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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

Ballast, Inc.

Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001172661-25-004628

Total Value
$412.7M
Positions
134
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (134)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908751167,436$42.6M10.32%
2VANGUARD INDEX FDS922908629136,681$40.1M9.73%
3INVESCO EXCHANGE TRADED FD TIVZ362,684$26.6M6.44%
4PACER FDS TR69374H881330,811$19.0M4.61%
5VANGUARD INTL EQUITY INDEX F922042775249,328$17.8M4.31%
6INVESCO EXCHANGE TRADED FD TIVZ91,721$17.4M4.22%
7ISHARES TR464287457205,111$17.0M4.12%
8VANGUARD WHITEHALL FDS921946406119,695$16.9M4.09%
9INVESCO EXCH TRADED FD TR IIIVZ205,011$15.1M3.65%
10APPLE INCAAPL53,261$13.6M3.29%
11ISHARES TR464288687396,927$12.6M3.04%
12ISHARES TR46428761424,960$11.7M2.83%
13VANGUARD WORLD FD92204A50438,885$10.1M2.45%
14MICROSOFT CORPMSFT16,176$8.4M2.03%
15ISHARES TR46428759839,175$8.0M1.93%
16GREEN BRICK PARTNERS INCGRBK-PA73,494$5.4M1.32%
17UNITEDHEALTH GROUP INCUNH15,693$5.4M1.31%
18BERKSHIRE HATHAWAY INC DELBRK-A9,916$5.0M1.21%
19JPMORGAN CHASE & CO.VYLD13,862$4.4M1.06%
20JOHNSON & JOHNSONJNJ23,190$4.3M1.04%
21VANGUARD WORLD FD92204A7025,505$4.1M1.00%
22AMAZON COM INCAMZN16,967$3.7M0.90%
23ALPHABET INCGOOG14,058$3.4M0.83%
24ELI LILLY & COLLY4,361$3.3M0.81%
25COSTCO WHSL CORP NEW22160K1052,884$2.7M0.65%
26VANGUARD INTL EQUITY INDEX F92204285847,100$2.6M0.62%
27WALMART INCWMT24,207$2.5M0.60%
28PROCTER AND GAMBLE CO74271810915,690$2.4M0.58%
29ALPHABET INCGOOG9,586$2.3M0.56%
30HOME DEPOT INCHD5,315$2.2M0.52%
31EXXON MOBIL CORPXOM18,945$2.1M0.52%
32MICRON TECHNOLOGY INCMU12,752$2.1M0.52%
33ISHARES TR46428724218,678$2.1M0.50%
34RTX CORPORATIONRTX11,896$2.0M0.48%
35DUKE ENERGY CORP NEWDUKB15,779$2.0M0.47%
36ISHARES TR46428722618,755$1.9M0.46%
37TRUIST FINL CORP89832Q10939,997$1.8M0.44%
38TRAVELERS COMPANIES INCTRV6,548$1.8M0.44%
39CISCO SYS INCCSCO25,785$1.8M0.43%
40NVIDIA CORPORATIONNVDA9,008$1.7M0.41%
41NORTHERN TR CORPNTRSO12,482$1.7M0.41%
42NIKE INCNKE23,329$1.6M0.39%
43CONSOLIDATED EDISON INCED15,948$1.6M0.39%
44DISNEY WALT CO25468710613,653$1.6M0.38%
45DEERE & CODE3,401$1.6M0.38%
46DUPONT DE NEMOURS INCDD19,394$1.5M0.37%
47BOEING COBA-PA6,980$1.5M0.37%
48ADVANCED MICRO DEVICES INCAMD9,292$1.5M0.36%
49HONEYWELL INTL INC4385161066,916$1.5M0.35%
50VISA INCV4,246$1.4M0.35%
51TEXAS INSTRS INC8825081047,868$1.4M0.35%
52TARGET CORPTGT15,425$1.4M0.34%
53SALESFORCE INCCRM5,751$1.4M0.33%
54CATERPILLAR INCCAT2,825$1.3M0.33%
55CHUBB LIMITEDCB4,737$1.3M0.32%
56ORACLE CORPORCL-PD4,672$1.3M0.32%
57ISHARES TR4642872001,916$1.3M0.31%
58UNION PAC CORPUNP5,319$1.3M0.30%
59T-MOBILE US INCTMUSZ5,238$1.3M0.30%
60MEDTRONIC PLCMDT13,066$1.2M0.30%
61KIMBERLY-CLARK CORPKMB9,891$1.2M0.30%
62ISHARES TR46428723423,000$1.2M0.30%
63PEPSICO INCPEP8,642$1.2M0.29%
64MONDELEZ INTL INC60920710518,983$1.2M0.29%
65HALLIBURTON COHAL47,839$1.2M0.29%
