Sponsored

The Analysis of AHL INVESTMENT MANAGEMENT, INC.'s Holdings & P&L

Currently, AHL INVESTMENT MANAGEMENT, INC. holds 68 types of securities in its portfolio with a total value $146.3M. In the most recent quarter, they have increased their positions in OTIS (+6.7K shares, valued at $616.9K), KO (+8.5K shares, valued at $564.1K), SCYB (+20.8K shares, valued at $554.9K); decreased their positions in SDHY (-166.7K shares, valued at $2.8M), JPM (-4.7K shares, valued at $1.5M), XOM (-9.0K shares, valued at $1.0M); initiated new positions in SCYB (+20.8K shares, valued at $554.9K), IWM (+900 shares, valued at $217.8K), SCHE (+6.4K shares, valued at $214.9K).

1M P&L

+6.6M+4.56%

3M P&L

+2.7M+1.85%

HY P&L

+5.6M+3.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A40.3M

27.6%

2Drug Manufacturers - General11.0M

7.5%

3Beverages - Non-Alcoholic9.4M

6.4%

Top Industries by Stock Count

1N/A23 stocks

33.8%

2Drug Manufacturers - General4 stocks

5.9%

3Asset Management3 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP17.3K shares-9.35%2025-09-302025-10-02

KO THE COCA-COLA CO123.0K shares7.43%2025-09-302025-10-02

JPM JPMORGAN CHASE & CO24.5K shares-16.14%2025-09-302025-10-02

PFFD GLOBAL X US PREFERRED ETF397.1K shares-4.94%2025-09-302025-10-02

SCHB SCHWAB US BROAD MARKET ETF288.6K shares-1.27%2025-09-302025-10-02

AAPL APPLE INC28.8K shares-4.51%2025-09-302025-10-02

XOM EXXON MOBIL CORP43.7K shares-17.09%2025-09-302025-10-02

NOC NORTHROP GRUMMAN CORP7.8K shares-10.34%2025-09-302025-10-02

Sponsored

ABBV ABBVIE INC19.1K shares-10.86%2025-09-302025-10-02

SYK STRYKER CORP10.9K shares-14.31%2025-09-302025-10-02

JNJ JOHNSON & JOHNSON20.5K shares-9.05%2025-09-302025-10-02

EMR EMERSON ELEC CO27.3K shares0.26%2025-09-302025-10-02

AXP AMERICAN EXPRESS CO10.8K shares-3.24%2025-09-302025-10-02

SCHD SCHWAB US DIVIDEND EQUITY ETF130.5K shares-1.72%2025-09-302025-10-02

BSV VANGUARD SHORT-TERM BONDETF42.7K shares-4.91%2025-09-302025-10-02

SCHF SCHWAB INTERNATIONAL EQUITY ETF142.9K shares-3.19%2025-09-302025-10-02

Sponsored

MUB ISHARES NATIONAL MUNI BOND ETF30.0K shares19.67%2025-09-302025-10-02

CVS CVS HEALTH CORP38.7K shares-2.71%2025-09-302025-10-02

AMZN AMAZON.COM INC12.4K shares0.08%2025-09-302025-10-02

NEE NEXTERA ENERGY INC35.0K shares1.57%2025-09-302025-10-02

QCOM QUALCOMM INC15.5K shares-2.16%2025-09-302025-10-02

PFE PFIZER INC100.1K shares5.71%2025-09-302025-10-02

UNH UNITEDHEALTH GROUP INC7.2K shares-2.22%2025-09-302025-10-02

SCHO SCHWAB SHORT TERM US TREASURY ETF97.8K shares-5.87%2025-09-302025-10-02

Sponsored

VZ VERIZON COMMUNICATIONS I53.9K shares29.74%2025-09-302025-10-02

