Ahl Investment Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Ahl Investment Management, Inc. reported 68 stock positions worth $145.1 million. Its top holding was Coca-Cola (KO) at 5.7% of the portfolio, followed by Global X US Preferred ETF (PFFD, 5.5%) and JPMorgan Chase (JPM, 5.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 12 and reduced 41. The biggest buy was a new position in Keycorp (KEY) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q3 2025
- Location
- Winter Park, FL
- CIK
- 0001908425
- Portfolio Value
- $145.1M (Q1 2025)
- SEC Filing
- 0001172661-25-001493 ↗ filed Apr 14, 2025
Holdings Value
Holdings 68 stocks · $145.1M
| KO The Coca-Cola Co. | 5.71% | 115,765 | $8.3M | Reduce -1.0% |
| PFFD Global X US Preferred ETF | 5.50% | 419,233 | $8.0M | Add +8.6% |
| JPM JPMorgan Chase & Co. | 5.35% | 31,636 | $7.8M | Reduce -0.3% |
| MSFT Microsoft Corp. | 5.10% | 19,701 | $7.4M | Add +9.6% |
| AAPL Apple Inc. | 4.64% | 30,289 | $6.7M | Reduce -0.4% |
| SCHB Schwab US Broad Market ETF | 4.37% | 294,394 | $6.3M | Add +3.1% |
| XOM Exxon Mobil Corp. | 4.34% | 52,923 | $6.3M | Reduce -0.6% |
| SDHY Pgim SHRT Durat Hi YLD | 3.45% | 303,749 | $5.0M | Reduce -1.1% |
| SYK Stryker Corp. | 3.26% | 12,720 | $4.7M | Reduce -1.2% |
| NOC Northrop Grumman Corp. | 3.11% | 8,805 | $4.5M | Reduce -1.2% |
| ABBV Abbvie Inc. | 3.09% | 21,402 | $4.5M | Reduce -4.0% |
| JNJ Johnson & Johnson | 2.60% | 22,778 | $3.8M | Reduce -0.0% |
| SCHD Schwab US DVD Equity ETF | 2.59% | 134,612 | $3.8M | Reduce -0.4% |
| BSV Vanguard Short-Term Bond ETF | 2.43% | 44,963 | $3.5M | Add +2.5% |
| AXP American Express Co. | 2.13% | 11,489 | $3.1M | Reduce -1.3% |
| EMR Emerson Electric Co. | 2.06% | 27,217 | $3.0M | Reduce -0.7% |
| SCHF Schwab Intl Equity ETF | 2.04% | 149,406 | $3.0M | Reduce -0.2% |
| SCHO Schwab Short-Term US Treas | 1.89% | 112,451 | $2.7M | Reduce -5.0% |
| CVS CVS Health Corp. | 1.87% | 40,060 | $2.7M | Reduce -7.5% |
| CVX Chevron Corp. | 1.78% | 15,409 | $2.6M | Reduce -1.3% |
| NZF Nuveen Municipal Credit Inc. | 1.75% | 207,317 | $2.5M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 1.68% | 15,878 | $2.4M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.63% | 12,410 | $2.4M | Reduce -0.6% |
| PFE Pfizer Inc. | 1.60% | 91,782 | $2.3M | Add +7.4% |
| MCD McDonald's Corp. | 1.45% | 6,717 | $2.1M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 1.38% | 32,352 | $2.0M | Reduce -6.0% |
| T AT&T Inc. | 1.34% | 68,826 | $1.9M | Reduce -20.3% |
| ABT Abbott Laboratories | 1.33% | 14,535 | $1.9M | Reduce -6.0% |
| VZ Verizon Communications Inc. | 1.30% | 41,736 | $1.9M | Reduce -6.1% |
| WMT Walmart Inc. | 1.30% | 21,488 | $1.9M | Reduce -3.8% |
| EOT Eaton Vance National Municip | 1.24% | 108,176 | $1.8M | Add +10.1% |
| TFC Truist Financial Corp. | 1.24% | 43,744 | $1.8M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.23% | 3,395 | $1.8M | Reduce -10.5% |
| RTX RTX Corp. | 1.17% | 12,790 | $1.7M | Reduce -5.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.15% | 6,092 | $1.7M | Reduce -1.1% |
