AHL INVESTMENT MANAGEMENT, INC.

CIK

1908425

Location

WINTER PARK, FL

Portfolio Value

Small $146,280,926

Diversification

Diversified

Filing Date

Global Rank

#6,860 / 8,113 ▼ 282 · as of Sep 2025

Top Industry

Drug Manufacturers - General 10.2%

Period ended 1 year ago

Filed Oct 2, 2025 · 1y

16 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.

Style

Diversified active

Top 10 weight 53.4%, 22.1 effective positions, active share 70.7% against the Dow Jones Industrial Average as of 2025-10-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

11.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.8 quarters (12+)

Closest benchmark: the Dow Jones Industrial Average as of 2025-10-31, active share 70.7%; sector active share 26.9% against the combined 13F book's sector weights.

Over time 16 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

68 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

13.7%

+1.2 pts

Top 5

36.0%

+0.8 pts

Top 10

53.4%

+0.8 pts

HHI

452

Diversified+31

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	26.4%	$38,627,315	21
Healthcare	15.1%	$22,106,956	8
Technology	15.1%	$22,096,687	7
Financial Services	13.0%	$19,014,797	10
Industrials	8.8%	$12,809,227	6
Consumer Defensive	7.7%	$11,329,196	3
Energy	5.2%	$7,563,494	3
Consumer Cyclical	3.8%	$5,609,478	5
Communication Services	3.1%	$4,478,607	4
Utilities	1.8%	$2,645,169	1

