Fund HoldingsBallast, Inc.

Total Portfolio Value
$427.27M
Total Bought
$30.57M
Total Sold
$19.63M
Net Transaction
+$10.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR39,17570,978+31,8037,97614,9303.49%+6,954
VANGUARD WHITEHALL FDS119,695144,777+25,08216,87120,7784.86%+3,907
ISHARES TR24,96029,206+4,24611,69213,8233.24%+2,132
VANGUARD WORLD FD
HEALTH CAR ETF
38,88539,389+50410,09511,3382.65%+1,244
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
362,684370,528+7,84426,58127,8086.51%+1,227
VANGUARD INDEX FDS167,436169,204+1,76842,57643,64610.22%+1,071
ELI LILLY & CO(LLY)03,998+3,99804,2971.01%+4,297
VANGUARD INDEX FDS1,0803,871+2,7913541,2980.30%+943
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
91,72195,336+3,61517,39918,2634.27%+863
BERKSHIRE HATHAWAY INC DEL01+107550.18%+755
MICRON TECHNOLOGY INC(MU)12,75210,101-2,6512,1342,8830.67%+749
ISHARES TR205,111214,361+9,25017,01617,7534.16%+737
VANGUARD STAR FDS09,724+9,72407340.17%+734
ALPHABET INC(GOOG)9,5869,655+692,3303,0220.71%+692
AMERICAN EXPRESS CO(AXP)1,2882,854+1,5664281,0560.25%+628
ALPHABET INC(GOOG)14,05812,727-1,3313,4243,9940.93%+570
BERKSHIRE HATHAWAY INC DEL9,91611,035+1,1194,9855,5471.30%+562
CHURCHILL DOWNS INC(CHDN)04,376+4,37604980.12%+498
COMMERCIAL BANCGROUP INC018,975+18,97504660.11%+466
JOHNSON & JOHNSON(JNJ)23,19022,702-4884,3004,6981.10%+398
APPLE INC(AAPL)53,26151,300-1,96113,56213,9463.26%+385
AMAZON COM INC(AMZN)017,757+17,75704,0990.96%+4,099
SPDR SERIES TRUST
ST STR P500VAL
06,466+6,46603670.09%+367
SPDR SERIES TRUST
ST STR P500GRW
03,221+3,22103440.08%+344
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
06,953+6,95303360.08%+336
ISHARES TR396,927415,371+18,44412,55112,8603.01%+309
SHOPIFY INC(SHOP)01,840+1,84002960.07%+296
SALESFORCE INC(CRM)06,227+6,22701,6500.39%+1,650
CATERPILLAR INC(CAT)2,8252,833+81,3481,6230.38%+275
QNITY ELECTRONICS INC(Q)02,891+2,89102360.06%+236
MOODYS CORP(MCO)0445+44502270.05%+227
TARGET CORP(TGT)016,417+16,41701,6050.38%+1,605
EXXON MOBIL CORP18,94519,569+6242,1362,3550.55%+219
WALMART INC(WMT)24,20724,072-1352,4952,6820.63%+187
VISA INC(V)04,635+4,63501,6260.38%+1,626
ADVANCED MICRO DEVICES INC(AMD)9,2927,801-1,4911,5031,6710.39%+167
CISCO SYS INC(CSCO)024,904+24,90401,9180.45%+1,918
CHUBB LIMITED
COM
04,766+4,76601,4880.35%+1,488
DEERE & CO(DE)03,609+3,60901,6800.39%+1,680
TRUIST FINL CORP(TFC)39,99739,668-3291,8291,9520.46%+123
VANGUARD INDEX FDS434607+1732663810.09%+115
BOEING CO(BA)6,9807,388+4081,5061,6040.38%+98
DISNEY WALT CO(DIS)014,516+14,51601,6510.39%+1,651
VANGUARD INTL EQUITY INDEX F249,328243,075-6,25317,79517,8814.18%+86
HALLIBURTON CO(HAL)47,83944,670-3,1691,1771,2620.30%+86