| PEP Pepsico Inc. | 1.08% | 10,444 | $1.6M | Reduce -0.5% |
| CARR Carrier Global Corp. | 0.82% | 18,666 | $1.2M | Reduce -0.5% |
| NUW Nuveen Amt-Free Muni Val | 0.81% | 85,204 | $1.2M | Reduce -18.5% |
| FE Firstenergy Corp. | 0.62% | 22,415 | $906K | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.56% | 5,218 | $807K | Add +5.9% |
| NEE Nextera Energy Inc. | 0.53% | 10,747 | $762K | Add +14.8% |
| USB US Bancorp | 0.51% | 17,506 | $739K | No change |
| KEY Keycorp | 0.50% | 45,550 | $728K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.50% | 31,243 | $724K | Add +19.1% |
| MIY BlackRock Muniyield Mi QLTY | 0.49% | 62,400 | $710K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.44% | 8,177 | $645K | No change |
| OTIS Otis Worldwide Corp. | 0.42% | 5,857 | $604K | Reduce -1.0% |
| XLF SS Financial Select Sector | 0.34% | 10,043 | $500K | Reduce -10.7% |
| COP Conocophillips | 0.34% | 4,642 | $488K | No change |
| SCHX Schwab US Large-Cap ETF | 0.31% | 20,640 | $456K | No change |
| SCHA Schwab US Small-Cap ETF | 0.29% | 18,164 | $426K | New |
| HD Home Depot Inc. | 0.28% | 1,114 | $408K | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.27% | 2,310 | $387K | Reduce -6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 680 | $380K | Reduce -3.5% |
| SCHG Schwab US Large-Cap Growth | 0.24% | 14,040 | $352K | No change |
| DRI Darden Restaurants Inc. | 0.23% | 1,600 | $332K | Reduce -36.0% |
| SCHV Schwab US Large-Cap Value | 0.22% | 12,114 | $322K | No change |
| EFA iShares MSCI Eafe ETF | 0.22% | 3,869 | $316K | No change |
| XLE SS Energy Select Sector | 0.22% | 3,382 | $316K | No change |
| PG The Procter & Gamble Co. | 0.18% | 1,509 | $257K | No change |
| KLAC KLA Corp. | 0.18% | 375 | $255K | Reduce -22.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 5,953 | $248K | Add +5.4% |
| IWV iShares Russell 3000 ETF | 0.17% | 768 | $244K | No change |
| MRK Merck & Co. Inc. | 0.16% | 2,655 | $238K | Reduce -1.9% |
| BLK BlackRock Inc. | 0.15% | 228 | $216K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 2,170 | $214K | Add +1.0% |
| AXON Axon Enterprise Inc. | 0.14% | 400 | $210K | No change |
| META Meta Platforms Inc. Class A | 0.14% | 354 | $204K | Reduce -22.0% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.4% | 4.64% | −0.69 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.50 |
| EMR Emerson Electric Co. | Reduce -0.7% | 2.06% | −0.32 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 1.63% | −0.29 |
| AXP American Express Co. | Reduce -1.3% | 2.13% | −0.29 |
| NUW Nuveen Amt-Free Muni Val | Reduce -18.5% | 0.81% | −0.19 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.16 |
| AVGO Broadcom Inc. | Reduce -6.1% | 0.27% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -10.5% | 1.23% | −0.12 |
| WMT Walmart Inc. | Reduce -3.8% | 1.30% | −0.11 |
| SCHO Schwab Short-Term US Treas | Reduce -5.0% | 1.89% | −0.11 |
| DRI Darden Restaurants Inc. | Reduce -36.0% | 0.23% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 1.15% | −0.10 |
