Key Bridge Compliance, LLC
CIK 1986042 · Holdings on Sep 30, 2023 · First reported Oct 13, 2023
Top ten holdings
Q3 2023- SPY8.88%
- IJH7.07%
- IJJ4.96%
- SPYM4.17%
- AAPL4.16%
- IDV3.16%
- LLY2.98%
- TJX2.92%
- OXY2.91%
- CVX2.81%
Share classes counted separately44.02%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $28.36M | 8.88% | 66.35K shares | Prior unavailable — | — | ↗▾ |
| 02 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $22.60M | 7.07% | 90.62K shares | Prior unavailable — | — | ↗▾ |
| 03 | IJJISHARES S&P MID-CAP 400 VALUS&P MC 400VL ETF View history and evidence | $15.84M | 4.96% | 156.93K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $13.32M | 4.17% | 265.09K shares | Prior unavailable — | — | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $13.30M | 4.16% | 77.69K shares | Prior unavailable — | — | ↗▾ |
| 06 | IDVISHARES INTERNATIONAL SELECTINTL SEL DIV ETF View history and evidence | $10.11M | 3.16% | 398.02K shares | Prior unavailable — | — | ↗▾ |
| 07 | LLYELI LILLY & CO View history and evidence | $9.52M | 2.98% | 17.72K shares | Prior unavailable — | — | ↗▾ |
| 08 | TJXTJX COMPANIES INC View history and evidence | $9.34M | 2.92% | 105.09K shares | Prior unavailable — | — | ↗▾ |
| 09 | OXYOCCIDENTAL PETROLEUM CORP View history and evidence | $9.29M | 2.91% | 143.17K shares | Prior unavailable — | — | ↗▾ |
| 10 | CVXCHEVRON CORP View history and evidence | $8.97M | 2.81% | 53.18K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1986042 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 319450777
}Research all 114 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.