StockDriftsStockDriftsTop 50 Ahl Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.13% | 17.3K | $9.0M | -9.35%(-1.78K) | $325.89(+49.65%) | 2025-09-30 | |
| KO | THE COCA-COLA CO | 5.58% | 123.0K | $8.2M | +7.43%(+8.51K) | $56.71(+23.22%) | 2025-09-30 | |
| JPM | JPMORGAN CHASE & CO | 5.28% | 24.5K | $7.7M | -16.14%(-4.71K) | $161.68(+102.81%) | 2025-09-30 | |
| PFFD | GLOBAL X US PREFERRED ETF | 5.27% | 397.1K | $7.7M | -4.94%(-20.64K) | $20.78(-8.09%) | 2025-09-30 | |
| SCHB | SCHWAB US BROAD MARKET ETF | 5.07% | 288.6K | $7.4M | -1.27%(-3.72K) | $17.94(+48.17%) | 2025-09-30 | |
| AAPL | APPLE INC | 5.02% | 28.8K | $7.3M | -4.51%(-1.36K) | $161.33(+69.47%) | 2025-09-30 | |
| XOM | EXXON MOBIL CORP | 3.36% | 43.7K | $4.9M | -17.09%(-9.00K) | $64.94(+83.41%) | 2025-09-30 | |
| NOC | NORTHROP GRUMMAN CORP | 3.24% | 7.8K | $4.7M | -10.34%(-897) | $381.89(+51.19%) | 2025-09-30 | |
| ABBV | ABBVIE INC | 3.02% | 19.1K | $4.4M | -10.86%(-2.32K) | $118.41(+94.23%) | 2025-09-30 | |
| SYK | STRYKER CORP | 2.75% | 10.9K | $4.0M | -14.31%(-1.82K) | $256.23(+38.24%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.29% | +49.28% | — | — | +49.28% |
| Top 20 Holdings Unweighted | +13.29% | +45.41% | — | — | +45.41% |
Ahl Investment Management, Inc. reports $146.28M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.1%), KO (5.6%) and JPM (5.3%). The top 20 holdings account for 67.06% of reported assets. Its disclosed equity book has returned +49.28% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ahl Investment Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908425). View Ahl Investment Management, Inc.’s 13F filings on SEC