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CIK: 0001908425
Total reported value
$146.3M
$146.3M
68 檔
26.1%
As reported in its official Q1 2025 Form 13F filing, Ahl Investment Management, Inc.'s tracked investment portfolio stood at $146.3M with 68 total positions.
During Q1 2025, 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 | 5.71% | -0.13% | -0.97% | |
| 2 | PFFD | Global X US Preferred ETF | ETF-Other | 5.50% | -0.23% | +8.55% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.35% | — | -0.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.10% | +1.03% | +9.58% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.64% | +0.38% | -0.37% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.37% | +0.70% | +3.06% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 4.34% | -0.98% | -0.58% | |
| 8 | SDHY | Pgim Shrt Durat Hi Yld | Stock-Other | 3.45% | -2.07% | -1.13% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 3.26% | -0.51% | -1.24% | |
| 10 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.11% | +0.13% | -1.20% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 3.09% | — | -3.99% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.60% | — | -0.04% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.59% | -0.15% | -0.37% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.43% | -0.13% | +2.48% | |
| 15 | AXP | American Express Co | Stock-Financials | 2.13% | +0.31% | -1.26% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 2.06% | +0.39% | -0.68% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.04% | +0.23% | -0.18% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.89% | -0.26% | -5.05% | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 1.87% | +0.12% | -7.52% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.78% | -0.24% | -1.31% | |
| 21 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 1.75% | -1.75% | EXIT | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.68% | +0.09% | -0.31% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.23% | -0.56% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 1.60% | +0.14% | +7.43% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.45% | -0.10% | -0.25% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.38% | -0.13% | -6.01% | |
| 27 | T | At&t Inc | Stock-Comm Services | 1.34% | -0.89% | -20.31% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.33% | -0.17% | -6.04% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.30% | +0.32% | -6.12% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.30% | — | -3.75% | |
| 31 | EOT | Eaton Vance National Municip | Stock-Other | 1.24% | -1.24% | EXIT | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 1.24% | — | -0.34% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.23% | +0.46% | -10.47% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 1.17% | +0.10% | -5.40% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | +0.23% | -1.09% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | -0.21% | -0.48% | |
| 37 | CARR | Carrier Global CORP | Stock-Industrials | 0.82% | — | -0.51% | |
| 38 | NUW | Nuveen Amt-free Muni Val | Stock-Other | 0.81% | — | -18.47% | |
| 39 | FE | Firstenergy CORP | Stock-Utilities | 0.62% | -0.62% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.26% | +5.88% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | +1.29% | +14.76% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.51% | — | — | |
| 43 | KEY | Keycorp | Stock-Financials | 0.50% | +0.12% | — | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.50% | — | +19.05% | |
| 45 | MIY | Blackrock Muniyield Mi Qlty | Stock-Other | 0.49% | -0.49% | EXIT | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.44% | — | — | |
| 47 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.42% | +0.37% | -1.01% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.34% | — | -10.67% | |
| 49 | COP | Conocophillips | Stock-Energy | 0.34% | — | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.31% | — | — |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including KO, PFFD, JPM) accounted for 26.1% of total reported equity market value during Q1 2025.
During Q1 2025, Ahl Investment Management, Inc.'s top holdings by market value included KO (5.7%)、PFFD (5.5%)、JPM (5.3%). The largest single position, KO, represented 5.7% of total portfolio value.
In Q1 2025, 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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