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Ahl Investment Management, Inc.
AHL Investment Management, Inc. is an investment advisory firm headquartered in Winter Park, Florida. It is incorporated in Florida and registered with the SEC (CRD #120593). As of January 2025, the firm manages $200 million in assets across 346 accounts and has 3 employees. The firm primarily serves high net worth individuals, other individual investors, and a small number of charitable organizations.
Investment Strategy
AHL Investment Management, Inc. provides discretionary investment advisory services with a core focus on large-cap U.S. equities, as shown by their significant holdings in companies such as Microsoft, JP Morgan, Coca Cola, and Apple. The firm caters primarily to high net worth and individual clients, seeking portfolio diversification through blue-chip stocks and supporting select charitable clients. Their approach is centered around long-term growth, risk management, and building relationships with individuals and charitable organizations.
Latest 13F Filing Activity
Ahl Investment Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 68 equity positions with a total 13F market value of $146M. The fund increased holdings in Apple Inc., Ishares National Muni Bond Etf, Otis Worldwide Corp. among other positions. Ahl Investment Management, Inc. reduced exposure to Pgim Short Duration High, Nuveen Municipal Credit Inc., Stryker Corp. among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.13% | $9.0M | 17,306 | $333.98 | $517.95 | -$532.4K |
K KO | THE COCA-COLA CO | 5.58% | $8.2M | 123,003 | $59.70 | $66.32 | +$56.9K |
J JPM | JPMORGAN CHASE & CO | 5.28% | $7.7M | 24,496 | $156.06 | $315.43 | -$741.2K |
P PFFD | GLOBAL X US PREFERRED ETF | 5.27% | $7.7M | 397,096 | $20.18 | $19.43 | -$150.3K |
S SCHB | SCHWAB US BROAD MARKET ETF | 5.07% | $7.4M | 288,578 | $17.99 | $25.71 | +$453.9K |
Industry Allocation
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