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 Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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