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CIK: 0001908425
Total reported value
$146.3M
$146.3M
66 檔
25.1%
During the Q3 2024 filing period, Ahl Investment Management, Inc. (CIK: 0001908425) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $146.3M across 66 reported positions.
During Q3 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 | KO | Coca-cola Co/the | Stock-Consumer Staples | 5.76% | -0.13% | -1.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.42% | +1.03% | -0.71% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.03% | +0.38% | -5.58% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.70% | — | -0.28% | |
| 5 | PFFD | Global X US Preferred ETF | ETF-Other | 4.44% | -0.23% | -16.06% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.41% | +0.70% | +15.21% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 4.33% | -0.98% | +0.01% | |
| 8 | SDHY | Pgim Shrt Durat Hi Yld | Stock-Other | 3.45% | -2.07% | -0.90% | |
| 9 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.27% | +0.13% | -3.08% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.27% | -0.51% | — | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 3.02% | — | -1.07% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.63% | -0.15% | +0.17% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.51% | — | -0.11% | |
| 14 | AXP | American Express Co | Stock-Financials | 2.30% | +0.31% | -0.20% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.12% | +0.23% | +41.37% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.09% | -0.26% | -0.78% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 2.08% | +0.39% | — | |
| 18 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 1.89% | -1.75% | EXIT | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.86% | +0.09% | +3.30% | |
| 20 | CVS | Cvs Health CORP | Stock-Healthcare | 1.85% | +0.12% | +0.24% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.72% | -0.13% | +3.84% | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 1.69% | +0.14% | +14.55% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.23% | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.57% | -0.24% | +0.39% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.54% | +0.46% | -4.39% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.41% | -0.10% | +0.28% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.37% | +0.32% | -0.11% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.34% | -0.13% | -22.75% | |
| 29 | T | At&t Inc | Stock-Comm Services | 1.33% | -0.89% | -0.06% | |
| 30 | TFC | Truist Financial CORP | Stock-Financials | 1.32% | — | -3.24% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.26% | — | -2.75% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | -0.21% | — | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.22% | -0.17% | -1.33% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | +0.23% | — | |
| 35 | EOT | Eaton Vance National Municip | Stock-Other | 1.20% | -1.24% | EXIT | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 1.13% | +0.10% | — | |
| 37 | NUW | Nuveen Amt-free Muni Val | Stock-Other | 1.06% | — | — | |
| 38 | CARR | Carrier Global CORP | Stock-Industrials | 1.04% | — | -1.05% | |
| 39 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.62% | — | -16.73% | |
| 40 | KEY | Keycorp | Stock-Financials | 0.58% | +0.12% | -2.48% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.26% | — | |
| 42 | USB | US Bancorp | Stock-Financials | 0.55% | — | — | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | +1.29% | — | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.54% | — | -8.11% | |
| 45 | MIY | Blackrock Muniyield Mi Qlty | Stock-Other | 0.54% | -0.49% | EXIT | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.46% | — | — | |
| 47 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.43% | +0.37% | — | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.35% | — | — | |
| 49 | COP | Conocophillips | Stock-Energy | 0.33% | — | +104.83% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.32% | — | — |
According to official SEC Form 13F filings, Ahl Investment Management, Inc. reported a total U.S. public equity portfolio value of $146.3M across 66 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including KO, MSFT, AAPL) accounted for 25.1% of total reported equity market value during Q3 2024.
During Q3 2024, Ahl Investment Management, Inc.'s top holdings by market value included KO (5.8%)、MSFT (5.4%)、AAPL (5.0%). The largest single position, KO, represented 5.8% of total portfolio value.
In Q3 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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