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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 Q4 2025 · Filed February 3, 2026 · Accession 0001172661-26-000458

Total Value
$427.3M
Positions
133
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (133)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908751169,204$43.6M10.22%
2VANGUARD INDEX FDS922908629138,025$40.1M9.38%
3INVESCO EXCHANGE TRADED FD TIVZ370,528$27.8M6.51%
4VANGUARD WHITEHALL FDS921946406144,777$20.8M4.86%
5INVESCO EXCHANGE TRADED FD TIVZ95,336$18.3M4.27%
6VANGUARD INTL EQUITY INDEX F922042775243,075$17.9M4.18%
7ISHARES TR464287457214,361$17.8M4.16%
8ISHARES TR46428759870,978$14.9M3.49%
9APPLE INCAAPL51,300$13.9M3.26%
10ISHARES TR46428761429,206$13.8M3.24%
11ISHARES TR464288687415,371$12.9M3.01%
12INVESCO EXCH TRADED FD TR IIIVZ169,080$12.1M2.83%
13PACER FDS TR69374H881200,343$12.1M2.82%
14VANGUARD WORLD FD92204A50439,389$11.3M2.65%
15MICROSOFT CORPMSFT16,230$7.8M1.84%
16BERKSHIRE HATHAWAY INC DELBRK-A11,035$5.5M1.30%
17UNITEDHEALTH GROUP INCUNH15,946$5.3M1.23%
18JOHNSON & JOHNSONJNJ22,702$4.7M1.10%
19GREEN BRICK PARTNERS INCGRBK-PA73,494$4.6M1.08%
20JPMORGAN CHASE & CO.VYLD13,770$4.4M1.04%
21ELI LILLY & COLLY3,998$4.3M1.01%
22AMAZON COM INCAMZN17,757$4.1M0.96%
23ALPHABET INCGOOG12,727$4.0M0.93%
24VANGUARD WORLD FD92204A7025,181$3.9M0.91%
25ALPHABET INCGOOG9,655$3.0M0.71%
26MICRON TECHNOLOGY INCMU10,101$2.9M0.67%
27WALMART INCWMT24,072$2.7M0.63%
28COSTCO WHSL CORP NEW22160K1053,005$2.6M0.61%
29VANGUARD INTL EQUITY INDEX F92204285844,213$2.4M0.56%
30EXXON MOBIL CORPXOM19,569$2.4M0.55%
31PROCTER AND GAMBLE CO74271810916,294$2.3M0.55%
32ISHARES TR46428724219,164$2.1M0.49%
33RTX CORPORATIONRTX11,004$2.0M0.47%
34TRUIST FINL CORP89832Q10939,668$2.0M0.46%
35ISHARES TR46428722619,388$1.9M0.45%
36HOME DEPOT INCHD5,619$1.9M0.45%
37CISCO SYS INCCSCO24,904$1.9M0.45%
38TRAVELERS COMPANIES INCTRV6,528$1.9M0.44%
39DUKE ENERGY CORP NEWDUKB15,790$1.9M0.43%
40DEERE & CODE3,609$1.7M0.39%
41ADVANCED MICRO DEVICES INCAMD7,801$1.7M0.39%
42DISNEY WALT CO25468710614,516$1.7M0.39%
43SALESFORCE INCCRM6,227$1.6M0.39%
44VISA INCV4,635$1.6M0.38%
45CONSOLIDATED EDISON INCED16,349$1.6M0.38%
46CATERPILLAR INCCAT2,833$1.6M0.38%
47TARGET CORPTGT16,417$1.6M0.38%
48BOEING COBA-PA7,388$1.6M0.38%
49NORTHERN TR CORPNTRSO11,672$1.6M0.37%
50NIKE INCNKE24,893$1.6M0.37%
51NVIDIA CORPORATIONNVDA8,007$1.5M0.35%
52CHUBB LIMITEDCB4,766$1.5M0.35%
53TEXAS INSTRS INC8825081048,523$1.5M0.35%
54HONEYWELL INTL INC4385161067,447$1.5M0.34%
55ISHARES TR4642872001,916$1.3M0.31%
56VANGUARD INDEX FDS9229087693,871$1.3M0.30%
57HALLIBURTON COHAL44,670$1.3M0.30%
58PEPSICO INCPEP8,726$1.3M0.29%
59UNION PAC CORPUNP5,318$1.2M0.29%
60MEDTRONIC PLCMDT12,788$1.2M0.29%
61T-MOBILE US INCTMUSZ5,985$1.2M0.28%
62MONDELEZ INTL INC60920710521,859$1.2M0.28%
63KIMBERLY-CLARK CORPKMB11,583$1.2M0.27%
64DUPONT DE NEMOURS INCDD27,370$1.1M0.26%
65PFIZER INCPFE42,618$1.1M0.25%
