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Ardent Capital Management, Inc.

Q2 2023 · 13F-HR

Ardent Capital Management, Inc.holdings as filed

Filed 2023-08-14 · accession 0001172661-23-002957

$162.8M
Reported value
30
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$49.1M30.2%144,011CommonSOLE
037833100AAPLAPPLE INC$27.6M16.9%142,080CommonSOLE
478160104JNJJOHNSON & JOHNSON$23.2M14.3%140,290CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$11.6M7.11%79,545CommonSOLE
863667101SYKSTRYKER CORPORATION$8.4M5.18%27,640CommonSOLE
30303M102METAMETA PLATFORMS INC$8.1M4.98%28,262CommonSOLE
02079K107GOOGALPHABET INC$8.0M4.90%65,914CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$4.1M2.50%60,886CommonSOLE
902973304USBUS BANCORP DEL$3.3M2.04%100,527CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.2M1.99%21,359CommonSOLE
02079K305GOOGLALPHABET INC$3.0M1.86%25,338CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.1M1.27%3,847CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.0M1.25%20,767CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.6M1.00%11,189CommonSOLE
228309100CRWSCROWN CRAFTS INC$1.1M0.67%218,152CommonSOLE
023135106AMZNAMAZON COM INC$1.0M0.64%8,000CommonSOLE
464287200IVVISHARES TR$876,2660.54%1,966CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$581,1400.36%1,311CommonSOLE
74340W103PLDPROLOGIS INC.$489,2940.30%3,990CommonSOLE
464287614IWFISHARES TR$454,3220.28%1,651CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$373,5500.23%780CommonSOLE
594918104MSFTMICROSOFT CORP$352,4590.22%1,035CommonSOLE
00287Y109ABBVABBVIE INC$348,2770.21%2,585CommonSOLE
464287507IJHISHARES TR$321,0970.20%1,228CommonSOLE
464287622IWBISHARES TR$309,3060.19%1,269CommonSOLE
316773100FITBFIFTH THIRD BANCORP$288,3100.18%11,000CommonSOLE
842587107SOSOUTHERN CO$262,6650.16%3,739CommonSOLE
464287804IJRISHARES TR$245,9360.15%2,468CommonSOLE
922908744VTVVANGUARD INDEX FDS$225,9390.14%1,590CommonSOLE
501044101KRKROGER CO$204,7790.13%4,357CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.