AHL INVESTMENT MANAGEMENT, INC. 13F Holdings

CIK 0001908425 · WINTER PARK, FL

As of Sep 30, 2025, AHL INVESTMENT MANAGEMENT, INC. reported 68 positions worth 46.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology17,306$9.0M6.13%
COCA COLA COKOConsumer Defensive123,003$8.2M5.58%
JPMORGAN CHASE & COJPMFinancial Services24,496$7.7M5.28%
GLOBAL X US PREFERRED ETFPFFD—397,096$7.7M5.27%
SCHWAB US BROAD MARKET ETFSCHB—288,578$7.4M5.07%
APPLE INCAAPLTechnology28,840$7.3M5.02%
EXXON MOBIL CORPXOMEnergy43,651$4.9M3.36%
NORTHROP GRUMMAN CORPNOCIndustrials7,778$4.7M3.24%
ABBVIE INCABBVEquity19,079$4.4M3.02%
STRYKER CORPSYKHealthcare10,900$4.0M2.75%
JOHNSON & JOHNSONJNJHealthcare20,520$3.8M2.60%
EMERSON ELECTRIC COEMRIndustrials27,278$3.6M2.45%
AMERICAN EXPRESS COAXPFinancial Services10,755$3.6M2.44%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity130,497$3.6M2.44%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—42,709$3.4M2.30%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—142,920$3.3M2.27%
ISHARES NATIONAL MUNI BOND ETFMUB—29,961$3.2M2.18%
CVS HEALTH CORPCVSHealthcare38,684$2.9M1.99%
AMAZON.COM INCAMZNEquity12,400$2.7M1.86%
NEXTERA ENERGY INCNEEUtilities35,040$2.6M1.81%
QUALCOMM INCQCOMTechnology15,526$2.6M1.77%
PFIZER INCPFEHealthcare100,112$2.6M1.74%
UNITEDHEALTH GROUP INCUNHHealthcare7,150$2.5M1.69%
SCHWAB SHORT-TERM US TREASURY ETFSCHO—97,781$2.4M1.63%
VERIZON COMMUNICATIONS INCBACCommunication Services53,924$2.4M1.62%