Riggs Capital Management LLC

CIK

2055900

Location

AMERICAN FORK, UT

Portfolio Value

Micro $98,509,743

Diversification

Diversified

Filing Date

Dec 31, 2024

Global Rank

#7,562 / 8,182 · as of Dec 2024

Top Industry

Consumer Electronics 18.1%

3Y Alpha vs SPY

+0.2%

Period ended 1 year ago

Filed Feb 12, 2025 · 1y

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2024, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.4% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 1.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 85.3%; sector active share 77.4% against the combined 13F book's sector weights.

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

105 tracked positions · as of Dec 31, 2024

Top Position

19.3%

of portfolio value

Top 5

50.3%

of portfolio value

Top 10

67.4%

of portfolio value

HHI

801

Diversified

Sector Breakdown

As of Dec 31, 2024

Sector	% Portfolio	Value	Positions
Unclassified	90.0%	$88,672,731	89
Technology	4.3%	$4,242,533	6
Financial Services	3.0%	$2,935,358	4
Real Estate	1.0%	$1,031,028	2
Consumer Cyclical	1.0%	$1,011,284	2
Communication Services	0.6%	$616,809	2

Portfolio Positions

Compact Export CSV View 13F filing

105 tracked positions · $98,509,743 total · filing declares 105 positions · $101,920,335 · as of Dec 31, 2024

All sectors Communication Services Consumer Cyclical Financial Services Real Estate Technology

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
JQUA	JPMorgan U.S. Quality Factor ETF	First	108,503	—	$6,213,966	—	1	before history	6.31%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	First	34,585	—	$4,448,322	—	1	before history	4.52%
SHY	iShares 1-3 Year Treasury Bond ETF	First	53,345	—	$4,373,223	—	1	before history	4.44%
IAU	Ishares Gold Trust	First	84,875	—	$4,202,161	—	1	before history	4.27%
		First	70,443	—	$3,868,729	—	1	before history	3.93%
JPST	JPMorgan Ultra-Short Income ETF	First	68,912	—	$3,471,097	—	1	before history	3.52%
TEQI	T. Rowe Price Equity Income ETF	First	81,512	—	$3,306,126	—	1	before history	3.36%
QQQ	Invesco Qqq Trust, Series 1	First	5,804	—	$2,967,178	—	1	before history	3.01%
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	First	45,323	—	$2,461,492	—	1	before history	2.50%
DFAS	Dimensional U.S. Small Cap ETF	First	33,907	—	$2,206,667	—	1	before history	2.24%
SCHD	Schwab U.S. Dividend Equity ETF	First	79,076	—	$2,160,356	—	1	before history	2.19%
PNOV		First	54,224	—	$2,053,734	—	1	before history	2.08%
JSCP	JPMorgan Short Duration Core Plus ETF	First	41,501	—	$1,935,191	—	1	before history	1.96%
AAPL	Apple Inc. Technology	First	7,107	—	$1,779,734	—	1	before history	1.81%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	First	22,373	—	$1,728,761	—	1	before history	1.75%
JMUB	JPMorgan Municipal ETF	First	34,137	—	$1,711,970	—	1	before history	1.74%
MFDX	PIMCO Equity Series	First	52,190	—	$1,541,692	—	1	before history	1.57%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	First	11,482	—	$1,464,988	—	1	before history	1.49%
JPEM	JPMorgan Diversified Return Emerging Markets Equity ETF	First	27,107	—	$1,406,392	—	1	before history	1.43%
NVDA	Nvidia Corp Technology	First	9,823	—	$1,319,130	—	1	before history	1.34%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	First	2,106	—	$1,309,510	—	1	before history	1.33%
SGOV	iShares 0-3 Month Treasury Bond ETF	First	12,601	—	$1,264,132	—	1	before history	1.28%
CGGR	Capital Group Growth ETF	First	33,751	—	$1,254,524	—	1	before history	1.27%
IVW	iShares S&P 500 Growth ETF	First	11,708	—	$1,188,713	—	1	before history	1.21%
DFAR	Dimensional US Real Estate ETF	First	48,047	—	$1,118,053	—	1	before history	1.13%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	First	13,172	—	$1,066,009	—	1	before history	1.08%
DGRO	iShares Core Dividend Growth ETF	First	17,353	—	$1,064,433	—	1	before history	1.08%
JAAA	Janus Henderson AAA CLO ETF	First	20,889	—	$1,059,281	—	1	before history	1.08%
ICSH	iShares Ultra Short Duration Bond Active ETF	First	20,455	—	$1,031,545	—	1	before history	1.05%
KDEC		First	41,393	—	$992,604	—	1	before history	1.01%
DFIV	Dimensional International Value ETF	First	27,960	—	$992,020	—	1	before history	1.01%
GOVT	iShares U.S. Treasury Bond ETF	First	40,963	—	$941,329	—	1	before history	0.96%
OEF	iShares S&P 100 ETF	First	3,196	—	$923,164	—	1	before history	0.94%
COIN	Coinbase Global, Inc. Financial Services	First	3,546	—	$880,471	—	1	before history	0.89%
		First	37,974	—	$852,592	—	1	before history	0.87%
IWF	iShares Russell 1000 Growth ETF	First	2,081	—	$835,687	—	1	before history	0.85%
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	First	8,433	—	$801,050	—	1	before history	0.81%
CEF	Sprott Physical Gold & Silver Trust Financial Services	First	32,302	—	$767,495	—	1	before history	0.78%
MTUM	iShares MSCI USA Momentum Factor ETF	First	3,644	—	$754,016	—	1	before history	0.77%
IUSV	iShares Core S&P U.S. Value ETF	First	7,697	—	$712,665	—	1	before history	0.72%
NOCT		First	13,654	—	$701,010	—	1	before history	0.71%
XLF	State Street Corp Financial Services	First	14,370	—	$694,502	—	1	before history	0.71%
DFSV	Dimensional US Small Cap Value ETF	First	20,672	—	$636,284	—	1	before history	0.65%
PMAY		First	16,590	—	$595,697	—	1	before history	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	First	1,308	—	$592,890	—	1	before history	0.60%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	First	11,649	—	$583,964	—	1	before history	0.59%
AUGW	AllianzIM U.S. Equity Buffer20 Aug ETF	First	19,793	—	$579,143	—	1	before history	0.59%
O	Realty Income Corp Real Estate	First	10,796	—	$576,614	—	1	before history	0.59%
IVV	iShares Core S&P 500 ETF	First	961	—	$565,721	—	1	before history	0.57%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	First	10,850	—	$561,270	—	1	before history	0.57%

Showing the top 50 of 105 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.