RCM
Riggs Capital Management LLC Portfolio
Invests via Riggs Capital Management LLC | Managed by J. Anthony (Tony) Riggs, Craig Riggs, Cameron Foster, James Houston
Invests via Riggs Capital Management LLC
Managed by J. Anthony (Tony) Riggs, Craig Riggs, Cameron Foster, James Houston
Automatically Tracked
Company Profile
Mid-market asset manager focused on credit and structured finance, Riggs Capital Management LLC manages private credit and specialty finance strategies for institutional and wealth clients. The firm emphasizes senior-secured loans, CLOs and bespoke credit solutions across U.S. corporate and real estate-backed collateral, leveraging active asset selection, risk-adjusted yield targeting and institutional-grade servicing.
Mid-market asset manager focused on credit and structured finance, Riggs Capital Management LLC manages private credit and specialty finance strategies for institutional and wealth clients. The firm emphasizes senior-secured loans, CLOs and bespoke credit solutions across U.S. corporate and real estate-backed collateral, leveraging active asset selection, risk-adjusted yield targeting and institutional-grade servicing.
Investment Philosophy & Strategy
Focuses on mid‑market private credit and structured finance, prioritizing senior‑secured loans, CLO participation and bespoke credit solutions across corporate and real‑estate collateral. Capital deployment emphasizes downside protection through rigorous underwriting, covenant quality and institutional‑grade servicing while targeting attractive risk‑adjusted yields. Portfolio approach blends concentrated, idiosyncratic credit selection with diversified deal-level exposure to manage liquidity and concentration risk. Time horizon is intermediate to long‑term, with active trading of structures and opportunistic allocations to dislocated credit markets.
Focuses on mid‑market private credit and structured finance, prioritizing senior‑secured loans, CLO participation and bespoke credit solutions across corporate and real‑estate collateral. Capital deployment emphasizes downside protection through rigorous underwriting, covenant quality and institutional‑grade servicing while targeting attractive risk‑adjusted yields. Portfolio approach blends concentrated, idiosyncratic credit selection with diversified deal-level exposure to manage liquidity and concentration risk. Time horizon is intermediate to long‑term, with active trading of structures and opportunistic allocations to dislocated credit markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
24.22%
Gain +0.24%
Monthly
1.09%
Yearly
13.91%
Drawdown
12.18%
$126.6M
Equity
Holdings
$126.6M
Investment
$101.92M
$24.68M
Profit +$306,333.68
Realized
-$0
Unrealized
$24.68M
Dividends
$3.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$306,333.68
Win %
87%
This Week
Compared To Last Week
Gain
0.24%
Profit
$306,333.68
Win %
87%
This Month
Compared to last month
Gain
2.88%
Profit
$3.54M
Win %
87%
This Year
Compared to last year
Gain
9.8%
Profit
$11.3M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$89,803.1 
GOOGL Alphabet Inc
+6.73%
+$40,064.01 
META Meta Platforms Inc Class A
+3.28%
+$8,433.36 
MSFT Microsoft Corp.
+3.02%
+$15,758.33 
NVDA NVIDIA Corporation
+2.93%
+$56,089.4 
ORCL Oracle Corporation
+1.81%
+$3,132.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$22,479.36 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$2,892.75 
ADBE Adobe Inc.
+1.01%
+$1,947.77 
OEF iShares S&P 100 ETF
+0.95%
+$11,058.12 
JAVA JPMorgan Active Value ETF
+0.87%
+$4,969.3 
TSLA Tesla, Inc.
+0.76%
+$2,718.7 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,408.36 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,823.68 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,920.32 
CGGR Capital Group Growth ETF
+0.65%
+$9,787.79 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$25,769.76 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$2,281.83 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,039.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$33,201.95 
TEQI T. Rowe Price Equity Income ETF
+0.57%
+$24,209.23 
NOCT Innovator Growth-100 Power Buffer ETF
+0.54%
+$4,574.09 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,518.12 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.5%
+$1,632.6 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$11,929.28 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$6,190.84 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.46%
+$2,603.8 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.46%
+$1,283.13 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$1,073.88 
NJUL Innovator Growth 100 Power Buffer ETF
+0.37%
+$1,240.79 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.36%
+$1,415.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,432.88 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$1,470.15 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$919.84 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.32%
+$1,462.37 
NAUG Innovator G-100 Power Buffer ETF August
+0.31%
+$1,678.2 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,988.12 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$1,824.9 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$746.75 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$1,320.22 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.25%
+$824.63 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$992.6 
UAUG Innovator U.S. Equity Ultra Fund
+0.21%
+$524.79 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$695.02 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$683.93 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$844.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$4,744.56 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
+0.14%
+$355.26 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$430.11 
KDEC INN US Small Cap Beta ETF
+0.08%
+$993.43 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$6,510.18 
IYG iShares U.S. Financial Services ETF
+0.06%
+$274.8 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
+0.06%
+$395.86 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$165.36 
HDV iShares Core High Dividend ETF
+0.04%
+$1,898.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$252.02 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$56.36 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$108.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$38.7 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$61,416.76 
AAPL Apple Inc.
