Institutional
AHL INVESTMENT MANAGEMENT, INC.
CIK 0001908425
$146.3M
Reported AUM
68
Positions
Q3 2025
Period
2025-10-02
Filed
Editorial summary
Summary for AHL INVESTMENT MANAGEMENT, INC. · Q3 2025 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q3 2025
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $9.0M | 6.13% | — | HELD |
| 2 | KO | THE COCA-COLA CO | $89.08 | 0.92% | 35.46% | 86.77% | $8.2M | 5.58% | — | HELD |
| 3 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | 21.40% | 144.23% | $7.7M | 5.28% | — | HELD |
| 4 | PFFD | GLOBAL X US PREFERRED ETF | $18.34 | -0.81% | 2.56% | -4.28% | $7.7M | 5.27% | — | HELD |
| 5 | SCHB | SCHWAB US BROAD MARKET ETF | $28.22 | -1.54% | 19.77% | 67.04% | $7.4M | 5.07% | — | HELD |
| 6 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $7.3M | 5.02% | — | HELD |
| 7 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | 47.33% | 239.93% | $4.9M | 3.36% | — | HELD |
| 8 | NOC | NORTHROP GRUMMAN CORP | $535.05 | -2.58% | -5.46% | 60.28% | $4.7M | 3.24% | — | HELD |
| 9 | ABBV | ABBVIE INC | $263.30 | 0.04% | 40.72% | 165.04% | $4.4M | 3.02% | — | HELD |
| 10 | SYK | STRYKER CORP | $352.25 | 1.63% | -6.40% | 33.06% | $4.0M | 2.75% | — | HELD |
| 11 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | 64.28% | 77.25% | $3.8M | 2.60% | — | HELD |
| 12 | EMR | EMERSON ELEC CO | $145.73 | -4.01% | 4.46% | 51.98% | $3.6M | 2.45% | — | HELD |
| 13 | AXP | AMERICAN EXPRESS CO | $331.50 | -1.52% | 13.86% | 112.26% | $3.6M | 2.44% | — | HELD |
| 14 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $33.83 | -0.18% | 32.95% | 56.13% | $3.6M | 2.44% | — | HELD |
| 15 | BSV | VANGUARD SHORT-TERM BONDETF | $77.62 | 0.05% | 2.41% | 8.45% | $3.4M | 2.30% | — | HELD |
| 16 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $26.74 | -0.89% | 27.58% | 55.74% | $3.3M | 2.27% | — | HELD |
| 17 | MUB | ISHARES NATIONAL MUNI BOND ETF | $105.77 | -0.22% | 4.61% | 3.09% | $3.2M | 2.18% | — | HELD |
| 18 | CVS | CVS HEALTH CORP | $105.92 | -3.13% | 74.93% | 44.72% | $2.9M | 1.99% | — | HELD |
| 19 | AMZN | AMAZON.COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $2.7M | 1.86% | — | HELD |
| 20 | NEE | NEXTERA ENERGY INC | $88.46 | -0.92% | 29.29% | 19.57% | $2.6M | 1.81% | — | HELD |
| 21 | QCOM | QUALCOMM INC | $155.68 | -4.42% | 7.27% | 18.23% | $2.6M | 1.77% | — | HELD |
| 22 | PFE | PFIZER INC | $25.15 | -0.40% | 14.58% | -28.87% | $2.6M | 1.74% | — | HELD |
| 23 | UNH | UNITEDHEALTH GROUP INC | $420.57 | -1.92% | 83.63% | 11.52% | $2.5M | 1.69% | — | HELD |
| 24 | SCHO | SCHWAB SHORT TERM US TREASURY ETF | $24.09 | 0.04% | 2.58% | 9.69% | $2.4M | 1.63% | — | HELD |
| 25 | VZ | VERIZON COMMUNICATIONS I | $47.22 | -2.01% | 20.06% | 20.19% | $2.4M | 1.62% | — | HELD |
| 26 | CVX | CHEVRON CORP NEW | $191.86 | 2.28% | 32.10% | 140.30% | $2.3M | 1.54% | — | HELD |
| 27 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $360.42 | -1.52% | 19.26% | 65.80% | $2.0M | 1.38% | — | HELD |
| 28 | SDHY | PGIM SHORT DURATION HIGH | $16.01 | 0.31% | 4.37% | 25.85% | $2.0M | 1.38% | — | HELD |
| 29 | MCD | MCDONALDS CORP | $271.52 | -0.55% | -8.00% | 27.88% | $2.0M | 1.35% | — | HELD |
| 30 | WMT | WALMART INC | $114.22 | 0.99% | 16.94% | 145.72% | $1.9M | 1.30% | — | HELD |
| 31 | RTX | RTX CORP | $215.25 | -1.52% | — | — | $1.9M | 1.27% | — | HELD |
| 32 | CSCO | CISCO SYS INC | $112.48 | -2.68% | — | — | $1.8M | 1.25% | — | HELD |
