Ahl Investment Management, Inc. Top Holdings and 13F Report (2025) About Ahl Investment Management, Inc.Investment ActivityAhl Investment Management, Inc. has $146.28 million in total holdings as of September 30, 2025.Ahl Investment Management, Inc. owns shares of 68 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.62% of the portfolio was purchased this quarter.About 10.92% of the portfolio was sold this quarter.This quarter, Ahl Investment Management, Inc. has purchased 70 new stocks and bought additional shares in 12 stocks.Ahl Investment Management, Inc. sold shares of 38 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $8,963,897CocaCola $8,157,574JPMorgan Chase & Co. $7,726,850Global X U.S. Preferred ETF $7,715,575Schwab US Broad Market ETF $7,419,339 Largest New Holdings this Quarter 808524631 - SCHWAB HIGH YIELD BOND ETF $554,888 Holding464287655 - iShares Russell 2000 ETF $217,764 Holding808524706 - Schwab Emerging Markets Equity ETF $214,869 Holding372460105 - Genuine Parts $206,514 Holding Largest Purchases this Quarter Otis Worldwide 6,747 shares (about $616.88K)CocaCola 8,506 shares (about $564.12K)SCHWAB HIGH YIELD BOND ETF 20,759 shares (about $554.89K)Verizon Communications 12,362 shares (about $543.31K)iShares National Muni Bond ETF 4,925 shares (about $524.46K) Largest Sales this Quarter PGIM Short Duration High Yield Opportunities Fund 166,683 shares (about $2.79M)JPMorgan Chase & Co. 4,713 shares (about $1.49M)Exxon Mobil 8,997 shares (about $1.01M)Microsoft 1,785 shares (about $924.57K)Stryker 1,820 shares (about $672.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAhl Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$8,963,897$924,567 ▼-9.3%17,3066.1%Computer and TechnologyKOCocaCola$8,157,574$564,119 ▲7.4%123,0035.6%Consumer StaplesJPMJPMorgan Chase & Co.$7,726,850$1,486,636 ▼-16.1%24,4965.3%FinancePFFDGlobal X U.S. Preferred ETF$7,715,575$400,977 ▼-4.9%397,0965.3%ETFSCHBSchwab US Broad Market ETF$7,419,339$95,590 ▼-1.3%288,5785.1%ETFAAPLApple$7,343,633$346,811 ▼-4.5%28,8405.0%Computer and TechnologyXOMExxon Mobil$4,921,642$1,014,410 ▼-17.1%43,6513.4%EnergyNOCNorthrop Grumman$4,739,291$546,560 ▼-10.3%7,7783.2%AerospaceABBVAbbVie$4,417,445$538,086 ▼-10.9%19,0793.0%MedicalSYKStryker$4,029,403$672,799 ▼-14.3%10,9002.8%MedicalJNJJohnson & Johnson$3,804,812$378,812 ▼-9.1%20,5202.6%MedicalEMREmerson Electric$3,578,328$9,183 ▲0.3%27,2782.4%IndustrialsAXPAmerican Express$3,572,381$119,578 ▼-3.2%10,7552.4%FinanceSCHDSchwab US Dividend Equity ETF$3,562,569$62,408 ▼-1.7%130,4972.4%ETFBSVVanguard Short-Term Bond ETF$3,370,167$173,997 ▼-4.9%42,7092.3%ETFSCHFSchwab International Equity ETF$3,327,176$109,649 ▼-3.2%142,9202.3%ETFMUBiShares National Muni Bond ETF$3,190,547$524,463 ▲19.7%29,9612.2%ETFCVSCVS Health$2,916,387$81,270 ▼-2.7%38,6842.0%MedicalAMZNAmazon.com$2,722,668$2,196 ▲0.1%12,4001.9%Retail/WholesaleNEENextEra Energy$2,645,170$40,765 ▲1.6%35,0401.8%UtilitiesQCOMQUALCOMM$2,582,905$56,895 ▼-2.2%15,5261.8%Computer and TechnologyPFEPfizer$2,550,865$137,847 ▲5.7%100,1121.7%MedicalUNHUnitedHealth Group$2,468,895$55,939 ▼-2.2%7,1501.7%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$2,385,856$148,840 ▼-5.9%97,7811.6%ETFVZVerizon Communications$2,369,943$543,306 ▲29.7%53,9241.6%Computer and TechnologyCVXChevron$2,256,704$187,127 ▼-7.7%14,5321.5%EnergyVTIVanguard Total Stock Market ETF$2,024,809$19,034 ▲0.9%6,1701.4%ETFSDHYPGIM Short Duration High Yield Opportunities Fund$2,016,733$2,786,940 ▼-58.0%120,6181.4%MCDMcDonald's$1,981,063$51,054 ▼-2.5%6,5191.4%Retail/WholesaleWMTWalmart$1,894,758$10,306 ▼-0.5%18,3851.3%Retail/WholesaleRTXRTX$1,864,893$264,381 ▼-12.4%11,1451.3%AerospaceCSCOCisco Systems$1,831,740$30,789 ▼-1.7%26,7721.3%Computer and TechnologyTFCTruist Financial$1,826,697$75,667 ▼-4.0%39,9541.2%FinanceABTAbbott Laboratories$1,696,216$229,171 ▼-11.9%12,6641.2%MedicalPEPPepsiCo$1,276,880$209,536 ▼-14.1%9,0920.9%Consumer StaplesCARRCarrier Global$1,258,058$155,339 ▲14.1%21,0730.9%ConstructionGOOGLAlphabet$1,204,074$75,361 ▼-5.9%4,9530.8%Computer and TechnologyNUWNuveen AMT-Free Municipal Value Fund$1,150,693$155,200 ▼-11.9%81,1490.8%Financial ServicesOTISOtis Worldwide$1,150,098$616,878 ▲115.7%12,5790.8%IndustrialsKEYKeyCorp$910,110$41,679 ▼-4.4%48,6950.6%FinanceSCHZSchwab U.S. Aggregate Bond ETF$836,236$2,042 ▲0.2%35,6300.6%ETFUSBU.S. Bancorp$823,833$19,815 ▼-2.3%17,0460.6%FinanceAVGOBroadcom$762,0920.0%2,3100.5%Computer and TechnologyTAT&T$654,886$629,470 ▼-49.0%23,1900.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$653,813$30,523 ▼-4.5%7,4970.4%ETFSCHWAB HIGH YIELD BOND ETF$554,888$554,888 ▲New Holding20,7590.4%HIGH YIELD BOND ETXLFFinancial Select Sector SPDR Fund$541,0160.0%10,0430.4%ETFSCHASchwab US Small-Cap ETF$506,7760.0%18,1640.3%ETFSPYSPDR S&P 500 ETF Trust$483,647$30,644 ▲6.8%7260.3%FinanceSCHXSchwab US Large-Cap ETF$459,3700.0%17,4400.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$448,0160.0%14,0400.3%ETFHDHome Depot$413,699$37,683 ▼-8.3%1,0210.3%Retail/WholesaleCOPConocoPhillips$385,170$53,916 ▼-12.3%4,0720.3%EnergyEFAiShares MSCI EAFE ETF$361,2490.0%3,8690.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$352,6390.0%12,1140.2%ETFKLACKLA$323,5800.0%3000.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$302,1480.0%3,3820.2%ETFNVDANVIDIA$289,1910.0%1,5500.2%Computer and TechnologyDRIDarden Restaurants$285,5400.0%1,5000.2%Retail/WholesaleMETAMeta Platforms$249,689$10,281 ▼-4.0%3400.2%Computer and TechnologyBLACKROCK INC NEW$243,667$22,152 ▼-8.3%2090.2%COMIWViShares Russell 3000 ETF$239,869$51,157 ▼-17.6%6330.2%ETFMRKMerck & Co., Inc.$222,8340.0%2,6550.2%MedicalETNEaton$218,5620.0%5840.1%IndustrialsIWMiShares Russell 2000 ETF$217,764$217,764 ▲New Holding9000.1%FinanceSCHESchwab Emerging Markets Equity ETF$214,869$214,869 ▲New Holding6,4390.1%ETFGPCGenuine Parts$206,514$206,514 ▲New Holding1,4900.1%Retail/WholesaleARESAres Management$202,9000.0%1,2690.1%FinanceNZFNuveen Municipal Credit Income Fund$0$2,468,239 ▼-100.0%00.0%Financial ServicesEATON VANCE NATL MUN OPPORT$0$324,800 ▼-100.0%00.0%COM SHSBACBank of America$0$281,712 ▼-100.0%00.0%FinanceDISWalt Disney$0$263,948 ▼-100.0%00.0%Consumer DiscretionaryPGProcter & Gamble$0$240,353 ▼-100.0%00.0%Consumer StaplesAXONAxon Enterprise$0$206,985 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. 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