Ahl Investment Management, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Ahl Investment Management, Inc. reported 70 stock positions worth $149.8 million. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by JPMorgan Chase (JPM, 5.7%) and Coca-Cola (KO, 5.4%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 11 and reduced 38. The biggest buy was a new position in iShares National Muni Bond E (MUB) and the biggest sale Eaton Vance National Municip (EOT, shares −82%).

Most Recent 13F
Q3 2025
Location
Winter Park, FL
CIK
0001908425
Portfolio Value
$149.8M (Q2 2025)
SEC Filing
0001172661-25-002547 ↗ filed Jul 10, 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 Q4 2024 Q1 2025: $145.1M Q1 2025 Q2 2025: $149.8M $149.8M Q2 2025 Q3 2025: $146.3M Q3 2025

Holdings 70 stocks · $149.8M
MSFT Microsoft Corp. 6.34% 19,091 $9.5M Reduce -3.1%
JPM JPMorgan Chase & Co. 5.65% 29,209 $8.5M Reduce -7.7%
KO The Coca-Cola Co. 5.41% 114,497 $8.1M Reduce -1.1%
PFFD Global X US Preferred ETF 5.25% 417,733 $7.9M Reduce -0.4%
SCHB Schwab US Broad Market ETF 4.65% 292,296 $7.0M Reduce -0.7%
AAPL Apple Inc. 4.14% 30,202 $6.2M Reduce -0.3%
XOM Exxon Mobil Corp. 3.79% 52,648 $5.7M Reduce -0.5%
SYK Stryker Corp. 3.36% 12,720 $5.0M No change
SDHY Pgim SHRT Durat Hi YLD 3.23% 287,301 $4.8M Reduce -5.4%
NOC Northrop Grumman Corp. 2.89% 8,675 $4.3M Reduce -1.5%
ABBV Abbvie Inc. 2.65% 21,403 $4.0M Add +0.0%
EMR Emerson Electric Co. 2.42% 27,208 $3.6M Reduce -0.0%
AXP American Express Co. 2.37% 11,115 $3.5M Reduce -3.3%
BSV Vanguard Short-Term Bond ETF 2.36% 44,914 $3.5M Reduce -0.1%
SCHD Schwab US DVD Equity ETF 2.35% 132,783 $3.5M Reduce -1.4%
JNJ Johnson & Johnson 2.30% 22,563 $3.4M Reduce -0.9%
SCHF Schwab Intl Equity ETF 2.18% 147,630 $3.3M Reduce -1.2%
CVS CVS Health Corp. 1.83% 39,762 $2.7M Reduce -0.7%
AMZN Amazon.com Inc. 1.81% 12,390 $2.7M Reduce -0.2%
MUB iShares National Muni Bond E 1.75% 25,036 $2.6M New
SCHO Schwab Short-Term US Treas 1.69% 103,881 $2.5M Reduce -7.6%
QCOM Qualcomm Inc. 1.69% 15,868 $2.5M Reduce -0.1%
NZF Nuveen Municipal Credit Inc. 1.65% 207,067 $2.5M Reduce -0.1%
NEE Nextera Energy Inc. 1.60% 34,500 $2.4M Add +221.0%
PFE Pfizer Inc. 1.53% 94,702 $2.3M Add +3.2%
UNH Unitedhealth Group Inc. 1.52% 7,312 $2.3M Add +115.4%
CVX Chevron Corp. 1.50% 15,737 $2.3M Add +2.1%
ABT Abbott Laboratories 1.30% 14,375 $2.0M Reduce -1.1%
MCD McDonald's Corp. 1.30% 6,687 $2.0M Reduce -0.5%
CSCO Cisco Systems Inc. 1.26% 27,222 $1.9M Reduce -15.9%
RTX RTX Corp. 1.24% 12,725 $1.9M Reduce -0.5%
VTI VG Morningstar TS MKT ETF-US 1.24% 6,112 $1.9M Add +0.3%
WMT Walmart Inc. 1.21% 18,485 $1.8M Reduce -14.0%
VZ Verizon Communications Inc. 1.20% 41,562 $1.8M Reduce -0.4%
TFC Truist Financial Corp. 1.19% 41,609 $1.8M Reduce -4.9%
PEP Pepsico Inc. 0.93% 10,584 $1.4M Add +1.3%
CARR Carrier Global Corp. 0.90% 18,471 $1.4M Reduce -1.0%
T AT&T Inc. 0.88% 45,480 $1.3M Reduce -33.9%
NUW Nuveen Amt-Free Muni Val 0.84% 92,094 $1.3M Add +8.1%
GOOGL Alphabet Inc. Class A 0.62% 5,263 $927K Add +0.9%
KEY Keycorp 0.59% 50,925 $887K Add +11.8%
SCHZ Schwab US Aggregate Bond ETF 0.55% 35,543 $826K Add +13.8%
USB US Bancorp 0.53% 17,456 $790K Reduce -0.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.43% 7,847 $641K Reduce -4.0%
AVGO Broadcom Inc. 0.42% 2,310 $637K No change
OTIS Otis Worldwide Corp. 0.39% 5,832 $577K Reduce -0.4%
XLF SS Financial Select Sector 0.35% 10,043 $526K No change
SCHA Schwab US Small-Cap ETF 0.31% 18,164 $460K No change
SCHX Schwab US Large-Cap ETF 0.28% 17,440 $426K Reduce -15.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 680 $420K No change
COP Conocophillips 0.28% 4,642 $417K No change
SCHG Schwab US Large-Cap Growth 0.27% 14,040 $410K No change
HD Home Depot Inc. 0.27% 1,114 $408K No change
EFA iShares MSCI Eafe ETF 0.23% 3,869 $346K No change
SCHV Schwab US Large-Cap Value 0.22% 12,114 $335K No change
DRI Darden Restaurants Inc. 0.22% 1,500 $327K Reduce -6.3%
EOT Eaton Vance National Municip 0.22% 20,000 $325K Reduce -81.5%
XLE SS Energy Select Sector 0.19% 3,382 $287K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 5,953 $282K No change
IWV iShares Russell 3000 ETF 0.18% 768 $270K No change
KLAC KLA Corp. 0.18% 300 $269K Reduce -20.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 2,128 $264K Reduce -1.9%
META Meta Platforms Inc. Class A 0.17% 354 $261K No change
NVDA Nvidia Corp. 0.16% 1,550 $245K New
PG The Procter & Gamble Co. 0.16% 1,509 $240K No change
BLK BlackRock Inc. 0.16% 228 $239K No change
ARES Ares Management Corp. Class A 0.15% 1,269 $220K New
MRK Merck & Co. Inc. 0.14% 2,655 $210K No change
ETN Eaton Corp. PLC 0.14% 584 $208K New
AXON Axon Enterprise Inc. 0.14% 250 $207K Reduce -37.5%

