Ahl Investment Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 2, 2025), Ahl Investment Management, Inc. reported 68 stock positions worth $146.3 million. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Coca-Cola (KO, 5.6%) and JPMorgan Chase (JPM, 5.3%). Compared with Q2 2025, it opened 4 new positions, sold out of 6, added to 12 and reduced 38. The biggest buy was iShares National Muni Bond E (MUB, shares +20%) and the biggest sale Pgim SHRT Durat Hi YLD (SDHY, shares −58%).
- Most Recent 13F
- Q3 2025
- Location
- Winter Park, FL
- CIK
- 0001908425
- Portfolio Value
- $146.3M (Q3 2025)
- SEC Filing
- 0001172661-25-004152 ↗ filed Oct 2, 2025
Holdings Value
Holdings 68 stocks · $146.3M
| MSFT Microsoft Corp. | 6.13% | 17,306 | $9.0M | Reduce -9.3% |
| KO The Coca-Cola Co. | 5.58% | 123,003 | $8.2M | Add +7.4% |
| JPM JPMorgan Chase & Co. | 5.28% | 24,496 | $7.7M | Reduce -16.1% |
| PFFD Global X US Preferred ETF | 5.27% | 397,096 | $7.7M | Reduce -4.9% |
| SCHB Schwab US Broad Market ETF | 5.07% | 288,578 | $7.4M | Reduce -1.3% |
| AAPL Apple Inc. | 5.02% | 28,840 | $7.3M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 3.36% | 43,651 | $4.9M | Reduce -17.1% |
| NOC Northrop Grumman Corp. | 3.24% | 7,778 | $4.7M | Reduce -10.3% |
| ABBV Abbvie Inc. | 3.02% | 19,079 | $4.4M | Reduce -10.9% |
| SYK Stryker Corp. | 2.75% | 10,900 | $4.0M | Reduce -14.3% |
| JNJ Johnson & Johnson | 2.60% | 20,520 | $3.8M | Reduce -9.1% |
| EMR Emerson Electric Co. | 2.45% | 27,278 | $3.6M | Add +0.3% |
| AXP American Express Co. | 2.44% | 10,755 | $3.6M | Reduce -3.2% |
| SCHD Schwab US DVD Equity ETF | 2.44% | 130,497 | $3.6M | Reduce -1.7% |
| BSV Vanguard Short-Term Bond ETF | 2.30% | 42,709 | $3.4M | Reduce -4.9% |
| SCHF Schwab Intl Equity ETF | 2.27% | 142,920 | $3.3M | Reduce -3.2% |
| MUB iShares National Muni Bond E | 2.18% | 29,961 | $3.2M | Add +19.7% |
| CVS CVS Health Corp. | 1.99% | 38,684 | $2.9M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 1.86% | 12,400 | $2.7M | Add +0.1% |
| NEE Nextera Energy Inc. | 1.81% | 35,040 | $2.6M | Add +1.6% |
| QCOM Qualcomm Inc. | 1.77% | 15,526 | $2.6M | Reduce -2.2% |
| PFE Pfizer Inc. | 1.74% | 100,112 | $2.6M | Add +5.7% |
| UNH Unitedhealth Group Inc. | 1.69% | 7,150 | $2.5M | Reduce -2.2% |
| SCHO Schwab Short-Term US Treas | 1.63% | 97,781 | $2.4M | Reduce -5.9% |
| VZ Verizon Communications Inc. | 1.62% | 53,924 | $2.4M | Add +29.7% |
| CVX Chevron Corp. | 1.54% | 14,532 | $2.3M | Reduce -7.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.38% | 6,170 | $2.0M | Add +0.9% |
| SDHY Pgim SHRT Durat Hi YLD | 1.38% | 120,618 | $2.0M | Reduce -58.0% |
| MCD McDonald's Corp. | 1.35% | 6,519 | $2.0M | Reduce -2.5% |
| WMT Walmart Inc. | 1.30% | 18,385 | $1.9M | Reduce -0.5% |
| RTX RTX Corp. | 1.27% | 11,145 | $1.9M | Reduce -12.4% |
| CSCO Cisco Systems Inc. | 1.25% | 26,772 | $1.8M | Reduce -1.6% |
| TFC Truist Financial Corp. | 1.25% | 39,954 | $1.8M | Reduce -4.0% |
