Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | +14.29% | +49.28% |
| Top 20 Holdings Unweighted | +13.29% | +45.41% |
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