⏳
Showing Q3 2025 data
AHL INVESTMENT MANAGEMENT, INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
AHL INVESTMENT MANAGEMENT, INC.
•CIK: 1908425•Filing: Q3 2025
**AHL INVESTMENT MANAGEMENT, INC.** manages $146M across a diversified portfolio of 68 positions. The fund exhibits significant concentration in technology and industrials, with top holdings including MSFT at $9.0M and KO at $8.2M. Notable allocations also include JPM ($7.7M), PFFD ($7.7M), and SCHB ($7.4M). This structure suggests a tactical approach balancing large-cap tech exposure with defensive and sector-specific plays.
Total AUM
$146.3M
QoQ Performance
-2.4%
Positions
68
Top 10 Concentration
44.7%
Latest Filing
Q3 2025
Top Holdings Allocation
MSFT
KO
JPM
PFFD
SCHB
AAPL
MSFT6.1%
KO5.6%
JPM5.3%
PFFD5.3%
SCHB5.1%
AAPL5.0%
XOM3.4%
NOC3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.5%
Technology15.9%
Healthcare12.4%
Financial9.5%
Consumer Staples6.4%
Consumer4.8%
Energy3.6%
Utilities1.8%
🚪 Exited Positionssold since Q2 2025
+1 more exited positions
Changes from Q2 2025
NEW4 new positions
↑12 increased
↓38 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023