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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001908425

AHL INVESTMENT MANAGEMENT, INC.

Winter Park, FL · File #028-21581

Latest AUM
$146.3M
Positions
68
Top-10 Concentration
46.4%
Filings
11

Sector Allocation

Technology
15.1%$22.1M
Healthcare
13.9%$20.4M
Industrials
8.8%$12.8M
Energy
5.2%$7.6M
Financials
3.4%$5.0M

Filing History

View all filings →

Top 20 Holdings — Sep 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT17,306$9.0M6.35%
2THE COCA-COLA COKO123,003$8.2M5.78%
3JPMORGAN CHASE & COVYLD24,496$7.7M5.48%
4GLOBAL X US PREFERRED ETF37954Y657397,096$7.7M5.47%
5SCHWAB US BROAD MARKET ETF808524102288,578$7.4M5.26%
6APPLE INCAAPL28,840$7.3M5.20%
7EXXON MOBIL CORPXOM43,651$4.9M3.49%
8NORTHROP GRUMMAN CORPNOC7,778$4.7M3.36%
9ABBVIE INCABBV19,079$4.4M3.13%
10STRYKER CORPSYK10,900$4.0M2.86%
11JOHNSON & JOHNSONJNJ20,520$3.8M2.70%
12EMERSON ELEC COEMR27,278$3.6M2.54%
13AMERICAN EXPRESS COAXP10,755$3.6M2.53%
14SCHWAB US DIVIDEND EQUITY ETF808524797130,497$3.6M2.52%
15VANGUARD SHORT-TERM BONDETF92193782742,709$3.4M2.39%
16SCHWAB INTERNATIONAL EQUITY ETF808524805142,920$3.3M2.36%
17ISHARES NATIONAL MUNI BOND ETF46428841429,961$3.2M2.26%
18CVS HEALTH CORPCVS38,684$2.9M2.07%
19AMAZON.COM INCAMZN12,400$2.7M1.93%
20NEXTERA ENERGY INCNEE-PW35,040$2.6M1.87%