-7.35%
-$174,263.64 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$27,779.77 
GLD SPDR Gold Shares
-1.49%
-$4,928.73 
IAUM iShares Gold Trust Micro
-1.46%
-$5,760 
IAU iShares Gold Trust
-1.46%
-$95,908.75 
O Realty Income Corporation
-0.87%
-$6,045.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,133.78 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,930.95 
DFIS Dimensional International Small Cap ETF
-0.53%
-$3,676.12 
DFAR Dimensional US Real Estate ETF
-0.52%
-$6,726.58 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$14,050.13 
DFIV Dimensional International Value ETF
-0.47%
-$7,549.2 
DVY iShares Select Dividend ETF
-0.45%
-$3,056.32 
CGMU Capital Group Municipal Income ETF
-0.44%
-$1,055.28 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$1,529.99 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.42%
-$9,237.63 
VGT Vanguard Information Technology ETF
-0.38%
-$7,244.64 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$930.94 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.37%
-$16,906.32 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$3,551.13 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,817.63 
DOMO Domo Inc. Class B Common Stock
-0.27%
-$120 
VTV Vanguard Value ETF
-0.27%
-$1,215.38 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,457.78 
VB Vanguard Small-Cap ETF
-0.22%
-$697.6 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,924.25 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$850.93 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$626.7 
IAPR Innovator International Developed Power Buffer ETF
-0.18%
-$758.82 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$4,747.01 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.16%
-$660.15 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,877.54 
XLF Financial Select Sector SPDR Fund
-0.1%
-$862.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$582.45 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$1,626.42 
JSCP JPMorgan Short Duration Core Plus ETF
-0.09%
-$1,660.04 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,342.38 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$337.32 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.03%
-$144.31 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$533.56 Events
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Dividends
Dividend Analysis
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| Trades 105 | Longs Won 92/105 87% | Profit Factor 49.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $425,625.05 |
| Average Win $273,788.74 | Best Trade (Aug 24) $3.16M | Sharpe Ratio -918.98 |
| Average Loss -$38,930.28 | Worst Trade (Aug 03) -$377,333.44 | Z-Score 31.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4d | Expectancy $235,071.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,257 | 2,932 | 2,606 | 2,280 | 1,954 | 1,629 | 1,303 | 977 | 651 | 326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,107 | $1.78M | $2.2M | - | $415,608.37 | 23.35% | -7.354% |
| ADBE Adobe Inc. | 776 | $345,156 | $194,318.16 | - | -$150,837.84 | -43.7% | +1.013% |
| AMZN Amazon.com Inc | 2,489 | $546,075 | $675,962.6 | - | $129,887.6 | 23.79% | +15.321% |
| AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF | 19,793 | $579,143 | $678,701.97 | - | $99,558.97 | 17.19% | +0.058% |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 9,436 | $335,514 | $389,140.64 | - | $53,626.64 | 15.98% | +0.365% |
| BRK-B Berkshire Hathaway Inc. | 1,308 | $592,665 | $669,094.32 | - | $76,429.32 | 12.9% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 22,373 | $1.73M | $1.74M | - | $6,898.34 | 0.4% | -0.077% |
| CEF Sprott Physical Gold and Silver Trust | 32,302 | $767,496 | $1.29M | - | $524,906.97 | 68.39% | -2.104% |
| CGGR Capital Group Growth ETF | 33,751 | $1.25M | $1.51M | - | $259,208.35 | 20.66% | +0.651% |
| CGMU Capital Group Municipal Income ETF | 8,794 | $236,729 | $237,438 | - | $709 | 0.3% | -0.442% |
| CGSD Capital Group Short Duration Income ETF | 13,909 | $356,614 | $356,626.76 | - | $12.76 | - | -0.427% |
| COIN Coinbase Global, Inc. | 3,546 | $880,469 | $518,637.92 | - | -$361,831.08 | -41.1% | -10.588% |
| COWZ Pacer US Cash Cows 100 ETF | 5,261 | $297,157 | $352,013.51 | - | $54,856.51 | 18.46% | +0.195% |
| CPSM Calamos S&P 500 Structured Alt Protection ETF – May | 8,665 | $231,356 | $254,361.07 | - | $23,005.07 | 9.94% | +0.14% |
| DFAR Dimensional US Real Estate ETF | 48,047 | $1.12M | $1.29M | - | $169,135.13 | 15.13% | -0.52% |
| DFAS Dimensional U.S. Small Cap ETF | 33,907 | $2.21M | $2.75M | - | $540,784.18 | 24.51% | -0.172% |
| DFIS Dimensional International Small Cap ETF | 19,348 | $475,102 | $693,916.02 | - | $218,814.02 | 46.06% | -0.527% |
| DFIV Dimensional International Value ETF | 27,960 | $992,019 | $1.6M | - | $609,250.2 | 61.42% | -0.469% |
| DFSV Dimensional US Small Cap Value ETF | 20,672 | $636,269 | $819,851.52 | - | $183,582.52 | 28.85% | 0.0 |
| DGRO iShares Core Dividend Growth ETF | 17,353 | $1.06M | $1.35M | - | $289,298.56 | 27.18% | -0.281% |
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FAQ
Which stocks have generated the highest profits for Riggs Capital Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core High Dividend ETF - $252,170.71, JPMorgan Ultra-Short Income ETF - $236,951.84, iShares 1-3 Year Treasury Bond ETF - $230,481.35, JPMorgan Short Duration Core Plus ETF - $141,837.14, and Schwab U.S. Dividend Equity ETF - $123,105.51. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Riggs Capital Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.02M earned over time. The largest contributors to dividend income include iShares Core High Dividend ETF - $252,170.71, JPMorgan Ultra-Short Income ETF - $236,951.84, iShares 1-3 Year Treasury Bond ETF - $230,481.35, JPMorgan Short Duration Core Plus ETF - $141,837.14, and Schwab U.S. Dividend Equity ETF - $123,105.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Riggs Capital Management LLC's monthly returns?
Riggs Capital Management LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Riggs Capital Management LLC's strategy be considered aggressive or moderate?
Riggs Capital Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Riggs Capital Management LLC's strategy?
Riggs Capital Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
