AHL INVESTMENT MANAGEMENT, INC.
CIK: 0001908425SEC EDGAR →
Portfolio Value
$146.3M
Holdings
68
As of
Q3 2025
New Positions
4
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 17,306 | $9.0M | 6.13% |
| 2 | THE COCA-COLA CO | 123,003 | $8.2M | 5.58% |
| 3 | JPMORGAN CHASE & CO | 24,496 | $7.7M | 5.28% |
| 4 | GLOBAL X US PREFERRED ETF | 397,096 | $7.7M | 5.27% |
| 5 | SCHWAB US BROAD MARKET ETF | 288,578 | $7.4M | 5.07% |
| 6 | APPLE INC | 28,840 | $7.3M | 5.02% |
| 7 | EXXON MOBIL CORP | 43,651 | $4.9M | 3.36% |
| 8 | NORTHROP GRUMMAN CORP | 7,778 | $4.7M | 3.24% |
| 9 | ABBVIE INC | 19,079 | $4.4M | 3.02% |
| 10 | STRYKER CORP | 10,900 | $4.0M | 2.75% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $58.9M | 40.2% |
| Technology | 8 | $23.2M | 15.9% |
| Healthcare | 8 | $22.1M | 15.1% |
| Industrials | 6 | $12.8M | 8.8% |
| Consumer Defensive | 3 | $11.3M | 7.7% |
| Energy | 3 | $7.6M | 5.2% |
| Consumer Cyclical | 5 | $5.6M | 3.8% |
| Utilities | 1 | $2.6M | 1.8% |
| Communication Services | 3 | $2.1M | 1.4% |