Ahl Investment Management, Inc. 13F Holdings · last filed Q3 2025
Ahl Investment Management, Inc. reported 68 securities worth $146.28M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: MSFT (6.13%), KO (5.58%), JPM (5.28%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $9.0M | 6.13% | 17,306 | Trimmed |
| 2 | KO | THE COCA-COLA CO | $8.2M | 5.58% | 123,003 | Added |
| 3 | JPM | JPMORGAN CHASE & CO | $7.7M | 5.28% | 24,496 | Trimmed |
| 4 | PFFD | GLOBAL X US PREFERRED ETF | $7.7M | 5.27% | 397,096 | Trimmed |
| 5 | SCHB | SCHWAB US BROAD MARKET ETF | $7.4M | 5.07% | 288,578 | Trimmed |
| 6 | AAPL | APPLE INC | $7.3M | 5.02% | 28,840 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $4.9M | 3.36% | 43,651 | Trimmed |
| 8 | NOC | NORTHROP GRUMMAN CORP | $4.7M | 3.24% | 7,778 | Trimmed |
| 9 | ABBV | ABBVIE INC | $4.4M | 3.02% | 19,079 | Trimmed |
| 10 | SYK | STRYKER CORP | $4.0M | 2.75% | 10,900 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $3.8M | 2.60% | 20,520 | Trimmed |
| 12 | EMR | EMERSON ELEC CO | $3.6M | 2.45% | 27,278 | Added |
| 13 | AXP | AMERICAN EXPRESS CO | $3.6M | 2.44% | 10,755 | Trimmed |
| 14 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.6M | 2.44% | 130,497 | Trimmed |
| 15 | BSV | VANGUARD SHORT-TERM BONDETF | $3.4M | 2.30% | 42,709 | Trimmed |
| 16 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3.3M | 2.27% | 142,920 | Trimmed |
| 17 | MUB | ISHARES NATIONAL MUNI BOND ETF | $3.2M | 2.18% | 29,961 | Added |
| 18 | CVS | CVS HEALTH CORP | $2.9M | 1.99% | 38,684 | Trimmed |
| 19 | AMZN | AMAZON.COM INC | $2.7M | 1.86% | 12,400 | Added |
| 20 | NEE | NEXTERA ENERGY INC | $2.6M | 1.81% | 35,040 | Added |
| 21 | QCOM | QUALCOMM INC | $2.6M | 1.77% | 15,526 | Trimmed |
| 22 | PFE | PFIZER INC | $2.6M | 1.74% | 100,112 | Added |
| 23 | UNH | UNITEDHEALTH GROUP INC | $2.5M | 1.69% | 7,150 | Trimmed |
| 24 | SCHO | SCHWAB SHORT TERM US TREASURY ETF | $2.4M | 1.63% | 97,781 | Trimmed |
| 25 | VZ | VERIZON COMMUNICATIONS I | $2.4M | 1.62% | 53,924 | Added |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR