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 $233.6M. In the most recent quarter, they have increased their positions in AMZN (+694 shares, valued at $144.5K); decreased their positions in BIDU (-26.6K shares, valued at $3.0M), N/A (-4.4K shares, valued at $2.1M), AAPL (-4.6K shares, valued at $1.2M).


1M P&L
+954.9K+0.71%
3M P&L
-5.2M-3.75%
HY P&L
+4.1M+3.15%

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

1Drug Manufacturers - General32.6M
25.1%
2Internet Content & Information21.7M
16.7%
3Consumer Electronics16.1M
12.4%

Top Industries by Stock Count

1N/A19 stocks
41.3%
2Drug Manufacturers - General3 stocks
6.5%
3Software - Application2 stocks
4.3%
Stock Holdings
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-2.68%
Shares159.6K
Event2026-03-31
Filed2026-05-14
JNJ
JOHNSON & JOHNSON
-2.46%
Shares147.1K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
-2.19%
Shares97.9K
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
-2.09%
Shares24.6K
Event2026-03-31
Filed2026-05-14
AAPL
APPLE INC
-7.71%
Shares54.6K
Event2026-03-31
Filed2026-05-14
SYK
STRYKER CORPORATION
-0.56%
Shares32.1K
Event2026-03-31
Filed2026-05-14
PM
PHILIP MORRIS INTL INC
-0.40%
Shares45.3K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
-1.03%
Shares23.8K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CORPORATION
-1.97%
Shares6.5K
Event2026-03-31
Filed2026-05-14
PG
PROCTER & GAMBLE CO
-0.52%
Shares29.8K
Event2026-03-31
Filed2026-05-14
IWB
ISHARES TR
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
8.11%
Shares9.2K
Event2026-03-31
Filed2026-05-14
ARTY
ISHARES TR
-2.70%
Shares40.9K
Event2026-03-31
Filed2026-05-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-14
BIDU
BAIDU INC
-67.53%
Shares12.8K
Event2026-03-31
Filed2026-05-14
IAUM
ISHARES GOLD TR
0.00%
Shares28.5K
Event2026-03-31
Filed2026-05-14
QUAL
ISHARES TR
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-14
IVV
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-14
VTV
VANGUARD INDEX FDS
0.00%
Shares6.3K
Event2026-03-31
Filed2026-05-14
JPM
JPMORGAN CHASE & CO
-1.93%
Shares3.9K
Event2026-03-31
Filed2026-05-14
ADBE
ADOBE INC
-1.28%
Shares4.4K
Event2026-03-31
Filed2026-05-14
VO
VANGUARD INDEX FDS
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-14
MO
ALTRIA GROUP INC
-1.32%
Shares14.7K
Event2026-03-31
Filed2026-05-14
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares15.7K
Event2026-03-31
Filed2026-05-14
IJR
ISHARES TR
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-14
SPY
STATE STR SPDR S&P 500 ETF T
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
SLV
ISHARES SILVER TR
0.00%
Shares9.5K
Event2026-03-31
Filed2026-05-14
IWF
ISHARES TR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-14
KVUE
KENVUE INC
-3.74%
Shares35.5K
Event2026-03-31
Filed2026-05-14
GLD
SPDR GOLD TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-14
ABBV
ABBVIE INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-14
UNH
UNITEDHEALTH GROUP INC
-1.25%
Shares2.0K
Event2026-03-31
Filed2026-05-14
PLD
PROLOGIS INC.
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-14
IJH
ISHARES TR
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-14
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares730
Event2026-03-31
Filed2026-05-14
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-4.31%
Shares62.5K
Event2026-03-31
Filed2026-05-14
ADP
AUTOMATIC DATA PROCESSING IN
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-14
CEF
SPROTT ASSET MANAGEMENT LP
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-14
MCD
MCDONALDS CORP
0.00%
Shares951
Event2026-03-31
Filed2026-05-14
V
VISA INC
0.00%
Shares917
Event2026-03-31
Filed2026-05-14
SO
SOUTHERN CO
-5.01%
Shares2.7K
Event2026-03-31
Filed2026-05-14
CSCO
CISCO SYS INC
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-14
EMLP
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-14
XME
SPDR SERIES TRUST
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-14
VTI
VANGUARD INDEX FDS
0.00%
Shares721
Event2026-03-31
Filed2026-05-14
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available