66AMERICAN EXPRESS COAXP2,854$1.1M0.25%
67CORNING INCGLW10,924$956,5050.22%
68VALERO ENERGY CORPVLO5,740$934,4150.22%
69ORACLE CORPORCL-PD4,426$862,6720.20%
70SPDR S&P 500 ETF TRSPY1,261$860,4290.20%
71COCA COLA COKO12,106$846,3300.20%
72ABBVIE INCABBV3,324$759,5010.18%
73BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.18%
74MCDONALDS CORPMCD2,458$751,2390.18%
75VANGUARD STAR FDS9219097689,724$733,5790.17%
76VANGUARD SPECIALIZED FUNDS9219088443,091$679,3400.16%
77ISHARES TR4642875079,637$636,0420.15%
78NORFOLK SOUTHN CORP6558441082,129$614,6850.14%
79STRYKER CORPORATIONSYK1,643$577,4650.14%
80GOLDMAN SACHS GROUP INCGSCE653$573,9870.13%
81XPO INCXPO4,173$567,1520.13%
82VANGUARD INDEX FDS9229087442,881$550,2420.13%
83VANGUARD INDEX FDS9229086522,625$548,9400.13%
84GENERAL DYNAMICS CORPGD1,576$530,5760.12%
85SPDR GOLD TRGLD1,295$513,2210.12%
86CHURCHILL DOWNS INCCHDN4,376$497,9010.12%
87MASTERCARD INCORPORATEDMA868$495,5240.12%
88BANK AMERICA CORP0605051048,981$493,9550.12%
89META PLATFORMS INCMETA725$478,5650.11%
90COMMERCIAL BANCGROUP INCCBK18,975$466,0260.11%
91AFLAC INCAFL4,089$450,8940.11%
92TESLA INCTSLA991$445,6730.10%
93NEXTERA ENERGY INCNEE-PW5,498$441,3790.10%
94WELLS FARGO CO NEW9497461014,601$428,8130.10%
95BROADCOM INCAVGO1,195$413,5900.10%
96ISHARES TR4642878043,376$405,7280.09%
97SCHWAB STRATEGIC TR80852479714,415$395,4030.09%
98VANGUARD INDEX FDS922908363607$380,8190.09%
99COGNIZANT TECHNOLOGY SOLUTIOCTSH4,576$379,8080.09%
100VANGUARD INDEX FDS9229085534,185$370,3310.09%
101SPDR SERIES TRUST78464A5086,466$367,3400.09%
102EMERSON ELEC COEMR2,757$365,9090.09%
103MERCK & CO INCMRK3,454$363,5680.09%
104CINCINNATI FINL CORP1720621012,170$354,4040.08%
105NORTHROP GRUMMAN CORPNOC618$352,3900.08%
106KKR & CO INCKKRT2,752$350,8250.08%
107ISHARES TR4642874732,487$350,7910.08%
108US BANCORP DELUSB-PS6,538$348,8680.08%
109PALANTIR TECHNOLOGIES INCPLTR1,962$348,7460.08%
110CHEVRON CORP NEWCVX2,285$348,2570.08%
111SPDR SERIES TRUST78464A4093,221$343,6830.08%
112VANGUARD CHARLOTTE FDS92203J4076,953$335,9690.08%
113CONOCOPHILLIPSCOP3,587$335,7790.08%
114ABBOTT LABSABLZF2,611$327,1320.08%
115BLACKSTONE INCBX2,106$324,6190.08%
116MARKEL GROUP INCMKL143$307,4000.07%
117QUEST DIAGNOSTICS INCDGX1,712$297,0830.07%
118SHOPIFY INCSHOP1,840$296,1850.07%
119FEDEX CORPFDX977$282,2160.07%
120GE AEROSPACE369604301886$272,9150.06%
121VANGUARD WORLD FD921910816646$266,6590.06%
122SUN LIFE FINANCIAL INC.SUNFF4,083$254,7790.06%
123ACCENTURE PLC IRELANDACN930$249,5190.06%
124CHURCH & DWIGHT CO INCCHD2,838$237,9660.06%
125QNITY ELECTRONICS INCQ2,891$236,0500.06%
126DOMINION ENERGY INCD3,942$230,9620.05%
127INVESCO QQQ TRIVZ371$227,9090.05%
128MOODYS CORPMCO445$227,3280.05%
129SPDR INDEX SHS FDS78463X8895,026$223,2100.05%
130GXO LOGISTICS INCORPORATEDGXO4,062$213,8240.05%
131AT&T INCT-PC8,411$208,9290.05%
132ALLSTATE CORPALL-PJ1,001$208,3580.05%
133RANPAK HOLDINGS CORPPACK10,925$59,1040.01%