| ABT Abbott Laboratories | 1.16% | 12,664 | $1.7M | Reduce -11.9% |
| PEP Pepsico Inc. | 0.87% | 9,092 | $1.3M | Reduce -14.1% |
| CARR Carrier Global Corp. | 0.86% | 21,073 | $1.3M | Add +14.1% |
| GOOGL Alphabet Inc. Class A | 0.82% | 4,953 | $1.2M | Reduce -5.9% |
| NUW Nuveen Amt-Free Muni Val | 0.79% | 81,149 | $1.2M | Reduce -11.9% |
| OTIS Otis Worldwide Corp. | 0.79% | 12,579 | $1.2M | Add +115.7% |
| KEY Keycorp | 0.62% | 48,695 | $910K | Reduce -4.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.57% | 35,630 | $836K | Add +0.2% |
| USB US Bancorp | 0.56% | 17,046 | $824K | Reduce -2.4% |
| AVGO Broadcom Inc. | 0.52% | 2,310 | $762K | No change |
| T AT&T Inc. | 0.45% | 23,190 | $655K | Reduce -49.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.45% | 7,497 | $654K | Reduce -4.5% |
| SCYB Schwab High Yield Bond ETF | 0.38% | 20,759 | $555K | New |
| XLF SS Financial Select Sector | 0.37% | 10,043 | $541K | No change |
| SCHA Schwab US Small-Cap ETF | 0.35% | 18,164 | $507K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 726 | $484K | Add +6.8% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 17,440 | $459K | No change |
| SCHG Schwab US Large-Cap Growth | 0.31% | 14,040 | $448K | No change |
| HD Home Depot Inc. | 0.28% | 1,021 | $414K | Reduce -8.3% |
| COP Conocophillips | 0.26% | 4,072 | $385K | Reduce -12.3% |
| EFA iShares MSCI Eafe ETF | 0.25% | 3,869 | $361K | No change |
| SCHV Schwab US Large-Cap Value | 0.24% | 12,114 | $353K | No change |
| KLAC KLA Corp. | 0.22% | 300 | $324K | No change |
| XLE SS Energy Select Sector | 0.21% | 3,382 | $302K | No change |
| NVDA Nvidia Corp. | 0.20% | 1,550 | $289K | No change |
| DRI Darden Restaurants Inc. | 0.20% | 1,500 | $286K | No change |
| META Meta Platforms Inc. Class A | 0.17% | 340 | $250K | Reduce -4.0% |
| BLK BlackRock Inc. | 0.17% | 209 | $244K | Reduce -8.3% |
| IWV iShares Russell 3000 ETF | 0.16% | 633 | $240K | Reduce -17.6% |
| MRK Merck & Co. Inc. | 0.15% | 2,655 | $223K | No change |
| ETN Eaton Corp. PLC | 0.15% | 584 | $219K | No change |
| IWM iShares Russell 2000 ETF | 0.15% | 900 | $218K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.15% | 6,439 | $215K | New |
| GPC Genuine Parts Co. | 0.14% | 1,490 | $207K | New |
| ARES Ares Management Corp. Class A | 0.14% | 1,269 | $203K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SDHY Pgim SHRT Durat Hi YLD | Reduce -58.0% | 1.38% | −1.85 |
| NZF Nuveen Municipal Credit Inc. | Sold out | 0.00% | −1.65 |
| SYK Stryker Corp. | Reduce -14.3% | 2.75% | −0.60 |
| T AT&T Inc. | Reduce -49.0% | 0.45% | −0.43 |
| XOM Exxon Mobil Corp. | Reduce -17.1% | 3.36% | −0.42 |
| JPM JPMorgan Chase & Co. | Reduce -16.1% | 5.28% | −0.37 |
| EOT Eaton Vance National Municip | Sold out | 0.00% | −0.22 |
| MSFT Microsoft Corp. | Reduce -9.3% | 6.13% | −0.21 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.19 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.18 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.16 |
