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CIK: 0001908425
Total reported value
$146.3M
$146.3M
70 檔
28.0%
In Q2 2025, Ahl Investment Management, Inc.'s U.S. equity holdings reached a combined market value of $146.3M, distributed across 70 disclosed stock positions.
During Q2 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 | MSFT | Microsoft CORP | Stock-Tech | 6.34% | +1.03% | -3.10% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.65% | — | -7.67% | |
| 3 | KO | Coca-cola Co/the | Stock-Consumer Staples | 5.41% | -0.13% | -1.10% | |
| 4 | PFFD | Global X US Preferred ETF | ETF-Other | 5.25% | -0.23% | -0.36% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.65% | +0.70% | -0.71% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.38% | -0.29% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.79% | -0.98% | -0.52% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.36% | -0.51% | — | |
| 9 | SDHY | Pgim Shrt Durat Hi Yld | Stock-Other | 3.23% | -2.07% | -5.42% | |
| 10 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.89% | +0.13% | -1.48% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.65% | — | +0.00% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.42% | +0.39% | -0.03% | |
| 13 | AXP | American Express Co | Stock-Financials | 2.37% | +0.31% | -3.26% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.36% | -0.13% | -0.11% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.35% | -0.15% | -1.36% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.30% | — | -0.94% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.18% | +0.23% | -1.19% | |
| 18 | CVS | Cvs Health CORP | Stock-Healthcare | 1.83% | +0.12% | -0.74% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.23% | -0.16% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.75% | +2.18% | NEW | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.69% | -0.26% | -7.62% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.69% | +0.09% | -0.06% | |
| 23 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 1.65% | -1.75% | EXIT | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.60% | +1.29% | +221.02% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.53% | +0.14% | +3.18% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.52% | +0.46% | +115.38% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.50% | -0.24% | +2.13% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.30% | -0.17% | -1.10% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.30% | -0.10% | -0.45% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.26% | -0.13% | -15.86% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 1.24% | +0.10% | -0.51% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.24% | +0.23% | +0.33% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | — | -13.98% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.20% | +0.32% | -0.42% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 1.19% | — | -4.88% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.21% | +1.34% | |
| 37 | CARR | Carrier Global CORP | Stock-Industrials | 0.90% | — | -1.04% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.88% | -0.89% | -33.92% | |
| 39 | NUW | Nuveen Amt-free Muni Val | Stock-Other | 0.84% | — | +8.09% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.26% | +0.86% | |
| 41 | KEY | Keycorp | Stock-Financials | 0.59% | +0.12% | +11.80% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.55% | — | +13.76% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.53% | — | -0.29% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.43% | — | -4.04% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.25% | — | |
| 46 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.39% | +0.37% | -0.43% | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.35% | — | — | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.31% | — | — | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | — | -15.50% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | — | — |
According to official SEC Form 13F filings, Ahl Investment Management, Inc. reported a total U.S. public equity portfolio value of $146.3M across 70 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, JPM, KO) accounted for 28.0% of total reported equity market value during Q2 2025.
During Q2 2025, Ahl Investment Management, Inc.'s top holdings by market value included MSFT (6.3%)、JPM (5.7%)、KO (5.4%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q2 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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