Riggs Asset Managment Co. Inc.

CIK

1601348

Location

DALLAS, PA

Portfolio Value

Small $267,578,983

Diversification

Diversified

Filing Date

Global Rank

#3,587 / 8,603 ▼ 24 · as of Mar 2026

Top Industry

Semiconductors 13.2%

3Y Alpha vs SPY

+6.0%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+104.0%

SPY

+76.5%

Annualised alpha

+6.0%

Max drawdown

−23.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.9%

+0.2 pts

Top 5

35.5%

+1.6 pts

Top 10

52.1%

+2.6 pts

HHI

410

Diversified+31

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$77,676,300	14
Financial Services	23.1%	$61,715,383	12
Unclassified	12.6%	$33,790,978	5
Industrials	10.3%	$27,463,211	10
Basic Materials	7.4%	$19,690,200	6
Consumer Cyclical	4.9%	$13,151,155	6
Energy	4.8%	$12,906,390	5
Utilities	3.2%	$8,542,838	6
Consumer Defensive	2.9%	$7,713,673	3
Communication Services	1.2%	$3,148,981	3
Healthcare	0.7%	$1,779,874	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
CBU	Community Financial System, Inc.	+15,706	417,156	$24,466,199
CRWD	CrowdStrike Holdings, Inc.	+2,923	8,643	$843,578
UEC	Uranium Energy Corp	+2,515	192,644	$2,600,694
AR	ANTERO RESOURCES Corp	+1,247	41,840	$1,775,689
AA	Alcoa Corp	+1,239	89,510	$5,937,198
BKV	BKV Corp	+1,090	68,356	$1,949,513
C	Citigroup Inc	+992	119,967	$13,605,457
VST	Vistra Corp.	+628	17,900	$2,690,907
MP	MP Materials Corp. / DE	+366	54,808	$2,645,034
EQT	EQT Corp	+266	23,011	$1,464,420
AGI	Alamos Gold Inc	+260	47,070	$2,091,320
TLN	Talen Energy Corp	+210	11,550	$3,687,106
CCJ	Cameco Corp	+171	47,105	$5,116,074
TSLA	Tesla, Inc.	+106	10,862	$4,037,948
BRK-B	Berkshire Hathaway Inc	+100	2,579	$1,235,856
WPM	Wheaton Precious Metals Corp.	+96	14,658	$1,920,344
AMD	Advanced Micro Devices Inc	+84	36,023	$7,328,158
GEV	GE Vernova Inc.	+76	7,259	$6,336,381
QQQ	Invesco Qqq Trust, Series 1	+66	651	$375,744
AVGO	Broadcom Inc.	+30	24,810	$7,678,943
MELI	Mercadolibre Inc	+27	1,707	$2,951,437
IBM	International Business Machines Corp	+23	12,240	$2,966,853
STRL	Sterling Infrastructure, Inc.	+18	20,702	$8,431,303
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SOFI	SoFi Technologies, Inc.	−126,172	18,560	$294,732
GLD	Spdr Gold Trust	−10,453	67,483	$29,037,260
WMT	Walmart Inc.	−9,236	55,983	$6,957,567
FSLR	First Solar, Inc.	−6,667	1,290	$254,465
SMR	NUSCALE POWER Corp	−4,667	12,070	$130,838
V	Visa Inc.	−3,836	6,974	$2,107,821
IAU	Ishares Gold Trust	−3,760	25,221	$2,223,483
SPY	Spdr S&P 500 ETF Trust	−3,624	2,808	$1,826,154
MSFT	Microsoft Corp	−2,845	10,094	$3,736,495
CARR	CARRIER GLOBAL Corp	−1,805	6,094	$343,153
GLW	Corning Inc /Ny	−1,612	80,111	$10,892,692
NVDA	Nvidia Corp	−519	87,792	$15,310,924
PLTR	Palantir Technologies Inc.	−398	62,645	$9,163,710
ANET	Arista Networks, Inc.	−377	45,944	$5,641,004
PFIS	Peoples Financial Services Corp.	−369	8,861	$472,557
TTWO	Take Two Interactive Software Inc	−325	11,132	$2,198,570
AAPL	Apple Inc.	−275	49,346	$12,523,521
GOOGL	Alphabet Inc.	−250	1,641	$471,885
ORCL	Oracle Corp	−228	2,529	$372,041
PG	PROCTER & GAMBLE Co	−180	3,041	$439,242
JPM	Jpmorgan Chase & Co	−177	1,674	$492,423
AXP	American Express Co	−163	24,620	$7,447,057
BE	Bloom Energy Corp	−157	34,309	$4,648,526
DIS	Walt Disney Co	−105	4,965	$478,526
AMZN	Amazon Com Inc	−78	24,529	$5,108,654
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
CENX	Century Aluminum Co	63,292	$3,714,607
CDE	Coeur Mining, Inc.	180,165	$3,381,697
OSK	Oshkosh Corp	19,420	$2,858,818
LOB	Live Oak Bancshares, Inc.	71,794	$2,374,227
FMNB	Farmers National Banc Corp /Oh/	47,749	$628,376
SNDK	Sandisk Corp	769	$488,576
MU	Micron Technology Inc	1,407	$475,340
IBIT	iShares Bitcoin Trust ETF	8,546	$328,337
D	Dominion Energy, Inc	4,326	$267,433
NEE	Nextera Energy Inc	2,469	$229,320
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	37,849	$6,971,785
TDG	TransDigm Group INC	4,214	$5,603,987
NGD	New Gold Inc. /FI	362,799	$3,159,979
META	Meta Platforms, Inc.	4,305	$2,841,687
ETHA	iShares Ethereum Trust ETF	107,570	$2,412,795
EXE	EXPAND ENERGY Corp	10,598	$1,169,595
FBTC	Fidelity Wise Origin Bitcoin Fund	4,707	$358,814
