Long-term investor

Ardent Capital Management, Inc. @ardentcapitalmanagementi

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001888792).

Record

  • Tracked since 2025-06-30 (445 days), 36 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.7% · 6 months n/a · 1 year +17.8% · all +17.8%
  • Max drawdown n/a · win rate 11% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • BRK-B · 32.9% · long · since 2025-06-30
  • JNJ · 15.5% · long · since 2025-06-30
  • GOOG · 14.3% · long · since 2025-06-30
  • AAPL · 6.5% · long · since 2025-06-30
  • META · 5.8% · long · since 2025-06-30
  • SYK · 4.6% · long · since 2025-06-30
  • PM · 3.3% · long · since 2025-06-30
  • COST · 2.6% · long · since 2025-06-30
  • PG · 1.8% · long · since 2025-06-30
  • ARTY · 1.3% · long · since 2025-06-30
  • IWB · 0.9% · long · since 2025-06-30
  • AMZN · 0.9% · long · since 2025-06-30

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