13F Filings History of Ballast, Inc.

Latest 13F report
Q3 2025 - 07 Nov 2025
Value $
$410,730,920
Signature - Title
John Boardman - President
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by Ballast, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ballast, Inc. reported 132 stock holdings with total value $410,730,920 as of Q3 2025. Top holdings included VB, VO, SPHQ, COWZ, and VEU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 132 $410,730,920 +$9,061,007 -$3,024,395 +$6,036,612 VB, VO, SPHQ, COWZ, VEU 13F-HR 07 Nov 2025, 11:24
Q2 2025 128 $381,924,708 +$21,152,004 -$7,663,780 +$13,488,224 VB, VO, SPHQ, COWZ, VEU Restatement 07 Nov 2025, 11:22
Q1 2025 125 $353,441,562 +$10,904,686 -$2,224,063 +$8,680,623 VO, VB, SPHQ, COWZ, VEU 13F-HR 12 May 2025, 15:51
Q4 2024 119 $349,789,623 +$12,371,395 -$7,799,360 +$4,572,035 VB, VO, SPHQ, COWZ, VEU 13F-HR 16 Jan 2025, 09:31
Q3 2024 125 $352,503,724 +$5,210,772 -$1,735,508 +$3,475,264 VO, VB, SPHQ, VEU, VYM 13F-HR 16 Oct 2024, 13:55
Q2 2024 120 $324,879,623 +$15,563,736 -$6,299,854 +$9,263,882 VO, VB, SPHQ, VEU, VYM 13F-HR 15 Jul 2024, 16:23
Q1 2024 120 $316,477,969 +$8,889,174 -$1,274,677 +$7,614,497 VO, VB, SPHQ, SHY, VEU 13F-HR 06 May 2024, 16:33
Q4 2023 120 $290,064,449 +$17,588,604 -$2,131,880 +$15,456,724 VO, VB, SPHQ, SHY, VEU 13F-HR 18 Jan 2024, 09:44
Q3 2023 110 $250,986,095 +$7,906,850 -$6,345,408 +$1,561,442 VO, VB, SPHQ, SHY, VEU 13F-HR 18 Oct 2023, 16:32
Q2 2023 120 $261,297,302 +$9,679,240 -$3,209,537 +$6,469,703 VO, VB, SPHQ, SHY, VEU 13F-HR 19 Jul 2023, 14:16
Q1 2023 109 $243,715,929 +$13,607,148 -$4,647,107 +$8,960,041 VO, VB, SPHQ, SHY, VEU 13F-HR 19 Apr 2023, 09:06
Q4 2022 108 $228,698,060 +$24,022,821 -$16,370,182 +$7,652,639 VO, VB, SPHQ, VEU, VYM 13F-HR 26 Jan 2023, 13:11
Q3 2022 106 $204,666,000 +$6,950,136 -$2,896,807 +$4,053,329 VO, VB, SPHQ, VEU, VYM 13F-HR 18 Oct 2022, 12:16
Q2 2022 105 $214,476,000 +$16,099,022 -$25,035,523 -$8,936,501 VO, VB, SPHQ, VEU, VYM 13F-HR 14 Jul 2022, 10:01
Q1 2022 111 $259,418,000 +$16,259,572 -$1,503,917 +$14,755,655 VO, VB, SPHQ, VYM, VEU 13F-HR 18 Apr 2022, 11:36
Q4 2021 107 $256,972,000 +$21,097,739 -$20,695,174 +$402,565 VO, SPHQ, VB, VYM, VEU 13F-HR 18 Jan 2022, 07:59
Q3 2021 95 $237,290,000 +$3,456,265 -$557,823 +$2,898,442 VO, SPHQ, VYM, VB, VEU 13F-HR 12 Nov 2021, 11:59
Q2 2021 93 $237,216,000 +$19,007,762 -$1,156,322 +$17,851,440 VO, SPHQ, VYM, VB, VEU 13F-HR 04 Aug 2021, 10:32
Q1 2021 91 $207,970,000 +$10,216,681 -$8,653,148 +$1,563,533 VO, SPHQ, VYM, VB, VEU 13F-HR 05 May 2021, 15:14
Q4 2020 91 $196,101,000 +$15,862,563 -$10,121,094 +$5,741,469 VO, SPHQ, VYM, VB, IWF 13F-HR 21 Jan 2021, 14:19
Q3 2020 93 $174,957,000 +$19,211,127 -$4,262,856 +$14,948,271 VO, SPHQ, VB, VYM, IWF 13F-HR 14 Oct 2020, 12:02
Q2 2020 88 $158,985,000 +$6,696,248 -$11,397,155 -$4,700,907 VO, VB, SPHQ, VYM, IWF 13F-HR 11 Aug 2020, 14:09
Q1 2020 86 $140,746,000 +$9,922,914 -$4,342,918 +$5,579,996 VO, SPHQ, VB, VYM, SPLV 13F-HR 17 Apr 2020, 15:50
Q4 2019 102 $181,097,000 +$22,228,517 -$12,500,671 +$9,727,846 VO, VB, VYM, SPLV, SPHQ 13F-HR 14 Jan 2020, 09:53
Q3 2019 101 $162,841,000 +$2,480,523 -$991,688 +$1,488,835 VEU, VO, VB, SPLV, VYM 13F-HR 22 Oct 2019, 10:27
Q2 2019 103 $160,937,000 +$6,334,755 -$2,187,361 +$4,147,394 VEU, VO, VB, SPLV, VYM 13F-HR 26 Jul 2019, 10:03
Q1 2019 100 $153,478,000 +$20,189,104 -$10,286,206 +$9,902,898 VEU, VO, VB, SPLV, VYM 13F-HR 30 Apr 2019, 10:55
Q4 2018 83 $130,189,000 +$12,870,938 -$6,846,513 +$6,024,425 VO, VB, VEU, VYM, SPLV 13F-HR 01 Feb 2019, 14:26
Q3 2018 95 $146,039,000 +$12,158,306 -$731,590 +$11,426,716 VB, VO, VEU, VYM, SPLV 13F-HR 02 Nov 2018, 11:10
Q2 2018 86 $128,607,000 +$18,057,363 -$630,815 +$17,426,548 VO, VB, VEU, VYM, SPLV 13F-HR 19 Jul 2018, 12:54
Q1 2018 85 $125,316,000 +$12,078,287 -$3,266,327 +$8,811,960 VEU, VO, VB, VYM, SPLVXXXX 13F-HR 11 May 2018, 10:31
Q4 2017 82 $118,443,000 $0 VO, VB, VYM, VEU, SPLVXXXX 13F-HR 12 Feb 2018, 08:38