| ABT Abbott Laboratories | Reduce -11.9% | 1.16% | −0.15 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.14 |
| PEP Pepsico Inc. | Reduce -14.1% | 0.87% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -5.9% | 1.63% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.9% | 2.30% | −0.06 |
| NUW Nuveen Amt-Free Muni Val | Reduce -11.9% | 0.79% | −0.05 |
| IWV iShares Russell 3000 ETF | Reduce -17.6% | 0.16% | −0.02 |
| COP Conocophillips | Reduce -12.3% | 0.26% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.6% | 1.25% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 0.17% | −0.00 |
| BLK BlackRock Inc. | Reduce -8.3% | 0.17% | +0.01 |
| HD Home Depot Inc. | Reduce -8.3% | 0.28% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -4.5% | 0.45% | +0.02 |
| PFFD Global X US Preferred ETF | Reduce -4.9% | 5.27% | +0.02 |
| KEY Keycorp | Reduce -4.4% | 0.62% | +0.03 |
| RTX RTX Corp. | Reduce -12.4% | 1.27% | +0.03 |
| USB US Bancorp | Reduce -2.4% | 0.56% | +0.04 |
| CVX Chevron Corp. | Reduce -7.7% | 1.54% | +0.04 |
| MCD McDonald's Corp. | Reduce -2.5% | 1.35% | +0.05 |
| TFC Truist Financial Corp. | Reduce -4.0% | 1.25% | +0.05 |
| AXP American Express Co. | Reduce -3.2% | 2.44% | +0.08 |
| QCOM Qualcomm Inc. | Reduce -2.2% | 1.77% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.7% | 2.44% | +0.09 |
| WMT Walmart Inc. | Reduce -0.5% | 1.30% | +0.09 |
| SCHF Schwab Intl Equity ETF | Reduce -3.2% | 2.27% | +0.10 |
| CVS CVS Health Corp. | Reduce -2.7% | 1.99% | +0.16 |
| UNH Unitedhealth Group Inc. | Reduce -2.2% | 1.69% | +0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -5.9% | 0.82% | +0.20 |
| JNJ Johnson & Johnson | Reduce -9.1% | 2.60% | +0.30 |
| NOC Northrop Grumman Corp. | Reduce -10.3% | 3.24% | +0.35 |
| ABBV Abbvie Inc. | Reduce -10.9% | 3.02% | +0.37 |
| SCHB Schwab US Broad Market ETF | Reduce -1.3% | 5.07% | +0.42 |
| AAPL Apple Inc. | Reduce -4.5% | 5.02% | +0.88 |
Portfolio Buys Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Add +19.7% | 2.18% | +0.44 |
| VZ Verizon Communications Inc. | Add +29.7% | 1.62% | +0.42 |
| OTIS Otis Worldwide Corp. | Add +115.7% | 0.79% | +0.40 |
| SCYB Schwab High Yield Bond ETF | New | 0.38% | +0.38 |
| PFE Pfizer Inc. | Add +5.7% | 1.74% | +0.21 |
| NEE Nextera Energy Inc. | Add +1.6% | 1.81% | +0.21 |
| KO The Coca-Cola Co. | Add +7.4% | 5.58% | +0.17 |
| IWM iShares Russell 2000 ETF | New | 0.15% | +0.15 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.15% | +0.15 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.9% | 1.38% | +0.14 |
| GPC Genuine Parts Co. | New | 0.14% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.8% | 0.33% | +0.05 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.86% | +0.05 |
| EMR Emerson Electric Co. | Add +0.3% | 2.45% | +0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +0.2% | 0.57% | +0.02 |
| CARR Carrier Global Corp. | Add +14.1% | 0.86% | −0.04 |
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 |