Ballast, Inc. has recently submitted its 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing indicates a total value of $536.5 million, reflecting the company's strategic positioning within the investment management industry.
Ballast, Inc. is a company incorporated in Kentucky, focusing on investment management. The company, identified by its Central Index Key (CIK) number 0001730477, has been active in filing various forms with the SEC, including multiple 13F-HR reports throughout the year.
The latest filing, accession number 0001172661-26-004605, was made on October 20, 2026. It provides insights into the company's investment decisions and the sectors it is focusing on. The report highlights a total of 168 entries, showcasing a diverse portfolio that includes significant holdings in major companies such as Abbott Laboratories, Amazon, and Alphabet Inc.
According to the filing, the total value of Ballast's holdings is $536,498,127. This figure underscores the company's substantial presence in the investment management landscape. The filing also notes that all investment discretion is held solely by Ballast, indicating a focused approach to its investment strategy.
The impact of this filing may resonate across the investment management industry, as Ballast's choices could influence competitors and other market participants. With a diverse portfolio that spans various sectors, including technology, healthcare, and consumer goods, Ballast's strategy may serve as a benchmark for other firms in the industry.
Looking ahead, the filing does not specify any immediate next steps or future actions for Ballast, Inc. However, the insights gained from this report could prompt other firms to reevaluate their own investment strategies in light of Ballast's recent activities.