Ahl Investment Management, Inc. Portfolio Holdings

Ahl Investment Management, Inc.

  • $145 Million
  • Q3 2025

Ahl Investment Management, Inc. has filed its 13F form on October 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.96M, Coca Cola CO with a value of $8.16M, Jpmorgan Chase & CO with a value of $7.73M, Global X Fds U S Pfd ETF (De) with a value of $7.72M, and Schwab Strategic Tr Us Broad M with a value of $7.33M.

Examining the 13F form we can see an decrease of $4.26M in the current position value, from $150M to 145M.

Below you can find more details about Ahl Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
ETFs: $40.5 Million
Healthcare: $22.1 Million
Technology: $22.1 Million
Financial Services: $16.2 Million
Industrials: $12.8 Million
Consumer Defensive: $11.3 Million
Energy: $7.56 Million
Consumer Cyclical: $5.61 Million
Other: $7.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$8.96 Million 6.17% of portfolio
17,306
Q3 2025 Reduced 9.35%
$298B
$8.16 Million 5.61% of portfolio
123,003
Q3 2025 Added 7.43%
$913B
$7.73 Million 5.32% of portfolio
24,496
Q3 2025 Reduced 16.14%
$0
$7.72 Million 5.31% of portfolio
397,096
Q3 2025 Reduced 4.94%
$0
$7.33 Million 5.05% of portfolio
288,578
Q3 2025 Reduced 1.27%
$4.35T
$7.34 Million 5.05% of portfolio
28,840
Q3 2025 Reduced 4.51%
$477B
$4.92 Million 3.39% of portfolio
43,651
Q3 2025 Reduced 17.09%
$89.8B
$4.74 Million 3.26% of portfolio
7,778
Q3 2025 Reduced 10.34%
$386B
$4.42 Million 3.04% of portfolio
19,079
Q3 2025 Reduced 10.86%
$135B
$4.03 Million 2.77% of portfolio
10,900
Q3 2025 Reduced 14.31%
$494B
$3.8 Million 2.62% of portfolio
20,520
Q3 2025 Reduced 9.05%
$0
$3.59 Million 2.47% of portfolio
130,497
Q3 2025 Reduced 1.72%
$270B
$3.57 Million 2.46% of portfolio
10,755
Q3 2025 Reduced 3.24%
$82.5B
$3.58 Million 2.46% of portfolio
27,278
Q3 2025 Added 0.26%
$0
$3.37 Million 2.32% of portfolio
42,709
Q3 2025 Reduced 4.91%
$0
$3.31 Million 2.28% of portfolio
142,920
Q3 2025 Reduced 3.19%
$103B
$2.92 Million 2.01% of portfolio
38,684
Q3 2025 Reduced 2.71%
$2.49T
$2.72 Million 1.87% of portfolio
12,400
Q3 2025 Added 0.08%
$160B
$2.65 Million 1.82% of portfolio
35,040
Q3 2025 Added 1.57%
$203B
$2.58 Million 1.78% of portfolio
15,526
Q3 2025 Reduced 2.16%
$138B
$2.55 Million 1.76% of portfolio
100,112
Q3 2025 Added 5.71%
$319B
$2.47 Million 1.7% of portfolio
7,150
Q3 2025 Reduced 2.22%
$0
$2.38 Million 1.64% of portfolio
97,781
Q3 2025 Reduced 5.87%
$167B
$2.37 Million 1.63% of portfolio
53,924
Q3 2025 Added 29.74%
$309B
$2.26 Million 1.55% of portfolio
14,532
Q3 2025 Reduced 7.66%
$0
$2.02 Million 1.39% of portfolio
120,618
Q3 2025 Reduced 58.02%
$0
$2 Million 1.38% of portfolio
6,170
Q3 2025 Added 0.95%
$220B
$1.98 Million 1.36% of portfolio
6,519
Q3 2025 Reduced 2.51%
$275B
$1.89 Million 1.3% of portfolio
18,385
Q3 2025 Reduced 0.54%
$262B
$1.86 Million 1.28% of portfolio
11,145
Q3 2025 Reduced 12.42%
$300B
$1.83 Million 1.26% of portfolio
26,772
Q3 2025 Reduced 1.65%
$59.2B
$1.83 Million 1.26% of portfolio
39,954
Q3 2025 Reduced 3.98%
$216B
$1.7 Million 1.17% of portfolio
12,664
Q3 2025 Reduced 11.9%
$201B
$1.28 Million 0.88% of portfolio
9,092
Q3 2025 Reduced 14.1%
$49.7B
$1.26 Million 0.87% of portfolio
21,073
Q3 2025 Added 14.09%
$1.68T
$1.2 Million 0.83% of portfolio
4,953
Q3 2025 Reduced 5.89%
$38.6B
$1.15 Million 0.79% of portfolio
12,579
Q3 2025 Added 115.69%
$0
$1.14 Million 0.78% of portfolio
81,149
Q3 2025 Reduced 11.88%
$16.4B
$910,000 0.63% of portfolio
48,695
Q3 2025 Reduced 4.38%
$0
$838,000 0.58% of portfolio
35,630
Q3 2025 Added 0.24%
$69.4B
$823,000 0.57% of portfolio
17,046
Q3 2025 Reduced 2.35%
$150B
$762,000 0.52% of portfolio
2,310
Q1 2025 Reduced 6.1%
$176B
$654,000 0.45% of portfolio
23,190
Q3 2025 Reduced 49.01%
$0
$640,000 0.44% of portfolio
7,497
Q3 2025 Reduced 4.46%
$0
$540,000 0.37% of portfolio
10,043
Q1 2025 Reduced 10.67%
$0
$503,000 0.35% of portfolio
18,164
Q1 2025 New
$0
$483,000 0.33% of portfolio
726
Q3 2025 Added 6.76%
$0
$454,000 0.31% of portfolio
17,440
Q2 2025 Reduced 15.5%
$0
$441,000 0.3% of portfolio
14,040
Q4 2024 Added 300.0%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $145 Million
  • Prior Value $150 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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