# AHL INVESTMENT MANAGEMENT, INC.

> Institutional holdings reported to the SEC as of Q3 2025 on Form 13F. CIK 1908425. Source: https://holderbook.com/funds/1908425-ahl-investment-management-inc/

- Reported value: $146.3M
- Positions: 68
- Weight of the ten largest: 44.7%
- Filed: 2025-10-02

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.0M | 17,306 | 6.1% | 16 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $8.2M | 123,003 | 5.6% | 16 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.7M | 24,496 | 5.3% | 16 |
| GLOBAL X FDS | [PFFD](https://holderbook.com/stocks/PFFD/) | $7.7M | 397,096 | 5.3% | 16 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $7.4M | 288,578 | 5.1% | 16 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $7.3M | 28,840 | 5.0% | 16 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.9M | 43,651 | 3.4% | 16 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $4.7M | 7,778 | 3.2% | 16 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.4M | 19,079 | 3.0% | 16 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $4.0M | 10,900 | 2.8% | 16 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.8M | 20,520 | 2.6% | 16 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $3.6M | 27,278 | 2.4% | 16 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $3.6M | 10,755 | 2.4% | 16 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $3.6M | 130,497 | 2.4% | 16 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $3.4M | 42,709 | 2.3% | 16 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $3.3M | 142,920 | 2.3% | 16 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $3.2M | 29,961 | 2.2% | 2 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $2.9M | 38,684 | 2.0% | 16 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.7M | 12,400 | 1.9% | 16 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $2.6M | 35,040 | 1.8% | 16 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $2.6M | 15,526 | 1.8% | 15 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $2.6M | 100,112 | 1.7% | 16 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.5M | 7,150 | 1.7% | 11 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $2.4M | 97,781 | 1.6% | 16 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $2.4M | 53,924 | 1.6% | 16 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.3M | 14,532 | 1.5% | 16 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.0M | 6,170 | 1.4% | 12 |
| PGIM SHORT DUR HIG YLD OPP F | [SDHY](https://holderbook.com/stocks/SDHY/) | $2.0M | 120,618 | 1.4% | 16 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.0M | 6,519 | 1.4% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.9M | 18,385 | 1.3% | 16 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.9M | 11,145 | 1.3% | 16 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.8M | 26,772 | 1.3% | 16 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $1.8M | 39,954 | 1.2% | 16 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.7M | 12,664 | 1.2% | 16 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.3M | 9,092 | 0.9% | 16 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $1.3M | 21,073 | 0.9% | 16 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.2M | 4,953 | 0.8% | 5 |
| NUVEEN AMT-FREE MUN VALUE FD | [NUW](https://holderbook.com/stocks/NUW/) | $1.2M | 81,149 | 0.8% | 16 |
| OTIS WORLDWIDE CORP | [OTIS](https://holderbook.com/stocks/OTIS/) | $1.2M | 12,579 | 0.8% | 16 |
| KEYCORP | [KEY](https://holderbook.com/stocks/KEY/) | $910.1K | 48,695 | 0.6% | 3 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $836.2K | 35,630 | 0.6% | 10 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $823.8K | 17,046 | 0.6% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $762.1K | 2,310 | 0.5% | 10 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $654.9K | 23,190 | 0.4% | 16 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $653.8K | 7,497 | 0.4% | 12 |
| SCHWAB STRATEGIC TR | [SCYB](https://holderbook.com/stocks/SCYB/) | $554.9K | 20,759 | 0.4% | 1 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $541.0K | 10,043 | 0.4% | 12 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $506.8K | 18,164 | 0.3% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $483.6K | 726 | 0.3% | 16 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $459.4K | 17,440 | 0.3% | 16 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $448.0K | 14,040 | 0.3% | 16 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $413.7K | 1,021 | 0.3% | 12 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $385.2K | 4,072 | 0.3% | 12 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $361.2K | 3,869 | 0.2% | 16 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $352.6K | 12,114 | 0.2% | 16 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $323.6K | 300 | 0.2% | 12 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $302.1K | 3,382 | 0.2% | 16 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $289.2K | 1,550 | 0.2% | 2 |
| DARDEN RESTAURANTS INC | [DRI](https://holderbook.com/stocks/DRI/) | $285.5K | 1,500 | 0.2% | 16 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $249.7K | 340 | 0.2% | 7 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $243.7K | 209 | 0.2% | 4 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $239.9K | 633 | 0.2% | 16 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $222.8K | 2,655 | 0.2% | 4 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $218.6K | 584 | 0.1% | 2 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $217.8K | 900 | 0.1% | 1 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $214.9K | 6,439 | 0.1% | 1 |
| GENUINE PARTS CO | [GPC](https://holderbook.com/stocks/GPC/) | $206.5K | 1,490 | 0.1% | 1 |
| ARES MANAGEMENT CORPORATION | [ARES](https://holderbook.com/stocks/ARES/) | $202.9K | 1,269 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q3 2025 | +5.8% | +7.8% | -2.0% | 100% |
| Q2 2025 | +3.4% | +10.5% | -7.0% | 100% |
| Q1 2025 | +2.0% | -4.6% | +6.6% | 100% |
| Q4 2024 | -2.5% | +2.1% | -4.7% | 100% |
| Q3 2024 | +7.0% | +5.4% | +1.6% | 100% |
| Q2 2024 | +0.6% | +4.0% | -3.5% | 100% |
| Q1 2024 | +6.8% | +10.0% | -3.3% | 100% |
| Q4 2023 | +7.4% | +11.2% | -3.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2025 | $146.3M | 68 |
| Q2 2025 | $149.8M | 70 |
| Q1 2025 | $145.1M | 68 |
| Q4 2024 | $142.8M | 68 |
| Q3 2024 | $145.0M | 66 |
| Q2 2024 | $136.4M | 67 |
| Q1 2024 | $130.4M | 65 |
| Q4 2023 | $122.1M | 63 |
| Q3 2023 | $112.3M | 62 |
| Q2 2023 | $112.5M | 62 |
| Q1 2023 | $108.5M | 61 |
| Q4 2022 | $107.6M | 62 |