Ahl Investment Management, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), Ahl Investment Management, Inc. reported 65 stock positions worth $130.4 million. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Coca-Cola (KO, 5.5%) and Global X US Preferred ETF (PFFD, 5.4%). Compared with Q4 2023, it opened 3 new positions, sold out of 1, added to 10 and reduced 31. The biggest buy was Nuveen Amt-Free Muni Val (NUW, shares +476%) and the biggest sale Nuveen Municipal Credit (NZF, shares −28%).

Most Recent 13F
Q3 2025
Location
Winter Park, FL
CIK
0001908425
Portfolio Value
$130.4M (Q1 2024)
SEC Filing
0001172661-24-001847 ↗ filed Apr 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $130.4M $130.4M Q1 2024 Q2 2024: $136.4M Q2 2024 Q3 2024: $145.0M Q3 2024 Q4 2024: $142.8M Q4 2024 Q1 2025: $145.1M Q1 2025 Q2 2025: $149.8M Q2 2025 Q3 2025: $146.3M Q3 2025

Holdings 65 stocks · $130.4M
MSFT Microsoft Corp. 6.06% 18,789 $7.9M Reduce -0.4%
KO The Coca-Cola Co. 5.52% 117,684 $7.2M Add +1.1%
PFFD Global X US Preferred ETF 5.44% 352,053 $7.1M Reduce -0.5%
JPM JPMorgan Chase & Co. 5.04% 32,800 $6.6M Reduce -0.1%
XOM Exxon Mobil Corp. 4.74% 53,119 $6.2M Reduce -0.2%
AAPL Apple Inc. 4.14% 31,477 $5.4M Add +0.0%
SCHB Schwab US Broad Market ETF 3.61% 77,087 $4.7M Reduce -0.9%
SYK Stryker Corp. 3.61% 13,145 $4.7M Reduce -2.5%
NOC Northrop Grumman Corp. 3.40% 9,258 $4.4M Reduce -0.2%
ABBV Abbvie Inc. 3.13% 22,438 $4.1M Reduce -2.3%
SDHY Pgim SHRT Durat Hi YLD 3.12% 264,063 $4.1M Reduce -1.0%
SCHD Schwab US DVD Equity ETF 2.53% 40,962 $3.3M Reduce -0.1%
SCHO Schwab Short-Term US Treas 2.52% 68,055 $3.3M Reduce -0.9%
EMR Emerson Electric Co. 2.40% 27,560 $3.1M Reduce -0.5%
AXP American Express Co. 2.16% 12,386 $2.8M Reduce -1.7%
CVS CVS Health Corp. 2.13% 34,736 $2.8M No change
NZF Nuveen Municipal Credit Inc. 2.11% 224,319 $2.7M Reduce -27.9%
JNJ Johnson & Johnson 2.10% 17,322 $2.7M Add +5.0%
QCOM Qualcomm Inc. 2.00% 15,372 $2.6M Reduce -2.5%
TFC Truist Financial Corp. 1.88% 62,959 $2.5M Reduce -2.1%
CSCO Cisco Systems Inc. 1.85% 48,372 $2.4M Reduce -1.0%
CVX Chevron Corp. 1.79% 14,807 $2.3M Add +6.3%
AMZN Amazon.com Inc. 1.72% 12,442 $2.2M Reduce -0.8%
T AT&T Inc. 1.65% 121,957 $2.1M Reduce -5.5%
BSV Vanguard Short-Term Bond ETF 1.62% 27,608 $2.1M Reduce -2.3%
SCHF Schwab Intl Equity ETF 1.59% 53,140 $2.1M Reduce -0.3%
PFE Pfizer Inc. 1.56% 73,167 $2.0M Add +6.5%
UNH Unitedhealth Group Inc. 1.53% 4,037 $2.0M Reduce -0.1%
PEP Pepsico Inc. 1.41% 10,494 $1.8M No change
ABT Abbott Laboratories 1.38% 15,771 $1.8M Reduce -2.4%
VZ Verizon Communications Inc. 1.31% 40,845 $1.7M Add +0.1%
VTI VG Morningstar TS MKT ETF-US 1.23% 6,159 $1.6M No change
WMT Walmart Inc. 1.11% 24,000 $1.4M Reduce -2.6%
RTX RTX Corp. 1.05% 13,980 $1.4M No change
NUW Nuveen Amt-Free Muni Val 0.97% 93,916 $1.3M Add +476.1%
CARR Carrier Global Corp. 0.85% 19,121 $1.1M No change
DRI Darden Restaurants Inc. 0.85% 6,628 $1.1M No change
SCHP Schwab U.S. Tips ETF 0.64% 16,106 $840K Reduce -0.6%
KEY Keycorp 0.61% 50,388 $797K Reduce -1.8%
GNRC Generac Holdings Inc. 0.59% 6,125 $773K Add +2.3%
NEE Nextera Energy Inc. 0.50% 10,270 $656K No change
PARAA Paramount Global Class B 0.49% 53,832 $634K Add +4.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.46% 9,112 $598K Add +2.7%
OTIS Otis Worldwide Corp. 0.45% 5,952 $591K No change
MIY BlackRock Muniyield Mi QLTY 0.42% 47,300 $544K No change
XLF SS Financial Select Sector 0.36% 11,243 $474K Reduce -9.6%
HD Home Depot Inc. 0.34% 1,142 $438K Reduce -1.0%
SCHX Schwab US Large-Cap ETF 0.33% 6,880 $427K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.29% 715 $374K No change
XLE SS Energy Select Sector 0.26% 3,651 $345K No change
EFA iShares MSCI Eafe ETF 0.26% 4,285 $342K Reduce -15.4%
KLAC KLA Corp. 0.26% 481 $336K No change
AVGO Broadcom Inc. 0.25% 246 $326K No change
SCHG Schwab US Large-Cap Growth 0.25% 3,510 $325K No change
SCHV Schwab US Large-Cap Value 0.24% 4,038 $307K No change
COP Conocophillips 0.22% 2,287 $291K No change
IWV iShares Russell 3000 ETF 0.22% 937 $281K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.21% 2,204 $270K Reduce -2.0%
PG The Procter & Gamble Co. 0.19% 1,526 $248K No change
META Meta Platforms Inc. Class A 0.18% 490 $238K New
MRK Merck & Co. Inc. 0.18% 1,756 $232K New
GPC Genuine Parts Co. 0.18% 1,490 $231K No change
SCHZ Schwab US Aggregate Bond ETF 0.18% 5,012 $231K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 5,950 $226K Reduce -0.0%
ETN Eaton Corp. PLC 0.17% 689 $215K New