| 33 | TFC | TRUIST FINL CORP | $52.31 | -1.28% | — | — | $1.8M | 1.25% | — | HELD |
| 34 | ABT | ABBOTT LABS | $108.00 | 0.68% | — | — | $1.7M | 1.16% | — | HELD |
| 35 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $1.3M | 0.87% | — | HELD |
| 36 | CARR | CARRIER GLOBAL CORP | $59.92 | -5.13% | — | — | $1.3M | 0.86% | — | HELD |
| 37 | GOOGL | ALPHABET INC CLASS CLASS A | $336.71 | 0.90% | — | — | $1.2M | 0.82% | — | HELD |
| 38 | NUW | NUVEEN AMT FREE MUNICIPA | $14.03 | 0.36% | — | — | $1.2M | 0.79% | — | HELD |
| 39 | OTIS | OTIS WORLDWIDE CORP | $73.36 | -0.34% | — | — | $1.2M | 0.79% | — | HELD |
| 40 | KEY | KEYCORP NEW | $22.18 | -1.99% | — | — | $910K | 0.62% | — | HELD |
| 41 | SCHZ | SCHWAB US AGGREGATE BONDETF | $22.82 | -0.31% | — | — | $836K | 0.57% | — | HELD |
| 42 | USB | US BANCORP DEL | $62.82 | -2.50% | — | — | $824K | 0.56% | — | HELD |
| 43 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $762K | 0.52% | — | HELD |
| 44 | T | AT&T INC | $23.94 | -2.92% | — | — | $655K | 0.45% | — | HELD |
| 45 | XLU | SELECT SECTOR UTI SELECTSPDR ETF | $44.91 | -1.34% | — | — | $654K | 0.45% | — | HELD |
| 46 | SCYB | SCHWAB HIGH YIELD BOND ETF | $25.91 | -0.19% | — | — | $555K | 0.38% | — | HELD |
| 47 | XLF | SELECT STR FINANCIAL SELECT SPDR ETF | $56.68 | -1.60% | — | — | $541K | 0.37% | — | HELD |
| 48 | SCHA | SCHWAB US SMALL CAP ETF | $32.86 | -2.09% | — | — | $507K | 0.35% | — | HELD |
| 49 | SPY | SPDR S&P 500 ETF | $729.46 | -1.54% | — | — | $484K | 0.33% | — | HELD |
| 50 | SCHX | SCHWAB US LARGE CAP ETF | $28.81 | -1.47% | — | — | $459K | 0.31% | — | HELD |
| 51 | SCHG | SCHWAB US LARGE CAP GROWTH ETF | $33.24 | -1.48% | — | — | $448K | 0.31% | — | HELD |
| 52 | HD | HOME DEPOT INC | $338.27 | -1.80% | — | — | $414K | 0.28% | — | HELD |
| 53 | COP | CONOCOPHILLIPS | $118.06 | 3.47% | — | — | $385K | 0.26% | — | HELD |
| 54 | EFA | ISHARES MSCI EAFE ETF | $103.37 | -0.50% | — | — | $361K | 0.25% | — | HELD |
| 55 | SCHV | SCHWAB US LARGE CAP VALUE ETF | $33.76 | -1.57% | — | — | $353K | 0.24% | — | HELD |
| 56 | KLAC | KLA CORP | $170.19 | -10.80% | — | — | $324K | 0.22% | — | HELD |
| 57 | XLE | ENERGY SELECT SECTOR SPDR ETF | $58.65 | 1.88% | — | — | $302K | 0.21% | — | HELD |
| 58 | NVDA | NVIDIA CORP | $190.01 | -3.55% | — | — | $289K | 0.20% | — | HELD |
| 59 | DRI | DARDEN RESTAURANTS INC | $212.23 | 2.54% | — | — | $286K | 0.20% | — | HELD |
| 60 | META | META PLATFORMS INC CLASS A | $585.61 | -1.31% | — | — | $250K | 0.17% | — | HELD |
| 61 | BLK | BLACKROCK INC NEW | $1079.19 | -1.67% | — | — | $244K | 0.17% | — | HELD |
| 62 | IWV | ISHARES RUSSELL 3000 ETF | $415.81 | -1.46% | — | — | $240K | 0.16% | — | HELD |
| 63 | MRK | MERCK & CO. INC. | $130.36 | -1.11% | — | — | $223K | 0.15% | — | HELD |
| 64 | ETN | EATON CORP PLC F | $361.88 | -6.31% | — | — | $219K | 0.15% | — | HELD |
| 65 | IWM | ISHARES RUSSELL 2000 ETF | $288.57 | -1.64% | — | — | $218K | 0.15% | — | HELD |
| 66 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $34.88 | -1.36% | — | — | $215K | 0.15% | — | HELD |
| 67 | GPC | GENUINE PARTS CO | $129.98 | 0.21% | — | — | $207K | 0.14% | — | HELD |
| 68 | ARES | ARES MGMT CORP CLASS A | $124.60 | -2.58% | — | — | $203K | 0.14% | — | HELD |
Source: SEC EDGAR · accession 0001172661-25-004152. 13F discloses long positions only — shorts, foreign equities, and options are excluded.