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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Ballast, Inc.

Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001172661-25-004627

Total Value
$381.9M
Positions
128
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (128)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908751163,617$38.8M10.15%
2VANGUARD INDEX FDS922908629134,045$37.5M9.82%
3INVESCO EXCHANGE TRADED FD TIVZ349,424$24.9M6.52%
4PACER FDS TR69374H881320,078$17.6M4.62%
5VANGUARD INTL EQUITY INDEX F922042775246,864$16.6M4.34%
6ISHARES TR464287457194,438$16.1M4.22%
7INVESCO EXCHANGE TRADED FD TIVZ88,603$16.1M4.22%
8VANGUARD WHITEHALL FDS921946406116,399$15.5M4.06%
9INVESCO EXCH TRADED FD TR IIIVZ198,447$14.5M3.78%
10ISHARES TR464288687378,855$11.6M3.04%
11APPLE INCAAPL53,628$11.0M2.88%
12ISHARES TR46428761424,318$10.3M2.70%
13VANGUARD WORLD FD92204A50437,503$9.3M2.44%
14MICROSOFT CORPMSFT16,340$8.1M2.13%
15ISHARES TR46428759837,974$7.4M1.93%
16UNITEDHEALTH GROUP INCUNH15,614$4.9M1.28%
17BERKSHIRE HATHAWAY INC DELBRK-A9,942$4.8M1.26%
18GREEN BRICK PARTNERS INCGRBK-PA73,494$4.6M1.21%
19JPMORGAN CHASE & CO.VYLD13,994$4.1M1.06%
20AMAZON COM INCAMZN17,208$3.8M0.99%
21JOHNSON & JOHNSONJNJ23,531$3.6M0.94%
22VANGUARD WORLD FD92204A7025,186$3.4M0.90%
23ELI LILLY & COLLY4,330$3.4M0.88%
24COSTCO WHSL CORP NEW22160K1052,894$2.9M0.75%
25ALPHABET INCGOOG14,258$2.5M0.66%
26PROCTER AND GAMBLE CO74271810915,870$2.5M0.66%
27WALMART INCWMT24,773$2.4M0.63%
28VANGUARD INTL EQUITY INDEX F92204285847,453$2.3M0.61%
29EXXON MOBIL CORPXOM18,997$2.0M0.54%
30HOME DEPOT INCHD5,376$2.0M0.52%
31ISHARES TR46428724217,562$1.9M0.50%
32DUKE ENERGY CORP NEWDUKB15,849$1.9M0.49%
33CISCO SYS INCCSCO26,081$1.8M0.47%
34ISHARES TR46428722618,209$1.8M0.47%
35RTX CORPORATIONRTX12,228$1.8M0.47%
36TRAVELERS COMPANIES INCTRV6,634$1.8M0.46%
37TRUIST FINL CORP89832Q10941,058$1.8M0.46%
38DEERE & CODE3,403$1.7M0.45%
39DISNEY WALT CO25468710613,941$1.7M0.45%
40NIKE INCNKE23,791$1.7M0.44%
41ALPHABET INCGOOG9,456$1.7M0.44%
42NORTHERN TR CORPNTRSO13,039$1.7M0.43%
43TEXAS INSTRS INC8825081047,927$1.6M0.43%
44CONSOLIDATED EDISON INCED16,269$1.6M0.43%
45HONEYWELL INTL INC4385161066,965$1.6M0.42%
46TARGET CORPTGT16,368$1.6M0.42%
47MICRON TECHNOLOGY INCMU13,061$1.6M0.42%
48SALESFORCE INCCRM5,738$1.6M0.41%
49BOEING COBA-PA7,222$1.5M0.40%
50VISA INCV4,233$1.5M0.39%
51NVIDIA CORPORATIONNVDA9,008$1.4M0.37%
52ADVANCED MICRO DEVICES INCAMD9,725$1.4M0.36%
53CHUBB LIMITEDCB4,734$1.4M0.36%
54DUPONT DE NEMOURS INCDD19,600$1.3M0.35%
55MONDELEZ INTL INC60920710519,057$1.3M0.34%
56KIMBERLY-CLARK CORPKMB9,866$1.3M0.33%
57T-MOBILE US INCTMUSZ5,285$1.3M0.33%
58UNION PAC CORPUNP5,319$1.2M0.32%
59ISHARES TR4642872001,916$1.2M0.31%
60MEDTRONIC PLCMDT13,196$1.2M0.30%
61PEPSICO INCPEP8,642$1.1M0.30%
