Ahl Investment Management, Inc. Portfolio Holdings

Ahl Investment Management, Inc.

  • $150 Million
  • Q2 2025

Ahl Investment Management, Inc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $150 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.5M, Jpmorgan Chase & CO with a value of $8.47M, Coca Cola CO with a value of $8.1M, Global X Fds U S Pfd ETF (De) with a value of $7.87M, and Schwab Strategic Tr Us Broad M with a value of $6.97M.

Examining the 13F form we can see an increase of $4.75M in the current position value, from $145M to 150M.

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

Portfolio value $150 Million
ETFs: $41.9 Million
Healthcare: $21.9 Million
Technology: $21.3 Million
Financial Services: $20 Million
Industrials: $12.2 Million
Consumer Defensive: $11.5 Million
Energy: $8.34 Million
Consumer Cyclical: $5.41 Million
Other: $6.96 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$9.5 Million 6.35% of portfolio
19,091
Q2 2025 Reduced 3.1%
$850B
$8.47 Million 5.66% of portfolio
29,209
Q2 2025 Reduced 7.67%
$305B
$8.1 Million 5.42% of portfolio
114,497
Q2 2025 Reduced 1.1%
$0
$7.87 Million 5.26% of portfolio
417,733
Q2 2025 Reduced 0.36%
$0
$6.97 Million 4.66% of portfolio
292,296
Q2 2025 Reduced 0.71%
$3.38T
$6.2 Million 4.14% of portfolio
30,202
Q2 2025 Reduced 0.29%
$465B
$5.68 Million 3.79% of portfolio
52,648
Q2 2025 Reduced 0.52%
$147B
$5.03 Million 3.36% of portfolio
12,720
Q1 2025 Reduced 1.24%
$0
$4.84 Million 3.23% of portfolio
287,301
Q2 2025 Reduced 5.41%
$80.6B
$4.34 Million 2.9% of portfolio
8,675
Q2 2025 Reduced 1.48%
$338B
$3.97 Million 2.66% of portfolio
21,403
Q2 2025 Added 0.0%
$85.4B
$3.63 Million 2.43% of portfolio
27,208
Q2 2025 Reduced 0.03%
$236B
$3.55 Million 2.37% of portfolio
11,115
Q2 2025 Reduced 3.26%
$0
$3.53 Million 2.36% of portfolio
44,914
Q2 2025 Reduced 0.11%
$0
$3.52 Million 2.35% of portfolio
132,783
Q2 2025 Reduced 1.36%
$426B
$3.45 Million 2.3% of portfolio
22,563
Q2 2025 Reduced 0.94%
$83.1B
$2.74 Million 1.83% of portfolio
39,762
Q2 2025 Reduced 0.74%
$2.28T
$2.72 Million 1.82% of portfolio
12,390
Q2 2025 Reduced 0.16%
$0
$2.62 Million 1.75% of portfolio
25,036
Q2 2025 New
$0
$2.53 Million 1.69% of portfolio
103,881
Q2 2025 Reduced 7.62%
$171B
$2.53 Million 1.69% of portfolio
15,868
Q2 2025 Reduced 0.06%
$0
$2.47 Million 1.65% of portfolio
207,067
Q2 2025 Reduced 0.12%
$148B
$2.39 Million 1.6% of portfolio
34,500
Q2 2025 Added 221.02%
$269B
$2.28 Million 1.53% of portfolio
7,312
Q2 2025 Added 115.38%
$138B
$2.3 Million 1.53% of portfolio
94,702
Q2 2025 Added 3.18%
$296B
$2.25 Million 1.51% of portfolio
15,737
Q2 2025 Added 2.13%
$211B
$1.96 Million 1.31% of portfolio
14,375
Q2 2025 Reduced 1.1%
$221B
$1.95 Million 1.31% of portfolio
6,687
Q2 2025 Reduced 0.45%
$280B
$1.89 Million 1.26% of portfolio
27,222
Q2 2025 Reduced 15.86%
$0
$1.86 Million 1.24% of portfolio
6,112
Q2 2025 Added 0.33%
$223B
$1.86 Million 1.24% of portfolio
12,725
Q2 2025 Reduced 0.51%
$258B
$1.81 Million 1.21% of portfolio
18,485
Q2 2025 Reduced 13.98%
$172B
$1.8 Million 1.2% of portfolio
41,562
Q2 2025 Reduced 0.42%
$59.7B
$1.79 Million 1.2% of portfolio
41,609
Q2 2025 Reduced 4.88%
$200B
$1.4 Million 0.93% of portfolio
10,584
Q2 2025 Added 1.34%
$64.3B
$1.35 Million 0.9% of portfolio
18,471
Q2 2025 Reduced 1.04%
$192B
$1.32 Million 0.88% of portfolio
45,480
Q2 2025 Reduced 33.92%
$0
$1.26 Million 0.84% of portfolio
92,094
Q2 2025 Added 8.09%
$1.07T
$927,000 0.62% of portfolio
5,263
Q2 2025 Added 0.86%
$17.1B
$887,000 0.59% of portfolio
50,925
Q2 2025 Added 11.8%
$0
$822,000 0.55% of portfolio
35,543
Q2 2025 Added 13.76%
$67.2B
$789,000 0.53% of portfolio
17,456
Q2 2025 Reduced 0.29%
$0
$640,000 0.43% of portfolio
7,847
Q2 2025 Reduced 4.04%
$116B
$636,000 0.43% of portfolio
2,310
Q1 2025 Reduced 6.1%
$42.1B
$577,000 0.39% of portfolio
5,832
Q2 2025 Reduced 0.43%
$0
$525,000 0.35% of portfolio
10,043
Q1 2025 Reduced 10.67%
$0
$459,000 0.31% of portfolio
18,164
Q1 2025 New
$118B
$416,000 0.28% of portfolio
4,642
Q4 2024 Added 1.31%
$0
$426,000 0.28% of portfolio
17,440
Q2 2025 Reduced 15.5%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $150 Million
  • Prior Value $145 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track This Portfolio

Track Ahl Investment Management, Inc. Portfolio

Follow Ahl Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ahl Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ahl Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email