AHL INVESTMENT MANAGEMENT, INC.
Filing Date
Global Rank
#5,460
/ 7,976
▼ 245
Top Industry
Drug Manufacturers - General
10.3%
3Y Alpha vs SPY
-5.1%
Period ended 9 months ago
Filed Oct 2, 2025 · 8mo
16 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.3%
SPY
+76.5%
Annualised alpha
-5.1%
Max drawdown
−12.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
47 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
8.3%
−0.1 pts
Top 5
34.5%
+1.0 pts
Top 10
53.6%
+0.8 pts
HHI
407
Diversified+14
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 20.5% | $22,106,956 |
| Technology | 20.5% | $22,096,687 |
| Financial Services | 17.2% | $18,473,781 |
| Industrials | 11.9% | $12,809,227 |
| Consumer Defensive | 10.5% | $11,329,196 |
| Energy | 7.0% | $7,563,494 |
| Consumer Cyclical | 5.2% | $5,609,478 |
| Communication Services | 4.2% | $4,478,607 |
| Utilities | 2.5% | $2,645,169 |
| Unclassified | 0.4% | $483,646 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| CARR | CARRIER GLOBAL Corp | +2,602 | 21,073 | $1,258,058 | |
| NEE | Nextera Energy Inc | +540 | 35,040 | $2,645,169 | |
| EMR | Emerson Electric Co | +70 | 27,278 | $3,578,328 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| NUW | Nuveen AMT-Free Municipal Value Fund | −10,945 | 81,149 | $1,150,692 | |
| XOM | Exxon Mobil Corp | −8,997 | 43,651 | $4,921,650 | |
| JPM | Jpmorgan Chase & Co | −4,713 | 24,496 | $7,726,773 | |
| ABBV | AbbVie Inc. | −2,324 | 19,079 | $4,417,551 | |
| KEY | Keycorp /New/ | −2,230 | 48,695 | $910,109 | |
| 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 /De/ | −897 | 7,778 | $4,739,290 | |
| COP | Conocophillips | −570 | 4,072 | $385,170 | |
| CSCO | Cisco Systems, Inc. | −450 | 26,772 | $1,831,740 | |
| USB | US Bancorp De | −410 | 17,046 | $823,833 | |
| AXP | American Express Co | −360 | 10,755 | $3,572,380 | |
| QCOM | Qualcomm Inc/De | −342 | 15,526 | $2,582,905 | |
| GOOGL | Alphabet Inc. | −310 | 4,953 | $1,204,074 | |
| MCD | Mcdonalds Corp | −168 | 6,519 | $1,981,058 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 /De/ | 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. | ||||
9 positions ·
$18,473,781 total
· Financial Services only
· as of Sep 30, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 24,496 | $7,726,773 | 41.83% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 10,755 | $3,572,380 | 19.34% | |
| SDHY |
PGIM Short Duration High Yield Opportunities Fund
Financial Services
|
Reduced | 120,618 | $2,016,732 | 10.92% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 39,954 | $1,826,696 | 9.89% | |
| NUW |
Nuveen AMT-Free Municipal Value Fund
Financial Services
|
Reduced | 81,149 | $1,150,692 | 6.23% | |
| KEY |
Keycorp /New/
Financial Services
|
Reduced | 48,695 | $910,109 | 4.93% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 17,046 | $823,833 | 4.46% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 209 | $243,666 | 1.32% | |
| ARES |
Ares Management Corp
Financial Services
|
Held | 1,269 | $202,900 | 1.10% |