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Key Bridge Compliance, LLC

SEC CIK
0001986042
Latest filing
Oct 13, 2023

The latest 13F from Key Bridge Compliance, LLC covers Q3 2023 (filed Oct 13, 2023): 114 long positions worth $319.5M. The top 10 holdings make up 44.0% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 8.9%. Livermore has 1 filing on Form 13F from this institution, going back to Q3 2023.

What changed in Q3 2023

The five largest holdings this quarter.

Key Bridge Compliance, LLC did not file a 13F for Q2 2023, so this quarter cannot be compared with the previous one.

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    8.9%$28.4MHistory
  2. iShares Core S&P Mid-Cap ETF464287507
    7.1%$22.6M
  3. iShares S&P Mid-Cap 400 Value ETF464287705
    5.0%$15.8M
  4. State Street SPDR Portfolio S&P 500 ETF78464A854
    4.2%$13.3M
  5. AAPLApple Inc.
    4.2%$13.3MHistory

Metrics

13F metrics for Q3 2023, computed only from the numbers in the filings. Definitions below.

Portfolio value
$319.5M
No prior quarter to compare
Positions
114
No prior quarter to compare
Top 10 concentration
44.0%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2023), so positions held before then are understated.

13F filings by quarter

Only Q3 2023 so far.

13F filings of Key Bridge Compliance, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2023Oct 13, 2023114$319.5MSPYiShares Core S&P Mid-Cap ETFiShares S&P Mid-Cap 400 Value ETF–SEC