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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001888792

Ardent Capital Management, Inc.

Cincinnati, OH · File #028-21467

Latest AUM
$252.8M
Positions
50
Top-10 Concentration
84.9%
Filings
13

Sector Allocation

Healthcare
17.7%$44.8M
Technology
7.7%$19.5M
Financials
2.1%$5.3M
Utilities
0.1%$245,468

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DELBRK-A163,973$82.4M32.60%
2ALPHABET INCGOOG100,111$31.4M12.43%
3JOHNSON & JOHNSONJNJ150,806$31.2M12.35%
4META PLATFORMS INCMETA25,083$16.6M6.55%
5APPLE INCAAPL59,154$16.1M6.36%
6STRYKER CORPORATIONSYK32,266$11.3M4.49%
7ALPHABET INCGOOG24,040$7.5M2.98%
8PHILIP MORRIS INTL INC71817210945,440$7.3M2.88%
9COSTCO WHSL CORP NEW22160K1056,651$5.7M2.27%
10BAIDU INCBAIDF39,438$5.2M2.04%
11PROCTER AND GAMBLE CO74271810929,983$4.3M1.70%
12PAYPAL HLDGS INCPYPL55,312$3.2M1.28%
13ISHARES TR4642876225,902$2.2M0.87%
14ISHARES TR46435U55642,062$2.0M0.80%
15AMAZON COM INCAMZN8,554$2.0M0.78%
16ADOBE INCADBE4,465$1.6M0.62%
17INVESCO EXCHANGE TRADED FD TIVZ7,655$1.5M0.58%
18ISHARES TR46432F3396,874$1.4M0.54%
19ISHARES TR4642872001,966$1.3M0.53%
20JPMORGAN CHASE & CO.VYLD3,984$1.3M0.51%