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Ahl Investment Management, Inc.

Portfolio Manager
Ahl Investment Management, Inc.
Performance
+5.89% (2025 Q3)
AUM (13F)
$146.28M
# of Holdings
68
Performance Rank
Allocation (Top 20)
67.06%

Ahl Investment Management, Inc. Holdings Map

Top 50 Ahl Investment Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
6.13%17.3K$9.0M
-9.35%(-1.78K)
2024-Q3: 18.3K shares2024-Q4: 18.0K shares2025-Q1: 19.7K shares2025-Q2: 19.1K shares2025-Q3: 17.3K shares
$325.89(+49.65%)
2025-09-30
KO
THE COCA-COLA CO
5.58%123.0K$8.2M
+7.43%(+8.51K)
2024-Q3: 116.2K shares2024-Q4: 116.9K shares2025-Q1: 115.8K shares2025-Q2: 114.5K shares2025-Q3: 123.0K shares
$56.71(+23.22%)
2025-09-30
JPM
JPMORGAN CHASE & CO
5.28%24.5K$7.7M
-16.14%(-4.71K)
2024-Q3: 32.3K shares2024-Q4: 31.7K shares2025-Q1: 31.6K shares2025-Q2: 29.2K shares2025-Q3: 24.5K shares
$161.68(+102.81%)
2025-09-30
PFFD
GLOBAL X US PREFERRED ETF
5.27%397.1K$7.7M
-4.94%(-20.64K)
2024-Q3: 309.6K shares2024-Q4: 386.2K shares2025-Q1: 419.2K shares2025-Q2: 417.7K shares2025-Q3: 397.1K shares
$20.78(-8.09%)
2025-09-30
SCHB
SCHWAB US BROAD MARKET ETF
5.07%288.6K$7.4M
-1.27%(-3.72K)
2024-Q3: 96.1K shares2024-Q4: 285.6K shares2025-Q1: 294.4K shares2025-Q2: 292.3K shares2025-Q3: 288.6K shares
$17.94(+48.17%)
2025-09-30
AAPL
APPLE INC
5.02%28.8K$7.3M
-4.51%(-1.36K)
2024-Q3: 31.3K shares2024-Q4: 30.4K shares2025-Q1: 30.3K shares2025-Q2: 30.2K shares2025-Q3: 28.8K shares
$161.33(+69.47%)
2025-09-30
XOM
EXXON MOBIL CORP
3.36%43.7K$4.9M
-17.09%(-9.00K)
2024-Q3: 53.6K shares2024-Q4: 53.2K shares2025-Q1: 52.9K shares2025-Q2: 52.6K shares2025-Q3: 43.7K shares
$64.94(+83.41%)
2025-09-30
NOC
NORTHROP GRUMMAN CORP
3.24%7.8K$4.7M
-10.34%(-897)
2024-Q3: 9.0K shares2024-Q4: 8.9K shares2025-Q1: 8.8K shares2025-Q2: 8.7K shares2025-Q3: 7.8K shares
$381.89(+51.19%)
2025-09-30
ABBV
ABBVIE INC
3.02%19.1K$4.4M
-10.86%(-2.32K)
2024-Q3: 22.2K shares2024-Q4: 22.3K shares2025-Q1: 21.4K shares2025-Q2: 21.4K shares2025-Q3: 19.1K shares
$118.41(+94.23%)
2025-09-30
SYK
STRYKER CORP
2.75%10.9K$4.0M
-14.31%(-1.82K)
2024-Q3: 13.1K shares2024-Q4: 12.9K shares2025-Q1: 12.7K shares2025-Q2: 12.7K shares2025-Q3: 10.9K shares
$256.23(+38.24%)
2025-09-30

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