. Flow
+$21.1M
Cap. Flow %
4.25%
Top 10 Hldgs %
33.77%
Holding
132
New
16
Increased
48
Reduced
46
Closed
4

Top Buys

Rank Stock Value
1
CBU icon
Community Bank
CBU
+$20.3M
2
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$12.2M
3
FCG icon
First Trust Natural Gas ETF
FCG
+$4.37M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.08M
5
AA icon
Alcoa
AA
+$3.61M

Top Sells

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.41M
2
AVGO icon
Broadcom
AVGO
+$5.18M
3
STRL icon
Sterling Infrastructure
STRL
+$4.53M
4
INDA icon
iShares MSCI India ETF
INDA
+$3.84M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.74M

Sector Composition

Rank Sector Weight
1 Technology 18.72%
2 Financials 13.28%
3 Industrials 5.9%
4 Communication Services 3.14%
5 Consumer Discretionary 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$213B
$3.62M 0.73%
12,217
-71
-0.6% -$21.3K
MELI icon
52
Mercado Libre
MELI
$96.3B
$3.38M 0.68%
1,680
+185
+12% +$389K
NGD
53
DELISTED
New Gold Inc
NGD
$3.16M 0.64%
362,799
+8,152
+2% +$61.4K
BE icon
54
Bloom Energy
BE
$64.3B
$2.99M 0.6%
34,466
+536
+2% +$56.3K
TTWO icon
55
Take-Two Interactive
TTWO
$45.8B
$2.93M 0.59%
11,457
+512
+5% +$128K
META icon
56
Meta Platforms (Facebook)
META
$1.5T
$2.84M 0.57%
4,305
+347
+9% +$232K
VST icon
57
Vistra
VST
$52.6B
$2.79M 0.56%
17,272
+526
+3% +$95.8K
VUG icon
58
Vanguard Morningstar Growth ETF
VUG
$225B
$2.78M 0.56%
34,236
+1,272
+4% +$103K
MP icon
59
MP Materials
MP
$7.8B
$2.75M 0.55%
54,442
+10,483
+24% +$665K
CRWD icon
60
CrowdStrike
CRWD
$206B
$2.68M 0.54%
22,880
+512
+2% +$65.2K
LQD icon
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$2.42M 0.49%
22,006
+6,197
+39% +$689K
ETHA
62
iShares Ethereum Trust ETF
ETHA
$5.42B
$2.41M 0.49%
+107,570
New +$2.81M
IAU icon
63
iShares Gold Trust
IAU
$62.9B
$2.35M 0.47%
28,981
+415
+1% +$32.5K
UEC icon
64
Uranium Energy
UEC
$4.93B
$2.22M 0.45%
190,129
+1,236
+0.7% +$16.2K
ILF icon
65
iShares Latin America 40 ETF
ILF
$3.82B
$2.14M 0.43%
+70,172
New +$2.09M
FSLR icon
66
First Solar
FSLR
$25B
$2.08M 0.42%
7,957
+494
+7% +$125K
AMLP icon
67
Alerian MLP ETF
AMLP
$13B
$1.96M 0.4%
41,720
-79,878
-66% -$3.74M
CEG icon
68
Constellation Energy
CEG
$97.7B
$1.83M 0.37%
5,179
+61
+1% +$22.2K
BKV
69
BKV Corp
BKV
$2.67B
$1.83M 0.37%
+67,266
New +$1.69M
AGI icon
70
Alamos Gold
AGI
$12B
$1.81M 0.36%
46,810
+640
+1% +$22.3K
WPM icon
71
Wheaton Precious Metals
WPM
$50.8B
$1.71M 0.35%
14,562
+422
+3% +$45.2K
EMB icon
72
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$1.46M 0.3%
15,203
+6,330
+71% +$608K
AR icon
73
Antero Resources
AR
$11.2B
$1.4M 0.28%
+40,593
New +$1.37M
BRK.B icon
74
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.25M 0.25%
2,479
– –
EQT icon
75
EQT Corp
EQT
$33.5B
$1.22M 0.25%
+22,745
New +$1.28M
1 2
3
4 5

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DIM
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CFP
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MCM
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FGAM
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SHIM
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PDL
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Riggs Asset Management's Q4 2025 Portfolio in Review

As of Q4 2025, Riggs Asset Management held 132 positions worth $496M, up 7.5% from $461M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Riggs Asset Management deployed $21.1M of net new capital in Q4 2025, opening 16 new positions and adding to 48 existing holdings. Its largest new stake was State Street SPDR S&P Biotech ETF: 106,548 shares worth $13M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 23% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Broadcom, an estimated $5.18M trimmed.

  • Riggs Asset Management's largest Q4 2025 buy was State Street SPDR S&P Biotech ETF: 106,548 shares worth $13M.
  • Riggs Asset Management added most to Community Bank in Q4 2025, an estimated $20.3M increase.
  • Riggs Asset Management's biggest Q4 2025 reduction was Broadcom, cutting an estimated $5.18M.
  • Riggs Asset Management fully exited iShares Bitcoin Trust in Q4 2025, selling an estimated $7.41M.
  • Riggs Asset Management's ten largest holdings make up 34% of its $496M portfolio in Q4 2025.
  • Riggs Asset Management opened 16 new positions and closed 4 in Q4 2025.
  • Riggs Asset Management's portfolio value rose 7.5% quarter-over-quarter to $496M.

Based on Riggs Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.