CVX CHEVRON CORP NEW14.5K shares-7.66%2025-09-302025-10-02

VTI VANGUARD TOTAL STOCK MARKET ETF6.2K shares0.95%2025-09-302025-10-02

SDHY PGIM SHORT DURATION HIGH120.6K shares-58.02%2025-09-302025-10-02

MCD MCDONALDS CORP6.5K shares-2.51%2025-09-302025-10-02

WMT WALMART INC18.4K shares-0.54%2025-09-302025-10-02

RTX RTX CORP11.1K shares-12.42%2025-09-302025-10-02

CSCO CISCO SYS INC26.8K shares-1.65%2025-09-302025-10-02

Sponsored

TFC TRUIST FINL CORP40.0K shares-3.98%2025-09-302025-10-02

ABT ABBOTT LABS12.7K shares-11.90%2025-09-302025-10-02

PEP PEPSICO INC9.1K shares-14.10%2025-09-302025-10-02

CARR CARRIER GLOBAL CORP21.1K shares14.09%2025-09-302025-10-02

GOOGL ALPHABET INC CLASS CLASS A5.0K shares-5.89%2025-09-302025-10-02

NUW NUVEEN AMT FREE MUNICIPA81.1K shares-11.88%2025-09-302025-10-02

OTIS OTIS WORLDWIDE CORP12.6K shares115.69%2025-09-302025-10-02

KEY KEYCORP NEW48.7K shares-4.38%2025-09-302025-10-02

Sponsored

SCHZ SCHWAB US AGGREGATE BONDETF35.6K shares0.24%2025-09-302025-10-02

USB US BANCORP DEL17.0K shares-2.35%2025-09-302025-10-02

AVGO BROADCOM INC2.3K shares0.00%2025-09-302025-10-02

T AT&T INC23.2K shares-49.01%2025-09-302025-10-02

XLU SELECT SECTOR UTI SELECTSPDR ETF7.5K shares-4.46%2025-09-302025-10-02

SCYB SCHWAB HIGH YIELD BOND ETF20.8K sharesnew addition2025-09-302025-10-02

XLF SELECT STR FINANCIAL SELECT SPDR ETF10.0K shares0.00%2025-09-302025-10-02

SCHA SCHWAB US SMALL CAP ETF18.2K shares0.00%2025-09-302025-10-02

Sponsored

SPY SPDR S&P 500 ETF726 shares6.76%2025-09-302025-10-02

SCHX SCHWAB US LARGE CAP ETF17.4K shares0.00%2025-09-302025-10-02

SCHG SCHWAB US LARGE CAP GROWTH ETF14.0K shares0.00%2025-09-302025-10-02

HD HOME DEPOT INC1.0K shares-8.35%2025-09-302025-10-02

COP CONOCOPHILLIPS4.1K shares-12.28%2025-09-302025-10-02

EFA ISHARES MSCI EAFE ETF3.9K shares0.00%2025-09-302025-10-02

SCHV SCHWAB US LARGE CAP VALUE ETF12.1K shares0.00%2025-09-302025-10-02

KLAC KLA CORP300 shares0.00%2025-09-302025-10-02

Sponsored

XLE ENERGY SELECT SECTOR SPDR ETF3.4K shares0.00%2025-09-302025-10-02

NVDA NVIDIA CORP1.6K shares0.00%2025-09-302025-10-02

DRI DARDEN RESTAURANTS INC1.5K shares0.00%2025-09-302025-10-02

META META PLATFORMS INC CLASS A340 shares-3.95%2025-09-302025-10-02

BLK BLACKROCK INC NEW209 shares-8.33%2025-09-302025-10-02

IWV ISHARES RUSSELL 3000 ETF633 shares-17.58%2025-09-302025-10-02

MRK MERCK & CO. INC.2.7K shares0.00%2025-09-302025-10-02

ETN EATON CORP PLC F584 shares0.00%2025-09-302025-10-02

Sponsored

IWM ISHARES RUSSELL 2000 ETF900 sharesnew addition2025-09-302025-10-02

SCHE SCHWAB EMERGING MARKETS EQUITY ETF6.4K sharesnew addition2025-09-302025-10-02

