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Portfolio (Quarterly) Guide ↗

Ardent Capital Management, Inc.

· CIK 0001888792
13F Portfolio $234M AUM 47 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 Added 18 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 159,573.0 $76.5M 32.73% -4K -2.7% $479.20
2 JNJ JOHNSON & JOHNSON Healthcare 147,097.0 $36.0M 15.39% -4K -2.5% $244.44 -5.8%
3 GOOG ALPHABET INC Communication Services 97,918.0 $28.1M 12.02% -2K -2.2% $286.86 +34.2%
4 META META PLATFORMS INC Communication Services 24,558.0 $14.1M 6.01% -525.0 -2.1% $572.13 +7.0%
5 AAPL APPLE INC Technology 54,593.0 $13.9M 5.93% -5K -7.7% $253.79 +21.5%
6 SYK STRYKER CORPORATION Healthcare 32,086.0 $10.5M 4.51% -180.0 -0.6% $328.59 -4.7%
7 GOOGL ALPHABET INC Communication Services 23,792.0 $6.8M 2.93% -248.0 -1.0% $287.56 +35.2%
8 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,520.0 $6.5M 2.78% -131.0 -2.0% $996.43 +0.7%
9 PG PROCTER & GAMBLE CO Consumer Defensive 29,826.0 $4.3M 1.84% -157.0 -0.5% $144.44 -1.0%
10 ARTY ISHARES TR 40,925.0 $1.9M 0.81% -1K -2.7% $46.53 +54.1%
11 BIDU BAIDU INC Communication Services 12,807.0 $1.4M 0.61% -27K -67.5% $111.42 +13.8%
12 JPM JPMORGAN CHASE & CO Financial Services 3,907.0 $1.1M 0.49% -77.0 -1.9% $294.16 +4.3%
13 ADBE ADOBE INC Technology 4,408.0 $1.1M 0.46% -57.0 -1.3% $243.08 -1.1%
14 MO ALTRIA GROUP INC Consumer Defensive 14,686.0 $969K 0.41% -197.0 -1.3% $65.99 +9.7%
15 KVUE KENVUE INC Consumer Defensive 35,452.0 $611K 0.26% -1K -3.7% $17.24 +1.5%
16 UNH UNITEDHEALTH GROUP INC Healthcare 1,970.0 $533K 0.23% -25.0 -1.2% $270.59 +39.3%
17 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 62,472.0 $378K 0.16% -3K -4.3% $6.05 +5.0%
18 SO SOUTHERN CO Utilities 2,674.0 $258K 0.11% -141.0 -5.0% $96.52 -2.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 35.0%
Healthcare 33.7%
Consumer Defensive 13.8%
Technology 11.1%
Financial Services 3.8%
Consumer Cyclical 1.5%
Industrials 0.5%
Real Estate 0.4%
Utilities 0.2%