Portfolio Sells Q4 2023 → Q1 2024
NZF Nuveen Municipal Credit Inc. Reduce -27.9% 2.11% −0.90
UNH Unitedhealth Group Inc. Reduce -0.1% 1.53% −0.21
SCHO Schwab Short-Term US Treas Reduce -0.9% 2.52% −0.21
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.19
PFFD Global X US Preferred ETF Reduce -0.5% 5.44% −0.17
CSCO Cisco Systems Inc. Reduce -1.0% 1.85% −0.17
SDHY Pgim SHRT Durat Hi YLD Reduce -1.0% 3.12% −0.16
BSV Vanguard Short-Term Bond ETF Reduce -2.3% 1.62% −0.16
NOC Northrop Grumman Corp. Reduce -0.2% 3.40% −0.16
T AT&T Inc. Reduce -5.5% 1.65% −0.13
ABT Abbott Laboratories Reduce -2.4% 1.38% −0.08
TFC Truist Financial Corp. Reduce -2.1% 1.88% −0.06
EFA iShares MSCI Eafe ETF Reduce -15.4% 0.26% −0.05
SCHP Schwab U.S. Tips ETF Reduce -0.6% 0.64% −0.05
SCHD Schwab US DVD Equity ETF Reduce -0.1% 2.53% −0.02
SCHF Schwab Intl Equity ETF Reduce -0.3% 1.59% −0.02
XLF SS Financial Select Sector Reduce -9.6% 0.36% −0.02
KEY Keycorp Reduce -1.8% 0.61% +0.01
HD Home Depot Inc. Reduce -1.0% 0.34% +0.01
BAC Bank of America Corp. Reduce -0.0% 0.17% +0.01
DIS The Walt Disney Co. Reduce -2.0% 0.21% +0.04
WMT Walmart Inc. Reduce -2.6% 1.11% +0.05
SCHB Schwab US Broad Market ETF Reduce -0.9% 3.61% +0.06
QCOM Qualcomm Inc. Reduce -2.5% 2.00% +0.13
AMZN Amazon.com Inc. Reduce -0.8% 1.72% +0.16
EMR Emerson Electric Co. Reduce -0.5% 2.40% +0.19
ABBV Abbvie Inc. Reduce -2.3% 3.13% +0.22
AXP American Express Co. Reduce -1.7% 2.16% +0.23
MSFT Microsoft Corp. Reduce -0.4% 6.06% +0.26
SYK Stryker Corp. Reduce -2.5% 3.61% +0.30
XOM Exxon Mobil Corp. Reduce -0.2% 4.74% +0.38
JPM JPMorgan Chase & Co. Reduce -0.1% 5.04% +0.46

Portfolio Buys Q4 2023 → Q1 2024
NUW Nuveen Amt-Free Muni Val Add +476.1% 0.97% +0.79
META Meta Platforms Inc. Class A New 0.18% +0.18
MRK Merck & Co. Inc. New 0.18% +0.18
ETN Eaton Corp. PLC New 0.17% +0.17
CVX Chevron Corp. Add +6.3% 1.79% +0.09
VZ Verizon Communications Inc. Add +0.1% 1.31% +0.05
XLU St Sr Utl SL SE SPDR ETF-Usd Add +2.7% 0.46% −0.00
JNJ Johnson & Johnson Add +5.0% 2.10% −0.01
GNRC Generac Holdings Inc. Add +2.3% 0.59% −0.04
PFE Pfizer Inc. Add +6.5% 1.56% −0.06
KO The Coca-Cola Co. Add +1.1% 5.52% −0.09
PARAA Paramount Global Class B Add +4.1% 0.49% −0.14
AAPL Apple Inc. Add +0.0% 4.14% −0.82

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 68$146.3MMSFT, KO, JPM, PFFD, SCHB
Q2 2025 70$149.8MMSFT, JPM, KO, PFFD, SCHB
Q1 2025 68$145.1MKO, PFFD, JPM, MSFT, AAPL
Q4 2024 68$142.8MAAPL, JPM, MSFT, PFFD, KO
Q3 2024 66$145.0MKO, MSFT, AAPL, JPM, PFFD
Q2 2024 67$136.4MMSFT, KO, PFFD, AAPL, JPM
Q1 2024 65$130.4MMSFT, KO, PFFD, JPM, XOM