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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
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADBE ADOBE INC Technology 4,408.0 $1.1M 0.46% -57.0 -1.3% $243.08 -1.1%
22 VO VANGUARD INDEX FDS 3,680.0 $1.1M 0.45% $287.18 -72.6%
23 MO ALTRIA GROUP INC Consumer Defensive 14,686.0 $969K 0.41% -197.0 -1.3% $65.99 +9.7%
24 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,675.0 $951K 0.41% $60.65 -4.3%
25 IJR ISHARES TR 6,183.0 $769K 0.33% $124.31 +12.3%
26 MSFT MICROSOFT CORP Technology 2,067.0 $765K 0.33% $370.17 +12.4%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,146.0 $745K 0.32% $650.34 +15.4%
28 SLV ISHARES SILVER TR Financial Services 9,500.0 $647K 0.28% $68.14 +2.3%
29 IWF ISHARES TR 1,510.0 $644K 0.28% $426.40 -70.5%
30 KVUE KENVUE INC Consumer Defensive 35,452.0 $611K 0.26% -1K -3.7% $17.24 +1.5%
31 GLD SPDR GOLD TR Financial Services 1,400.0 $602K 0.26% $430.29 -3.8%
32 ABBV ABBVIE INC Healthcare 2,530.0 $550K 0.24% $217.49 -2.0%
33 UNH UNITEDHEALTH GROUP INC Healthcare 1,970.0 $533K 0.23% -25.0 -1.2% $270.59 +39.3%
34 PLD PROLOGIS INC. Real Estate 3,990.0 $527K 0.23% $132.18 +11.2%
35 IJH ISHARES TR 6,920.0 $467K 0.20% $67.53 +10.5%
36 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 730.0 $450K 0.19% $616.76 +10.4%
37 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 62,472.0 $378K 0.16% -3K -4.3% $6.05 +5.0%
38 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,631.0 $331K 0.14% $203.18 +7.5%
39 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,505.0 $310K 0.13% $47.72 -0.0%
40 MCD MCDONALDS CORP Consumer Cyclical 951.0 $296K 0.13% $310.79 -10.1%
Page 2 of 3  ·  47 positions

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%