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:
23.02%
Gain +0.61%
Monthly
0.97%
Yearly
12.27%
Drawdown
12.18%
$125.37M
Equity
Holdings
$125.37M
Investment
$101.92M
$23.45M
Profit +$756,827.95
Realized
-$0
Unrealized
$23.45M
Dividends
$3.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$756,827.95
Win %
81%
This Week
Compared To Last Week
Gain
-0.002%
Profit
-$2,125.15
Win %
81%
This Month
Compared to last month
Gain
1.34%
Profit
$1.66M
Win %
81%
This Year
Compared to last year
Gain
8.73%
Profit
$10.07M
Win %
81%
COIN Coinbase Global, Inc.
+5.73%
+$35,140.86 
ADBE Adobe Inc.
+3.53%
+$6,595.99 
ORCL Oracle Corporation
+2.94%
+$5,213.82 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+2.48%
+$115,526.52 
CEF Sprott Physical Gold and Silver Trust
+2.19%
+$27,941.23 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.9%
+$50,988.37 
XLF Financial Select Sector SPDR Fund
+1.52%
+$11,927.1 
IYG iShares U.S. Financial Services ETF
+1.47%
+$6,160.1 
IAUM iShares Gold Trust Micro
+1.47%
+$5,760 
GLD SPDR Gold Shares
+1.47%
+$4,832.28 
IAU iShares Gold Trust
+1.46%
+$95,484.37 
SCHD Schwab U.S. Dividend Equity ETF
+1.3%
+$34,793.44 
VB Vanguard Small-Cap ETF
+1.29%
+$3,884.47 
MSFT Microsoft Corp.
+1.28%
+$7,925.45 
COWZ Pacer US Cash Cows 100 ETF
+1.2%
+$4,366.63 
DFAS Dimensional U.S. Small Cap ETF
+1.18%
+$30,855.37 
DFSV Dimensional US Small Cap Value ETF
+1.14%
+$8,888.96 
JQUA JPMorgan U.S. Quality Factor ETF
+0.99%
+$80,834.74 
VIG Vanguard Dividend Appreciation ETF
+0.96%
+$2,416.36 
VOT Vanguard Mid-Cap Growth ETF
+0.92%
+$3,009.89 
JAVA JPMorgan Active Value ETF
+0.92%
+$5,324.25 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$4,205.52 
DGRO iShares Core Dividend Growth ETF
+0.87%
+$11,713.27 
DVY iShares Select Dividend ETF
+0.84%
+$5,585.15 
VTV Vanguard Value ETF
+0.81%
+$3,687.19 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.8%
+$3,211.56 
JMUB JPMorgan Municipal Bond ETF
+0.8%
+$12,972.06 
KDEC INN US Small Cap Beta ETF
+0.78%
+$8,899.5 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.77%
+$4,177.25 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$6,619.42 
DFAR Dimensional US Real Estate ETF
+0.76%
+$8,888.69 
CGGR Capital Group Growth ETF
+0.75%
+$11,981.6 
VTEB Vanguard Tax-Exempt Bond ETF
+0.74%
+$4,080.64 
KAPR Innovator U.S. Small Cap Power Buffer ETF
+0.73%
+$3,163.78 
IEFA iShares Core MSCI EAFE ETF
+0.72%
+$2,114.85 
O Realty Income Corporation
+0.72%
+$4,264.42 
DFIV Dimensional International Value ETF
+0.71%
+$11,044.2 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$3,139.06 
CGMU Capital Group Municipal Income ETF
+0.71%
+$1,626.89 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.69%
+$8,956.96 
TEQI T. Rowe Price Equity Income ETF
+0.69%
+$28,936.76 
DTD WisdomTree U.S. Total Dividend Fund
+0.56%
+$1,583.11 
VYM Vanguard High Dividend Yield ETF
+0.54%
+$9,874.52 
AMZN Amazon.com Inc
+0.54%
+$3,385.04 
GOVT iShares U.S. Treasury Bond ETF
+0.52%
+$4,710.74 
GOOGL Alphabet Inc
+0.51%
+$3,173.72 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
+0.49%
+$10,453.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.48%
+$1,520.9 
SCHB Schwab U.S. Broad Market ETF
+0.47%
+$1,679.58 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.45%
+$1,268.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.45%
+$2,180.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.42%
+$24,382.42 
PYLD PIMCO Multisector Bond Active ETF
+0.41%
+$1,316.07 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$2,825.28 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.35%
+$1,244.64 
VOO Vanguard S&P 500 ETF
+0.35%
+$1,423.46 
IVV iShares Core S&P 500 ETF
+0.34%
+$2,556.23 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+0.34%
+$5,855.11 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.33%
+$1,281.54 
DFIS Dimensional International Small Cap ETF
+0.29%
+$2,031.54 
JSCP JPMorgan Short Duration Core Plus ETF
+0.28%
+$5,395.13 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.27%
+$6,778 
IAPR Innovator International Developed Power Buffer ETF
+0.27%
+$1,101.51 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.27%
+$1,274.13 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.26%
+$883.53 
OEF iShares S&P 100 ETF
+0.25%
+$3,052.18 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.24%
+$1,114.78 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.24%
+$1,366.99 
BSV Vanguard Short-Term Bond ETF
+0.22%
+$3,803.41 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$1,012.45 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.21%
+$985.32 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.2%
+$536.94 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.2%
+$574.9 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.19%
+$1,327.2 
HDV iShares Core High Dividend ETF
+0.19%
+$10,442.85 
UAUG Innovator U.S. Equity Ultra Fund
+0.17%
+$437.32 
META Meta Platforms Inc Class A
+0.17%
+$596.26 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
+0.17%
+$433.25 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$6,668.12 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.15%
+$780.13 
CGSD Capital Group Short Duration Income ETF
+0.15%
+$521.59 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.12%
+$357.75 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.12%
+$969.79 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.12%
+$472.74 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$1,653.89 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$155.19 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$306.82 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$104.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$126.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.01%
+$116.96 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
DOMO Domo Inc. Class B Common Stock
-2.24%
-$840 
NVDA NVIDIA Corporation
-1.39%
-$30,205.72 
MTUM iShares MSCI USA Momentum Factor ETF
-1.38%
-$15,304.8 
TSLA Tesla, Inc.
