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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
IJH icon
126
iShares Core S&P Mid-Cap ETF
IJH
$126B
$208K 0.04%
3,156
– –
EVRG icon
127
Evergy
EVRG
$19.2B
$203K 0.04%
2,800
– –
BW icon
128
Babcock & Wilcox
BW
$1.51B
$90.6K 0.02%
14,285
– –
CPNG icon
129
Coupang
CPNG
$30.1B
– –
-64,754
Closed -$2.09M
HOOD icon
130
Robinhood
HOOD
$84.1B
– –
-1,658
Closed -$237K
IBIT icon
131
iShares Bitcoin Trust
IBIT
$47.3B
– –
-114,066
Closed -$7.41M
INDA icon
132
iShares MSCI India ETF
INDA
$6.65B
– –
-73,817
Closed -$3.84M
2 3 4 5
6

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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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TCM
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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.