MS	Morgan Stanley	1,797	$319,021
BW	Babcock & Wilcox Enterprises, Inc.	14,285	$90,566
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $267,578,983 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	67,483	-10,453	$29,037,260	−6.0%	10.85%
CBU	Community Financial System, Inc. Financial Services	Added	417,156	+15,706	$24,466,199	+6.1%	9.14%
NVDA	Nvidia Corp Technology	Reduced	87,792	-519	$15,310,924	−7.0%	5.72%
C	Citigroup Inc Financial Services	Added	119,967	+992	$13,605,457	−2.0%	5.08%
AAPL	Apple Inc. Technology	Reduced	49,346	-275	$12,523,521	−7.2%	4.68%
GLW	Corning Inc /Ny Technology	Reduced	80,111	-1,612	$10,892,692	+52.2%	4.07%
PLTR	Palantir Technologies Inc. Technology	Reduced	62,645	-398	$9,163,710	−18.2%	3.42%
STRL	Sterling Infrastructure, Inc. Industrials	Added	20,702	+18	$8,431,303	+33.1%	3.15%
GS	Goldman Sachs Group Inc Financial Services	Reduced	9,823	-17	$8,310,159	−3.9%	3.11%
AVGO	Broadcom Inc. Technology	Added	24,810	+30	$7,678,943	−10.5%	2.87%
AXP	American Express Co Financial Services	Reduced	24,620	-163	$7,447,057	−18.8%	2.78%
AMD	Advanced Micro Devices Inc Technology	Added	36,023	+84	$7,328,158	−4.8%	2.74%
WMT	Walmart Inc. Consumer Defensive	Reduced	55,983	-9,236	$6,957,567	−4.2%	2.60%
GEV	GE Vernova Inc. Industrials	Added	7,259	+76	$6,336,381	+35.0%	2.37%
AA	Alcoa Corp Basic Materials	Added	89,510	+1,239	$5,937,198	+26.6%	2.22%
ANET	Arista Networks, Inc. Technology	Reduced	45,944	-377	$5,641,004	−7.1%	2.11%
CCJ	Cameco Corp Energy	Added	47,105	+171	$5,116,074	+19.1%	1.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,529	-78	$5,108,654	−10.1%	1.91%
BE	Bloom Energy Corp Industrials	Reduced	34,309	-157	$4,648,526	+55.2%	1.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,862	+106	$4,037,948	−16.5%	1.51%
MLI	Mueller Industries Inc Industrials	Reduced	71,071	-48	$3,937,333	−3.5%	1.47%
MSFT	Microsoft Corp Technology	Reduced	10,094	-2,845	$3,736,495	−40.3%	1.40%
CENX	Century Aluminum Co Basic Materials	NEW	63,292	NEW	$3,714,607	NEW	1.39%
TLN	Talen Energy Corp Utilities	Added	11,550	+210	$3,687,106	−13.3%	1.38%
CDE	Coeur Mining, Inc. Basic Materials	NEW	180,165	NEW	$3,381,697	NEW	1.26%
IBM	International Business Machines Corp Technology	Added	12,240	+23	$2,966,853	−18.0%	1.11%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,707	+27	$2,951,437	−12.8%	1.10%
OSK	Oshkosh Corp Industrials	NEW	19,420	NEW	$2,858,818	NEW	1.07%
VST	Vistra Corp. Utilities	Added	17,900	+628	$2,690,907	−3.4%	1.01%
MP	MP Materials Corp. / DE Basic Materials	Added	54,808	+366	$2,645,034	−3.8%	0.99%
UEC	Uranium Energy Corp Energy	Added	192,644	+2,515	$2,600,694	+17.1%	0.97%
LOB	Live Oak Bancshares, Inc. Financial Services	NEW	71,794	NEW	$2,374,227	NEW	0.89%
IAU	Ishares Gold Trust	Reduced	25,221	-3,760	$2,223,483	−5.5%	0.83%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	11,132	-325	$2,198,570	−25.0%	0.82%
V	Visa Inc. Financial Services	Reduced	6,974	-3,836	$2,107,821	−44.4%	0.79%
AGI	Alamos Gold Inc Basic Materials	Added	47,070	+260	$2,091,320	+15.8%	0.78%
BKV	BKV Corp Energy	Added	68,356	+1,090	$1,949,513	+6.7%	0.73%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	14,658	+96	$1,920,344	+12.2%	0.72%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,808	-3,624	$1,826,154	−58.4%	0.68%
AR	ANTERO RESOURCES Corp Energy	Added	41,840	+1,247	$1,775,689	+26.9%	0.66%
EQT	EQT Corp Energy	Added	23,011	+266	$1,464,420	+20.1%	0.55%
CEG	Constellation Energy Corp Utilities	Reduced	5,152	-27	$1,438,696	−21.4%	0.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,579	+100	$1,235,856	−0.8%	0.46%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	8,643	+2,923	$843,578	+25.8%	0.32%
FMNB	Farmers National Banc Corp /Oh/ Financial Services	NEW	47,749	NEW	$628,376	NEW	0.23%
NBIX	Neurocrine Biosciences Inc Healthcare	Held	3,818	0	$502,983	−7.1%	0.19%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,674	-177	$492,423	−17.4%	0.18%
SNDK	Sandisk Corp Technology	NEW	769	NEW	$488,576	NEW	0.18%
DIS	Walt Disney Co Communication Services	Reduced	4,965	-105	$478,526	−17.0%	0.18%
MU	Micron Technology Inc Technology	NEW	1,407	NEW	$475,340	NEW	0.18%