Portfolio Sells Q1 2025 → Q2 2025
EOT Eaton Vance National Municip Reduce -81.5% 0.22% −1.02
FE Firstenergy Corp. Sold out 0.00% −0.62
XOM Exxon Mobil Corp. Reduce -0.5% 3.79% −0.55
AAPL Apple Inc. Reduce -0.3% 4.14% −0.50
MIY BlackRock Muniyield Mi QLTY Sold out 0.00% −0.49
T AT&T Inc. Reduce -33.9% 0.88% −0.46
KO The Coca-Cola Co. Reduce -1.1% 5.41% −0.31
JNJ Johnson & Johnson Reduce -0.9% 2.30% −0.30
PFFD Global X US Preferred ETF Reduce -0.4% 5.25% −0.25
SCHD Schwab US DVD Equity ETF Reduce -1.4% 2.35% −0.25
SDHY Pgim SHRT Durat Hi YLD Reduce -5.4% 3.23% −0.22
NOC Northrop Grumman Corp. Reduce -1.5% 2.89% −0.21
SCHO Schwab Short-Term US Treas Reduce -7.6% 1.69% −0.20
MCD McDonald's Corp. Reduce -0.5% 1.30% −0.14
CSCO Cisco Systems Inc. Reduce -15.9% 1.26% −0.12
VZ Verizon Communications Inc. Reduce -0.4% 1.20% −0.10
NZF Nuveen Municipal Credit Inc. Reduce -0.1% 1.65% −0.10
WMT Walmart Inc. Reduce -14.0% 1.21% −0.09
BSV Vanguard Short-Term Bond ETF Reduce -0.1% 2.36% −0.07
TFC Truist Financial Corp. Reduce -4.9% 1.19% −0.05
CVS CVS Health Corp. Reduce -0.7% 1.83% −0.04
OTIS Otis Worldwide Corp. Reduce -0.4% 0.39% −0.03
SCHX Schwab US Large-Cap ETF Reduce -15.5% 0.28% −0.03
ABT Abbott Laboratories Reduce -1.1% 1.30% −0.02
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -4.0% 0.43% −0.02
DRI Darden Restaurants Inc. Reduce -6.3% 0.22% −0.01
AXON Axon Enterprise Inc. Reduce -37.5% 0.14% −0.01
KLAC KLA Corp. Reduce -20.0% 0.18% +0.00
QCOM Qualcomm Inc. Reduce -0.1% 1.69% +0.01
USB US Bancorp Reduce -0.3% 0.53% +0.02
DIS The Walt Disney Co. Reduce -1.9% 0.18% +0.03
RTX RTX Corp. Reduce -0.5% 1.24% +0.07
CARR Carrier Global Corp. Reduce -1.0% 0.90% +0.09
SCHF Schwab Intl Equity ETF Reduce -1.2% 2.18% +0.14
AMZN Amazon.com Inc. Reduce -0.2% 1.81% +0.19
AXP American Express Co. Reduce -3.3% 2.37% +0.24
SCHB Schwab US Broad Market ETF Reduce -0.7% 4.65% +0.28
JPM JPMorgan Chase & Co. Reduce -7.7% 5.65% +0.30
EMR Emerson Electric Co. Reduce -0.0% 2.42% +0.36
MSFT Microsoft Corp. Reduce -3.1% 6.34% +1.24

Portfolio Buys Q1 2025 → Q2 2025
MUB iShares National Muni Bond E New 1.75% +1.75
NEE Nextera Energy Inc. Add +221.0% 1.60% +1.07
UNH Unitedhealth Group Inc. Add +115.4% 1.52% +0.30
NVDA Nvidia Corp. New 0.16% +0.16
ARES Ares Management Corp. Class A New 0.15% +0.15
ETN Eaton Corp. PLC New 0.14% +0.14
KEY Keycorp Add +11.8% 0.59% +0.09
VTI VG Morningstar TS MKT ETF-US Add +0.3% 1.24% +0.09
GOOGL Alphabet Inc. Class A Add +0.9% 0.62% +0.06
SCHZ Schwab US Aggregate Bond ETF Add +13.8% 0.55% +0.05
NUW Nuveen Amt-Free Muni Val Add +8.1% 0.84% +0.03
PFE Pfizer Inc. Add +3.2% 1.53% −0.07
PEP Pepsico Inc. Add +1.3% 0.93% −0.15
CVX Chevron Corp. Add +2.1% 1.50% −0.27
ABBV Abbvie Inc. Add +0.0% 2.65% −0.44

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