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
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 202568 pos · $146.3M
- 13F HOLDINGS REPORTQ/E Jun 202570 pos · $149.8M
- 13F HOLDINGS REPORTQ/E Mar 202568 pos · $145.1M
- 13F HOLDINGS REPORTQ/E Dec 202468 pos · $142.8M
- 13F HOLDINGS REPORTQ/E Sep 202466 pos · $145.0M
- 13F HOLDINGS REPORTQ/E Jun 202467 pos · $136.4M
- 13F HOLDINGS REPORTQ/E Mar 202465 pos · $130.4M
- 13F HOLDINGS REPORTQ/E Dec 202362 pos · $112.3M
- 13F HOLDINGS REPORTQ/E Sep 202362 pos · $112.5M
- 13F HOLDINGS REPORTQ/E Jun 202361 pos · $108.5M
- 13F HOLDINGS REPORTQ/E Mar 202362 pos · $107.6M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 17,306 | $9.0M | 6.35% |
| 2 | THE COCA-COLA CO | KO | 123,003 | $8.2M | 5.78% |
| 3 | JPMORGAN CHASE & CO | VYLD | 24,496 | $7.7M | 5.48% |
| 4 | GLOBAL X US PREFERRED ETF | 37954Y657 | 397,096 | $7.7M | 5.47% |
| 5 | SCHWAB US BROAD MARKET ETF | 808524102 | 288,578 | $7.4M | 5.26% |
| 6 | APPLE INC | AAPL | 28,840 | $7.3M | 5.20% |
| 7 | EXXON MOBIL CORP | XOM | 43,651 | $4.9M | 3.49% |
| 8 | NORTHROP GRUMMAN CORP | NOC | 7,778 | $4.7M | 3.36% |
| 9 | ABBVIE INC | ABBV | 19,079 | $4.4M | 3.13% |
| 10 | STRYKER CORP | SYK | 10,900 | $4.0M | 2.86% |
| 11 | JOHNSON & JOHNSON | JNJ | 20,520 | $3.8M | 2.70% |
| 12 | EMERSON ELEC CO | EMR | 27,278 | $3.6M | 2.54% |
| 13 | AMERICAN EXPRESS CO | AXP | 10,755 | $3.6M | 2.53% |
| 14 | SCHWAB US DIVIDEND EQUITY ETF | 808524797 | 130,497 | $3.6M | 2.52% |
| 15 | VANGUARD SHORT-TERM BONDETF | 921937827 | 42,709 | $3.4M | 2.39% |
| 16 | SCHWAB INTERNATIONAL EQUITY ETF | 808524805 | 142,920 | $3.3M | 2.36% |
| 17 | ISHARES NATIONAL MUNI BOND ETF | 464288414 | 29,961 | $3.2M | 2.26% |
| 18 | CVS HEALTH CORP | CVS | 38,684 | $2.9M | 2.07% |
| 19 | AMAZON.COM INC | AMZN | 12,400 | $2.7M | 1.93% |
| 20 | NEXTERA ENERGY INC | NEE-PW | 35,040 | $2.6M | 1.87% |