Ardent Capital Management, Inc. Top Holdings and 13F Report (2025) About Ardent Capital Management, Inc.Investment ActivityArdent Capital Management, Inc. has $231.10 million in total holdings as of March 31, 2025.Ardent Capital Management, Inc. owns shares of 44 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.42% of the portfolio was purchased this quarter.About 1.41% of the portfolio was sold this quarter.This quarter, Ardent Capital Management, Inc. has purchased 42 new stocks and bought additional shares in 5 stocks.Ardent Capital Management, Inc. sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $87,713,263Apple $30,349,178Johnson & Johnson $24,506,840Alphabet $15,991,547Meta Platforms $14,010,735 Largest New Holdings this Quarter 46435U556 - iShares Robotics and Artificial Intelligence Multisector ETF $1,219,033 Holding46428Q109 - iShares Silver Trust $294,405 Holding067901108 - BARRICK GOLD CORP $209,550 Holding17275R102 - Cisco Systems $204,754 Holding Largest Purchases this Quarter Berkshire Hathaway 7,096 shares (about $3.78M)iShares Robotics and Artificial Intelligence Multisector ETF 38,761 shares (about $1.22M)Apple 3,670 shares (about $815.22K)Philip Morris International 4,850 shares (about $769.84K)Costco Wholesale 491 shares (about $464.38K) Largest Sales this Quarter Meta Platforms 730 shares (about $420.74K)Johnson & Johnson 2,181 shares (about $361.70K)Alphabet 1,347 shares (about $210.44K)Kenvue 6,457 shares (about $154.84K)iShares Core S&P Small-Cap ETF 1,450 shares (about $151.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArdent Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$87,713,263$3,779,188 ▲4.5%164,69538.0%FinanceAAPLApple$30,349,178$815,217 ▲2.8%136,62813.1%Computer and TechnologyJNJJohnson & Johnson$24,506,840$361,697 ▼-1.5%147,77410.6%MedicalGOOGAlphabet$15,991,547$210,442 ▼-1.3%102,3596.9%Computer and TechnologyMETAMeta Platforms$14,010,735$420,743 ▼-2.9%24,3096.1%Computer and TechnologySYKStryker$11,984,216$145,177 ▲1.2%32,1945.2%MedicalPYPLPayPal$6,746,980$147,791 ▼-2.1%103,4022.9%Computer and TechnologyPMPhilip Morris International$4,806,979$769,840 ▲19.1%30,2842.1%Consumer StaplesCOSTCostco Wholesale$4,515,154$464,378 ▲11.5%4,7742.0%Retail/WholesaleGOOGLAlphabet$3,762,237$126,650 ▼-3.3%24,3291.6%Computer and TechnologyPGProcter & Gamble$3,492,758$110,943 ▼-3.1%20,4951.5%Consumer StaplesIWBiShares Russell 1000 ETF$1,818,6610.0%5,9290.8%ETFZBHZimmer Biomet$1,328,507$79,792 ▼-5.7%11,7380.6%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,326,076$17,323 ▼-1.3%7,6550.6%ETFAMZNAmazon.com$1,277,406$53,273 ▼-4.0%6,7140.6%Retail/WholesaleIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,219,033$1,219,033 ▲New Holding38,7610.5%ManufacturingQUALiShares MSCI USA Quality Factor ETF$1,174,6980.0%6,8740.5%ETFIVViShares Core S&P 500 ETF$1,104,6950.0%1,9660.5%ETFVTVVanguard Value ETF$1,090,8530.0%6,3150.5%ETFJPMJPMorgan Chase & Co.$977,766$32,870 ▼-3.3%3,9860.4%FinanceBMYBristol-Myers Squibb$957,5430.0%15,7000.4%MedicalVOVanguard Mid-Cap ETF$951,7220.0%3,6800.4%ETFKVUEKenvue$902,703$154,839 ▼-14.6%37,6440.4%Consumer StaplesIAUMiShares Gold Trust Micro$888,3450.0%28,5000.4%FinanceMSFTMicrosoft$775,9310.0%2,0670.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$647,916$151,627 ▼-19.0%6,1960.3%ETFSPYSPDR S&P 500 ETF Trust$627,076$22,376 ▼-3.4%1,1210.3%FinanceIWFiShares Russell 1000 Growth ETF$545,2460.0%1,5100.2%ETFABBVAbbVie$530,086$11,524 ▼-2.1%2,5300.2%MedicalADPAutomatic Data Processing$498,3190.0%1,6310.2%Business ServicesADBEAdobe$487,0830.0%1,2700.2%Computer and TechnologyPLDPrologis$446,0420.0%3,9900.2%FinanceIJHiShares Core S&P Mid-Cap ETF$415,4520.0%7,1200.2%ETFXUnited States Steel$408,147$14,326 ▼-3.4%9,6580.2%Basic MaterialsGLDSPDR Gold Shares$403,3960.0%1,4000.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$389,4400.0%7300.2%ETFVVisa$321,3720.0%9170.1%Business ServicesMCDMcDonald's$297,0640.0%9510.1%Retail/WholesaleSLViShares Silver Trust$294,405$294,405 ▲New Holding9,5000.1%ETFSOSouthern$274,195$13,517 ▼-4.7%2,9820.1%UtilitiesEMLPFirst Trust North American Energy Infrastructure Fund$220,0660.0%5,8700.1%ETFBARRICK GOLD CORP$209,550$209,550 ▲New Holding7,5000.1%COMCSCOCisco Systems$204,754$204,754 ▲New Holding3,3180.1%Computer and TechnologyEVLVEvolv Technologies$203,911$4,898 ▼-2.3%65,3560.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$0$1,111,714 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$215,619 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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