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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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