MERCK & CO INC(MRK)3,4483,454+62893640.09%+74
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)04,576+4,57603800.09%+380
GOLDMAN SACHS GROUP INC(GS)0653+65305740.13%+574
MCDONALDS CORP(MCD)2,2442,458+2146827510.18%+69
WELLS FARGO CO NEW(WFC)4,2954,601+3063604290.10%+69
TRAVELERS COMPANIES INC(TRV)6,5486,528-201,8281,8940.44%+65
JPMORGAN CHASE & CO.(JPM)13,86213,770-924,3724,4371.04%+64
CORNING INC(GLW)10,92210,924+28969570.22%+61
CHEVRON CORP NEW(CVX)1,8602,285+4252893480.08%+59
ISHARES TR18,75519,388+6331,8801,9360.45%+56
SPDR GOLD TR(GLD)1,2951,29504605130.12%+53
BANK AMERICA CORP8,5628,981+4194424940.12%+52
FEDEX CORP(FDX)97797702302820.07%+52
US BANCORP DEL(USB)6,2826,538+2563043490.08%+45
TESLA INC(TSLA)907991+844034460.10%+42
PEPSICO INC(PEP)8,6428,726+841,2141,2520.29%+39
ABBVIE INC(ABBV)3,1323,324+1927257600.18%+34
MARKEL GROUP INC(MKL)0143+14303070.07%+307
TEXAS INSTRS INC(TXN)08,523+8,52301,4790.35%+1,479
ISHARES TR1,9161,91601,2821,3120.31%+30
ISHARES TR18,67819,164+4862,0822,1120.49%+30
XPO INC(XPO)4,1734,17305395670.13%+28
RTX CORPORATION(RTX)11,89611,004-8921,9912,0180.47%+28
MASTERCARD INCORPORATED(MA)0868+86804960.12%+496
GE AEROSPACE(GE)827886+592492730.06%+24
NEXTERA ENERGY INC(NEE)5,5335,498-354184410.10%+24
BROADCOM INC(AVGO)1,1821,195+133904140.10%+24
SPDR S&P 500 ETF TR(SPY)1,2571,261+48388600.20%+23
CONSOLIDATED EDISON INC(ED)016,349+16,34901,6240.38%+1,624
ACCENTURE PLC IRELAND
SHS CLASS A
0930+93002500.06%+250
PFIZER INC(PFE)40,88442,618+1,7341,0421,0610.25%+19
VANGUARD INDEX FDS2,8812,88105375500.13%+13
VANGUARD SPECIALIZED FUNDS3,0913,09106676790.16%+12
META PLATFORMS INC(META)635725+904664790.11%+12
CHURCH & DWIGHT CO INC(CHD)02,838+2,83802380.06%+238
SUN LIFE FINANCIAL INC.(SLF)04,083+4,08302550.06%+255
VANGUARD WORLD FD64664602602670.06%+7
INVESCO QQQ TR369371+22222280.05%+6
ISHARES TR03,376+3,37604060.09%+406
EMERSON ELEC CO(EMR)02,757+2,75703660.09%+366
CONOCOPHILLIPS(COP)3,5083,587+793323360.08%+4
ISHARES TR2,4872,48703473510.08%+3
RANPAK HOLDINGS CORP10,00010,925+92556590.01%+3
SCHWAB STRATEGIC TR14,41514,41503943950.09%+2
VANGUARD INDEX FDS2,6252,62505505490.13%-1
GXO LOGISTICS INCORPORATED(GXO)4,0624,06202152140.05%-1
HONEYWELL INTL INC(HON)07,447+7,44701,4530.34%+1,453
AFLAC INC(AFL)4,0874,089+24574510.11%-6
ALLSTATE CORP(ALL)1,0001,001+12152080.05%-6
GENERAL DYNAMICS CORP(GD)1,5751,576+15375310.12%-6
ISHARES TR9,8489,637-2116436360.15%-7
KKR & CO INC(KKR)02,752+2,75203510.08%+351
MONDELEZ INTL INC(MDLZ)021,859+21,85901,1770.28%+1,177
DOMINION ENERGY INC(D)3,9383,942+42412310.05%-10
VANGUARD INDEX FDS4,1854,18503833700.09%-12
Page 1 of 1