GPC GENUINE PARTS CO1.5K sharesnew addition2025-09-302025-10-02

ARES ARES MGMT CORP CLASS A1.3K shares0.00%2025-09-302025-10-02

MSFT

MICROSOFT CORP

-9.35%

Shares17.3K

Event2025-09-30

Filed2025-10-02

THE COCA-COLA CO

7.43%

Shares123.0K

Event2025-09-30

Filed2025-10-02

JPM

JPMORGAN CHASE & CO

-16.14%

Shares24.5K

Event2025-09-30

Filed2025-10-02

PFFD

GLOBAL X US PREFERRED ETF

-4.94%

Shares397.1K

Event2025-09-30

Filed2025-10-02

SCHB

SCHWAB US BROAD MARKET ETF

-1.27%

Shares288.6K

Event2025-09-30

Filed2025-10-02

AAPL

APPLE INC

-4.51%

Shares28.8K

Event2025-09-30

Filed2025-10-02

XOM

EXXON MOBIL CORP

-17.09%

Shares43.7K

Event2025-09-30

Filed2025-10-02

NOC

NORTHROP GRUMMAN CORP

-10.34%

Shares7.8K

Event2025-09-30

Filed2025-10-02

ABBV

ABBVIE INC

-10.86%

Shares19.1K

Event2025-09-30

Filed2025-10-02

SYK

STRYKER CORP

-14.31%

Shares10.9K

Event2025-09-30

Filed2025-10-02

JNJ

JOHNSON & JOHNSON

-9.05%

Shares20.5K

Event2025-09-30

Filed2025-10-02

EMR

EMERSON ELEC CO

0.26%

Shares27.3K

Event2025-09-30

Filed2025-10-02

AXP

AMERICAN EXPRESS CO

-3.24%

Shares10.8K

Event2025-09-30

Filed2025-10-02

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-1.72%

Shares130.5K

Event2025-09-30

Filed2025-10-02

BSV

VANGUARD SHORT-TERM BONDETF

-4.91%

Shares42.7K

Event2025-09-30

Filed2025-10-02

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-3.19%

Shares142.9K

Event2025-09-30

Filed2025-10-02

MUB

ISHARES NATIONAL MUNI BOND ETF

19.67%

Shares30.0K

Event2025-09-30

Filed2025-10-02

CVS

CVS HEALTH CORP

-2.71%

Shares38.7K

Event2025-09-30

Filed2025-10-02

AMZN

AMAZON.COM INC

0.08%

Shares12.4K

Event2025-09-30

Filed2025-10-02

NEE

NEXTERA ENERGY INC

1.57%

Shares35.0K

Event2025-09-30

Filed2025-10-02

QCOM

QUALCOMM INC

-2.16%

Shares15.5K

Event2025-09-30

Filed2025-10-02

PFE

PFIZER INC

5.71%

Shares100.1K

Event2025-09-30

Filed2025-10-02

UNH

UNITEDHEALTH GROUP INC

-2.22%

Shares7.2K

Event2025-09-30

Filed2025-10-02

SCHO

SCHWAB SHORT TERM US TREASURY ETF

-5.87%

Shares97.8K

Event2025-09-30

Filed2025-10-02

VERIZON COMMUNICATIONS I

29.74%

Shares53.9K

Event2025-09-30

Filed2025-10-02

CVX

CHEVRON CORP NEW

-7.66%

Shares14.5K

Event2025-09-30

Filed2025-10-02

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.95%

Shares6.2K

Event2025-09-30

Filed2025-10-02

SDHY

PGIM SHORT DURATION HIGH

-58.02%

Shares120.6K

Event2025-09-30

Filed2025-10-02

MCD

