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Disclosery

13F-HR filed by AHL INVESTMENT MANAGEMENT, INC.

AHL INVESTMENT MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-10, with 70 holding rows worth $149,835,241.

Accession
0001172661-25-002547
Filer
CIK 1908425
Filed
2025-07-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 70 entries on the cover page, a total value of $149,835,241 stated on the cover page (in dollars after the unit check, H1), rows summing to $149,835,241 with VALUE read as dollars as filed, 13F file number 028-21581. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM19,091$9,496,298dollars as filed
JPMorgan Chase & Co46625H100COM29,209$8,468,049dollars as filed
Coca-Cola Company191216100COM114,497$8,100,677dollars as filed
GLOBAL X FDS37954Y657US PFD ETF417,733$7,865,912dollars as filed
Schwab U.S. Broad Market ETF808524102SHS292,296$6,965,410dollars as filed
Apple Inc037833100COM30,202$6,196,590dollars as filed
EXXON MOBIL CORP30231G102COM52,648$5,675,440dollars as filed
Stryker Corporation863667101COM12,720$5,032,414dollars as filed
PGIM SHORT DUR HIG YLD OPP F69355J104COM287,301$4,838,149dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock8,675$4,337,327dollars as filed
AbbVie,Inc.00287Y109COM21,403$3,972,753dollars as filed
EMERSON ELEC CO COM291011104Stock27,208$3,627,643dollars as filed
American Express Company025816109COM11,115$3,545,463dollars as filed
Vanguard Short-Term Bond ETF921937827SHS44,914$3,534,732dollars as filed
SCHD808524797COM132,783$3,518,755dollars as filed
Johnson & Johnson478160104COM22,563$3,446,493dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF147,630$3,262,613dollars as filed
CVS Health Corporation126650100COM39,762$2,742,783dollars as filed
Amazon.com, Inc023135106COM12,390$2,718,242dollars as filed
ISHARES TR464288414NATIONAL MUN ETF25,036$2,615,761dollars as filed
Schwab Short Term US Treasury ETF808524862SHS103,881$2,532,619dollars as filed
Qualcomm Incorporated747525103COM15,868$2,527,138dollars as filed
NUVEEN MUN CR INCOME FD67070X101COM SH BEN INT207,067$2,468,239dollars as filed
NextEra Energy,Inc.65339F101COM34,500$2,394,990dollars as filed
Pfizer Inc.717081103COM94,702$2,295,582dollars as filed
UnitedHealth Group Inc91324P102COM7,312$2,281,125dollars as filed
Chevron Corporation166764100COM15,737$2,253,404dollars as filed
Abbott Laboratories002824100COM14,375$1,955,144dollars as filed
McDonalds Corporation580135101COM6,687$1,953,743dollars as filed
Cisco Systems,Inc.17275R102COM27,222$1,888,662dollars as filed
Raytheon Technologies Corporation75513E101COM12,725$1,858,105dollars as filed
VTI922908769COM6,112$1,857,620dollars as filed
Walmart Inc.931142103COM18,485$1,807,463dollars as filed
Verizon Communications Inc92343V104COM41,562$1,798,408dollars as filed
TRUIST FINL CORP COM89832Q109Stock41,609$1,788,771dollars as filed
PepsiCo,Inc.713448108COM10,584$1,397,511dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock18,471$1,351,892dollars as filed
AT&T Inc00206R102COM45,480$1,316,191dollars as filed
NUVEEN AMT-FREE MUN VALUE FD670695105COM92,094$1,259,846dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,263$927,498dollars as filed
KEYCORP COM493267108Stock50,925$887,114dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B35,543$826,019dollars as filed
USBANCORPDEL902973304COM NEW17,456$789,884dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS7,847$640,786dollars as filed
Broadcom Inc.11135F101COM2,310$636,752dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock5,832$577,485dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS10,043$525,952dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS18,164$459,549dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS17,440$426,234dollars as filed
SPY78462F103SHS680$420,138dollars as filed
ConocoPhillips20825C104COM4,642$416,573dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS14,040$410,108dollars as filed
Home Depot, Inc437076102COM1,114$408,437dollars as filed
ISHARES TR464287465MSCI EAFE ETF3,869$345,850dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF12,114$335,194dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock1,500$326,955dollars as filed
EATON VANCE NATIONAL MUNICIPAL27829L105COM SHS20,000$324,800dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS3,382$286,827dollars as filed
Bank of America Corp060505104COM5,953$281,712dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF768$269,568dollars as filed
KLA CORP482480100COM300$268,722dollars as filed
Walt Disney Co254687106COM2,128$263,948dollars as filed
META PLATFORMS INC CL A30303M102COM354$261,284dollars as filed
NVIDIA Corp67066G104COM1,550$244,885dollars as filed
Procter & Gamble Co742718109COM1,509$240,353dollars as filed
BlackRock,Inc.09290D101COM228$239,229dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock1,269$219,791dollars as filed
Merck & Co.,Inc.58933Y105COM2,655$210,170dollars as filed
Eaton Corp. PlcG29183103COM584$208,482dollars as filed
AXONENTERPRISEINC05464C101STOK250$206,985dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-002547this filing2025-07-10acceptance time not in the bulk data set