AHL INVESTMENT MANAGEMENT, INC.

Winter Park, FL · CIK 1908425 · 13F filing filed 2025-10-02

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWinter Park, FL

$146.3m reported value -2.4% vs Q2 2025

68positions

44.7%in top 10

4 new 12 added 38 reduced 6 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	17,306	$9.0m6.13%	6.13%	Reduced -1.8k	-1,785 -9.3%
2	COCA COLA CO COM KO	KO	123,003	$8.2m5.58%	5.58%	Added +8.5k	+8,506 7.4%
3	JPMORGAN CHASE & CO COM JPM	JPM	24,496	$7.7m5.28%	5.28%	Reduced -4.7k	-4,713 -16.1%
4	GLOBAL X FDS US PFD ETF PFFD	PFFD	397,096	$7.7m5.27%	5.27%	Reduced -20.6k	-20,637 -4.9%
5	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	288,578	$7.4m5.07%	5.07%	Reduced -3.7k	-3,718 -1.3%
6	APPLE INC COM AAPL	AAPL	28,840	$7.3m5.02%	5.02%	Reduced -1.4k	-1,362 -4.5%
7	EXXON MOBIL CORP COM XOM	XOM	43,651	$4.9m3.36%	3.36%	Reduced -9.0k	-8,997 -17.1%
8	NORTHROP GRUMMAN CORP COM NOC	NOC	7,778	$4.7m3.24%	3.24%	Reduced -897	-897 -10.3%
9	ABBVIE INC COM ABBV	ABBV	19,079	$4.4m3.02%	3.02%	Reduced -2.3k	-2,324 -10.9%
10	STRYKER CORPORATION COM SYK	SYK	10,900	$4.0m2.75%	2.75%	Reduced -1.8k	-1,820 -14.3%
11	JOHNSON & JOHNSON COM JNJ	JNJ	20,520	$3.8m2.60%	2.60%	Reduced -2.0k	-2,043 -9.1%
12	EMERSON ELEC CO COM EMR	EMR	27,278	$3.6m2.45%	2.45%	Added +70	+70 0.3%
13	AMERICAN EXPRESS CO COM AXP	AXP	10,755	$3.6m2.44%	2.44%	Reduced -360	-360 -3.2%
14	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	130,497	$3.6m2.44%	2.44%	Reduced -2.3k	-2,286 -1.7%
15	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	42,709	$3.4m2.30%	2.30%	Reduced -2.2k	-2,205 -4.9%
16	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	142,920	$3.3m2.27%	2.27%	Reduced -4.7k	-4,710 -3.2%
17	ISHARES TR NATIONAL MUN ETF MUB	MUB	29,961	$3.2m2.18%	2.18%	Added +4.9k	+4,925 19.7%
18	CVS HEALTH CORP COM CVS	CVS	38,684	$2.9m1.99%	1.99%	Reduced -1.1k	-1,078 -2.7%
19	AMAZON COM INC COM AMZN	AMZN	12,400	$2.7m1.86%	1.86%	Added +10	+10 0.1%
20	NEXTERA ENERGY INC COM NEE	NEE	35,040	$2.6m1.81%	1.81%	Added +540	+540 1.6%
21	QUALCOMM INC COM QCOM	QCOM	15,526	$2.6m1.77%	1.77%	Reduced -342	-342 -2.2%
22	PFIZER INC COM PFE	PFE	100,112	$2.6m1.74%	1.74%	Added +5.4k	+5,410 5.7%
23	UNITEDHEALTH GROUP INC COM UNH	UNH	7,150	$2.5m1.69%	1.69%	Reduced -162	-162 -2.2%
24	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	97,781	$2.4m1.63%	1.63%	Reduced -6.1k	-6,100 -5.9%
25	VERIZON COMMUNICATIONS INC COM VZ	VZ	53,924	$2.4m1.62%	1.62%	Added +12.4k	+12,362 29.7%
26	CHEVRON CORP NEW COM CVX	CVX	14,532	$2.3m1.54%	1.54%	Reduced -1.2k	-1,205 -7.7%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,170	$2.0m1.38%	1.38%	Added +58	+58 0.9%
28	PGIM SHORT DUR HIG YLD OPP F COM SDHY	SDHY	120,618	$2.0m1.38%	1.38%	Reduced -166.7k	-166,683 -58.0%
29	MCDONALDS CORP COM MCD	MCD	6,519	$2.0m1.35%	1.35%	Reduced -168	-168 -2.5%
30	WALMART INC COM WMT	WMT	18,385	$1.9m1.30%	1.30%	Reduced -100	-100 -0.5%
31	RTX CORPORATION COM RTX	RTX	11,145	$1.9m1.27%	1.27%	Reduced -1.6k	-1,580 -12.4%
32	CISCO SYS INC COM CSCO	CSCO	26,772	$1.8m1.25%	1.25%	Reduced -450	-450 -1.6%
33	TRUIST FINL CORP COM TFC	TFC	39,954	$1.8m1.25%	1.25%	Reduced -1.7k	-1,655 -4.0%
34	ABBOTT LABS COM ABT	ABT	12,664	$1.7m1.16%	1.16%	Reduced -1.7k	-1,711 -11.9%