MCDONALDS CORP

-2.51%

Shares6.5K

Event2025-09-30

Filed2025-10-02

WMT

WALMART INC

-0.54%

Shares18.4K

Event2025-09-30

Filed2025-10-02

RTX

RTX CORP

-12.42%

Shares11.1K

Event2025-09-30

Filed2025-10-02

CSCO

CISCO SYS INC

-1.65%

Shares26.8K

Event2025-09-30

Filed2025-10-02

TFC

TRUIST FINL CORP

-3.98%

Shares40.0K

Event2025-09-30

Filed2025-10-02

ABT

ABBOTT LABS

-11.90%

Shares12.7K

Event2025-09-30

Filed2025-10-02

PEP

PEPSICO INC

-14.10%

Shares9.1K

Event2025-09-30

Filed2025-10-02

CARR

CARRIER GLOBAL CORP

14.09%

Shares21.1K

Event2025-09-30

Filed2025-10-02

GOOGL

ALPHABET INC CLASS CLASS A

-5.89%

Shares5.0K

Event2025-09-30

Filed2025-10-02

NUW

NUVEEN AMT FREE MUNICIPA

-11.88%

Shares81.1K

Event2025-09-30

Filed2025-10-02

OTIS

OTIS WORLDWIDE CORP

115.69%

Shares12.6K

Event2025-09-30

Filed2025-10-02

KEY

KEYCORP NEW

-4.38%

Shares48.7K

Event2025-09-30

Filed2025-10-02

SCHZ

SCHWAB US AGGREGATE BONDETF

0.24%

Shares35.6K

Event2025-09-30

Filed2025-10-02

USB

US BANCORP DEL

-2.35%

Shares17.0K

Event2025-09-30

Filed2025-10-02

AVGO

BROADCOM INC

0.00%

Shares2.3K

Event2025-09-30

Filed2025-10-02

AT&T INC

-49.01%

Shares23.2K

Event2025-09-30

Filed2025-10-02

XLU

SELECT SECTOR UTI SELECTSPDR ETF

-4.46%

Shares7.5K

Event2025-09-30

Filed2025-10-02

SCYB

SCHWAB HIGH YIELD BOND ETF

New

Shares20.8K

Event2025-09-30

Filed2025-10-02

XLF

SELECT STR FINANCIAL SELECT SPDR ETF

0.00%

Shares10.0K

Event2025-09-30

Filed2025-10-02

SCHA

SCHWAB US SMALL CAP ETF

0.00%

Shares18.2K

Event2025-09-30

Filed2025-10-02

SPY

SPDR S&P 500 ETF

6.76%

Shares726

Event2025-09-30

Filed2025-10-02

SCHX

SCHWAB US LARGE CAP ETF

0.00%

Shares17.4K

Event2025-09-30

Filed2025-10-02

SCHG

SCHWAB US LARGE CAP GROWTH ETF

0.00%

Shares14.0K

Event2025-09-30

Filed2025-10-02

HOME DEPOT INC

-8.35%

Shares1.0K

Event2025-09-30

Filed2025-10-02

COP

CONOCOPHILLIPS

-12.28%

Shares4.1K

Event2025-09-30

Filed2025-10-02

EFA

ISHARES MSCI EAFE ETF

0.00%

Shares3.9K

Event2025-09-30

Filed2025-10-02

SCHV

SCHWAB US LARGE CAP VALUE ETF

0.00%

Shares12.1K

Event2025-09-30

Filed2025-10-02

KLAC

KLA CORP

0.00%

Shares300

Event2025-09-30

Filed2025-10-02

XLE

ENERGY SELECT SECTOR SPDR ETF

0.00%

Shares3.4K

Event2025-09-30

Filed2025-10-02

NVDA

NVIDIA CORP

0.00%

Shares1.6K

Event2025-09-30

Filed2025-10-02

DRI

DARDEN RESTAURANTS INC

0.00%

Shares1.5K

Event2025-09-30

Filed2025-10-02