66VALERO ENERGY CORPVLO6,372$1.1M0.26%
67PFIZER INCPFE40,884$1.0M0.25%
68CORNING INCGLW10,922$895,9320.22%
69COCA COLA COKO13,175$873,7660.21%
70SPDR S&P 500 ETF TRSPY1,257$837,7100.20%
71ISHARES TR4642876553,000$725,8800.18%
72ABBVIE INCABBV3,132$725,1830.18%
73NORFOLK SOUTHN CORP6558441082,408$723,3870.18%
74MCDONALDS CORPMCD2,244$681,9290.17%
75VANGUARD SPECIALIZED FUNDS9219088443,091$667,0070.16%
76ISHARES TR4642875079,848$642,6800.16%
77STRYKER CORPORATIONSYK1,642$606,9980.15%
78VANGUARD INDEX FDS9229086522,625$549,5180.13%
79XPO INCXPO4,173$539,4440.13%
80VANGUARD INDEX FDS9229087442,881$537,2780.13%
81GENERAL DYNAMICS CORPGD1,575$537,0750.13%
82GOLDMAN SACHS GROUP INCGSCE631$502,4970.12%
83MASTERCARD INCORPORATEDMA824$468,6990.11%
84META PLATFORMS INCMETA635$466,3310.11%
85SPDR GOLD TRGLD1,295$460,3340.11%
86AFLAC INCAFL4,087$456,5180.11%
87BANK AMERICA CORP0605051048,562$441,7140.11%
88AMERICAN EXPRESS COAXP1,288$427,8220.10%
89NORTHROP GRUMMAN CORPNOC701$427,1330.10%
90CINCINNATI FINL CORP1720621012,655$419,7560.10%
91NEXTERA ENERGY INCNEE-PW5,533$417,6860.10%
92TESLA INCTSLA907$403,3610.10%
93ISHARES TR4642878043,376$401,1700.10%
94SCHWAB STRATEGIC TR80852479714,415$393,5300.10%
95BROADCOM INCAVGO1,182$389,9540.09%
96SPDR SERIES TRUST78464A4093,725$389,3010.09%
97VANGUARD INDEX FDS9229085534,185$382,5930.09%
98SPDR SERIES TRUST78464A5086,706$371,0470.09%
99EMERSON ELEC COEMR2,757$361,6630.09%
100PALANTIR TECHNOLOGIES INCPLTR1,981$361,3740.09%
101ABBOTT LABSABLZF2,693$360,7000.09%
102WELLS FARGO CO NEW9497461014,295$360,0070.09%
103BLACKSTONE INCBX2,104$359,4680.09%
104KKR & CO INCKKRT2,752$357,6220.09%
105VANGUARD INDEX FDS9229087691,080$354,4240.09%
106ISHARES TR4642874732,487$347,3590.08%
107CONOCOPHILLIPSCOP3,508$331,8220.08%
108QUEST DIAGNOSTICS INCDGX1,712$326,2730.08%
109COGNIZANT TECHNOLOGY SOLUTIOCTSH4,570$306,5100.07%
110US BANCORP DELUSB-PS6,282$303,6090.07%
111MERCK & CO INCMRK3,448$289,3910.07%
112CHEVRON CORP NEWCVX1,860$288,8390.07%
113MARKEL GROUP INCMKL143$273,3240.07%
114VANGUARD INDEX FDS922908363434$265,7730.06%
115VANGUARD WORLD FD921910816646$259,9640.06%
116GE AEROSPACE369604301827$248,7780.06%
117MARSH & MCLENNAN COS INC5717481021,230$247,8820.06%
118SUN LIFE FINANCIAL INC.SUNFF4,083$245,1020.06%
119DOMINION ENERGY INCD3,938$240,8870.06%
120SPDR INDEX SHS FDS78463X8895,543$237,1970.06%
121AT&T INCT-PC8,391$236,9620.06%
122FEDEX CORPFDX977$230,3860.06%
123ACCENTURE PLC IRELANDACN930$229,3380.06%
124CHURCH & DWIGHT CO INCCHD2,587$226,6990.05%
125INVESCO QQQ TRIVZ369$221,5370.05%
126GXO LOGISTICS INCORPORATEDGXO4,062$214,8390.05%
127ALLSTATE CORPALL-PJ1,000$214,6500.05%
128ECOLAB INCECL750$205,3950.05%
129CINTAS CORPCTAS1,000$205,2600.05%
130ALTRIA GROUP INCMO3,077$203,2670.05%
131LINDE PLCLIN424$201,4000.05%
132ISHARES TR464287655567$137,1910.03%
133ISHARES TR4642872341,324$70,7020.02%
134RANPAK HOLDINGS CORPPACK10,000$56,2000.01%