35	PEPSICO INC COM PEP	PEP	9,092	$1.3m0.87%	0.87%	Reduced -1.5k	-1,492 -14.1%
36	CARRIER GLOBAL CORPORATION COM CARR	CARR	21,073	$1.3m0.86%	0.86%	Added +2.6k	+2,602 14.1%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,953	$1.2m0.82%	0.82%	Reduced -310	-310 -5.9%
38	NUVEEN AMT-FREE MUN VALUE FD COM NUW	NUW	81,149	$1.2m0.79%	0.79%	Reduced -10.9k	-10,945 -11.9%
39	OTIS WORLDWIDE CORP COM OTIS	OTIS	12,579	$1.2m0.79%	0.79%	Added +6.7k	+6,747 115.7%
40	KEYCORP COM KEY	KEY	48,695	$910.1k0.62%	0.62%	Reduced -2.2k	-2,230 -4.4%
41	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	35,630	$836.2k0.57%	0.57%	Added +87	+87 0.2%
42	US BANCORP DEL COM NEW USB	USB	17,046	$823.8k0.56%	0.56%	Reduced -410	-410 -2.4%
43	BROADCOM INC COM AVGO	AVGO	2,310	$762.1k0.52%	0.52%	Unchanged
44	AT&T INC COM T	T	23,190	$654.9k0.45%	0.45%	Reduced -22.3k	-22,290 -49.0%
45	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	7,497	$653.8k0.45%	0.45%	Reduced -350	-350 -4.5%
46	SCHWAB STRATEGIC TR HIGH YIELD BD ET SCYB	SCYB	20,759	$554.9k0.38%	0.38%	New
47	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	10,043	$541.0k0.37%	0.37%	Unchanged
48	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	18,164	$506.8k0.35%	0.35%	Unchanged
49	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	726	$483.6k0.33%	0.33%	Added +46	+46 6.8%
50	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	17,440	$459.4k0.31%	0.31%	Unchanged
51	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	14,040	$448.0k0.31%	0.31%	Unchanged
52	HOME DEPOT INC COM HD	HD	1,021	$413.7k0.28%	0.28%	Reduced -93	-93 -8.3%
53	CONOCOPHILLIPS COM COP	COP	4,072	$385.2k0.26%	0.26%	Reduced -570	-570 -12.3%
54	ISHARES TR MSCI EAFE ETF EFA	EFA	3,869	$361.2k0.25%	0.25%	Unchanged
55	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	12,114	$352.6k0.24%	0.24%	Unchanged
56	KLA CORP COM NEW KLAC	KLAC	300	$323.6k0.22%	0.22%	Unchanged
57	SELECT SECTOR SPDR TR ENERGY XLE	XLE	3,382	$302.1k0.21%	0.21%	Unchanged
58	NVIDIA CORPORATION COM NVDA	NVDA	1,550	$289.2k0.20%	0.20%	Unchanged
59	DARDEN RESTAURANTS INC COM DRI	DRI	1,500	$285.5k0.20%	0.20%	Unchanged
60	META PLATFORMS INC CL A META	META	340	$249.7k0.17%	0.17%	Reduced -14	-14 -4.0%
61	BLACKROCK INC COM BLK	BLK	209	$243.7k0.17%	0.17%	Reduced -19	-19 -8.3%
62	ISHARES TR RUSSELL 3000 ETF IWV	IWV	633	$239.9k0.16%	0.16%	Reduced -135	-135 -17.6%
63	MERCK & CO INC COM MRK	MRK	2,655	$222.8k0.15%	0.15%	Unchanged
64	EATON CORP PLC SHS ETN	ETN	584	$218.6k0.15%	0.15%	Unchanged
65	ISHARES TR RUSSELL 2000 ETF IWM	IWM	900	$217.8k0.15%	0.15%	New
66	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	6,439	$214.9k0.15%	0.15%	New
67	GENUINE PARTS CO COM GPC	GPC	1,490	$206.5k0.14%	0.14%	New
68	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	1,269	$202.9k0.14%	0.14%	Unchanged

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
NUVEEN MUNICIPAL CREDIT INC NZF	NZF	207,067	$2.5m207.1k shares
EATON VANCE NATL MUN OPPORT EOT	EOT	20,000	$324.8k20.0k shares
BANK AMERICA CORP BAC	BAC	5,953	$281.7k6.0k shares
DISNEY WALT CO DIS	DIS	2,128	$263.9k2.1k shares
PROCTER AND GAMBLE CO PG	PG	1,509	$240.4k1.5k shares
AXON ENTERPRISE INC AXON	AXON	250	$207.0k250 shares