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CIK: 0001908425
Total reported value
$146.3M
$146.3M
68 檔
25.7%
According to the latest 13F quarterly dataset, Ahl Investment Management, Inc. managed an equity portfolio of $146.3M at the end of Q4 2024, spanning 68 distinct U.S. exchange-listed positions.
During Q4 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 | AAPL | Apple Inc | Stock-Tech | 5.33% | +0.38% | -2.90% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.32% | — | -1.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.30% | +1.03% | -1.59% | |
| 4 | PFFD | Global X US Preferred ETF | ETF-Other | 5.27% | -0.23% | +24.75% | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 5.10% | -0.13% | +0.60% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.54% | +0.70% | +197.22% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 4.01% | -0.98% | -0.69% | |
| 8 | SDHY | Pgim Shrt Durat Hi Yld | Stock-Other | 3.47% | -2.07% | +2.75% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 3.25% | -0.51% | -1.72% | |
| 10 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.93% | +0.13% | -0.71% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.77% | — | +0.41% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.58% | -0.15% | +199.37% | |
| 13 | AXP | American Express Co | Stock-Financials | 2.42% | +0.31% | -5.44% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 2.38% | +0.39% | -0.44% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.37% | -0.13% | +38.12% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.31% | — | +1.42% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.99% | -0.26% | +90.97% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.94% | +0.23% | +100.00% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.23% | -0.95% | |
| 20 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 1.77% | -1.75% | EXIT | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.71% | +0.09% | +0.63% | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 1.59% | +0.14% | +0.65% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.58% | -0.24% | +0.72% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.43% | -0.13% | -5.54% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.41% | — | -1.20% | |
| 26 | T | At&t Inc | Stock-Comm Services | 1.38% | -0.89% | -1.21% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.37% | -0.10% | +0.43% | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 1.36% | +0.12% | +1.67% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.46% | -0.45% | |
| 30 | TFC | Truist Financial CORP | Stock-Financials | 1.33% | — | -2.05% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.25% | +0.23% | — | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.24% | +0.32% | +0.44% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.22% | -0.17% | -0.51% | |
| 34 | EOT | Eaton Vance National Municip | Stock-Other | 1.13% | -1.24% | EXIT | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.12% | -0.21% | — | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 1.10% | +0.10% | -0.07% | |
| 37 | NUW | Nuveen Amt-free Muni Val | Stock-Other | 0.99% | — | -3.42% | |
| 38 | CARR | Carrier Global CORP | Stock-Industrials | 0.90% | — | -0.13% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.26% | -0.50% | |
| 40 | FE | Firstenergy CORP | Stock-Utilities | 0.62% | -0.62% | EXIT | |
| 41 | USB | US Bancorp | Stock-Financials | 0.59% | — | — | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.50% | — | +86.50% | |
| 43 | MIY | Blackrock Muniyield Mi Qlty | Stock-Other | 0.49% | -0.49% | EXIT | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | +1.29% | — | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.43% | — | — | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.42% | — | +214.33% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.25% | — | |
| 48 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.38% | +0.37% | -0.42% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | — | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.33% | — | +200.00% |
According to official SEC Form 13F filings, Ahl Investment Management, Inc. reported a total U.S. public equity portfolio value of $146.3M across 68 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, JPM, MSFT) accounted for 25.7% of total reported equity market value during Q4 2024.
During Q4 2024, Ahl Investment Management, Inc.'s top holdings by market value included AAPL (5.3%)、JPM (5.3%)、MSFT (5.3%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q4 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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