Ahl Investment Management

Ahl Investment Management as of June 30, 2025

Portfolio Holdings for Ahl Investment Management

Ahl Investment Management holds 70 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.3 $9.5M 19k 497.42
JPMorgan Chase & Co. (JPM) 5.7 $8.5M 29k 289.91
Coca-Cola Company (KO) 5.4 $8.1M 115k 70.75
Global X Fds Us Pfd Etf (PFFD) 5.2 $7.9M 418k 18.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.6 $7.0M 292k 23.83
Apple (AAPL) 4.1 $6.2M 30k 205.17
Exxon Mobil Corporation (XOM) 3.8 $5.7M 53k 107.80
Stryker Corporation (SYK) 3.4 $5.0M 13k 395.63
Pgim Short Dur Hig Yld Opp F (SDHY) 3.2 $4.8M 287k 16.84
Northrop Grumman Corporation (NOC) 2.9 $4.3M 8.7k 499.98
Abbvie (ABBV) 2.7 $4.0M 21k 185.62
Emerson Electric (EMR) 2.4 $3.6M 27k 133.33
American Express Company (AXP) 2.4 $3.5M 11k 318.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $3.5M 45k 78.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $3.5M 133k 26.50
Johnson & Johnson (JNJ) 2.3 $3.4M 23k 152.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $3.3M 148k 22.10
CVS Caremark Corporation (CVS) 1.8 $2.7M 40k 68.98
Amazon (AMZN) 1.8 $2.7M 12k 219.39
Ishares Tr National Mun Etf (MUB) 1.7 $2.6M 25k 104.48
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $2.5M 104k 24.38
Qualcomm (QCOM) 1.7 $2.5M 16k 159.26
Nuveen Municipal Credit Com Sh Ben Int (NZF) 1.6 $2.5M 207k 11.92
Nextera Energy (NEE) 1.6 $2.4M 35k 69.42
Pfizer (PFE) 1.5 $2.3M 95k 24.24
UnitedHealth (UNH) 1.5 $2.3M 7.3k 311.97
Chevron Corporation (CVX) 1.5 $2.3M 16k 143.19
Abbott Laboratories (ABT) 1.3 $2.0M 14k 136.01
McDonald's Corporation (MCD) 1.3 $2.0M 6.7k 292.17
Cisco Systems (CSCO) 1.3 $1.9M 27k 69.38
Raytheon Technologies Corp (RTX) 1.2 $1.9M 13k 146.02
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.9M 6.1k 303.93
Wal-Mart Stores (WMT) 1.2 $1.8M 19k 97.78
Verizon Communications (VZ) 1.2 $1.8M 42k 43.27
Truist Financial Corp equities (TFC) 1.2 $1.8M 42k 42.99
Pepsi (PEP) 0.9 $1.4M 11k 132.04
Carrier Global Corporation (CARR) 0.9 $1.4M 19k 73.19
At&t (T) 0.9 $1.3M 46k 28.94
Nuveen Mun Value Fd 2 (NUW) 0.8 $1.3M 92k 13.68
Alphabet Cap Stk Cl A (GOOGL) 0.6 $928k 5.3k 176.23
Key (KEY) 0.6 $887k 51k 17.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $826k 36k 23.24
Us Bancorp Del Com New (USB) 0.5 $790k 18k 45.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $641k 7.8k 81.66
Broadcom (AVGO) 0.4 $637k 2.3k 275.65
Otis Worldwide Corp (OTIS) 0.4 $578k 5.8k 99.02
Select Sector Spdr Tr Financial (XLF) 0.4 $526k 10k 52.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $460k 18k 25.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $426k 17k 24.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $420k 680.00 617.85
ConocoPhillips (COP) 0.3 $417k 4.6k 89.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $410k 14k 29.21
Home Depot (HD) 0.3 $408k 1.1k 366.64
Ishares Tr Msci Eafe Etf (EFA) 0.2 $346k 3.9k 89.39
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $335k 12k 27.67
Darden Restaurants (DRI) 0.2 $327k 1.5k 217.97
Eaton Vance Natl Mun Opport Com Shs (EOT) 0.2 $325k 20k 16.24
Select Sector Spdr Tr Energy (XLE) 0.2 $287k 3.4k 84.81
Bank of America Corporation (BAC) 0.2 $282k 6.0k 47.32
Ishares Tr Russell 3000 Etf (IWV) 0.2 $270k 768.00 351.00
Kla Corp Com New (KLAC) 0.2 $269k 300.00 895.74
Walt Disney Company (DIS) 0.2 $264k 2.1k 124.04
Meta Platforms Cl A (META) 0.2 $261k 354.00 738.09
NVIDIA Corporation (NVDA) 0.2 $245k 1.6k 157.99
Procter & Gamble Company (PG) 0.2 $240k 1.5k 159.28
Blackrock (BLK) 0.2 $239k 228.00 1049.25
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $220k 1.3k 173.20
Merck & Co (MRK) 0.1 $210k 2.7k 79.16
Eaton Corp SHS (ETN) 0.1 $209k 584.00 356.99
Axon Enterprise (AXON) 0.1 $207k 250.00 827.94