-1.18%
-$4,999.67 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-0.69%
-$2,285.64 
VGT Vanguard Information Technology ETF
-0.54%
-$11,119.68 
NAUG Innovator G-100 Power Buffer ETF August
-0.44%
-$2,460.24 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$6,384.46 
AAPL Apple Inc.
-0.06%
-$1,492.4 
MGK Vanguard Mega Cap Growth ETF
-0.06%
-$167.47 
NOCT Innovator Growth-100 Power Buffer ETF
-0.06%
-$477.89 
NJUL Innovator Growth 100 Power Buffer ETF
-0.03%
-$99.26 Events
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Dividends
Dividend Analysis
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No Data
| Trades 105 | Longs Won 86/105 81% | Profit Factor 31.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $403,209.86 |
| Average Win $281,668.99 | Best Trade (Oct 15) $2.43M | Sharpe Ratio -970.09 |
| Average Loss -$40,491.24 | Worst Trade (Oct 14) -$270,308.78 | Z-Score 18.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 4d | Expectancy $223,373.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,096 | 2,786 | 2,477 | 2,167 | 1,858 | 1,548 | 1,238 | 929 | 619 | 310 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,107 | $1.78M | $2.44M | - | $656,109.25 | 36.86% | -0.061% |
| ADBE Adobe Inc. | 776 | $345,156 | $193,363.68 | - | -$151,792.32 | -43.98% | +3.532% |
| AMZN Amazon.com Inc | 2,489 | $546,075 | $635,790.16 | - | $89,715.16 | 16.43% | +0.535% |
| AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF | 19,793 | $579,143 | $690,676.73 | - | $111,533.73 | 19.26% | 0.0 |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 9,436 | $335,514 | $398,387.92 | - | $62,873.92 | 18.74% | +0.119% |
| BRK-B Berkshire Hathaway Inc. | 1,308 | $592,665 | $691,291.08 | - | $98,626.08 | 16.64% | +0.41% |
| BSV Vanguard Short-Term Bond ETF | 22,373 | $1.73M | $1.71M | - | -$15,474.66 | -0.9% | +0.222% |
| CEF Sprott Physical Gold and Silver Trust | 32,302 | $767,496 | $1.31M | - | $538,958.39 | 70.22% | +2.185% |
| CGGR Capital Group Growth ETF | 33,751 | $1.25M | $1.61M | - | $355,567.45 | 28.34% | +0.75% |
| CGMU Capital Group Municipal Income ETF | 8,794 | $236,729 | $231,677.93 | - | -$5,051.07 | -2.13% | +0.707% |
| CGSD Capital Group Short Duration Income ETF | 13,909 | $356,614 | $352,975.65 | - | -$3,638.35 | -1.02% | +0.148% |
| COIN Coinbase Global, Inc. | 3,546 | $880,469 | $648,208.8 | - | -$232,260.2 | -26.38% | +5.732% |
| COWZ Pacer US Cash Cows 100 ETF | 5,261 | $297,157 | $369,164.37 | - | $72,007.37 | 24.23% | +1.197% |
| CPSM Calamos S&P 500 Structured Alt Protection ETF – May | 8,665 | $231,356 | $257,350.5 | - | $25,994.5 | 11.24% | +0.169% |
| DFAR Dimensional US Real Estate ETF | 48,047 | $1.12M | $1.18M | - | $63,191.49 | 5.65% | +0.758% |
| DFAS Dimensional U.S. Small Cap ETF | 33,907 | $2.21M | $2.65M | - | $443,810.19 | 20.11% | +1.178% |
| DFIS Dimensional International Small Cap ETF | 19,348 | $475,102 | $693,625.8 | - | $218,523.8 | 46% | +0.294% |
| DFIV Dimensional International Value ETF | 27,960 | $992,019 | $1.57M | - | $576,956.4 | 58.16% | +0.709% |
| DFSV Dimensional US Small Cap Value ETF | 20,672 | $636,269 | $789,670.4 | - | $153,401.4 | 24.11% | +1.138% |
| DGRO iShares Core Dividend Growth ETF | 17,353 | $1.06M | $1.36M | - | $299,970.62 | 28.18% | +0.866% |
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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 - $262,723.5, iShares 1-3 Year Treasury Bond ETF - $256,340.34, JPMorgan Ultra-Short Income ETF - $248,781.27, JPMorgan Short Duration Core Plus ETF - $149,399.45, and Schwab U.S. Dividend Equity ETF - $144,179.26. 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 $3.35M earned over time. The largest contributors to dividend income include iShares Core High Dividend ETF - $262,723.5, iShares 1-3 Year Treasury Bond ETF - $256,340.34, JPMorgan Ultra-Short Income ETF - $248,781.27, JPMorgan Short Duration Core Plus ETF - $149,399.45, and Schwab U.S. Dividend Equity ETF - $144,179.26. 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.
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