MondegarAI
Ardent Capital Management, Inc.

Q2 2024 · 13F-HR

Ardent Capital Management, Inc.holdings as filed

Filed 2024-08-14 · accession 0001172661-24-003498

$204.0M
Reported value
42
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$63.1M30.9%155,075CommonSOLE
037833100AAPLAPPLE INC$30.7M15.0%145,773CommonSOLE
478160104JNJJOHNSON & JOHNSON$22.3M10.9%152,503CommonSOLE
02079K107GOOGALPHABET INC$18.0M8.81%97,992CommonSOLE
30303M102METAMETA PLATFORMS INC$14.4M7.05%28,523CommonSOLE
863667101SYKSTRYKER CORPORATION$10.6M5.20%31,191CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$6.9M3.36%118,261CommonSOLE
02079K305GOOGLALPHABET INC$4.7M2.29%25,677CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.7M1.81%4,347CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.5M1.73%21,359CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.5M1.21%24,447CommonSOLE
464287622IWBISHARES TR$1.8M0.86%5,929CommonSOLE
023135106AMZNAMAZON COM INC$1.5M0.74%7,774CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.4M0.70%13,126CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.62%7,755CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.59%5,981CommonSOLE
46432F339QUALISHARES TR$1.2M0.58%6,874CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.1M0.56%18,865CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$1.1M0.53%32,807CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.1M0.53%25,983CommonSOLE
464287200IVVISHARES TR$1.1M0.53%1,966CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.0M0.50%6,315CommonSOLE
594918104MSFTMICROSOFT CORP$926,5270.45%2,073CommonSOLE
922908629VOVANGUARD INDEX FDS$890,9280.44%3,680CommonSOLE
49177J102KVUEKENVUE INC$847,3150.42%46,607CommonSOLE
464287804IJRISHARES TR$815,5220.40%7,646CommonSOLE
00724F101ADBEADOBE INC$705,5360.35%1,270CommonSOLE
46436F103IAUMISHARES GOLD TR$661,2000.32%28,500CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$631,8390.31%1,161CommonSOLE
464287614IWFISHARES TR$601,8060.29%1,651CommonSOLE
74340W103PLDPROLOGIS INC.$448,1170.22%3,990CommonSOLE
00287Y109ABBVABBVIE INC$443,3790.22%2,585CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$417,3620.20%780CommonSOLE
464287507IJHISHARES TR$416,6620.20%7,120CommonSOLE
316773100FITBFIFTH THIRD BANCORP$401,3900.20%11,000CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$389,3030.19%1,631CommonSOLE
842587107SOSOUTHERN CO$290,0340.14%3,739CommonSOLE
580135101MCDMCDONALDS CORP$242,3530.12%951CommonSOLE
92826C839VVISA INC$240,6850.12%917CommonSOLE
78463V107GLDSPDR GOLD TR$215,0100.11%1,000CommonSOLE
501044101KRKROGER CO$210,8040.10%4,222CommonSOLE
228309100CRWSCROWN CRAFTS INC$197,6310.10%37,788CommonSOLE

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.