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Brian G. Wade

Ardent Capital Management, Inc.

Assets Managed
$233.65M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-7.57%(2Q avg: -0.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ardent Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Ardent Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 233.65M in assets, with a quarterly growth rate of -7.57% and a 2-quarter average growth rate of -0.22%. The portfolio is managed by Brian G. Wade, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.68%
32.73%
$76.467M
159,573 shares@ $479.21 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -2.45%
15.39%
$35.956M
147,097 shares@ $244.45 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.19%
12.03%
$28.089M
97,918 shares@ $286.86 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -2.09%
6.02%
$14.05M
24,558 shares@ $572.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -7.71%
5.93%
$13.855M
54,593 shares@ $253.79 avg price
SYK
Stryker Corp
Recent Activity
Decreased -0.55%
4.52%
$10.543M
32,086 shares@ $328.6 avg price
PM
Philip Morris International
Recent Activity
Decreased -0.4%
3.21%
$7.483M
45,256 shares@ $165.34 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.03%
2.93%
$6.842M
23,792 shares@ $287.57 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.96%
2.79%
$6.497M
6,520 shares@ $996.44 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -0.52%
1.85%
$4.308M
29,826 shares@ $144.44 avg price

1-10 of 47