53 is the total number of securities Ardent Capital Management, Inc. has owned. The longest Ardent Capital Management, Inc. has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 8 | 8 | 14.11% | 17.30% | 24.18% | Q4 2021 | Q3 2023 | 8 |
JNJ | JOHNSON & JOHNSON | 8 | 8 | 13.00% | 17.26% | 28.36% | Q4 2021 | Q3 2023 | 8 |
JPM | JPMORGAN CHASE & CO | 8 | 8 | 3.36% | 7.47% | 10.99% | Q4 2021 | Q3 2023 | 8 |
GOOG | ALPHABET INC CL C | 8 | 8 | 4.15% | 5.41% | 7.34% | Q4 2021 | Q3 2023 | 8 |
SYK | STRYKER CORPORATION | 8 | 8 | 4.28% | 4.86% | 6.01% | Q4 2021 | Q3 2023 | 8 |
FB | META PLATFORMS INC | 8 | 8 | 2.65% | 4.51% | 5.95% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER & GAMBLE CO | 8 | 8 | 1.76% | 2.41% | 3.79% | Q4 2021 | Q3 2023 | 8 |
PM | PHILIP MORRIS INTL INCCOM | 8 | 8 | 1.24% | 1.53% | 2.51% | Q4 2021 | Q3 2023 | 8 |
GOOGL | ALPHABET INC CL A | 8 | 8 | 0.31% | 1.34% | 2.20% | Q4 2021 | Q3 2023 | 8 |
ZBH | ZIMMER BIOMET HOLDINGS... | 8 | 8 | 0.89% | 1.32% | 2.12% | Q4 2021 | Q3 2023 | 8 |
CRWS | CROWN CRAFTS INC | 8 | 8 | 0.57% | 1.09% | 1.80% | Q4 2021 | Q3 2023 | 8 |
FITB | FIFTH THIRD BANCORP | 8 | 8 | 0.16% | 0.28% | 0.46% | Q4 2021 | Q3 2023 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 5 | 2 | 27.58% | 31.43% | 33.89% | Q4 2021 | Q3 2023 | 7 |
COST | COSTCO WHSL CORP NEW | 4 | 3 | 1.23% | 1.50% | 2.29% | Q4 2021 | Q3 2023 | 7 |
AMZN | AMAZON COM INC | 4 | 3 | 0.57% | 0.79% | 1.20% | Q4 2021 | Q3 2023 | 7 |
SPY | SPDR SP 500 ETF TRUST | 4 | 3 | 0.32% | 0.40% | 0.56% | Q4 2021 | Q3 2023 | 7 |
MDY | SPDR S&P MIDCAP 400 ET... | 4 | 3 | 0.20% | 0.30% | 0.46% | Q4 2021 | Q3 2023 | 7 |
ABBV | ABBVIE INC | 4 | 3 | 0.21% | 0.29% | 0.49% | Q4 2021 | Q3 2023 | 7 |
IWF | ISHARES TR | 4 | 3 | 0.21% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 7 |
PYPL | PAYPAL HLDGS INC COM | 3 | 2 | 0.47% | 1.42% | 2.77% | Q4 2021 | Q3 2023 | 5 |
BMY | BRISTOL-MYERS SQUIBB CO | 3 | 1 | 0.18% | 0.44% | 0.92% | Q4 2021 | Q3 2023 | 5 |
KR | KROGER CO | 3 | 2 | 0.13% | 0.23% | 0.34% | Q4 2021 | Q2 2023 | 5 |
MSFT | MICROSOFT CORP | 4 | 1 | 0.14% | 0.23% | 0.37% | Q4 2021 | Q3 2023 | 5 |
IVV | ISHARES TR | 4 | 4 | 0.48% | 0.55% | 0.59% | Q4 2022 | Q3 2023 | 4 |
IWB | ISHARES TR | 4 | 4 | 0.19% | 0.36% | 0.79% | Q4 2022 | Q3 2023 | 4 |
PLD | PROLOGIS INC. | 4 | 4 | 0.25% | 0.33% | 0.42% | Q4 2022 | Q3 2023 | 4 |
IJH | ISHARES TR | 4 | 4 | 0.16% | 0.20% | 0.27% | Q4 2022 | Q3 2023 | 4 |
SO | SOUTHERN CO | 4 | 4 | 0.14% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
SOLN | SOUTHERN COMPANY PFD 647 | 3 | 3 | 0.19% | 0.24% | 0.34% | Q4 2021 | Q2 2022 | 3 |
DIS | DISNEY WALT CO | 2 | 2 | 2.05% | 2.17% | 2.30% | Q4 2021 | Q1 2022 | 2 |
USB | US BANCORP DEL | 2 | 2 | 2.04% | 2.05% | 2.06% | Q2 2023 | Q3 2023 | 2 |
VTV | VANGUARD INDEX FDS | 2 | 2 | 0.14% | 0.41% | 0.68% | Q2 2023 | Q3 2023 | 2 |
IJR | ISHARES TR | 2 | 2 | 0.15% | 0.35% | 0.54% | Q2 2023 | Q3 2023 | 2 |
EFSC | ENTERPRISE FINL SVCS CORP | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
AKBA | AKEBIA THERAPEUTICS INC | 2 | 2 | 0.02% | 0.14% | 0.25% | Q4 2021 | Q1 2022 | 2 |
ABNB | AIRBNB INC CLASS A | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2021 | Q4 2021 | 1 |
JNCE | JOUNCE THERAPEUTICS INC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2023 | Q1 2023 | 1 |
VXUS | VANGUARD STAR FDS | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
KENVUE INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 | |
QUAL | ISHARES TR | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
VO | VANGUARD INDEX FDS | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
ADBE | ADOBE INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
PINS | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 | |
IAUM | ISHARES GOLD TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
VDE | VANGUARD WORLD FDS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
STIP | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MCD | MCDONALDS CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
V | VISA INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
AVUV | AMERICAN CENTY ETF TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Download |
The securities at the top of the list , including APPLE INC, JOHNSON & JOHNSON, and JPMORGAN CHASE & CO, are the highest-conviction holdings of Ardent Capital Management, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Ardent Capital Management, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Ardent Capital Management, Inc. owns currently or has owned in the past.