Ahl Investment Management, Inc. Portfolio Holdings by Sector
Ahl Investment Management, Inc.
- $145 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
PFFD SCHB SDHY SCHD BSV SCHF SCHO SCHZ 18 stocks |
$36,940
25.51% of portfolio
|
5
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ PFE MRK 4 stocks |
$10,824
7.47% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$9,856
6.81% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$8,871
6.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$8,008
5.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$7,395
5.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,728
4.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$6,663
4.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC RTX AXON 3 stocks |
$6,412
4.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NZF EOT NUW MIY 4 stocks |
$6,189
4.27% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS UNH 2 stocks |
$4,492
3.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$3,839
2.65% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR OTIS 2 stocks |
$3,588
2.48% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC USB KEY 3 stocks |
$3,267
2.26% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$3,091
2.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM AVGO 2 stocks |
$2,825
1.95% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI 2 stocks |
$2,430
1.68% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,361
1.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,996
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1,886
1.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
FE NEE 2 stocks |
$1,667
1.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,665
1.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$1,183
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1,009
0.7% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$487
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$408
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$257
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$254
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$214
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|