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CIK: 0001908425
Total reported value
$146.3M
$146.3M
65 檔
23.9%
The Q1 2024 SEC filing reveals that Ahl Investment Management, Inc. held a total portfolio value of $146.3M, covering 65 public equity positions.
During Q1 2024, Ahl Investment Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.06% | +1.03% | -0.40% | |
| 2 | KO | Coca-cola Co/the | Stock-Consumer Staples | 5.52% | -0.13% | +1.15% | |
| 3 | PFFD | Global X US Preferred ETF | ETF-Other | 5.44% | -0.23% | -0.48% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.04% | — | -0.15% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 4.74% | -0.98% | -0.18% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.38% | +0.01% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.61% | +0.70% | -0.94% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.61% | -0.51% | -2.53% | |
| 9 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.40% | +0.13% | -0.22% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 3.13% | — | -2.26% | |
| 11 | SDHY | Pgim Shrt Durat Hi Yld | Stock-Other | 3.12% | -2.07% | -0.99% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.53% | -0.15% | -0.11% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.52% | -0.26% | -0.91% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 2.40% | +0.39% | -0.54% | |
| 15 | AXP | American Express Co | Stock-Financials | 2.16% | +0.31% | -1.67% | |
| 16 | CVS | Cvs Health CORP | Stock-Healthcare | 2.13% | +0.12% | — | |
| 17 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 2.11% | -1.75% | EXIT | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.10% | — | +5.02% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 2.00% | +0.09% | -2.45% | |
| 20 | TFC | Truist Financial CORP | Stock-Financials | 1.88% | — | -2.13% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.85% | -0.13% | -1.02% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.79% | -0.24% | +6.30% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.23% | -0.80% | |
| 24 | T | At&t Inc | Stock-Comm Services | 1.65% | -0.89% | -5.48% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.62% | -0.13% | -2.30% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.59% | +0.23% | -0.29% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.56% | +0.14% | +6.46% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.53% | +0.46% | -0.12% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.41% | -0.21% | — | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 1.38% | -0.17% | -2.44% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.31% | +0.32% | +0.05% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | +0.23% | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | — | +192.15% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 1.05% | +0.10% | — | |
| 35 | NUW | Nuveen Amt-free Muni Val | Stock-Other | 0.97% | — | +476.14% | |
| 36 | CARR | Carrier Global CORP | Stock-Industrials | 0.85% | — | — | |
| 37 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.85% | — | — | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.64% | — | -0.56% | |
| 39 | KEY | Keycorp | Stock-Financials | 0.61% | +0.12% | -1.75% | |
| 40 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.59% | — | +2.25% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.50% | +1.29% | — | |
| 42 | 0VVB | Paramount Global-class B | Stock-Other | 0.49% | — | +4.13% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.46% | — | +2.71% | |
| 44 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.45% | +0.37% | — | |
| 45 | MIY | Blackrock Muniyield Mi Qlty | Stock-Other | 0.42% | -0.49% | EXIT | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | — | -9.64% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | — | -1.04% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.33% | — | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.26% | — | — |
According to official SEC Form 13F filings, Ahl Investment Management, Inc. reported a total U.S. public equity portfolio value of $146.3M across 65 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, KO, PFFD) accounted for 23.9% of total reported equity market value during Q1 2024.
During Q1 2024, Ahl Investment Management, Inc.'s top holdings by market value included MSFT (6.1%)、KO (5.5%)、PFFD (5.4%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q1 2024, Ahl Investment Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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