AHL INVESTMENT MANAGEMENT, INC.

Est. AUM

$146.3M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$9.0M	17306	6.13%	SOLE
2	THE COCA-COLA CO	COM	$8.2M	123003	5.58%	SOLE
3	JPMORGAN CHASE & CO	COM	$7.7M	24496	5.28%	SOLE
4	GLOBAL X US PREFERRED ETF	US PFD ETF	$7.7M	397096	5.27%	SOLE
5	SCHWAB US BROAD MARKET ETF	US BRD MKT ETF	$7.4M	288578	5.07%	SOLE
6	APPLE INC	COM	$7.3M	28840	5.02%	SOLE
7	EXXON MOBIL CORP	COM	$4.9M	43651	3.36%	SOLE
8	NORTHROP GRUMMAN CORP	COM	$4.7M	7778	3.24%	SOLE
9	ABBVIE INC	COM	$4.4M	19079	3.02%	SOLE
10	STRYKER CORP	COM	$4.0M	10900	2.75%	SOLE
11	JOHNSON & JOHNSON	COM	$3.8M	20520	2.60%	SOLE
12	EMERSON ELEC CO	COM	$3.6M	27278	2.45%	SOLE
13	AMERICAN EXPRESS CO	COM	$3.6M	10755	2.44%	SOLE
14	SCHWAB US DIVIDEND EQUITY ETF	US DIVIDEND EQ	$3.6M	130497	2.44%	SOLE
15	VANGUARD SHORT-TERM BONDETF	SHORT TRM BOND	$3.4M	42709	2.30%	SOLE
16	SCHWAB INTERNATIONAL EQUITY ETF	INTL EQTY ETF	$3.3M	142920	2.27%	SOLE
17	ISHARES NATIONAL MUNI BOND ETF	NATIONAL MUN ETF	$3.2M	29961	2.18%	SOLE
18	CVS HEALTH CORP	COM	$2.9M	38684	1.99%	SOLE
19	AMAZON.COM INC	COM	$2.7M	12400	1.86%	SOLE
20	NEXTERA ENERGY INC	COM	$2.6M	35040	1.81%	SOLE
21	QUALCOMM INC	COM	$2.6M	15526	1.77%	SOLE
22	PFIZER INC	COM	$2.6M	100112	1.74%	SOLE
23	UNITEDHEALTH GROUP INC	COM	$2.5M	7150	1.69%	SOLE
24	SCHWAB SHORT TERM US TREASURY ETF	SHT TM US TRES	$2.4M	97781	1.63%	SOLE
25	VERIZON COMMUNICATIONS I	COM	$2.4M	53924	1.62%	SOLE
26	CHEVRON CORP NEW	COM	$2.3M	14532	1.54%	SOLE
27	VANGUARD TOTAL STOCK MARKET ETF	TOTAL STK MKT	$2.0M	6170	1.38%	SOLE
28	PGIM SHORT DURATION HIGH	COM	$2.0M	120618	1.38%	SOLE
29	MCDONALDS CORP	COM	$2.0M	6519	1.35%	SOLE
30	WALMART INC	COM	$1.9M	18385	1.30%	SOLE
31	RTX CORP	COM	$1.9M	11145	1.27%	SOLE
32	CISCO SYS INC	COM	$1.8M	26772	1.25%	SOLE
33	TRUIST FINL CORP	COM	$1.8M	39954	1.25%	SOLE
34	ABBOTT LABS	COM	$1.7M	12664	1.16%	SOLE
35	PEPSICO INC	COM	$1.3M	9092	0.87%	SOLE
36	CARRIER GLOBAL CORP	COM	$1.3M	21073	0.86%	SOLE
37	ALPHABET INC CLASS CLASS A	COM	$1.2M	4953	0.82%	SOLE
38	NUVEEN AMT FREE MUNICIPA	COM	$1.2M	81149	0.79%	SOLE
39	OTIS WORLDWIDE CORP	COM	$1.1M	12579	0.79%	SOLE
40	KEYCORP NEW	COM	$910K	48695	0.62%	SOLE
41	SCHWAB US AGGREGATE BONDETF	US AGGREGATE B	$836K	35630	0.57%	SOLE
42	US BANCORP DEL	COM	$824K	17046	0.56%	SOLE
43	BROADCOM INC	COM	$762K	2310	0.52%	SOLE
44	AT&T INC	COM	$655K	23190	0.45%	SOLE
45	SELECT SECTOR UTI SELECTSPDR ETF	SBI INT-UTILS	$654K	7497	0.45%	SOLE
46	SCHWAB HIGH YIELD BOND ETF	HIGH YIELD BOND ET	$555K	20759	0.38%	SOLE
47	SELECT STR FINANCIAL SELECT SPDR ETF	FINANCIAL	$541K	10043	0.37%	SOLE
48	SCHWAB US SMALL CAP ETF	US SML CAP ETF	$507K	18164	0.35%	SOLE
49	SPDR S&P 500 ETF	TR UNIT	$484K	726	0.33%	SOLE
50	SCHWAB US LARGE CAP ETF	US LRG CAP ETF	$459K	17440	0.31%	SOLE

1–50 of 68

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.