Ahl Investment Management, Inc. Top Holdings and 13F Report (2025) About Ahl Investment Management, Inc.Investment ActivityAhl Investment Management, Inc. has $149.84 million in total holdings as of June 30, 2025.Ahl Investment Management, Inc. owns shares of 70 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 4.40% of the portfolio was purchased this quarter.About 4.61% of the portfolio was sold this quarter.This quarter, Ahl Investment Management, Inc. has purchased 68 new stocks and bought additional shares in 11 stocks.Ahl Investment Management, Inc. sold shares of 38 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $9,496,298JPMorgan Chase & Co. $8,468,049CocaCola $8,100,677Global X U.S. Preferred ETF $7,865,912Schwab US Broad Market ETF $6,965,410 Largest New Holdings this Quarter 464288414 - iShares National Muni Bond ETF $2,615,761 Holding67066G104 - NVIDIA $244,885 Holding03990B101 - Ares Management $219,791 HoldingG29183103 - Eaton $208,482 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 25,036 shares (about $2.62M)NextEra Energy 23,753 shares (about $1.65M)UnitedHealth Group 3,917 shares (about $1.22M)NVIDIA 1,550 shares (about $244.89K)Ares Management 1,269 shares (about $219.79K) Largest Sales this Quarter EATON VANCE NATL MUN OPPORT 88,176 shares (about $1.43M)JPMorgan Chase & Co. 2,427 shares (about $703.62K)AT&T 23,346 shares (about $675.63K)Cisco Systems 5,130 shares (about $355.92K)Microsoft 610 shares (about $303.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAhl Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$9,496,298$303,428 ▼-3.1%19,0916.3%Computer and TechnologyJPMJPMorgan Chase & Co.$8,468,049$703,617 ▼-7.7%29,2095.7%FinanceKOCocaCola$8,100,677$89,711 ▼-1.1%114,4975.4%Consumer StaplesPFFDGlobal X U.S. Preferred ETF$7,865,912$28,245 ▼-0.4%417,7335.2%ETFSCHBSchwab US Broad Market ETF$6,965,410$49,995 ▼-0.7%292,2964.6%ETFAAPLApple$6,196,590$17,850 ▼-0.3%30,2024.1%Computer and TechnologyXOMExxon Mobil$5,675,440$29,645 ▼-0.5%52,6483.8%EnergySYKStryker$5,032,4140.0%12,7203.4%MedicalSDHYPGIM Short Duration High Yield Opportunities Fund$4,838,149$276,984 ▼-5.4%287,3013.2%NOCNorthrop Grumman$4,337,327$64,997 ▼-1.5%8,6752.9%AerospaceABBVAbbVie$3,972,753$186 ▲0.0%21,4032.7%MedicalEMREmerson Electric$3,627,643$1,200 ▼0.0%27,2082.4%IndustrialsAXPAmerican Express$3,545,463$119,299 ▼-3.3%11,1152.4%FinanceBSVVanguard Short-Term Bond ETF$3,534,732$3,856 ▼-0.1%44,9142.4%ETFSCHDSchwab US Dividend Equity ETF$3,518,755$48,469 ▼-1.4%132,7832.3%ETFJNJJohnson & Johnson$3,446,493$32,841 ▼-0.9%22,5632.3%MedicalSCHFSchwab International Equity ETF$3,262,613$39,249 ▼-1.2%147,6302.2%ETFCVSCVS Health$2,742,783$20,556 ▼-0.7%39,7621.8%MedicalAMZNAmazon.com$2,718,242$4,388 ▼-0.2%12,3901.8%Retail/WholesaleMUBiShares National Muni Bond ETF$2,615,761$2,615,761 ▲New Holding25,0361.7%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,532,619$208,937 ▼-7.6%103,8811.7%ETFQCOMQUALCOMM$2,527,138$1,593 ▼-0.1%15,8681.7%Computer and TechnologyNZFNuveen Municipal Credit Income Fund$2,468,239$2,980 ▼-0.1%207,0671.6%Financial ServicesNEENextEra Energy$2,394,990$1,648,933 ▲221.0%34,5001.6%UtilitiesPFEPfizer$2,295,582$70,781 ▲3.2%94,7021.5%MedicalUNHUnitedHealth Group$2,281,125$1,221,987 ▲115.4%7,3121.5%MedicalCVXChevron$2,253,404$46,967 ▲2.1%15,7371.5%EnergyABTAbbott Laboratories$1,955,144$21,762 ▼-1.1%14,3751.3%MedicalMCDMcDonald's$1,953,743$8,765 ▼-0.4%6,6871.3%Retail/WholesaleCSCOCisco Systems$1,888,662$355,919 ▼-15.9%27,2221.3%Computer and TechnologyRTXRTX$1,858,105$9,491 ▼-0.5%12,7251.2%AerospaceVTIVanguard Total Stock Market ETF$1,857,620$6,079 ▲0.3%6,1121.2%ETFWMTWalmart$1,807,463$293,633 ▼-14.0%18,4851.2%Retail/WholesaleVZVerizon Communications$1,798,408$7,529 ▼-0.4%41,5621.2%Computer and TechnologyTFCTruist Financial$1,788,771$91,784 ▼-4.9%41,6091.2%FinancePEPPepsiCo$1,397,511$18,486 ▲1.3%10,5840.9%Consumer StaplesCARRCarrier Global$1,351,892$14,272 ▼-1.0%18,4710.9%ConstructionTAT&T$1,316,191$675,633 ▼-33.9%45,4800.9%Computer and TechnologyNUWNuveen AMT-Free Municipal Value Fund$1,259,846$94,255 ▲8.1%92,0940.8%Financial ServicesGOOGLAlphabet$927,498$7,930 ▲0.9%5,2630.6%Computer and TechnologyKEYKeyCorp$887,114$93,633 ▲11.8%50,9250.6%FinanceSCHZSchwab U.S. Aggregate Bond ETF$826,019$99,932 ▲13.8%35,5430.6%ETFUSBU.S. Bancorp$789,884$2,263 ▼-0.3%17,4560.5%FinanceXLUUtilities Select Sector SPDR Fund$640,786$26,948 ▼-4.0%7,8470.4%ETFAVGOBroadcom$636,7520.0%2,3100.4%Computer and TechnologyOTISOtis Worldwide$577,485$2,476 ▼-0.4%5,8320.4%IndustrialsXLFFinancial Select Sector SPDR Fund$525,9520.0%10,0430.4%ETFSCHASchwab US Small-Cap ETF$459,5490.0%18,1640.3%ETFSCHXSchwab US Large-Cap ETF$426,234$78,208 ▼-15.5%17,4400.3%ETFSPYSPDR S&P 500 ETF Trust$420,1380.0%6800.3%FinanceCOPConocoPhillips$416,5730.0%4,6420.3%EnergySCHGSchwab U.S. Large-Cap Growth ETF$410,1080.0%14,0400.3%ETFHDHome Depot$408,4370.0%1,1140.3%Retail/WholesaleEFAiShares MSCI EAFE ETF$345,8500.0%3,8690.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$335,1940.0%12,1140.2%ETFDRIDarden Restaurants$326,955$21,797 ▼-6.3%1,5000.2%Retail/WholesaleEATON VANCE NATL MUN OPPORT$324,800$1,431,978 ▼-81.5%20,0000.2%COM SHSXLEEnergy Select Sector SPDR Fund$286,8270.0%3,3820.2%ETFBACBank of America$281,7120.0%5,9530.2%FinanceIWViShares Russell 3000 ETF$269,5680.0%7680.2%ETFKLACKLA$268,722$67,181 ▼-20.0%3000.2%Computer and TechnologyDISWalt Disney$263,948$5,210 ▼-1.9%2,1280.2%Consumer DiscretionaryMETAMeta Platforms$261,2840.0%3540.2%Computer and TechnologyNVDANVIDIA$244,885$244,885 ▲New Holding1,5500.2%Computer and TechnologyPGProcter & Gamble$240,3530.0%1,5090.2%Consumer StaplesBLACKROCK INC$239,2290.0%2280.2%COMARESAres Management$219,791$219,791 ▲New Holding1,2690.1%FinanceMRKMerck & Co., Inc.$210,1700.0%2,6550.1%MedicalETNEaton$208,482$208,482 ▲New Holding5840.1%IndustrialsAXONAxon Enterprise$206,985$124,191 ▼-37.5%2500.1%AerospaceFEFirstEnergy$0$906,014 ▼-100.0%00.0%UtilitiesMIYBlackRock MuniYield Michigan Quality Fund$0$710,112 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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