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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$9.5 Million 6.35% of portfolio
19,091
Q2 2025 Reduced 3.1%
$831B
$8.47 Million 5.66% of portfolio
29,209
Q2 2025 Reduced 7.67%
$300B
$8.1 Million 5.42% of portfolio
114,497
Q2 2025 Reduced 1.1%
$3.39T
$6.2 Million 4.14% of portfolio
30,202
Q2 2025 Reduced 0.29%
$474B
$5.68 Million 3.79% of portfolio
52,648
Q2 2025 Reduced 0.52%
$148B
$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%
$78.2B
$4.34 Million 2.9% of portfolio
8,675
Q2 2025 Reduced 1.48%
$337B
$3.97 Million 2.66% of portfolio
21,403
Q2 2025 Added 0.0%
$82.7B
$3.63 Million 2.43% of portfolio
27,208
Q2 2025 Reduced 0.03%
$237B
$3.55 Million 2.37% of portfolio
11,115
Q2 2025 Reduced 3.26%
$409B
$3.45 Million 2.3% of portfolio
22,563
Q2 2025 Reduced 0.94%
$87.5B
$2.74 Million 1.83% of portfolio
39,762
Q2 2025 Reduced 0.74%
$2.27T
$2.72 Million 1.82% of portfolio
12,390
Q2 2025 Reduced 0.16%
$179B
$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%
$283B
$2.28 Million 1.53% of portfolio
7,312
Q2 2025 Added 115.38%
$143B
$2.3 Million 1.53% of portfolio
94,702
Q2 2025 Added 3.18%
$300B
$2.25 Million 1.51% of portfolio
15,737
Q2 2025 Added 2.13%
$233B
$1.96 Million 1.31% of portfolio
14,375
Q2 2025 Reduced 1.1%
$216B
$1.95 Million 1.31% of portfolio
6,687
Q2 2025 Reduced 0.45%
$284B
$1.89 Million 1.26% of portfolio
27,222
Q2 2025 Reduced 15.86%
$215B
$1.86 Million 1.24% of portfolio
12,725
Q2 2025 Reduced 0.51%
$263B
$1.81 Million 1.21% of portfolio
18,485
Q2 2025 Reduced 13.98%
$179B
$1.8 Million 1.2% of portfolio
41,562
Q2 2025 Reduced 0.42%
$59.9B
$1.79 Million 1.2% of portfolio
41,609
Q2 2025 Reduced 4.88%
$185B
$1.4 Million 0.93% of portfolio
10,584
Q2 2025 Added 1.34%
$63.5B
$1.35 Million 0.9% of portfolio
18,471
Q2 2025 Reduced 1.04%
$200B
$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%
$17.2B
$887,000 0.59% of portfolio
50,925
Q2 2025 Added 11.8%
$70.3B
$789,000 0.53% of portfolio
17,456
Q2 2025 Reduced 0.29%
$113B
$636,000 0.43% of portfolio
2,310
Q1 2025 Reduced 6.1%
$41.4B
$577,000 0.39% of portfolio
5,832
Q2 2025 Reduced 0.43%
$120B
$416,000 0.28% of portfolio
4,642
Q4 2024 Added 1.31%
$380B
$408,000 0.27% of portfolio
1,114
Q1 2025 Reduced 0.71%
$26.4B
$326,000 0.22% of portfolio
1,500
Q2 2025 Reduced 6.25%
$0
$324,000 0.22% of portfolio
20,000
Q2 2025 Reduced 81.51%
$376B
$281,000 0.19% of portfolio
5,953
Q1 2025 Added 5.36%
$220B
$263,000 0.18% of portfolio
2,128
Q2 2025 Reduced 1.94%
$131B
$268,000 0.18% of portfolio
300
Q2 2025 Reduced 20.0%
$1.62T
$261,000 0.17% of portfolio
354
Q1 2025 Reduced 22.03%
$373B
$240,000 0.16% of portfolio
1,509
Q3 2024 Reduced 1.11%
$406B
$244,000 0.16% of portfolio
1,550
Q2 2025 New
$30.4B
$219,000 0.15% of portfolio
1,269
Q2 2025 New
$143B
$208,000 0.14% of portfolio
584
Q2 2025 New
$212B
$210,000 0.14% of portfolio
2,655
Q1 2025 Reduced 1.85%
$57.3B
$206,000 0.14% of portfolio
250
Q2 2025 Reduced 37.5%

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
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