Ahl Investment Management, Inc. Portfolio Holdings
Ahl Investment Management, Inc.
- $145 Million
- Q1 2025
Ahl Investment Management, Inc. has filed its 13F form on April 14, 2025 for Q1 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: Coca Cola CO with a value of $8.29M, Global X Fds U S Pfd ETF (De) with a value of $8.02M, Jpmorgan Chase & CO with a value of $7.76M, Microsoft Corp with a value of $7.4M, and Apple Inc. with a value of $6.73M.
Examining the 13F form we can see an increase of $2.22M in the current position value, from $143M 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: $38.6 Million
Healthcare: $22 Million
Financial Services: $20.6 Million
Technology: $19.2 Million
Consumer Defensive: $12 Million
Industrials: $11.2 Million
Energy: $9.36 Million
Consumer Cyclical: $5.2 Million
Other: $6.73 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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