Ahl Investment Management, Inc. Reduced Holdings in Q3 2025

Ahl Investment Management, Inc.

  • $145 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
-167K
- 58.02%
$16.59 - $17.16 $2.77M - $2.86M
121K $2.02M
SYK
Stryker Corp

Healthcare
-1.82K
- 14.31%
$368.57 - $403.53 $671K - $734K
10.9K $4.03M
XOM
Exxon Mobil Corp

Energy
-9K
- 17.09%
$105.83 - $117.22 $952K - $1.05M
43.7K $4.92M
JPM
Jpmorgan Chase & CO

Financial Services
-4.71K
- 16.14%
$282.78 - $316.06 $1.33M - $1.49M
24.5K $7.73M
T
At&T Inc.

Communication Services
-22.3K
- 49.01%
$26.94 - $29.62 $600K - $660K
23.2K $654K
MSFT
Microsoft Corp

Technology
-1.79K
- 9.35%
$491.09 - $535.64 $877K - $956K
17.3K $8.96M
ABT
Abbott Laboratories

Healthcare
-1.71K
- 11.9%
$120.51 - $136.62 $206K - $234K
12.7K $1.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.21K
- 4.91%
$78.11 - $79.07 $172K - $174K
42.7K $3.37M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-20.6K
- 4.94%
$18.82 - $19.8 $388K - $409K
397K $7.72M
SCHO
Schwab Short Term Us Treasury

ETFs
-6.1K
- 5.87%
$24.23 - $24.42 $148K - $149K
97.8K $2.38M
PEP
Pepsico Inc

Consumer Defensive
-1.49K
- 14.1%
$133.81 - $152.16 $200K - $227K
9.09K $1.28M
CSCO
Cisco Systems, Inc.

Technology
-450
- 1.65%
$66.2 - $71.79 $29.8K - $32.3K
26.8K $1.83M
IWV
Ishares Russell 3000 ETF

ETFs
-135
- 17.58%
$351.04 - $379.81 $47.4K - $51.3K
633 $237K
COP
Conocophillips

Energy
-570
- 12.28%
$91.0 - $98.99 $51.9K - $56.4K
4.07K $385K
META
Meta Platforms, Inc.

Communication Services
-14
- 3.95%
$695.21 - $791.73 $9.73K - $11.1K
340 $249K
Blackrock Inc New
-19
- 8.33%
N/A
209 $0
XLU
Utilities Sector Spdr

ETFs
-350
- 4.46%
$81.14 - $87.32 $28.4K - $30.6K
7.5K $640K
CVX
Chevron Corp

Energy
-1.21K
- 7.66%
$145.57 - $161.83 $175K - $195K
14.5K $2.26M
HD
Home Depot, Inc.

Consumer Cyclical
-93
- 8.35%
$357.4 - $423.42 $33.2K - $39.4K
1.02K $413K
RTX
Raytheon Technologies Corp

Industrials
-1.58K
- 12.42%
$144.19 - $167.33 $228K - $264K
11.1K $1.86M
KEY
Keycorp

Financial Services
-2.23K
- 4.38%
$17.37 - $19.39 $38.7K - $43.2K
48.7K $910K
AXP
American Express CO

Financial Services
-360
- 3.24%
$294.27 - $342.31 $106K - $123K
10.8K $3.57M
MCD
Mcdonalds Corp

Consumer Cyclical
-168
- 2.51%
$291.67 - $316.99 $49K - $53.3K
6.52K $1.98M
USB
Us Bancorp \De\

Financial Services
-410
- 2.35%
$43.94 - $50.41 $18K - $20.7K
17K $823K
TFC
Truist Financial Corp

Financial Services
-1.66K
- 3.98%
$42.83 - $47.07 $70.9K - $77.9K
40K $1.83M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.71K
- 3.19%
$21.69 - $23.34 $102K - $110K
143K $3.31M
QCOM
Qualcomm Inc

Technology
-342
- 2.16%
$145.84 - $173.55 $49.9K - $59.4K
15.5K $2.58M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.29K
- 1.72%
$26.38 - $27.95 $60.3K - $63.9K
130K $3.59M
WMT
Walmart Inc.

Consumer Defensive
-100
- 0.54%
$94.4 - $104.27 $9.44K - $10.4K
18.4K $1.89M
CVS
Cvs Health Corp

Healthcare
-1.08K
- 2.71%
$58.75 - $76.5 $63.3K - $82.5K
38.7K $2.92M
UNH
Unitedhealth Group Inc

Healthcare
-162
- 2.22%
$237.77 - $353.61 $38.5K - $57.3K
7.15K $2.47M
GOOGL
Alphabet Inc.

Communication Services
-310
- 5.89%
$174.36 - $254.72 $54.1K - $79K
4.95K $1.2M
JNJ
Johnson & Johnson

Healthcare
-2.04K
- 9.05%
$155.17 - $185.42 $317K - $379K
20.5K $3.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.72K
- 1.27%
$23.82 - $25.84 $88.6K - $96.1K
289K $7.33M
NOC
Northrop Grumman Corp

Industrials
-897
- 10.34%
$498.9 - $609.32 $448K - $547K
7.78K $4.74M
ABBV
Abb Vie Inc.

Healthcare
-2.32K
- 10.86%
$184.85 - $231.54 $430K - $538K
19.1K $4.42M
AAPL
Apple Inc.

Technology
-1.36K
- 4.51%
$202.38 - $256.87 $276K - $350K
28.8K $7.34M
Activity Summary
Buys All Purchases 16 New Holdings 4 Increased Positions 12 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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