62CATERPILLAR INCCAT2,825$1.1M0.29%
63ORACLE CORPORCL-PD4,672$1.0M0.27%
64PFIZER INCPFE41,205$998,8090.26%
65HALLIBURTON COHAL48,466$987,7370.26%
66COCA COLA COKO13,175$932,1310.24%
67VALERO ENERGY CORPVLO6,536$878,5690.23%
68SPDR S&P 500 ETF TRSPY1,237$764,4290.20%
69MCDONALDS CORPMCD2,244$655,6290.17%
70STRYKER CORPORATIONSYK1,642$649,6240.17%
71VANGUARD SPECIALIZED FUNDS9219088443,091$632,6350.17%
72NORFOLK SOUTHN CORP6558441082,408$616,3760.16%
73CORNING INCGLW11,672$613,8300.16%
74ISHARES TR4642875079,848$610,7730.16%
75GOLDMAN SACHS GROUP INCGSCE836$591,6790.15%
76ABBVIE INCABBV3,132$581,3620.15%
77XPO INCXPO4,173$527,0080.14%
78VANGUARD INDEX FDS9229086522,625$505,8640.13%
79VANGUARD INDEX FDS9229087442,811$496,8160.13%
80MASTERCARD INCORPORATEDMA882$495,6310.13%
81GENERAL DYNAMICS CORPGD1,650$481,2390.13%
82META PLATFORMS INCMETA635$468,6870.12%
83MARKEL GROUP INCMKL228$455,3980.12%
84BLACKSTONE INCBX3,016$451,1330.12%
85AFLAC INCAFL4,275$450,8420.12%
86ISHARES TR4642878043,977$434,6460.11%
87SPDR SERIES TRUST78464A4094,554$434,0880.11%
88SPDR SERIES TRUST78464A5088,144$426,2590.11%
89AMERICAN EXPRESS COAXP1,288$410,8460.11%
90BANK AMERICA CORP0605051048,562$405,1540.11%
91CINCINNATI FINL CORP1720621012,655$395,3830.10%
92SPDR GOLD TRGLD1,295$394,7550.10%
93NEXTERA ENERGY INCNEE-PW5,533$384,1010.10%
94SCHWAB STRATEGIC TR80852479714,415$381,9980.10%
95EMERSON ELEC COEMR2,857$380,9240.10%
96KKR & CO INCKKRT2,822$375,4110.10%
97VANGUARD INDEX FDS9229085534,185$372,7160.10%
98ABBOTT LABSABLZF2,693$366,2750.10%
99COGNIZANT TECHNOLOGY SOLUTIOCTSH4,570$356,5970.09%
100NORTHROP GRUMMAN CORPNOC701$350,4860.09%
101WELLS FARGO CO NEW9497461014,295$344,1150.09%
102ISHARES TR4642874732,487$328,6320.09%
103VANGUARD INDEX FDS9229087691,080$328,2440.09%
104BROADCOM INCAVGO1,182$325,8180.09%
105CONOCOPHILLIPSCOP3,464$310,8590.08%
106PALANTIR TECHNOLOGIES INCPLTR2,264$308,6280.08%
107QUEST DIAGNOSTICS INCDGX1,712$307,5270.08%
108MOODYS CORPMCO575$288,4140.08%
109TESLA INCTSLA907$288,1180.08%
110US BANCORP DELUSB-PS6,282$284,2610.07%
111SPDR INDEX SHS FDS78463X8896,883$278,7180.07%
112ACCENTURE PLC IRELANDACN930$277,9680.07%
113MERCK & CO INCMRK3,448$272,9440.07%
114SUN LIFE FINANCIAL INC.SUNFF4,083$271,3150.07%
115MARSH & MCLENNAN COS INC5717481021,230$268,9270.07%
116CHEVRON CORP NEWCVX1,860$266,3330.07%
117HOME BANCSHARES INCHOMB9,083$258,5020.07%
118CHURCH & DWIGHT CO INCCHD2,587$248,6370.07%
119VANGUARD INDEX FDS922908363434$246,5250.06%
120AT&T INCT-PC8,391$242,8360.06%
121FEDEX CORPFDX1,052$239,1300.06%
122VANGUARD WORLD FD921910816634$232,1520.06%
123CINTAS CORPCTAS1,000$222,8700.06%
124DOMINION ENERGY INCD3,938$222,5760.06%
125BROOKFIELD CORP11271J1073,550$219,5680.06%
126GE AEROSPACE369604301827$212,8620.06%
127ECOLAB INCECL750$202,0800.05%
128ALLSTATE CORPALL-PJ1,000$201,3100.05%