Ahl Investment Management

Ahl Investment Management as of Sept. 30, 2025

Portfolio Holdings for Ahl Investment Management

Ahl Investment Management holds 68 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.1 $9.0M 17k 517.96
Coca-Cola Company (KO) 5.6 $8.2M 123k 66.32
JPMorgan Chase & Co. (JPM) 5.3 $7.7M 25k 315.43
Global X Us Preferred Etf Us Pfd Etf (PFFD) 5.3 $7.7M 397k 19.43
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB) 5.1 $7.4M 289k 25.71
Apple (AAPL) 5.0 $7.3M 29k 254.63
Exxon Mobil Corporation (XOM) 3.4 $4.9M 44k 112.75
Northrop Grumman Corporation (NOC) 3.2 $4.7M 7.8k 609.32
Abbvie (ABBV) 3.0 $4.4M 19k 231.53
Stryker Corporation (SYK) 2.8 $4.0M 11k 369.67
Johnson & Johnson (JNJ) 2.6 $3.8M 21k 185.42
Emerson Electric (EMR) 2.4 $3.6M 27k 131.18
American Express Company (AXP) 2.4 $3.6M 11k 332.16
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 2.4 $3.6M 131k 27.30
Vanguard Short-term Bondetf Short Trm Bond (BSV) 2.3 $3.4M 43k 78.91
Schwab International Equity Etf Intl Eqty Etf (SCHF) 2.3 $3.3M 143k 23.28
Ishares National Muni Bond Etf National Mun Etf (MUB) 2.2 $3.2M 30k 106.49
CVS Caremark Corporation (CVS) 2.0 $2.9M 39k 75.39
Amazon (AMZN) 1.9 $2.7M 12k 219.57
Nextera Energy (NEE) 1.8 $2.6M 35k 75.49
Qualcomm (QCOM) 1.8 $2.6M 16k 166.36
Pfizer (PFE) 1.7 $2.6M 100k 25.48
UnitedHealth (UNH) 1.7 $2.5M 7.2k 345.30
Schwab Short Term Us Treasury Etf Sht Tm Us Tres (SCHO) 1.6 $2.4M 98k 24.40
Verizon Communications (VZ) 1.6 $2.4M 54k 43.95
Chevron Corporation (CVX) 1.5 $2.3M 15k 155.29
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 1.4 $2.0M 6.2k 328.17
Pgim Short Dur Hig Yld Opp F (SDHY) 1.4 $2.0M 121k 16.72
McDonald's Corporation (MCD) 1.4 $2.0M 6.5k 303.89
Wal-Mart Stores (WMT) 1.3 $1.9M 18k 103.06
Raytheon Technologies Corp (RTX) 1.3 $1.9M 11k 167.33
Cisco Systems (CSCO) 1.3 $1.8M 27k 68.42
Truist Financial Corp equities (TFC) 1.2 $1.8M 40k 45.72
Abbott Laboratories (ABT) 1.2 $1.7M 13k 133.94
Pepsi (PEP) 0.9 $1.3M 9.1k 140.44
Carrier Global Corporation (CARR) 0.9 $1.3M 21k 59.70
Alphabet Inc Class A cs (GOOGL) 0.8 $1.2M 5.0k 243.10
Nuveen Mun Value Fd 2 (NUW) 0.8 $1.2M 81k 14.18
Otis Worldwide Corp (OTIS) 0.8 $1.2M 13k 91.43
Key (KEY) 0.6 $910k 49k 18.69
Schwab Us Aggregate Bondetf Us Aggregate B (SCHZ) 0.6 $836k 36k 23.47
U.S. Bancorp (USB) 0.6 $824k 17k 48.33
Broadcom (AVGO) 0.5 $762k 2.3k 329.91
At&t (T) 0.4 $655k 23k 28.24
Select Sector Uti Selectspdr Etf Sbi Int-utils (XLU) 0.4 $654k 7.5k 87.21
Schwab High Yield Bond Etf High Yield Bond Et (SCYB) 0.4 $555k 21k 26.73
Select Str Financial Select Spdr Etf Financial (XLF) 0.4 $541k 10k 53.87
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) 0.3 $507k 18k 27.90
Spdr S&p 500 Etf Tr Unit (SPY) 0.3 $484k 726.00 666.18
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) 0.3 $459k 17k 26.34
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG) 0.3 $448k 14k 31.91
Home Depot (HD) 0.3 $414k 1.0k 405.19
ConocoPhillips (COP) 0.3 $385k 4.1k 94.59
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.2 $361k 3.9k 93.37
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV) 0.2 $353k 12k 29.11
Kla Corp Com New (KLAC) 0.2 $324k 300.00 1078.60
Energy Select Sector Spdr Etf Energy (XLE) 0.2 $302k 3.4k 89.34
NVIDIA Corporation (NVDA) 0.2 $289k 1.6k 186.57
Darden Restaurants (DRI) 0.2 $286k 1.5k 190.36
Facebook Inc cl a (META) 0.2 $250k 340.00 734.38
Blackrock (BLK) 0.2 $244k 209.00 1165.87
Ishares Russell 3000 Etf Russell 3000 Etf (IWV) 0.2 $240k 633.00 378.94
Merck & Co (MRK) 0.2 $223k 2.7k 83.93
Eaton (ETN) 0.1 $219k 584.00 374.25
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 0.1 $218k 900.00 241.96
Schwab Emerging Markets Equity Etf Emrg Mkteq Etf (SCHE) 0.1 $215k 6.4k 33.37
Genuine Parts Company (GPC) 0.1 $207k 1.5k 138.60
Ares Mgmt Corp Class A Cl A Com Stk (ARES) 0.1 $203k 1.3k 159.89