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+12,362	53,924	$2,369,959
KO	Coca Cola Co	+8,506	123,003	$8,157,558
OTIS	Otis Worldwide Corp	+6,747	12,579	$1,150,097
PFE	Pfizer Inc	+5,410	100,112	$2,550,853
MUB	iShares National Muni Bond ETF	+4,925	29,961	$3,190,546
CARR	CARRIER GLOBAL Corp	+2,602	21,073	$1,258,058
NEE	Nextera Energy Inc	+540	35,040	$2,645,169
SCHZ	Schwab U.S. Aggregate Bond ETF	+87	35,630	$836,236
EMR	Emerson Electric Co	+70	27,278	$3,578,328
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+58	6,170	$2,024,808
SPY	Spdr S&P 500 ETF Trust	+46	726	$483,646
AMZN	Amazon Com Inc	+10	12,400	$2,722,668
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SDHY	PGIM Short Duration High Yield Opportunities Fund	−166,683	120,618	$2,016,732
T	At&T Inc.	−22,290	23,190	$654,885
PFFD	Global X U.S. Preferred ETF	−20,637	397,096	$7,715,575
NUW	Nuveen AMT-Free Municipal Value Fund	−10,945	81,149	$1,150,692
XOM	ExxonMobil Holdings Corp	−8,997	43,651	$4,921,650
SCHO	Schwab Short-Term U.S. Treasury ETF	−6,100	97,781	$2,385,856
JPM	Jpmorgan Chase & Co	−4,713	24,496	$7,726,773
SCHF	Schwab International Equity ETF	−4,710	142,920	$3,327,177
SCHB	Schwab U.S. Broad Market ETF	−3,718	288,578	$7,419,340
ABBV	AbbVie Inc.	−2,324	19,079	$4,417,551
SCHD	Schwab U.S. Dividend Equity ETF	−2,286	130,497	$3,562,568
KEY	Keycorp	−2,230	48,695	$910,109
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−2,205	42,709	$3,370,167
JNJ	Johnson & Johnson	−2,043	20,520	$3,804,818
SYK	Stryker Corp	−1,820	10,900	$4,029,403
MSFT	Microsoft Corp	−1,785	17,306	$8,963,642
ABT	Abbott Laboratories	−1,711	12,664	$1,696,216
TFC	Truist Financial Corp	−1,655	39,954	$1,826,696
RTX	RTX Corp	−1,580	11,145	$1,864,892
PEP	Pepsico Inc	−1,492	9,092	$1,276,880
AAPL	Apple Inc.	−1,362	28,840	$7,343,529
CVX	Chevron Corp	−1,205	14,532	$2,256,674
CVS	CVS HEALTH Corp	−1,078	38,684	$2,916,386
NOC	Northrop Grumman Corp	−897	7,778	$4,739,290
COP	Conocophillips	−570	4,072	$385,170
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SCYB	Schwab High Yield Bond ETF	20,759	$554,888
IWM	iShares Russell 2000 ETF	900	$217,764
SCHE	Schwab Emerging Markets Equity ETF	6,439	$214,869
GPC	Genuine Parts Co	1,490	$206,514
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
NZF	Nuveen Municipal Credit Income Fund	207,067	$2,468,238
EOT	Eaton Vance National Municipal Opportunities Trust	20,000	$324,800
BAC	Bank Of America Corp	5,953	$281,695
DIS	Walt Disney Co	2,128	$263,893
PG	PROCTER & GAMBLE Co	1,509	$240,413
AXON	Axon Enterprise, Inc.	250	$206,985
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $146,280,926 total · filing declares 68 positions · $146,281,301 · as of Sep 30, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	17,306	-1,785	$8,963,642	−5.6%	16	before history	6.13%
KO	Coca Cola Co Consumer Defensive	Added	123,003	+8,506	$8,157,558	+0.7%	16	before history	5.58%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,496	-4,713	$7,726,773	−8.8%	16	before history	5.28%
PFFD	Global X U.S. Preferred ETF	Reduced	397,096	-20,637	$7,715,575	−1.9%	16	before history	5.27%
SCHB	Schwab U.S. Broad Market ETF	Reduced	288,578	-3,718	$7,419,340	+6.5%	16	before history	5.07%
AAPL	Apple Inc. Technology	Reduced	28,840	-1,362	$7,343,529	+18.5%	16	before history	5.02%
XOM	ExxonMobil Holdings Corp Energy	Reduced	43,651	-8,997	$4,921,650	−13.3%	16	before history	3.36%
NOC	Northrop Grumman Corp Industrials	Reduced	7,778	-897	$4,739,290	+9.3%	16	before history	3.24%
ABBV	AbbVie Inc. Healthcare	Reduced	19,079	-2,324	$4,417,551	+11.2%	16	before history	3.02%
SYK	Stryker Corp Healthcare	Reduced	10,900	-1,820	$4,029,403	−19.9%	16	before history	2.75%
JNJ	Johnson & Johnson Healthcare	Reduced	20,520	-2,043	$3,804,818	+10.4%	16	before history	2.60%
EMR	Emerson Electric Co Industrials	Added	27,278	+70	$3,578,328	−1.4%	16	before history	2.45%
AXP	American Express Co Financial Services	Reduced	10,755	-360	$3,572,380	+0.8%	16	before history	2.44%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	130,497	-2,286	$3,562,568	+1.2%	16	before history	2.44%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	42,709	-2,205	$3,370,167	−4.7%	16	before history	2.30%
SCHF	Schwab International Equity ETF	Reduced	142,920	-4,710	$3,327,177	+2.0%	16	before history	2.27%
MUB	iShares National Muni Bond ETF	Added	29,961	+4,925	$3,190,546	+22.0%	2	unpriced	2.18%
CVS	CVS HEALTH Corp Healthcare	Reduced	38,684	-1,078	$2,916,386	+6.3%	16	before history	1.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,400	+10	$2,722,668	+0.2%	16	before history	1.86%
NEE	Nextera Energy Inc Utilities	Added	35,040	+540	$2,645,169	+10.4%	16	before history	1.81%
QCOM	Qualcomm Inc Technology	Reduced	15,526	-342	$2,582,905	+2.2%	15	$150.71	1.77%
PFE	Pfizer Inc Healthcare	Added	100,112	+5,410	$2,550,853	+11.1%	16	before history	1.74%
UNH	Unitedhealth Group Inc Healthcare	Reduced	7,150	-162	$2,468,895	+8.2%	11	$429.14	1.69%
SCHO	Schwab Short-Term U.S. Treasury ETF	Reduced	97,781	-6,100	$2,385,856	−5.8%	16	before history	1.63%
VZ	Verizon Communications Inc Communication Services	Added	53,924	+12,362	$2,369,959	+31.8%	16	before history	1.62%
CVX	Chevron Corp Energy	Reduced	14,532	-1,205	$2,256,674	+0.1%	16	before history	1.54%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	6,170	+58	$2,024,808	+9.0%	12	unpriced	1.38%
SDHY	PGIM Short Duration High Yield Opportunities Fund Financial Services	Reduced	120,618	-166,683	$2,016,732	−58.3%	16	before history	1.38%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,519	-168	$1,981,058	+1.4%	6	$265.47	1.35%
WMT	Walmart Inc. Consumer Defensive	Reduced	18,385	-100	$1,894,758	+4.8%	16	before history	1.30%
RTX	RTX Corp Industrials	Reduced	11,145	-1,580	$1,864,892	+0.4%	16	before history	1.27%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,772	-450	$1,831,740	−3.0%	16	before history	1.25%
TFC	Truist Financial Corp Financial Services	Reduced	39,954	-1,655	$1,826,696	+2.1%	16	before history	1.25%
ABT	Abbott Laboratories Healthcare	Reduced	12,664	-1,711	$1,696,216	−13.2%	16	before history	1.16%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,092	-1,492	$1,276,880	−8.6%	16	before history	0.87%
CARR	CARRIER GLOBAL Corp Industrials	Added	21,073	+2,602	$1,258,058	−6.9%	16	before history	0.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,953	-310	$1,204,074	+29.8%	5	$168.46	0.82%
NUW	Nuveen AMT-Free Municipal Value Fund Financial Services	Reduced	81,149	-10,945	$1,150,692	−8.7%	16	before history	0.79%
OTIS	Otis Worldwide Corp Industrials	Added	12,579	+6,747	$1,150,097	+99.2%	16	before history	0.79%
KEY	Keycorp Financial Services	Reduced	48,695	-2,230	$910,109	+2.6%	3	$16.81	0.62%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	35,630	+87	$836,236	+1.2%	10	unpriced	0.57%
USB	US Bancorp De Financial Services	Reduced	17,046	-410	$823,833	+4.3%	6	$40.78	0.56%
AVGO	Broadcom Inc. Technology	Held	2,310	0	$762,092	+19.7%	10	$71.32	0.52%
T	At&T Inc. Communication Services	Reduced	23,190	-22,290	$654,885	−50.2%	16	before history	0.45%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Reduced	7,497	-350	$653,813	+2.0%	12	unpriced	0.45%
SCYB	Schwab High Yield Bond ETF	NEW	20,759	NEW	$554,888	NEW	1	$26.50	0.38%
XLF	State Street Corp Financial Services	Held	10,043	0	$541,016	+2.9%	12	$33.81	0.37%
SCHA	Schwab U.S. Small-Cap ETF	Held	18,164	0	$506,775	+10.3%	3	$25.49	0.35%
SPY	Spdr S&P 500 ETF Trust	Added	726	+46	$483,646	+15.1%	16	before history	0.33%
SCHX	Schwab U.S. Large-Cap ETF	Held	17,440	0	$459,369	+7.8%	16	before history	0.31%

Showing the top 50 of 68 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.