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The Analysis of Ardent Capital Management, Inc.'s Holdings & P&L

Currently, Ardent Capital Management, Inc. holds 47 types of securities in its portfolio with a total value $240.6M. In the most recent quarter, they have increased their positions in SYK (+3.3K shares, valued at $1.0M), ACRE (+218.1K shares, valued at $981.4K), VO (+9.8K shares, valued at $789.6K); decreased their positions in BRK.B (-1.2K shares, valued at $625.0K), PM (-1.4K shares, valued at $256.9K), IWB (-475 shares, valued at $194.5K); initiated new positions in ACRE (+218.1K shares, valued at $981.4K), NVDA (+1.1K shares, valued at $220.1K), N/A (+550 shares, valued at $207.8K).

1M P&L

+3.1M+1.44%

3M P&L

+8.1M+3.89%

HY P&L

+4.2M+1.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Diversified79.2M

36.9%

2Drug Manufacturers - General38.2M

17.8%

3Internet Content & Information34.5M

16.1%

Top Industries by Stock Count

1N/A17 stocks

47.2%

2Tobacco2 stocks

5.6%

3Drug Manufacturers - General2 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL158.3K shares-0.78%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON146.7K shares-0.27%2026-06-302026-07-20

GOOG ALPHABET INC97.7K shares-0.26%2026-06-302026-07-20

AAPL APPLE INC54.2K shares-0.76%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC24.7K shares0.40%2026-06-302026-07-20

SYK STRYKER CORPORATION35.4K shares10.20%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC43.8K shares-3.14%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.7K shares2.91%2026-06-302026-07-20

Sponsored

PG PROCTER & GAMBLE CO29.8K shares-0.04%2026-06-302026-07-20

ARTY ISHARES TR40.6K shares-0.87%2026-06-302026-07-20

IWB ISHARES TR5.4K shares-8.05%2026-06-302026-07-20

AMZN AMAZON COM INC9.2K shares0.00%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T6.9K shares-9.60%2026-06-302026-07-20

ISHARES TR ISHARES TR2.0K shares0.00%2026-06-302026-07-20

QUAL ISHARES TR6.2K shares-9.09%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.9K shares-0.13%2026-06-302026-07-20

Sponsored

VTV VANGUARD INDEX FDS5.8K shares-8.31%2026-06-302026-07-20

IAUM ISHARES GOLD TRUST MICRO28.5K shares0.00%2026-06-302026-07-20

VO VANGUARD INDEX FDS13.5K shares266.30%2026-06-302026-07-20

MO ALTRIA GROUP INC13.9K shares-5.28%2026-06-302026-07-20

ACRE ARES COML REAL ESTATE CORP218.1K sharesnew addition2026-06-302026-07-20

BMY BRISTOL-MYERS SQUIBB CO15.7K shares0.00%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-06-302026-07-20

IJR ISHARES TR5.5K shares-11.16%2026-06-302026-07-20

Sponsored

MSFT MICROSOFT CORP2.1K shares0.00%2026-06-302026-07-20

IWF ISHARES TR6.0K shares300.00%2026-06-302026-07-20

KVUE KENVUE INC35.4K shares-0.14%2026-06-302026-07-20

ABBVIE INC ABBVIE INC2.5K shares0.00%2026-06-302026-07-20

PLD PROLOGIS INC.4.0K shares0.00%2026-06-302026-07-20

IJH ISHARES TR6.9K shares0.00%2026-06-302026-07-20

GLD SPDR GOLD TR1.4K shares0.00%2026-06-302026-07-20

MDY STATE STR SPDR S&P MIDCAP 40730 shares0.00%2026-06-302026-07-20

Sponsored

SLV ISHARES SILVER TR9.5K shares0.00%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC3.3K shares0.00%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN1.6K shares0.00%2026-06-302026-07-20

EVLV EVOLV TECHNOLOGIES HLDNGS IN62.0K shares-0.76%2026-06-302026-07-20

VISA INC VISA INC917 shares0.00%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS721 shares0.00%2026-06-302026-07-20

MCD MCDONALDS CORP951 shares0.00%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO2.6K shares-0.97%2026-06-302026-07-20

Sponsored

VEU VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2026-06-302026-07-20

CEF SPROTT ASSET MANAGEMENT LP5.9K shares-8.84%2026-06-302026-07-20

EMLP FIRST TR EXCHANGE-TRADED FD5.3K shares-10.05%2026-06-302026-07-20

NVDA NVIDIA CORPORATION1.1K sharesnew addition2026-06-302026-07-20

XME SPDR SERIES TRUST2.0K shares-10.25%2026-06-302026-07-20

BROADCOM INC BROADCOM INC550 sharesnew addition2026-06-302026-07-20

SYBT STOCK YDS BANCORP INC2.6K sharesnew addition2026-06-302026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.78%

Shares158.3K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-0.27%

Shares146.7K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-0.26%

Shares97.7K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-0.76%

Shares54.2K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

0.40%

Shares24.7K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

10.20%

Shares35.4K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

-3.14%

Shares43.8K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

2.91%

Shares6.7K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

-0.04%

Shares29.8K

Event2026-06-30

Filed2026-07-20

ARTY

ISHARES TR

-0.87%

Shares40.6K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

-8.05%

Shares5.4K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

-9.60%

Shares6.9K

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

-9.09%

Shares6.2K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

-0.13%

Shares3.9K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

-8.31%

Shares5.8K

Event2026-06-30

Filed2026-07-20

IAUM

ISHARES GOLD TRUST MICRO

0.00%

Shares28.5K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

266.30%

Shares13.5K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

-5.28%

Shares13.9K

Event2026-06-30

Filed2026-07-20

ACRE

ARES COML REAL ESTATE CORP

New

Shares218.1K

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

-11.16%

Shares5.5K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

300.00%

Shares6.0K

Event2026-06-30

Filed2026-07-20

KVUE

KENVUE INC

-0.14%

Shares35.4K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

PLD

PROLOGIS INC.

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares730

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TR

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

EVLV

EVOLV TECHNOLOGIES HLDNGS IN

-0.76%

Shares62.0K

Event2026-06-30

Filed2026-07-20

VISA INC

0.00%

Shares917

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.00%

Shares721

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

0.00%

Shares951

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

-0.97%

Shares2.6K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

CEF

SPROTT ASSET MANAGEMENT LP

-8.84%

Shares5.9K

Event2026-06-30

Filed2026-07-20

EMLP

FIRST TR EXCHANGE-TRADED FD

-10.05%

Shares5.3K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

XME

SPDR SERIES TRUST

-10.25%

Shares2.0K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

New

Shares550

Event2026-06-30

Filed2026-07-20

SYBT

STOCK YDS BANCORP INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available