Ardent Capital Management, Inc. Portfolio Holdings

Ardent Capital Management, Inc.

  • $219 Million
  • Q4 2024

Ardent Capital Management, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $219 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $71.4M, Apple Inc. with a value of $33.3M, Johnson & Johnson with a value of $21.7M, Alphabet Inc. with a value of $19.7M, and Meta Platforms, Inc. with a value of $14.8M.

Examining the 13F form we can see an increase of $10K in the current position value, from $219M to 219M.

Ardent Capital Management, Inc. is based out at Cincinnati, OH

Below you can find more details about Ardent Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $219 Million
Financial Services: $81.7 Million
Communication Services: $39.3 Million
Healthcare: $35.8 Million
Technology: $34.7 Million
ETFs: $13.3 Million
Consumer Defensive: $10.5 Million
Consumer Cyclical: $1.81 Million
Industrials: $741,000
Other: $1.02 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $219 Million
  • Prior Value $219 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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