Ahl Investment Management, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Ahl Investment Management, Inc. reported 68 stock positions worth $142.8 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by JPMorgan Chase (JPM, 5.3%) and Microsoft (MSFT, 5.3%). Compared with Q3 2024, it opened 4 new positions, sold out of 2, added to 15 and reduced 32. The biggest buy was Global X US Preferred ETF (PFFD, shares +25%) and the biggest sale an exit from Keycorp (KEY).

Most Recent 13F
Q3 2025
Location
Winter Park, FL
CIK
0001908425
Portfolio Value
$142.8M (Q4 2024)
SEC Filing
0001172661-25-000208 ↗ filed Jan 16, 2025

Holdings Value

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

Holdings 68 stocks · $142.8M
AAPL Apple Inc. 5.33% 30,400 $7.6M Reduce -2.9%
JPM JPMorgan Chase & Co. 5.32% 31,726 $7.6M Reduce -1.8%
MSFT Microsoft Corp. 5.30% 17,979 $7.6M Reduce -1.6%
PFFD Global X US Preferred ETF 5.27% 386,217 $7.5M Add +24.8%
KO The Coca-Cola Co. 5.10% 116,900 $7.3M Add +0.6%
SCHB Schwab US Broad Market ETF 4.54% 285,647 $6.5M Reduce -0.9%
XOM Exxon Mobil Corp. 4.01% 53,233 $5.7M Reduce -0.7%
SDHY Pgim SHRT Durat Hi YLD 3.47% 307,233 $5.0M Add +2.8%
SYK Stryker Corp. 3.25% 12,880 $4.6M Reduce -1.7%
NOC Northrop Grumman Corp. 2.93% 8,912 $4.2M Reduce -0.7%
ABBV Abbvie Inc. 2.77% 22,291 $4.0M Add +0.4%
SCHD Schwab US DVD Equity ETF 2.58% 135,118 $3.7M Reduce -0.2%
AXP American Express Co. 2.42% 11,636 $3.5M Reduce -5.4%
EMR Emerson Electric Co. 2.38% 27,403 $3.4M Reduce -0.4%
BSV Vanguard Short-Term Bond ETF 2.37% 43,876 $3.4M Add +38.1%
JNJ Johnson & Johnson 2.31% 22,788 $3.3M Add +1.4%
SCHO Schwab Short-Term US Treas 1.99% 118,436 $2.8M Reduce -4.5%
SCHF Schwab Intl Equity ETF 1.94% 149,677 $2.8M No change
AMZN Amazon.com Inc. 1.92% 12,480 $2.7M Reduce -0.9%
NZF Nuveen Municipal Credit Inc. 1.77% 207,667 $2.5M Reduce -0.7%
QCOM Qualcomm Inc. 1.71% 15,928 $2.4M Add +0.6%
PFE Pfizer Inc. 1.59% 85,437 $2.3M Add +0.7%
CVX Chevron Corp. 1.58% 15,614 $2.3M Add +0.7%
CSCO Cisco Systems Inc. 1.43% 34,422 $2.0M Reduce -5.5%
WMT Walmart Inc. 1.41% 22,325 $2.0M Reduce -1.2%
T AT&T Inc. 1.38% 86,370 $2.0M Reduce -1.2%
MCD McDonald's Corp. 1.37% 6,734 $2.0M Add +0.4%
CVS CVS Health Corp. 1.36% 43,316 $1.9M Add +1.7%
UNH Unitedhealth Group Inc. 1.34% 3,792 $1.9M Reduce -0.5%
TFC Truist Financial Corp. 1.33% 43,894 $1.9M Reduce -2.0%
VTI VG Morningstar TS MKT ETF-US 1.25% 6,159 $1.8M No change
VZ Verizon Communications Inc. 1.24% 44,455 $1.8M Add +0.4%
ABT Abbott Laboratories 1.22% 15,470 $1.7M Reduce -0.5%
EOT Eaton Vance National Municip 1.13% 98,213 $1.6M Add +1.4%
PEP Pepsico Inc. 1.12% 10,494 $1.6M No change
RTX RTX Corp. 1.10% 13,520 $1.6M Reduce -0.1%
NUW Nuveen Amt-Free Muni Val 0.99% 104,504 $1.4M Reduce -3.4%
CARR Carrier Global Corp. 0.90% 18,761 $1.3M Reduce -0.1%
GOOGL Alphabet Inc. Class A 0.65% 4,928 $933K Reduce -0.5%
FE Firstenergy Corp. 0.62% 22,095 $879K New
USB US Bancorp 0.59% 17,506 $837K No change
SCHP Schwab U.S. Tips ETF 0.50% 27,456 $709K Reduce -6.8%
MIY BlackRock Muniyield Mi QLTY 0.49% 62,400 $698K Reduce -3.9%
NEE Nextera Energy Inc. 0.47% 9,365 $671K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.43% 8,177 $619K No change
SCHZ Schwab US Aggregate Bond ETF 0.42% 26,243 $596K Add +57.2%
AVGO Broadcom Inc. 0.40% 2,460 $570K No change
OTIS Otis Worldwide Corp. 0.38% 5,917 $548K Reduce -0.4%
XLF SS Financial Select Sector 0.38% 11,243 $543K No change
SCHX Schwab US Large-Cap ETF 0.33% 20,640 $478K No change
DRI Darden Restaurants Inc. 0.33% 2,500 $467K Reduce -54.7%
COP Conocophillips 0.32% 4,642 $460K Add +1.3%
HD Home Depot Inc. 0.31% 1,122 $436K Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.29% 705 $413K No change
SCHG Schwab US Large-Cap Growth 0.27% 14,040 $391K No change
SCHV Schwab US Large-Cap Value 0.22% 12,114 $316K No change
KLAC KLA Corp. 0.21% 481 $303K No change
EFA iShares MSCI Eafe ETF 0.20% 3,869 $293K Reduce -1.1%
XLE SS Energy Select Sector 0.20% 3,382 $290K Reduce -7.4%
MRK Merck & Co. Inc. 0.19% 2,705 $269K New
META Meta Platforms Inc. Class A 0.19% 454 $266K No change
IWV iShares Russell 3000 ETF 0.18% 768 $257K No change
PG The Procter & Gamble Co. 0.18% 1,509 $253K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 5,650 $248K Reduce -2.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 2,149 $239K Reduce -0.5%
AXON Axon Enterprise Inc. 0.17% 400 $238K New
BLK BlackRock Inc. 0.16% 228 $234K No change
ARES Ares Management Corp. Class A 0.16% 1,269 $225K New