| TFC Truist Financial Corp. | Reduce -0.3% | 1.24% | −0.09 |
| CARR Carrier Global Corp. | Reduce -0.5% | 0.82% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -6.0% | 1.38% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -22.0% | 0.14% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.5% | 1.08% | −0.04 |
| KLAC KLA Corp. | Reduce -22.0% | 0.18% | −0.04 |
| XLF SS Financial Select Sector | Reduce -10.7% | 0.34% | −0.04 |
| T AT&T Inc. | Reduce -20.3% | 1.34% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 1.68% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 0.26% | −0.03 |
| HD Home Depot Inc. | Reduce -0.7% | 0.28% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -1.9% | 0.16% | −0.02 |
| NZF Nuveen Municipal Credit Inc. | Reduce -0.2% | 1.75% | −0.02 |
| SDHY Pgim SHRT Durat Hi YLD | Reduce -1.1% | 3.45% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.4% | 2.59% | +0.01 |
| SYK Stryker Corp. | Reduce -1.2% | 3.26% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 5.35% | +0.02 |
| OTIS Otis Worldwide Corp. | Reduce -1.0% | 0.42% | +0.03 |
| VZ Verizon Communications Inc. | Reduce -6.1% | 1.30% | +0.06 |
| RTX RTX Corp. | Reduce -5.4% | 1.17% | +0.07 |
| MCD McDonald's Corp. | Reduce -0.3% | 1.45% | +0.08 |
| SCHF Schwab Intl Equity ETF | Reduce -0.2% | 2.04% | +0.10 |
| ABT Abbott Laboratories | Reduce -6.0% | 1.33% | +0.10 |
| NOC Northrop Grumman Corp. | Reduce -1.2% | 3.11% | +0.18 |
| CVX Chevron Corp. | Reduce -1.3% | 1.78% | +0.19 |
| JNJ Johnson & Johnson | Reduce -0.0% | 2.60% | +0.30 |
| ABBV Abbvie Inc. | Reduce -4.0% | 3.09% | +0.32 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 4.34% | +0.33 |
| CVS CVS Health Corp. | Reduce -7.5% | 1.87% | +0.51 |
| KO The Coca-Cola Co. | Reduce -1.0% | 5.71% | +0.62 |
Portfolio Buys Q4 2024 → Q1 2025
| KEY Keycorp | New | 0.50% | +0.50 |
| SCHA Schwab US Small-Cap ETF | New | 0.29% | +0.29 |
| PFFD Global X US Preferred ETF | Add +8.6% | 5.50% | +0.23 |
| EOT Eaton Vance National Municip | Add +10.1% | 1.24% | +0.11 |
| SCHZ Schwab US Aggregate Bond ETF | Add +19.1% | 0.50% | +0.08 |
| NEE Nextera Energy Inc. | Add +14.8% | 0.53% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | Add +2.5% | 2.43% | +0.05 |
| PFE Pfizer Inc. | Add +7.4% | 1.60% | +0.02 |
| FE Firstenergy Corp. | Add +1.4% | 0.62% | +0.01 |
| BAC Bank of America Corp. | Add +5.4% | 0.17% | −0.00 |
| DIS The Walt Disney Co. | Add +1.0% | 0.15% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +5.9% | 0.56% | −0.10 |
| SCHB Schwab US Broad Market ETF | Add +3.1% | 4.37% | −0.17 |
| MSFT Microsoft Corp. | Add +9.6% | 5.10% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 68 | $146.3M | MSFT, KO, JPM, PFFD, SCHB |
| Q2 2025 | 70 | $149.8M | MSFT, JPM, KO, PFFD, SCHB |
| Q1 2025 | 68 | $145.1M | KO, PFFD, JPM, MSFT, AAPL |
| Q4 2024 | 68 | $142.8M | AAPL, JPM, MSFT, PFFD, KO |
| Q3 2024 | 66 | $145.0M | KO, MSFT, AAPL, JPM, PFFD |
| Q2 2024 | 67 | $136.4M | MSFT, KO, PFFD, AAPL, JPM |
| Q1 2024 | 65 | $130.4M | MSFT, KO, PFFD, JPM, XOM |