Portfolio Sells Q3 2024 → Q4 2024
KEY Keycorp Sold out 0.00% −0.58
NOC Northrop Grumman Corp. Reduce -0.7% 2.93% −0.34
XOM Exxon Mobil Corp. Reduce -0.7% 4.01% −0.32
DRI Darden Restaurants Inc. Reduce -54.7% 0.33% −0.30
UNH Unitedhealth Group Inc. Reduce -0.5% 1.34% −0.19
CARR Carrier Global Corp. Reduce -0.1% 0.90% −0.15
GPC Genuine Parts Co. Sold out 0.00% −0.14
NZF Nuveen Municipal Credit Inc. Reduce -0.7% 1.77% −0.12
MSFT Microsoft Corp. Reduce -1.6% 5.30% −0.12
SCHO Schwab Short-Term US Treas Reduce -4.5% 1.99% −0.10
NUW Nuveen Amt-Free Muni Val Reduce -3.4% 0.99% −0.07
MIY BlackRock Muniyield Mi QLTY Reduce -3.9% 0.49% −0.05
SCHP Schwab U.S. Tips ETF Reduce -6.8% 0.50% −0.05
SCHD Schwab US DVD Equity ETF Reduce -0.2% 2.58% −0.05
OTIS Otis Worldwide Corp. Reduce -0.4% 0.38% −0.04
RTX RTX Corp. Reduce -0.1% 1.10% −0.04
EFA iShares MSCI Eafe ETF Reduce -1.1% 0.20% −0.02
SYK Stryker Corp. Reduce -1.7% 3.25% −0.02
XLE SS Energy Select Sector Reduce -7.4% 0.20% −0.02
HD Home Depot Inc. Reduce -0.9% 0.31% −0.01
ABT Abbott Laboratories Reduce -0.5% 1.22% +0.00
TFC Truist Financial Corp. Reduce -2.0% 1.33% +0.01
BAC Bank of America Corp. Reduce -2.6% 0.17% +0.02
DIS The Walt Disney Co. Reduce -0.5% 0.17% +0.02
T AT&T Inc. Reduce -1.2% 1.38% +0.05
GOOGL Alphabet Inc. Class A Reduce -0.5% 0.65% +0.09
CSCO Cisco Systems Inc. Reduce -5.5% 1.43% +0.09
AXP American Express Co. Reduce -5.4% 2.42% +0.12
SCHB Schwab US Broad Market ETF Reduce -0.9% 4.54% +0.13
WMT Walmart Inc. Reduce -1.2% 1.41% +0.15
AMZN Amazon.com Inc. Reduce -0.9% 1.92% +0.30
AAPL Apple Inc. Reduce -2.9% 5.33% +0.30
EMR Emerson Electric Co. Reduce -0.4% 2.38% +0.30
JPM JPMorgan Chase & Co. Reduce -1.8% 5.32% +0.63

Portfolio Buys Q3 2024 → Q4 2024
PFFD Global X US Preferred ETF Add +24.8% 5.27% +0.84
BSV Vanguard Short-Term Bond ETF Add +38.1% 2.37% +0.65
FE Firstenergy Corp. New 0.62% +0.62
MRK Merck & Co. Inc. New 0.19% +0.19
AXON Axon Enterprise Inc. New 0.17% +0.17
ARES Ares Management Corp. Class A New 0.16% +0.16
SCHZ Schwab US Aggregate Bond ETF Add +57.2% 0.42% +0.14
SDHY Pgim SHRT Durat Hi YLD Add +2.8% 3.47% +0.02
CVX Chevron Corp. Add +0.7% 1.58% +0.01
COP Conocophillips Add +1.3% 0.32% −0.01
MCD McDonald's Corp. Add +0.4% 1.37% −0.04
EOT Eaton Vance National Municip Add +1.4% 1.13% −0.07
PFE Pfizer Inc. Add +0.7% 1.59% −0.11
VZ Verizon Communications Inc. Add +0.4% 1.24% −0.13
QCOM Qualcomm Inc. Add +0.6% 1.71% −0.14
JNJ Johnson & Johnson Add +1.4% 2.31% −0.20
ABBV Abbvie Inc. Add +0.4% 2.77% −0.25
CVS CVS Health Corp. Add +1.7% 1.36% −0.49
KO The Coca-Cola Co. Add +0.6% 5.10% −0.66

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